APPLIED MATERIALS INC

Applied Materials (AMAT) Stock

Leading equipment provider for chip and display manufacturing. Here's the price, business snapshot, and what's worth knowing about Applied Materials in June 2026.

Applied Materials, Inc. (AMAT) is a leading supplier of equipment, software and services used to manufacture semiconductor chips, displays and related materials. With a market capitalisation of about $180.04B, the company designs complex tools that help chipmakers deposit, etch and inspect silicon at ever-smaller scales. Applied’s revenue is closely tied to cyclical capital spending by semiconductor manufacturers: strong demand for advanced nodes and packaging can boost sales, while inventory correction and softer end-market demand can weigh on orders. The group invests heavily in R&D and expands into adjacent areas such as display technologies and materials engineering, which can support medium- to long-term growth. Key risks include technological change, customer concentration and the cyclical nature of chip capital expenditure. This is general educational information, not personalised investment advice — values can rise or fall and past performance is not a reliable guide to the future.

Why It’s Moving

APPLIED MATERIALS INC

AMAT is under pressure as weak guidance and analyst downgrades revive fears of a deeper slowdown.

Applied Materials is trading lower after management’s subdued outlook signaled softer revenue and earnings momentum, especially in mature-node demand and key customer spending. Analysts responded by cutting ratings and flagging downside risk, with investors now focused on whether semiconductor equipment demand can reaccelerate after the latest guide-down.
Sentiment:
🐻Bearish
  • Management’s outlook pointed to year-over-year declines in revenue and adjusted earnings, a sharp signal that the near-term cycle is still losing steam.
  • Several firms trimmed ratings after the update, citing weaker demand visibility and heavier exposure to softer segments such as China and mature-node chips.
  • The stock’s slide reflects broader concern that capital spending across semicap equipment may stay uneven until AI-driven demand is strong enough to offset weakness elsewhere.

When is the next earnings date for APPLIED MATERIALS INC (AMAT)?

Applied Materials (AMAT) is expected to report its next earnings on August 13, 2026, with the release typically scheduled after market close. That report should cover fiscal Q3 2026. Applied Materials has not officially confirmed the date yet, but this timing matches its usual reporting pattern.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Applied Materials' stock, predicting a potential increase in value.

Above Average

Financial Health

Applied Materials is performing well with strong profits and cash flow, indicating healthy financial stability.

Below Average

Dividend

Applied Materials' dividend yield of 0.3% is low, which may not attract income-focused investors. If you invested $1000 you would be paid $3.00 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Discover More Opportunities

AMD

ADVANCED MICRO DEVICES INC

Advanced Micro Devices produces computer processors and graphics processors for consumer and enterprise applications.

ASML

ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012

ASML Holding is a technology company that produces equipment and software used in chip production.

ADI

ANALOG DEVICES INC

Analog Devices, Inc. is a global semiconductor company. It combines analog, digital, artificial intelligence (AI), and software technologies into solutions that combat climate change, reliably connect humans and the world, and help drive advancements in automation and robotics, mobility, healthcare, energy and data centers. It designs, manufactures, tests and markets a portfolio of solutions, including integrated circuits (ICs), software and subsystems that leverage high-performance analog, mixed-signal and digital signal processing technologies. Its product portfolio, domain specialization and advanced manufacturing capabilities extend across high-performance precision and high-speed mixed-signal, power management and processing technologies, including data converters, amplifiers, power management, power management, radio frequency ICs, edge processors and other sensors. Its IC product portfolio includes both general-purpose products used by a range of customers and applications.

Baskets Featuring AMAT

AI Chipmaker Stocks: Dow 50K Milestone Explained

AI Chipmaker Stocks: Dow 50K Milestone Explained

The Dow Jones Industrial Average surpassed 50,000 for the first time, capping a volatile week with a record high fueled by a tech rebound. This highlights a significant investment opportunity in the semiconductor industry, driven by massive AI infrastructure spending from tech giants.

Published: 8 February 2026

Explore Basket
Global Memory Shortage: Investment Risk Factors

Global Memory Shortage: Investment Risk Factors

Qualcomm's warning about a global memory chip shortage has revealed a major bottleneck impacting the smartphone industry. This situation creates a potential investment opportunity focused on the memory chip manufacturers who may see increased profits from rising prices and sustained high demand.

Published: 5 February 2026

Explore Basket
AI Data Center Stocks (Meta Corning Deal Impact)

AI Data Center Stocks (Meta Corning Deal Impact)

Meta is investing up to $6 billion in Corning's fiber-optic technology, securing a critical component for its AI data center expansion. This landmark deal signals a broader, multi-year investment cycle in AI infrastructure, creating opportunities for companies that provide the essential hardware for this technological build-out.

Published: 28 January 2026

Explore Basket
Apple AI Revolution: Which Companies Might Benefit?

Apple AI Revolution: Which Companies Might Benefit?

Apple is partnering with Google to transform Siri into a powerful, integrated AI chatbot, marking a major push to compete in the artificial intelligence race. This strategic shift is expected to create growth opportunities for companies throughout the AI supply chain, including hardware producers and software developers.

Published: 22 January 2026

Explore Basket
Memory Chip Supply | Samsung SK Hynix License Approval

Memory Chip Supply | Samsung SK Hynix License Approval

The U.S. has granted key South Korean memory chip producers annual licenses to supply their Chinese factories, averting a potential disruption to a critical global industry. This regulatory clarity creates a more stable outlook for the semiconductor supply chain and the technology companies that rely on it.

Published: 31 December 2025

Explore Basket
AI Chip Investment (Ecosystem Play) Opportunities

AI Chip Investment (Ecosystem Play) Opportunities

Nvidia's record $20 billion deal to acquire Groq's inference technology marks a major consolidation event in the AI hardware industry. This could accelerate demand for alternative chip designers and the foundational semiconductor ecosystem as customers seek to de-risk their supply chains.

Published: 28 December 2025

Explore Basket
AI Cloud Wars: The Next Chapter Beyond OpenAI

AI Cloud Wars: The Next Chapter Beyond OpenAI

Amazon is reportedly seeking a $10 billion investment in OpenAI tied to OpenAI's use of its proprietary AI chips and cloud services. This deal highlights the growing "circular financing" trend, creating a significant investment opportunity in the broader AI infrastructure and hardware supply chain.

Published: 18 December 2025

Explore Basket
India Semiconductor Stocks (Apple Manufacturing Hub)

India Semiconductor Stocks (Apple Manufacturing Hub)

Apple is exploring assembling iPhone chips in India for the first time, signaling a major deepening of its manufacturing presence in the country. This move could catalyze India's nascent semiconductor ecosystem, creating a new investment frontier for companies positioned to support this supply chain shift.

Published: 17 December 2025

Explore Basket
AI Chip Stocks: Intel-Nvidia Deal Risks & Rewards

AI Chip Stocks: Intel-Nvidia Deal Risks & Rewards

Nvidia announced a $5 billion investment in Intel, marking a major collaboration between the two semiconductor rivals to develop new AI and data center technologies. This partnership could create a ripple effect, boosting companies that supply essential hardware and software for the expanding AI infrastructure ecosystem.

Published: 21 September 2025

Explore Basket
AI Infrastructure Investment Overview | Dell Results

AI Infrastructure Investment Overview | Dell Results

Dell's recent earnings revealed a massive surge in demand for its AI servers, beating expectations. This highlights a significant investment opportunity in the companies that supply the essential hardware and components powering the AI infrastructure boom.

Published: 31 August 2025

Explore Basket
EDA Underdogs

EDA Underdogs

This collection features carefully selected companies in the electronic design automation (EDA) and semiconductor IP space. Our professional analysts have identified these stocks as potential beneficiaries of the changing competitive landscape following Synopsys' massive $35 billion acquisition of Ansys.

Published: 15 July 2025

Explore Basket
China's AI Chip Access

China's AI Chip Access

This carefully selected group of stocks represents companies poised to benefit from China's renewed access to advanced AI chips. Our professional analysts have identified key players across the semiconductor supply chain that could see significant growth as this massive market reopens.

Published: 15 July 2025

Explore Basket
Meta's AI Engine

Meta's AI Engine

This carefully selected group of stocks represents the companies building the backbone of AI's future. Our professional analysts have identified the key suppliers providing everything from advanced chips to power infrastructure that Meta needs for its massive AI data center expansion.

Published: 15 July 2025

Explore Basket
AI's Ripple Effect

AI's Ripple Effect

This carefully selected group of stocks represents the backbone of the AI revolution. Chosen by professional analysts, these companies provide the essential infrastructure that powers artificial intelligence, from advanced semiconductors to specialized data management tools.

Published: 11 July 2025

Explore Basket
Foldable Future

Foldable Future

This carefully selected group of stocks represents companies at the forefront of the foldable phone revolution. With Samsung launching new AI-powered foldables including a budget option, these specialized component suppliers are positioned to benefit as this innovative technology goes mainstream.

Published: 11 July 2025

Explore Basket
Rivals to Japan Inc.

Rivals to Japan Inc.

A collection of international companies that could benefit from U.S. tariffs on Japanese goods. These carefully selected stocks represent direct competitors to major Japanese exporters in automotive, electronics, and apparel sectors.

Published: 1 July 2025

Explore Basket
Oracle's Cloud Boom

Oracle's Cloud Boom

Oracle's major cloud contracts triggered a stock upgrade, highlighting a massive expansion in AI data centers. These companies provide the essential hardware, chips, networking, and real estate needed to power this growth. Each was selected for its direct exposure to this multi-billion dollar infrastructure boom.

Published: 1 July 2025

Explore Basket
Race to Four Trillion

Race to Four Trillion

Invest in the companies building the foundation of the AI revolution. These carefully selected stocks represent crucial suppliers and enablers benefiting from Nvidia and Microsoft's historic race to $4 trillion valuations and their unprecedented spending on AI infrastructure.

Published: 30 June 2025

Explore Basket
Google's Growth Engine

Google's Growth Engine

As Google pours billions into AI and cloud infrastructure, a select group of technology suppliers are reaping the rewards. These carefully chosen stocks represent the companies providing the essential hardware and technology that power Alphabet's ambitious growth plans.

Published: 30 June 2025

Explore Basket
The $4 Trillion Tech Race

The $4 Trillion Tech Race

Behind Nvidia and Microsoft's historic race to a $4 trillion valuation lies an entire ecosystem of essential suppliers. These carefully selected companies provide the critical infrastructure, semiconductors, and hardware that make the AI revolution possible.

Published: 30 June 2025

Explore Basket
Neuromorphic Computing Stack

Neuromorphic Computing Stack

Discover companies pioneering brain-inspired computing technology that's reshaping AI hardware. These carefully selected stocks represent innovators across the semiconductor ecosystem, all focused on creating more efficient, powerful chips to meet the growing demands of artificial intelligence.

Published: 17 June 2025

Explore Basket
Quantum-Utility Pipeline

Quantum-Utility Pipeline

Capture the future of computing with this carefully selected collection of quantum technology pioneers. These stocks represent companies building the foundational hardware and software that will power the quantum revolution, from specialized processors to the critical software that brings them to life.

Published: 17 June 2025

Explore Basket
Microchips

Microchips

The tiny components powering our digital world are creating massive investment opportunities. These carefully selected semiconductor stocks represent the companies building the foundation for AI, smart devices, and our technological future.

Published: 24 May 2025

Explore Basket

Why You’ll Want to Watch This Stock

📈

Semiconductor cycle impact

Demand for advanced chips can drive strong equipment orders, but sales are cyclical and can decline during downturns.

🌍

Global supply role

Applied sits at the heart of global chip supply chains, so geopolitical and supply-chain risks can affect performance.

Technology investment

Heavy R&D and expansion into displays and materials engineering support future growth, though outcomes depend on execution and market adoption.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Frequently asked questions