AMAT APPLIED MATERIALS INC /DE
What matters nowUpdated 4 h ago
- On October 12 Applied Materials unveiled its $5 billion EPIC Center in Sunnyvale, which it calls its largest-ever capital investment, with TSMC, Intel, Samsung Electronics, Micron and SK hynix as founding partners 1. Earlier in October Intel 2 and UCLA 3 also announced work at the center.
- The stock fell 7.15% on October 13, the day after the unveiling, and the pooled 24/7 venue price of $462.78 sits 6.3% below the $494.04 previous close 1. The EPIC unveiling is the only candidate event recorded for that move.
- Fiscal Q3 2026 (ended July 26) revenue was a record $9.12 billion, up 25% year on year. Trailing 12-month revenue is $30.84 billion, with a 49.4% gross margin and a 29.6% operating margin, and the shares trade at 39.9 times trailing earnings and 38.0 times EV/EBITDA, with a 1.5% free-cash-flow yield.
- Morgan Stanley cut its price target to $563 from $642 on September 30 and kept Equal-Weight, citing a lower multiple of 22 times instead of 26 times, even though it raised its 2027 revenue estimate to $50.7 billion 4. Insiders sold 287,313 shares worth $174.1 million over the past 180 days and made no purchases.
- Fiscal Q4 2026 earnings are estimated for November 12, 2026 (not confirmed), with company guidance of $10.25 billion in revenue plus or minus $500 million and non-GAAP diluted EPS of $4.02 plus or minus $0.20. The EPIC Center is scheduled to become operational by the end of 2026.
- Polymarket odds put an 81.5% chance on no Fed rate change after the October 2026 meeting and a 17.5% chance on a 25 basis point increase, with the September CPI due October 14.
Unite.AI · Oct 12
Applied Materials release via GlobeNewswire · Oct 6
Applied Materials release via GlobeNewswire · Oct 8
Barchart (via Webull) · Sep 30
Valuation & fundamentalsFull financials →
TTM through 2026-07-26 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp AMATUSDT · just now | 462.55 | −0.03% | $8.3M | $4.0M | 0.0000% |
| hyperliquid perp xyz:AMAT · just now | 462.29 | −0.08% | $3.2M | $1.7M | 0.0050% |
| okx perp AMAT-USDT-SWAP · just now | 462.58 | −0.02% | $1.4M | $917.1K | 0.0000% |
| bitget perp AMATUSDT · just now | 462.88 | +0.04% | $641.9K | $1.1M | 0.0000% |
| bybit perp AMATUSDT · just now | 462.21 | −0.10% | $534.6K | $590.9K | -0.0119% |
| aster perp AMATUSDT · just now | 462.29 | −0.08% | $17.2K | $38.8K | 0.0000% |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
Applied Materials unveils $5B EPIC Center in Sunnyvale with TSMC, Intel, Samsung, Micron and SK hynix as founders
Applied Materials unveiled its EPIC Center on October 12, 2026, at its Sunnyvale, California campus.
UCLA Samueli School of Engineering joins Applied Materials' EPIC Center as a research partner
UCLA's Samueli School of Engineering joins Applied Materials' EPIC Center as a research partner, focusing on 3D chip scaling, advanced packaging and new materials for energy-efficient AI compute.
Applied Materials and Intel collaborate on transistors, interconnects and advanced packaging for AI chips
Applied Materials and Intel will work together to speed up development of next-generation transistors, interconnects and advanced packaging for AI chips.
Besi joins Applied Materials' EPIC Center as innovation partner in an expanded packaging partnership
Applied Materials and BE Semiconductor Industries (Besi) expanded their partnership, and Besi joined Applied's EPIC Center in Silicon Valley as an innovation partner.
Morgan Stanley cuts Applied Materials target to $563 from $642 on a lower multiple, keeps Equal-Weight
Morgan Stanley cut its Applied Materials price target to $563 from $642 and kept its Equal-Weight rating.
Mizuho cuts Applied Materials price target to $590 from $650 and keeps Outperform
Mizuho lowered its price target on Applied Materials to $590 from $650 on Tuesday, August 25, 2026, and kept its Outperform rating.
Applied Materials shares fall more than 5% after hours despite the revenue beat and higher outlook
Applied Materials shares fell more than 5% in extended trading on August 13 even though results and guidance beat estimates.
Applied Materials posts record fiscal Q3 2026 revenue of $9.12B and non-GAAP EPS of $3.50
Applied Materials reported record fiscal third-quarter revenue of $9.12 billion for the quarter ended July 26, 2026, up 25% from a year earlier.
UC Berkeley joins Applied Materials' EPIC Center as a research collaborator
The University of California, Berkeley will work alongside Applied Materials' scientists and engineers at the EPIC Center in Silicon Valley.
Applied Materials jumps about 15% on July 30 on Lam Research's record quarter, with no company news
Applied Materials rose about 15% on Thursday, July 30, 2026, without any announcement of its own.
CEO Gary Dickerson sells 78,321 AMAT shares at $700 to $736 on June 29 and 30
Gary Dickerson, President and CEO, sold 78,321 shares of Applied common stock on June 29 and 30, 2026, in four open-market transactions priced between about $700 and $736.
Applied introduces six DRAM and advanced-packaging systems aimed at HBM and hybrid bonding
Applied launched six systems for DRAM and advanced packaging, including Centura Prime Epi for DRAM peripheral transistors and Producer Avila 2 PECVD for HBM and thin DRAM dies.
Semiconductor Products president Prabu Raja sells 10,000 AMAT shares at $633.53
Prabu Raja, President of Applied's Semiconductor Products Group, sold 10,000 shares of common stock on June 18, 2026, at a weighted average price of $633.53, according to a Form 4 filing.
Applied unveils Centris Spectral SiN ALD and Producer Selectra Mo Etch for 3D chip scaling
Applied launched two tools for 3D chip structures: Centris Spectral SiN ALD, which deposits silicon nitride in tall, narrow features using microwave plasma, and Producer Selectra Mo Etch, which selectively removes molybdenum to separate 3D NAND wordlines.
Applied opens Tampines facility in Singapore, expected to double its footprint there
Singapore's Deputy Prime Minister Gan Kim Yong spoke at the opening of Applied's new manufacturing facility at Tampines Industrial Crescent on June 10, 2026.