Applied Materials (AMAT) Seen Winning Whether WFE Growth Is Market- or Share-Driven
Applied Materials (NASDAQ:AMAT) is one of the AI Stocks to Watch.
Applied Materials Inc (AMAT)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Coatue Management Philippe Laffont | 5,984,332 | $1,537,913,481 | +79% | 3.85% |
| 2. | Cantillon Capital Management William Von Mueffling | 2,973,661 | $764,201,140 | +1% | 4.13% |
| 3. | Citadel Investment Group Ken Griffin | 2,475,223 | $636,107,559 | +600% | 0.1% |
| 4. | 1,957,300 | $503,006,527 | +8% | 0.08% | |
| 5. | 1,875,300 | $481,933,347 | +7% | 0.07% |
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 |
|---|---|---|---|---|---|---|
| $255.53 | 609 | $155,620.33 | 4,413 | 2025-12-01 | Filing | |
| $238.24 | 4,000 | $952,942.00 | 84,351 | 2025-11-25 | Filing | |
| $234.08 | 4,000 | $936,320.80 | 88,351 | 2025-11-19 | Filing | |
| $178.60 | 562 | $100,373.20 | 5,300 | 2025-06-24 | Filing | |
| $144.83 | 450 | $65,173.50 | 6,077 | 2025-04-01 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 76,779,340 | $19,731,522,587 | 0.29% | |
| 2. | 75,259,089 | $19,340,833,182 | 0.33% | |
| 3. | 37,930,623 | $9,747,790,805 | 0.33% | |
| 4. | 32,707,049 | $8,405,458,284 | 1.55% | |
| 5. | 18,608,698 | $4,767,958,557 | 0.29% |
News See All
10 AI Stocks to Watch: Broadcom, AMD, and More
AI adoption is fundamentally shaped by the readiness of both human capital and organizational processes, not merely by financial investment,” said John-David Lovelock, Distinguished VP Analyst at Gartner...
Applied Materials, Inc. (NASDAQ:AMAT) Q1 2026 Earnings Call Transcript
Operator: Good afternoon, and welcome to the Applied Materials, Inc. earnings conference call for the latest reporting period, 2026Q1. All participants will be in a listen-only mode.
B. Riley Raises Applied Materials, Inc. (AMAT) Price Target to $400, Reaffirms Buy
On February 9, B. Riley raised its price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $400 from $365. It reiterated a Buy rating on the stock.
13 Best Roth IRA Stocks to Buy Now
A Roth IRA, or individual retirement account, is a tax-advantaged way to save for retirement and is not tied to an employer plan like a 401(k).
UBS Lifts Applied Materials, Inc. (AMAT) Target, Reiterates Buy
The shares have climbed close to 80% over the past year. A big reason is the company’s steadier growth profile. New chip fabrication plants are not short-term projects.
12 Unstoppable Dividend Stocks to Buy According to Analysts
Dividend-paying stocks have long played a steady role in investment portfolios. Investors often turn to them for reliable income and for some protection when markets get rough.
Citi Jumps Applied Materials (AMAT) Target Ahead of Earnings
On February 4, Citi analyst Atif Malik raised his price target on Applied Materials, Inc.
15 Best Wide Moat Dividend Stocks to Invest in
Wide-moat stocks are companies with durable advantages that help them keep competitors at bay. According to an S&P Global report, a large market share can be a sign of a strong economic moat.
Applied Materials, Inc. (AMAT): A Bull Case Theory
We came across a bullish thesis on Applied Materials, Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on AMAT.
Hedge Fund Resource Center Billionaire Hedge Funds
