NASDAQ
469.67USD
-2.79 (-0.59%)
We have scored 103 news catalysts on Applied Materials, Inc. (AMAT) over the past 12 months. The biggest single-day move next to one of them came Jul 4, 2026, when AMAT closed −7.4%: “Tech Corner: AMAT Riding the AI Semiconductor Boom”. Coverage across the window leans positive (average ticker sentiment +0.39). Most of the impact sits in sector technology and forward growth expectations.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
372.5B
P/E
—
EPS
—
Beta
1.60
52W range
196.2-739.67
Day range
461.02–474.90
Open
472.00
Prev close
472.46
Volume
1.8M
Avg volume
8.9M
Dividend
1.98
IPO
1980-03-17
Analysts publish price targets on AMAT, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
46 analyst price targets from $500 to $900
as of 2026-09-11
The market is 24% below the median target — more cautious than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Applied Materials, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Applied Materials, Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for AMAT: .
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Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.
The price sits at the very bottom of the 46 published models, rejecting the entire bull case spread and requiring a 21% revenue CAGR that is nearly five times the 4.4% growth just delivered.
What the disagreement turns on
Does the current acceleration in AI and advanced packaging revenue represent a permanent shift to a higher growth trajectory, or is it a temporary capacity cycle that will revert to single digits? The wired data can track the unit volumes to answer this, but it cannot measure pricing power or export restriction impacts.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
