AMAT · Company research
Applied Materials Inc (AMAT): Stock News & Events
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| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It | Applied Materials (AMAT) has been a trending stock but faces near-term headwinds. The stock declined 7.9% over the past month, underperforming the S&P 500's +1.5% gain. While the company shows strong fundamentals with expected earnings growth of +35.8% for the current fiscal year and consistent beats on both EPS and revenue estimates, it carries a Zacks Rank #3 (Hold) rating and trades at a premium valuation (Grade D) relative to peers, suggesting it may perform in line with the broader market. | View source ↗ | Zacks Investment Research | Oct 19, 2026 | neutral | 0 | 1 |
| We’re Building Up Our Semi Cap Exposure With This Buy - RealMoney Pro | We’re Building Up Our Semi Cap Exposure With This Buy RealMoney Pro | View source ↗ | RealMoney Pro | Oct 15, 2026 | neutral | 0 | 0.6 |
| Chart of the Day: Applied Materials Follows the Rest of Semi Stocks - RealMoney Pro | Chart of the Day: Applied Materials Follows the Rest of Semi Stocks RealMoney Pro | View source ↗ | RealMoney Pro | Oct 15, 2026 | neutral | 0 | 0.6 |
| Applied Materials vs. Broadcom: Which Tech Stock Is a Better Buy in 2026? | The article compares two AI infrastructure leaders: Applied Materials, which manufactures semiconductor equipment with steady 4.4% revenue growth and a 24.7% net margin, and Broadcom, which designs specialized chips and software with impressive 23.9% revenue growth and 36.2% net margin. While Broadcom has outperformed significantly over the past decade, the author favors Applied Materials for 2026, citing its more reasonable valuation and greater growth potential given Broadcom's larger market cap and proximity to a growth ceiling. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.25 | 1 |
| Applied Materials vs. Broadcom: Which Tech Stock Is a Better Buy in 2026? | The article compares two AI infrastructure leaders: Applied Materials, which manufactures semiconductor equipment with steady 4.4% revenue growth and a 24.7% net margin, and Broadcom, which designs specialized chips and software with impressive 23.9% revenue growth and 36.2% net margin. While Broadcom has outperformed significantly over the past decade, the author favors Applied Materials for 2026, citing its more reasonable valuation and greater growth potential given Broadcom's larger market cap and proximity to a growth ceiling. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.25 | 1 |
| Intel vs. Qualcomm: Which Tech Stock Is a Better Buy in 2026? | Intel is undergoing a massive foundry business transformation to compete in AI chip manufacturing, but faces significant losses, negative free cash flow, and suspended dividends. Qualcomm maintains strong profitability with 12.5% net margins and robust free cash flow of $12.8 billion, while expanding in 5G, automotive, and computing markets. Despite Intel's higher 5-year performance, the author recommends Qualcomm as the better buy due to superior financial metrics and lower valuation, though suggests an S&P 500 ETF as the optimal choice. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.2 | 1 |
| Intel vs. Qualcomm: Which Tech Stock Is a Better Buy in 2026? | Intel is undergoing a massive foundry business transformation to compete in AI chip manufacturing, but faces significant losses, negative free cash flow, and suspended dividends. Qualcomm maintains strong profitability with 12.5% net margins and robust free cash flow of $12.8 billion, while expanding in 5G, automotive, and computing markets. Despite Intel's higher 5-year performance, the author recommends Qualcomm as the better buy due to superior financial metrics and lower valuation, though suggests an S&P 500 ETF as the optimal choice. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.2 | 1 |
| ASML vs. Applied Materials: Which Chip-Equipment Stock Is the Better Buy? | With semiconductor manufacturers expanding production capacity to meet AI chip demand, both ASML and Applied Materials are positioned for strong growth. ASML dominates lithography equipment with ~90% market share and premium pricing power, while Applied Materials offers a diversified portfolio with opportunities to gain market share through integrated solutions. Despite similar forward P/E ratios around 40x, Applied Materials appears the better long-term buy, trading at 21x 2028 earnings versus ASML's 23x, given its potential for sustained higher growth rates post-investment cycle. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.667 | 1 |
| ASML vs. Applied Materials: Which Chip-Equipment Stock Is the Better Buy? | With semiconductor manufacturers expanding production capacity to meet AI chip demand, both ASML and Applied Materials are positioned for strong growth. ASML dominates lithography equipment with ~90% market share and premium pricing power, while Applied Materials offers a diversified portfolio with opportunities to gain market share through integrated solutions. Despite similar forward P/E ratios around 40x, Applied Materials appears the better long-term buy, trading at 21x 2028 earnings versus ASML's 23x, given its potential for sustained higher growth rates post-investment cycle. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.667 | 1 |
| Should First Trust Rising Dividend Achievers ETF (RDVY) Be on Your Investing Radar? | First Trust Rising Dividend Achievers ETF (RDVY) is a large-cap value ETF with $25.23 billion in assets, offering 0.47% expense ratio and 0.86% dividend yield. The fund has gained 14.31% year-to-date and 19.57% over the past year, with a Zacks ETF Rank of 2 (Buy). It holds 73 companies with heavy exposure to Financials (37.9%), Information Technology, and Industrials sectors. Comparable alternatives include SCHD and VTV, which have lower expense ratios. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 0.167 | 1 |
| Should First Trust Rising Dividend Achievers ETF (RDVY) Be on Your Investing Radar? | First Trust Rising Dividend Achievers ETF (RDVY) is a large-cap value ETF with $25.23 billion in assets, offering 0.47% expense ratio and 0.86% dividend yield. The fund has gained 14.31% year-to-date and 19.57% over the past year, with a Zacks ETF Rank of 2 (Buy). It holds 73 companies with heavy exposure to Financials (37.9%), Information Technology, and Industrials sectors. Comparable alternatives include SCHD and VTV, which have lower expense ratios. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 0.167 | 1 |
| This AI Chip Stock Has Been Billionaire Philippe Laffont's Largest Holding Throughout 2026. Here's What $10,000 Invested Today Could Be Worth by 2030. | Billionaire Philippe Laffont's hedge fund Coatue Management holds Taiwan Semiconductor Manufacturing (TSMC) as its largest position at nearly 9% of publicly traded U.S. equities. TSMC dominates third-party semiconductor fabrication with 73% market share in advanced chips, supported by strong pricing power and capacity constraints. With management forecasting 25% compound annual revenue growth through 2029 and actual 2026 growth exceeding 35%, analysts project $10,000 invested today could reach $15,200-$19,000 by 2030. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 1 | 1 |
| This AI Chip Stock Has Been Billionaire Philippe Laffont's Largest Holding Throughout 2026. Here's What $10,000 Invested Today Could Be Worth by 2030. | Billionaire Philippe Laffont's hedge fund Coatue Management holds Taiwan Semiconductor Manufacturing (TSMC) as its largest position at nearly 9% of publicly traded U.S. equities. TSMC dominates third-party semiconductor fabrication with 73% market share in advanced chips, supported by strong pricing power and capacity constraints. With management forecasting 25% compound annual revenue growth through 2029 and actual 2026 growth exceeding 35%, analysts project $10,000 invested today could reach $15,200-$19,000 by 2030. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 1 | 1 |
| Applied Materials (AMAT) Declines More Than Market: Some Information for Investors | Applied Materials (AMAT) declined 3.79% to $446.63, underperforming the S&P 500's 1.11% loss on October 14, 2026. Despite the daily decline, the stock has gained 10.23% over the past month. The company is expected to report Q4 earnings on November 12, 2026, with forecasted EPS of $4.06 (up 87.1% YoY) and revenue of $10.3 billion (up 51.4% YoY). AMAT holds a Zacks Rank #2 (Buy) with a Forward P/E of 36.3 and PEG ratio of 1.29. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| Applied Materials vs. Intel: Which Technology Stock Is a Better Buy in 2026? | Applied Materials and Intel represent different points in the semiconductor supply chain. Applied Materials reported strong fiscal 2025 results with $28.4B revenue, 24.7% net margin, and $5.7B free cash flow, with Q3 2026 showing 25% revenue growth. Intel faced challenges with negative free cash flow in 2025, a $12.5B noncash charge in Q2 2026, and significant shareholder dilution from $23B in new stock sales. The analyst favors Applied Materials as the better buy but recommends dollar-cost averaging due to cyclical industry risks, while Intel's turnaround depends on its unprofitable foundry business becoming profitable. | View source ↗ | The Motley Fool | Oct 14, 2026 | neutral | 0 | 1 |
| Applied Materials vs. Intel: Which Technology Stock Is a Better Buy in 2026? | Applied Materials and Intel represent different points in the semiconductor supply chain. Applied Materials reported strong fiscal 2025 results with $28.4B revenue, 24.7% net margin, and $5.7B free cash flow, with Q3 2026 showing 25% revenue growth. Intel faced challenges with negative free cash flow in 2025, a $12.5B noncash charge in Q2 2026, and significant shareholder dilution from $23B in new stock sales. The analyst favors Applied Materials as the better buy but recommends dollar-cost averaging due to cyclical industry risks, while Intel's turnaround depends on its unprofitable foundry business becoming profitable. | View source ↗ | The Motley Fool | Oct 14, 2026 | neutral | 0 | 1 |
| Wall Street Analysts Think Applied Materials (AMAT) Could Surge 39.39%: Read This Before Placing a Bet | Applied Materials (AMAT) has gained 10.2% over the past four weeks and Wall Street analysts have set a mean price target of $647.09, suggesting a potential 39.4% upside. However, the article cautions that price targets alone should not drive investment decisions, as analysts often set overly optimistic targets. The stock's Zacks Rank #2 (Buy) rating and positive earnings estimate revisions provide more reliable indicators of near-term upside potential. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| Wall Street Analysts Think Applied Materials (AMAT) Could Surge 39.39%: Read This Before Placing a Bet | Applied Materials (AMAT) has gained 10.2% over the past four weeks and Wall Street analysts have set a mean price target of $647.09, suggesting a potential 39.4% upside. However, the article cautions that price targets alone should not drive investment decisions, as analysts often set overly optimistic targets. The stock's Zacks Rank #2 (Buy) rating and positive earnings estimate revisions provide more reliable indicators of near-term upside potential. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| Wall Street Analysts Think Applied Materials (AMAT) Could Surge 39.39%: Read This Before Placing a Bet - Yahoo Finance | Wall Street Analysts Think Applied Materials (AMAT) Could Surge 39.39%: Read This Before Placing a Bet Yahoo Finance | View source ↗ | Yahoo Finance | Oct 14, 2026 | neutral | 0 | 0.6 |
| AMAT Stock Extends Slide Overnight Despite Beat: Applied Materials’ DRAM Ramp Sends ‘Loudest Demand Signal’ - Stocktwits | AMAT Stock Extends Slide Overnight Despite Beat: Applied Materials’ DRAM Ramp Sends ‘Loudest Demand Signal’ Stocktwits | View source ↗ | Stocktwits | Oct 14, 2026 | neutral | 0 | 0.6 |
| If You Invested $1000 in Applied Materials a Decade Ago, This is How Much It'd Be Worth Now | Applied Materials (AMAT) delivered exceptional returns over the past decade, with a $1,000 investment made in October 2016 worth $16,663.32 by October 2026—a 1,566.33% gain that significantly outpaced the S&P 500's 266.01% return. The semiconductor equipment manufacturer benefits from AI-driven wafer fabrication spending and advanced packaging demand, with analysts maintaining an Outperform rating despite risks from capital spending cyclicality and competitive pressures. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 0.333 | 1 |
| If You Invested $1000 in Applied Materials a Decade Ago, This is How Much It'd Be Worth Now | Applied Materials (AMAT) delivered exceptional returns over the past decade, with a $1,000 investment made in October 2016 worth $16,663.32 by October 2026—a 1,566.33% gain that significantly outpaced the S&P 500's 266.01% return. The semiconductor equipment manufacturer benefits from AI-driven wafer fabrication spending and advanced packaging demand, with analysts maintaining an Outperform rating despite risks from capital spending cyclicality and competitive pressures. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 0.333 | 1 |
| Intel vs. Marvell Technology: Which Tech Stock Is a Better Buy in 2026? | Intel and Marvell Technology represent different plays in the AI-driven semiconductor market. Intel is undergoing a major turnaround to become a foundry while maintaining CPU dominance, reporting near-breakeven results with significant ongoing capital expenditures. Marvell focuses on data center networking and posted strong 42% revenue growth with a 32.6% net margin. The article concludes Marvell is the better buy due to its growth trajectory, lower valuation multiples, and lack of business model uncertainty, while Intel faces risks from its costly restructuring and government involvement. | View source ↗ | The Motley Fool | Oct 14, 2026 | neutral | 0 | 1 |
| Intel vs. Marvell Technology: Which Tech Stock Is a Better Buy in 2026? | Intel and Marvell Technology represent different plays in the AI-driven semiconductor market. Intel is undergoing a major turnaround to become a foundry while maintaining CPU dominance, reporting near-breakeven results with significant ongoing capital expenditures. Marvell focuses on data center networking and posted strong 42% revenue growth with a 32.6% net margin. The article concludes Marvell is the better buy due to its growth trajectory, lower valuation multiples, and lack of business model uncertainty, while Intel faces risks from its costly restructuring and government involvement. | View source ↗ | The Motley Fool | Oct 14, 2026 | neutral | 0 | 1 |
| Intel vs. Marvell Technology: What Revenue Trends Tell Investors About These Artificial Intelligence Companies | Intel maintains a significant revenue lead over Marvell Technology in absolute terms, but Marvell demonstrates consistent quarter-over-quarter growth while Intel's revenue was uneven until new CEO Lip-Bu Tan's turnaround efforts began showing results in 2026. Intel's Q2 2026 revenue jumped 25% year-over-year to $16.1 billion, while Marvell projects explosive growth from $8.2 billion in fiscal 2026 to $70-90 billion by fiscal 2031, driven by AI data center demand. | View source ↗ | The Motley Fool | Oct 14, 2026 | bullish | 0.286 | 1 |
| Intel vs. Marvell Technology: What Revenue Trends Tell Investors About These Artificial Intelligence Companies | Intel maintains a significant revenue lead over Marvell Technology in absolute terms, but Marvell demonstrates consistent quarter-over-quarter growth while Intel's revenue was uneven until new CEO Lip-Bu Tan's turnaround efforts began showing results in 2026. Intel's Q2 2026 revenue jumped 25% year-over-year to $16.1 billion, while Marvell projects explosive growth from $8.2 billion in fiscal 2026 to $70-90 billion by fiscal 2031, driven by AI data center demand. | View source ↗ | The Motley Fool | Oct 14, 2026 | bullish | 0.286 | 1 |
| Applied Materials retreats 7% as losing streak reaches six sessions (AMAT:NASDAQ) - Seeking Alpha | Applied Materials retreats 7% as losing streak reaches six sessions (AMAT:NASDAQ) Seeking Alpha | View source ↗ | Seeking Alpha | Oct 13, 2026 | neutral | 0 | 0.6 |
| Why Applied Materials Sank Today - Yahoo Finance | Why Applied Materials Sank Today Yahoo Finance | View source ↗ | Yahoo Finance | Oct 13, 2026 | neutral | 0 | 0.6 |
| Why Is Applied Materials (NASDAQ:AMAT) Stock Crashing? US$5 Billion AI Bet Meets Wall Street Doubts - Stocks Down Under | Why Is Applied Materials (NASDAQ:AMAT) Stock Crashing? US$5 Billion AI Bet Meets Wall Street Doubts Stocks Down Under | View source ↗ | Stocks Down Under | Oct 13, 2026 | neutral | 0 | 0.6 |
| Applied Materials shares slide as chip equipment outlook remains uncertain - Yahoo Finance | Applied Materials shares slide as chip equipment outlook remains uncertain Yahoo Finance | View source ↗ | Yahoo Finance | Oct 13, 2026 | neutral | 0 | 0.6 |
| Applied Materials Set to Outperform as AI Drives Sustained Demand for Wafer Fab Equipment | Applied Materials presented its 2030 growth targets at SEMICON West, expecting wafer fab equipment spending to grow faster than the past decade. The company targets 54% non-GAAP gross margin and 40% non-GAAP operating margin by 2030, with plans to gain over 2 percentage points of WFE market share. Applied is investing $5 billion in its new EPIC Center in Silicon Valley and doubling R&D lab and manufacturing capacity by 2030 to capitalize on AI infrastructure expansion. | View source ↗ | GlobeNewswire Inc. | Oct 13, 2026 | bullish | 1 | 1 |
| Applied Materials Set to Outperform as AI Drives Sustained Demand for Wafer Fab Equipment | Applied Materials presented its 2030 growth targets at SEMICON West, expecting wafer fab equipment spending to grow faster than the past decade. The company targets 54% non-GAAP gross margin and 40% non-GAAP operating margin by 2030, with plans to gain over 2 percentage points of WFE market share. Applied is investing $5 billion in its new EPIC Center in Silicon Valley and doubling R&D lab and manufacturing capacity by 2030 to capitalize on AI infrastructure expansion. | View source ↗ | GlobeNewswire Inc. | Oct 13, 2026 | bullish | 1 | 1 |
| Applied Materials drops during Investor Day as it eyes growing optical inspection market - Seeking Alpha | Applied Materials drops during Investor Day as it eyes growing optical inspection market Seeking Alpha | View source ↗ | Seeking Alpha | Oct 13, 2026 | neutral | 0 | 0.6 |
| Is Applied Materials (AMAT) A Bargain Following Its EPIC Center Launch? - Yahoo Finance | Is Applied Materials (AMAT) A Bargain Following Its EPIC Center Launch? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 13, 2026 | neutral | 0 | 0.6 |
| Applied Materials vs. Advanced Micro Devices: Which Semiconductor Stock Is a Better Buy in 2026? | The article compares Applied Materials, which manufactures semiconductor equipment, and Advanced Micro Devices (AMD), which designs high-performance processors. While both benefit from AI demand, AMD is recommended as the better buy due to its direct competition in the AI chip market, six consecutive quarters of above-30% growth, and strategic partnerships with major AI companies. Applied Materials is viewed as a solid diversified play but lacks AMD's central position in the AI boom. | View source ↗ | The Motley Fool | Oct 13, 2026 | bullish | 0.2 | 1 |
| Applied Materials vs. Advanced Micro Devices: Which Semiconductor Stock Is a Better Buy in 2026? | The article compares Applied Materials, which manufactures semiconductor equipment, and Advanced Micro Devices (AMD), which designs high-performance processors. While both benefit from AI demand, AMD is recommended as the better buy due to its direct competition in the AI chip market, six consecutive quarters of above-30% growth, and strategic partnerships with major AI companies. Applied Materials is viewed as a solid diversified play but lacks AMD's central position in the AI boom. | View source ↗ | The Motley Fool | Oct 13, 2026 | bullish | 0.2 | 1 |
| Stock Market Today: Dow Jones, S&P 500 Futures Gain While Nasdaq 100 Falls as Scott Bessent Says Iran's E - Benzinga | Stock Market Today: Dow Jones, S&P 500 Futures Gain While Nasdaq 100 Falls as Scott Bessent Says Iran's E Benzinga | View source ↗ | Benzinga | Oct 13, 2026 | neutral | 0 | 0.6 |
| AMAT Stock Slips After-Hours: Applied Materials Aims to Double Sales Without Matching Hiring Growth - Yahoo Finance | AMAT Stock Slips After-Hours: Applied Materials Aims to Double Sales Without Matching Hiring Growth Yahoo Finance | View source ↗ | Yahoo Finance | Oct 12, 2026 | neutral | 0 | 0.6 |
| Applied Materials vs. SK Hynix: Which Technology Stock Is a Better Buy in 2026? | The article compares Applied Materials and SK Hynix as semiconductor investment options for 2026. While Applied Materials leads in equipment manufacturing with steady 24.7% net margins, SK Hynix emerges as the better choice for growth-oriented investors due to its superior 46.8% revenue growth, significantly lower 7.0x forward P/E valuation (vs. 40.7x), and exceptional 44.2% net margins. However, SK Hynix faces higher volatility from memory market price fluctuations and intense competition. | View source ↗ | The Motley Fool | Oct 12, 2026 | bullish | 0.667 | 1 |
| Reasons Why Investors Can Consider Buying ADP Stock Now | Automatic Data Processing (ADP) has outperformed its industry with a 43.4% share price gain over six months. The company maintains a Zacks Rank #2 (Buy) rating with expected 5-6% revenue growth in fiscal 2027, driven by HCM technology, AI integration, and strategic acquisitions. Strong cash flow of $5.44B supports dividends, buybacks, and financial flexibility. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 1 | 1 |
| Reasons Why Investors Can Consider Buying ADP Stock Now | Automatic Data Processing (ADP) has outperformed its industry with a 43.4% share price gain over six months. The company maintains a Zacks Rank #2 (Buy) rating with expected 5-6% revenue growth in fiscal 2027, driven by HCM technology, AI integration, and strategic acquisitions. Strong cash flow of $5.44B supports dividends, buybacks, and financial flexibility. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 1 | 1 |
| ONTO's $1.1 Billion Backlog: Can Growth Accelerate Into 2027? | Onto Innovation (ONTO) is experiencing significant growth driven by AI infrastructure spending, with backlog more than doubling to $1.1B in Q2 2026. The company raised full-year revenue guidance and expects 80% growth in advanced packaging. However, it faces intensifying competition from larger rivals KLA and Applied Materials, who are also benefiting from the semiconductor equipment boom. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 1 | 1 |
| ONTO's $1.1 Billion Backlog: Can Growth Accelerate Into 2027? | Onto Innovation (ONTO) is experiencing significant growth driven by AI infrastructure spending, with backlog more than doubling to $1.1B in Q2 2026. The company raised full-year revenue guidance and expects 80% growth in advanced packaging. However, it faces intensifying competition from larger rivals KLA and Applied Materials, who are also benefiting from the semiconductor equipment boom. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 1 | 1 |
| (AMAT) Volatility Zones as Tactical Triggers - Stock Traders Daily | (AMAT) Volatility Zones as Tactical Triggers Stock Traders Daily | View source ↗ | Stock Traders Daily | Oct 9, 2026 | neutral | 0 | 0.6 |
| If You Invested $1000 in Lam Research a Decade Ago, This is How Much It'd Be Worth Now | A $1,000 investment in Lam Research (LRCX) made in October 2016 would be worth $31,947.18 as of October 9, 2026, representing a 3,094.72% gain. The semiconductor equipment supplier has benefited from AI-driven demand in memory and foundry markets. However, risks include cyclical equipment spending, China exposure volatility, and export controls. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 0.5 | 1 |
| If You Invested $1000 in Lam Research a Decade Ago, This is How Much It'd Be Worth Now | A $1,000 investment in Lam Research (LRCX) made in October 2016 would be worth $31,947.18 as of October 9, 2026, representing a 3,094.72% gain. The semiconductor equipment supplier has benefited from AI-driven demand in memory and foundry markets. However, risks include cyclical equipment spending, China exposure volatility, and export controls. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 0.5 | 1 |
| This Analyst Sees 20% Upside For AMAT Stock – Says High Expectations Around Applied Materials’ Businesses Create Short-Term Risk - Stocktwits | This Analyst Sees 20% Upside For AMAT Stock – Says High Expectations Around Applied Materials’ Businesses Create Short-Term Risk Stocktwits | View source ↗ | Stocktwits | Oct 9, 2026 | neutral | 0 | 0.6 |
| Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights | Applied Materials stock declined 2.13% on October 8, 2026, underperforming the S&P 500's 0.47% loss. Despite recent gains of 11.05% prior to this trading day, the chipmaking equipment maker faces near-term volatility. However, the company maintains strong growth prospects with projected Q3 earnings of $4.06 per share (87.1% YoY growth) and full-year earnings of $12.79 per share (35.77% YoY growth), earning a Zacks Rank #1 (Strong Buy) rating. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights | Applied Materials stock declined 2.13% on October 8, 2026, underperforming the S&P 500's 0.47% loss. Despite recent gains of 11.05% prior to this trading day, the chipmaking equipment maker faces near-term volatility. However, the company maintains strong growth prospects with projected Q3 earnings of $4.06 per share (87.1% YoY growth) and full-year earnings of $12.79 per share (35.77% YoY growth), earning a Zacks Rank #1 (Strong Buy) rating. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| UCLA researchers will test chip ideas in a commercial chipmaking environment to speed development. - Stock Titan | UCLA researchers will test chip ideas in a commercial chipmaking environment to speed development. Stock Titan | View source ↗ | Stock Titan | Oct 8, 2026 | neutral | 0 | 0.6 |
| Applied Materials vs. Qualcomm: What Revenue Trends Tell Investors About These Artificial Intelligence Companies | Applied Materials has nearly closed a significant revenue gap with Qualcomm, posting consecutive quarterly gains driven by AI infrastructure demand for semiconductor manufacturing equipment. Meanwhile, Qualcomm faces sequential revenue declines as the mobile handset market matures, though the company is attempting to pivot toward AI data center opportunities. | View source ↗ | The Motley Fool | Oct 8, 2026 | neutral | 0 | 1 |
| Applied Materials vs. Qualcomm: What Revenue Trends Tell Investors About These Artificial Intelligence Companies | Applied Materials has nearly closed a significant revenue gap with Qualcomm, posting consecutive quarterly gains driven by AI infrastructure demand for semiconductor manufacturing equipment. Meanwhile, Qualcomm faces sequential revenue declines as the mobile handset market matures, though the company is attempting to pivot toward AI data center opportunities. | View source ↗ | The Motley Fool | Oct 8, 2026 | neutral | 0 | 1 |
| Applied Materials vs. Qualcomm: What Revenue Trends Tell Investors About These Artificial Intelligence Companies | Applied Materials has nearly closed a significant revenue gap with Qualcomm, posting consecutive quarterly gains driven by AI infrastructure demand for semiconductor manufacturing equipment. Meanwhile, Qualcomm faces sequential revenue declines as the mobile handset market matures, though the company is attempting to pivot toward AI data center opportunities. | View source ↗ | The Motley Fool | Oct 8, 2026 | neutral | 0 | 1 |
| 5 Ways to Invest Around Terafab Without Betting on Tesla or SpaceX | Tesla and SpaceX plan to build Terafab, a $16.8 billion chip-making complex in Texas spanning over 100 million square feet, with manufacturing expected to begin by 2029. Intel will design and manufacture chips using its 14A process, while Musk confirmed Tesla and SpaceX will build and operate the facility themselves. Investors can position for the buildout through chip equipment makers, packaging/testing companies, materials suppliers, power infrastructure providers, and semiconductor ETFs. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.944 | 1 |
| 5 Ways to Invest Around Terafab Without Betting on Tesla or SpaceX | Tesla and SpaceX plan to build Terafab, a $16.8 billion chip-making complex in Texas spanning over 100 million square feet, with manufacturing expected to begin by 2029. Intel will design and manufacture chips using its 14A process, while Musk confirmed Tesla and SpaceX will build and operate the facility themselves. Investors can position for the buildout through chip equipment makers, packaging/testing companies, materials suppliers, power infrastructure providers, and semiconductor ETFs. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.944 | 1 |
| 5 Ways to Invest Around Terafab Without Betting on Tesla or SpaceX | Tesla and SpaceX plan to build Terafab, a $16.8 billion chip-making complex in Texas spanning over 100 million square feet, with manufacturing expected to begin by 2029. Intel will design and manufacture chips using its 14A process, while Musk confirmed Tesla and SpaceX will build and operate the facility themselves. Investors can position for the buildout through chip equipment makers, packaging/testing companies, materials suppliers, power infrastructure providers, and semiconductor ETFs. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.944 | 1 |
| Can Applied Materials Sustain Momentum in Its AGS Business? | Applied Materials reported record AGS revenues of $1.78 billion, up 22% year-over-year in fiscal Q3 2026, with over 37,000 chambers connected to its AIx software. The company expects AGS revenues to grow more than 20% in 2026 and maintain mid-teens annual growth long-term. However, AMAT stock trades at a premium valuation with a P/S multiple of 9.20X versus the industry average of 5.14X. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| Can Applied Materials Sustain Momentum in Its AGS Business? - TradingView | Can Applied Materials Sustain Momentum in Its AGS Business? TradingView | View source ↗ | TradingView | Oct 8, 2026 | neutral | 0 | 0.6 |
| Can Applied Materials Sustain Momentum in Its AGS Business? | Applied Materials reported record AGS revenues of $1.78 billion, up 22% year-over-year in fiscal Q3 2026, with over 37,000 chambers connected to its AIx software. The company expects AGS revenues to grow more than 20% in 2026 and maintain mid-teens annual growth long-term. However, AMAT stock trades at a premium valuation with a P/S multiple of 9.20X versus the industry average of 5.14X. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| Can Applied Materials Sustain Momentum in Its AGS Business? | Applied Materials reported record AGS revenues of $1.78 billion, up 22% year-over-year in fiscal Q3 2026, with over 37,000 chambers connected to its AIx software. The company expects AGS revenues to grow more than 20% in 2026 and maintain mid-teens annual growth long-term. However, AMAT stock trades at a premium valuation with a P/S multiple of 9.20X versus the industry average of 5.14X. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| Reasons Why Investors Can Consider Buying Genpact Stock Now | Genpact Limited (G) has outperformed its industry with 13.6% share gains over three months. The company is positioned for sustained growth driven by its Agentic Solutions strategy, with 2026 revenues and earnings projected to grow 7% and 12.6% year-over-year respectively. Agentic Solutions is on track to exceed $1B in contract value in 2026, supported by strong liquidity and consistent shareholder returns through buybacks and dividend increases. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| Reasons Why Investors Can Consider Buying Genpact Stock Now | Genpact Limited (G) has outperformed its industry with 13.6% share gains over three months. The company is positioned for sustained growth driven by its Agentic Solutions strategy, with 2026 revenues and earnings projected to grow 7% and 12.6% year-over-year respectively. Agentic Solutions is on track to exceed $1B in contract value in 2026, supported by strong liquidity and consistent shareholder returns through buybacks and dividend increases. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| Reasons Why Investors Can Consider Buying Genpact Stock Now | Genpact Limited (G) has outperformed its industry with 13.6% share gains over three months. The company is positioned for sustained growth driven by its Agentic Solutions strategy, with 2026 revenues and earnings projected to grow 7% and 12.6% year-over-year respectively. Agentic Solutions is on track to exceed $1B in contract value in 2026, supported by strong liquidity and consistent shareholder returns through buybacks and dividend increases. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| The Zacks Rank Explained: How to Find Strong Buy Computer and Technology Stocks | The article explains the Zacks Rank, a proprietary stock-rating model that uses earnings estimate revisions to identify investment opportunities. The system evaluates stocks based on Agreement, Magnitude, Upside, and Surprise factors, ranking them from Strong Buy to Strong Sell. Applied Materials (AMAT) is highlighted as a recent Strong Buy addition with 13 analysts revising earnings upwards, a consensus estimate increase of $0.62 to $12.79 per share, and expected earnings growth of 35.8% for fiscal 2026. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| The Zacks Rank Explained: How to Find Strong Buy Computer and Technology Stocks | The article explains the Zacks Rank, a proprietary stock-rating model that uses earnings estimate revisions to identify investment opportunities. The system evaluates stocks based on Agreement, Magnitude, Upside, and Surprise factors, ranking them from Strong Buy to Strong Sell. Applied Materials (AMAT) is highlighted as a recent Strong Buy addition with 13 analysts revising earnings upwards, a consensus estimate increase of $0.62 to $12.79 per share, and expected earnings growth of 35.8% for fiscal 2026. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| The Zacks Rank Explained: How to Find Strong Buy Computer and Technology Stocks | The article explains the Zacks Rank, a proprietary stock-rating model that uses earnings estimate revisions to identify investment opportunities. The system evaluates stocks based on Agreement, Magnitude, Upside, and Surprise factors, ranking them from Strong Buy to Strong Sell. Applied Materials (AMAT) is highlighted as a recent Strong Buy addition with 13 analysts revising earnings upwards, a consensus estimate increase of $0.62 to $12.79 per share, and expected earnings growth of 35.8% for fiscal 2026. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| If You Invested $1000 in KLA a Decade Ago, This is How Much It'd Be Worth Now | A $1,000 investment in KLA (KLAC) made in October 2016 would be worth $27,085.45 as of October 8, 2026, representing a 2,608.55% gain. This significantly outperforms the S&P 500's 262.24% gain over the same period. KLA, a semiconductor process control equipment manufacturer, is positioned to benefit from AI infrastructure spending and rising chip complexity, with analysts forecasting continued upside. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.333 | 1 |
| If You Invested $1000 in KLA a Decade Ago, This is How Much It'd Be Worth Now | A $1,000 investment in KLA (KLAC) made in October 2016 would be worth $27,085.45 as of October 8, 2026, representing a 2,608.55% gain. This significantly outperforms the S&P 500's 262.24% gain over the same period. KLA, a semiconductor process control equipment manufacturer, is positioned to benefit from AI infrastructure spending and rising chip complexity, with analysts forecasting continued upside. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.333 | 1 |
| Applied Materials (AMAT) vs. LRCX and KLAC: Can AI-Driven Chip Complexity Unlock Further Upside? - Yahoo Finance | Applied Materials (AMAT) vs. LRCX and KLAC: Can AI-Driven Chip Complexity Unlock Further Upside? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 7, 2026 | neutral | 0 | 0.6 |
| Zacks Industry Outlook Applied Materials, Lam Research and FormFactor | The semiconductor industry is experiencing strong growth driven by AI demand expanding beyond model training into inference and physical AI, requiring advanced chips across logic, DRAM, NAND, and HBM. Applied Materials, Lam Research, and FormFactor are well-positioned to benefit from increased hyperscaler spending on AI-supportive chips and advanced packaging. However, the industry faces headwinds from supply chain constraints, rising manufacturing costs, and potential tariffs. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 1 | 1 |
| Zacks Industry Outlook Applied Materials, Lam Research and FormFactor | The semiconductor industry is experiencing strong growth driven by AI demand expanding beyond model training into inference and physical AI, requiring advanced chips across logic, DRAM, NAND, and HBM. Applied Materials, Lam Research, and FormFactor are well-positioned to benefit from increased hyperscaler spending on AI-supportive chips and advanced packaging. However, the industry faces headwinds from supply chain constraints, rising manufacturing costs, and potential tariffs. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 1 | 1 |
| Applied Materials corp. controller sells $394,807 in AMAT stock By Investing.com - Investing.com Nigeria | Applied Materials corp. controller sells $394,807 in AMAT stock By Investing.com Investing.com Nigeria | View source ↗ | Investing.com Nigeria | Oct 6, 2026 | neutral | 0 | 0.6 |
| What Would You Have Needed To Notice In Applied Materials Stock? - Trefis | What Would You Have Needed To Notice In Applied Materials Stock? Trefis | View source ↗ | Trefis | Oct 6, 2026 | neutral | 0 | 0.6 |
| Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X? | Applied Materials (AMAT) has surged 111% year-to-date, trading at a premium P/S multiple of 9.59X versus the industry's 5.25X. Despite overvaluation concerns, the company is well-positioned to capitalize on AI-driven semiconductor demand, with strong growth in advanced packaging, DRAM/HBM technologies, and its AGS services business. Record AGS revenues of $1.78B (up 22% YoY) and plans to double manufacturing output by 2028 support a Zacks Rank #2 Buy recommendation. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.25 | 1 |
| Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X? | Applied Materials (AMAT) has surged 111% year-to-date, trading at a premium P/S multiple of 9.59X versus the industry's 5.25X. Despite overvaluation concerns, the company is well-positioned to capitalize on AI-driven semiconductor demand, with strong growth in advanced packaging, DRAM/HBM technologies, and its AGS services business. Record AGS revenues of $1.78B (up 22% YoY) and plans to double manufacturing output by 2028 support a Zacks Rank #2 Buy recommendation. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.25 | 1 |
| Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X? - Yahoo! Finance Canada | Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X? Yahoo! Finance Canada | View source ↗ | Yahoo! Finance Canada | Oct 6, 2026 | neutral | 0 | 0.6 |
| Can Rising AI Demand Drive Growth for ASML's Advanced Technologies? | ASML Holding N.V. plays a critical role in the AI ecosystem by providing advanced semiconductor manufacturing equipment, particularly EUV lithography systems that enable chipmakers to produce next-generation AI chips. The company integrates AI into its own operations to improve precision and efficiency. With the global AI market projected to reach $3.5 trillion by 2033, ASML is positioned to benefit from increased semiconductor supply chain investment, though it faces competition from Advanced Energy Industries and Applied Materials. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.333 | 1 |
| Can Rising AI Demand Drive Growth for ASML's Advanced Technologies? | ASML Holding N.V. plays a critical role in the AI ecosystem by providing advanced semiconductor manufacturing equipment, particularly EUV lithography systems that enable chipmakers to produce next-generation AI chips. The company integrates AI into its own operations to improve precision and efficiency. With the global AI market projected to reach $3.5 trillion by 2033, ASML is positioned to benefit from increased semiconductor supply chain investment, though it faces competition from Advanced Energy Industries and Applied Materials. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.333 | 1 |
| 3 Stocks to Buy From the Prospering Semiconductor Industry | The Zacks Electronics-Semiconductors industry is experiencing strong growth driven by expanding AI demand across inference, agentic AI, and physical AI applications. The industry ranks #108 among Zacks industries (top 44%) with earnings estimates up 152.6% since January 31, 2026. Key beneficiaries include companies specializing in advanced packaging, testing, and wafer fabrication equipment. The industry has outperformed the S&P 500 (42.9% vs 16% return) and trades at a favorable 14.2X forward P/E ratio compared to broader market multiples. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 1 | 1 |
| 3 Stocks to Buy From the Prospering Semiconductor Industry | The Zacks Electronics-Semiconductors industry is experiencing strong growth driven by expanding AI demand across inference, agentic AI, and physical AI applications. The industry ranks #108 among Zacks industries (top 44%) with earnings estimates up 152.6% since January 31, 2026. Key beneficiaries include companies specializing in advanced packaging, testing, and wafer fabrication equipment. The industry has outperformed the S&P 500 (42.9% vs 16% return) and trades at a favorable 14.2X forward P/E ratio compared to broader market multiples. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 1 | 1 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.