Applied Materials: A Picks And Shovels Play On The AI Chip Revolution [Seeking Alpha]
Applied Materials, Inc. (AMAT)
Last applied materials, inc. earnings: 2/12 04:01 pm
Check Earnings Report
US:NASDAQ Investor Relations:
appliedmaterials.com/company/investor-relations
Company Research
Source: Seeking Alpha
AMAT boasts industry-leading margins, robust capital returns, and a five-year average ROIC of 47%, underscoring its capital efficiency and shareholder focus. Recent product launches for sub-2nm GAA transistors and a record DRAM equipment quarter highlight AMAT's tech leadership and near-term AI-driven growth catalysts. Valuation is fair but not cheap; cyclical and policy risks persist, yet the multi-year AI equipment upcycle and franchise quality justify a cautious buy for long-term investors. Sundry Photography/iStock Editorial via Getty Images Thesis Applied Materials, Inc. ( AMAT ) is, in my view, one of the best ways to get exposure to the AI infrastructure buildout without betting on a single horse. The company is situated in the center
Show less
Read more
Impact Snapshot
Event Time:
AMAT
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
AMAT alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
AMAT alerts
High impacting Applied Materials, Inc. news events
Weekly update
A roundup of the hottest topics
AMAT
News
- Musk Pushes Deeper Into Chip Manufacturing With Terafab [Yahoo! Finance]Yahoo! Finance
- ASML valuation gap with US peers hits decade low [Yahoo! Finance]Yahoo! Finance
- Is Applied Materials, Inc. (AMAT) a Top Data Center Stock Amid Burgeoning DRAM Opportunity? [Yahoo! Finance]Yahoo! Finance
- Applied Materials (AMAT) Rolls Out New Tools for 2nm AI and HPC Chips [Yahoo! Finance]Yahoo! Finance
- Applied Materials (AMAT) Rolls Out 2 Chipmaking Systems [Yahoo! Finance]Yahoo! Finance
AMAT
Earnings
- 2/12/26 - Beat
AMAT
Sec Filings
- 4/2/26 - Form 4
- 3/26/26 - Form SCHEDULE
- 3/13/26 - Form 4
- AMAT's page on the SEC website