Sandisk or Applied Materials: Morgan Stanley Says Only One Stock Is a Buy Right Now
Sandisk (NASDAQ:SNDK) and Applied Materials (NASDAQ:AMAT) are moving in opposite directions following two closely watched events this week. Sandisk...
Applied Materials Inc (AMAT)
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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 | 4,213,483 | $3,046,348,209 | -20% | 6.26% |
| 2. | 2,965,600 | $2,144,128,800 | +178% | 0.25% | |
| 3. | 2,433,000 | $1,759,059,000 | +31% | 0.2% | |
| 4. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 1,632,210 | $1,180,087,830 | -2% | 4.92% |
| 5. | Alkeon Capital Management Panayotis Takis Sparaggis | 1,504,800 | $1,087,970,422 | 1.47% |
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 |
|---|---|---|---|---|---|---|
| $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 | |
| $701.33 | 7,989 | $5,602,925.37 | 1,619,843 | 2026-06-29 | Filing | |
| $700.21 | 50,332 | $35,242,969.72 | 1,627,832 | 2026-06-29 | Filing | |
| $633.53 | 10,000 | $6,335,300.00 | 346,642 | 2026-06-18 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 80,212,518 | $57,993,650,239 | 0.86% | |
| 2. | 51,848,358 | $37,486,362,834 | 0.8% | |
| 3. | 38,240,019 | $27,647,533,737 | 0.82% | |
| 4. | 28,265,844 | $20,436,205,443 | 1.62% | |
| 5. | 22,159,097 | $16,020,269,437 | 2.23% |
News See All
Applied Materials Stock (AMAT) Plunges 5% as BofA Lowers Price Target to $650
Shares of Applied Materials ($AMAT), a semiconductor equipment maker, fell more than 5% on Friday as Bank of America ($BAC), also called BofA, lowe...
Why Applied Materials Stock Is Down After Hours — and What Wall Street Sees Next
Applied Materials (NASDAQ:AMAT) shares are moving 4.5% lower in extended trading Thursday, despite a strong quarter from the semiconductor-equipmen...
AMAT Earnings: Applied Materials Stock Falls despite Beating Estimates with 25% Revenue Growth
Shares of Applied Materials ($AMAT) fell in after-hours trading after the chip company reported earnings for its third quarter of Fiscal Year 2026....
Will Applied Materials (AMAT) Stock Rally or Retreat After Q3 2026 Earnings?
Applied Materials will report its Q3 2026 earnings after markets close on Thursday, and the stock will likely fall after that release.
Options Volatility and Implied Earnings Moves Today, August 13, 2026
Today, several major companies are expected to report earnings: Applied Materials (AMAT), Brookfield Corporation (BN), JD (JD), Bit Digital (BTBT),...
Will Applied Materials (AMAT) Stock Rise or Fall after Earnings?
Applied Materials ($AMAT) is set to report its fiscal third-quarter results after the market closes today. Analysts expect revenue of about $8.99 b...
Polymarket Odds: Will AMAT, BLSH, NMAX Beat Earnings Tomorrow?
On Thursday, August 13, Applied Materials ($AMAT), Bullish ($BLSH), and Newsmax ($NMAX) will report their earnings. Bullish will publish its result...
Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In
During the August 6 episode of CNBC’s Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery...
“Selloff Is Overdone”: Cantor Says to Buy These Semiconductor Stocks
The semiconductor sector has rebounded after a sharp selloff, and Cantor Fitzgerald sees more gains ahead for stocks such as Micron ($MU), SanDisk ...
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