AMATApplied Materials
$520.65-1.81%Delayed market dataSemi equipmentSemi equipment & materials · 9 peers →What's moving this stock lately
5 direct · 39 2nd-order · 0 thematicRanked by relevance and recency.
- #1Impact1.6%bullishDirectApplied Materials Eyes Nearly 40% Growth as AI Fuels Chip Equipment Demand28d ago
The subject of the report; the ~40% growth outlook reinforces AI equipment demand, though with 8 upward revisions in four weeks much optimism is already priced.
Also named: LRCX · KLAC · ASML · TSM · NVDA
Memory capacity expansion drives DRAM and advanced-packaging tool orders, a second-order beneficiary of rising HBM capex.
Also named: MU · 000660.KS · 005930.KS · NVDA · AMD · LRCX
- #3Impact1.29%bullish2nd-orderMemory prices could jump 60%: why Micron and SanDisk are breaking out again29d ago
Recovering memory capex drives demand for front-end tools, a second-order beneficiary
Also named: MU · SNDK · 000660.KS · 005930.KS · LRCX · KLAC
Key beneficiary of recovering memory capex; Micron's expansion feeds equipment orders
Also named: MU · 000660.KS · 005930.KS · LRCX · NVDA
Memory maker capacity expansion boosts orders for its semiconductor manufacturing equipment
Also named: MU · 000660.KS · 005930.KS · WDC · STX · LRCX
Expectations of memory fabs expanding capacity improve the order outlook for its DRAM/NAND-related equipment
Also named: MU · 000660.KS · 005930.KS · WDC · STX · LRCX
- #7Impact1.01%bullishDirectApplied Materials Says AI Boom Is Driving Semiconductor Equipment Demand Higher30d ago
Direct beneficiary of its own commentary, with +24.8% revenue growth validating AI equipment demand, but with an average beat of 5.4% over the past four quarters this is narrative confirmation rather than a fresh surprise
Also named: LRCX · KLAC · ASML · TSM · NVDA
- #8Impact0.91%bullishDirectMicron's Manufacturing Push: Can MU Gain More From AI Memory Demand?24d ago
Rising memory capex directly benefits its DRAM/HBM-related equipment orders.
Also named: MU · 005930.KS · 000660.KS · NVDA · LRCX
- #9Impact0.82%bullish2nd-orderMicron could dethrone Nvidia and become the biggest driver of S&P 500 profit growth11d ago
A key equipment supplier to memory capex, benefiting second-order from HBM expansion.
Also named: MU · SNDK · 000660.KS · WDC · NVDA · LRCX
Memory makers expanding HBM capacity boosts capex on memory fab equipment, an indirect benefit.
Also named: MU · 000660.KS · 005930.KS · NVDA · AMD · TSM
The rest, archived by time · 34
🎯 Market expectations
Estimate coverage High · 86/100Nasdaq analyst consensus · the pre-news baseline
- Jul 2026$3.50 vs $3.38+3.55%
- Apr 2026$2.86 vs $2.68+6.72%
- Jan 2026$2.38 vs $2.19+8.68%
- Oct 2025$2.17 vs $2.11+2.84%
The takeaway
Recent results have exceeded consensus by an average of +5.4%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $28.4B · latest quarter up 24.8% YoY · profitable (FY net income $7.0B) · short activity within its normal range.
FY revenue
$28.4B
2025-10
Latest Q YoY
+24.8%
Gross margin
48.7%
FY net income
$7.0B
Diluted EPS
$8.71
Short volume
39.7%
20d avg 39.5% · normal
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
🕰️ Price × news · analysis history
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📜 Call history (newest first
230 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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