Applied Materials (AMAT) Trades at 39.66 Times Earnings. Can 2027 Growth Carry It?
Applied Materials (NASDAQ:AMAT) keeps adding heavyweight partners.
Applied Materials Inc (AMAT)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 86,800 | $44,387,784 | +11% | 1.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $137.70 | 1,419 | $195,396.30 | 1,716,058 | 2025-04-03 | Filing | |
| $137.29 | 48,581 | $6,669,685.49 | 1,714,639 | 2025-04-03 | Filing | |
| $94.75 | 20 | $1,895.00 | 199 | 2022-06-21 | Filing | |
| $123.26 | 36 | $4,437.36 | 178 | 2022-03-08 | Filing | |
| $123.26 | 37 | $4,560.62 | 179 | 2022-03-08 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $544.56 | 725 | $394,807.45 | 3,181 | 2026-10-02 | Filing | |
| $465.00 | 1,000 | $465,000.00 | 25,544 | 2026-09-08 | Filing | |
| $479.25 | 7,500 | $3,594,375.75 | 128,613 | 2026-08-25 | Filing | |
| $736.05 | 30 | $22,081.50 | 1,599,843 | 2026-06-30 | Filing | |
| $735.22 | 19,970 | $14,682,343.40 | 1,599,873 | 2026-06-30 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 205,787 | $105,235,554 | 3.35% | |
| 2. | 132,143 | $67,575,321 | 4.23% | |
| 3. | 119,052 | $60,880,812 | 0.53% | |
| 4. | 73,559 | $37,616,602 | 0.57% | |
| 5. | 40,990 | $20,961,466 | 1.92% |
News See All
Intel and Applied Materials Just Deepened Their AI Partnership. Which Stock Looks Better Positioned?
Applied Materials Inc. (NASDAQ:AMAT) and Intel Corporation (NASDAQ:INTC) announced on October 6 that they are expanding their partnership on next-generation AI chipmaking.
Applied Materials vs. KLA: Does Faster Growth Beat the Cheaper Cash-Flow Price?
Applied Materials, Inc. (NASDAQ:AMAT) and KLA Corporation (NASDAQ:KLAC) sell different tools into semiconductor factories.
Jim Cramer Has a Clear Pecking Order for These Three Chip-Equipment Stocks
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Jim Cramer Sees More to Applied Materials (AMAT) Than Its Earnings Multiple
On October 2, a caller asked for an opinion about Applied Materials, Inc. (NASDAQ:AMAT) for the next 12 months. In response, Mad Money host Jim Cramer said: It's Gary Dickerson.
Applied Materials (AMAT) vs. LRCX and KLAC: Can AI-Driven Chip Complexity Unlock Further Upside?
Is AMAT a good stock to buy? We came across a bullish thesis on Applied Materials, Inc. on Astute Optics - US’s Substack. In this article, we will summarize the bulls’ thesis on AMAT.
Goldman Sachs Names ‘3 Chip Stocks’ to Buy Ahead of Earnings
Semiconductor stocks have pulled back in recent months, but Goldman Sachs analyst James Schneider sees better trading opportunities ahead of earnin...
AI Compute Expansion and Memory Shortages Extend Applied Materials’ (AMAT) Growth Runway
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Overvalued Tech Stocks? Analysts See 40%+ Upside in These 3 High P/E Names
Using the TipRanks Stock Screener tool, we identified three technology stocks with P/E ratios ranging from 40.65x to 65.72x, Strong ...
ASML vs. Applied Materials: Which AI Chip-Equipment Stock Is the Better Buy?
ASML Holding N.V. (NASDAQ:ASML) and Applied Materials, Inc. (NASDAQ:AMAT) sell different tools, but both compete for the same investor dollar tied to semiconductor capital spending.
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