Applied Materials (AMAT) Stock
Leading supplier of equipment for making computer chips. Here's the price, business snapshot, and what's worth knowing about Applied Materials in November 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
AMAT Faces Steep Monthly Decline Ahead of Critical Earnings Report
- The stock has dropped approximately 29-30% in a single month, making it one of the largest detractors in recent portfolio reviews alongside KLA.
- Market sentiment remains negative due to broader semiconductor industry concerns, despite underlying tailwinds from AI-driven equipment demand and advanced packaging growth.
- The next earnings release on November 12 is viewed by analysts as the primary near-term catalyst that will determine if the current valuation reflects genuine risk or an overreaction.
AMAT Faces Steep Monthly Decline Ahead of Critical Earnings Report
- The stock has dropped approximately 29-30% in a single month, making it one of the largest detractors in recent portfolio reviews alongside KLA.
- Market sentiment remains negative due to broader semiconductor industry concerns, despite underlying tailwinds from AI-driven equipment demand and advanced packaging growth.
- The next earnings release on November 12 is viewed by analysts as the primary near-term catalyst that will determine if the current valuation reflects genuine risk or an overreaction.
Sixth Month Growth Performance
When is the next earnings date for APPLIED MATERIALS INC (AMAT)?
Applied Materials has a confirmed upcoming earnings report scheduled for November 12, 2026, at 4:30 PM Eastern Time. This release will cover the company's fiscal fourth quarter results for the period ending in late October 2026. The date aligns with the firm's historical pattern of reporting after market close approximately three months following its previous August announcement.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Applied Materials' stock with a target price of $422.15, indicating growth potential.
Financial Health
Applied Materials is demonstrating strong profits, cash flow, and revenue, indicating solid financial performance.
Dividend
Applied Materials' low dividend yield of 0.57% means it offers minimal returns through dividends. If you invested $1000 you would be paid $5.70 a year in dividends (based on the last 12 months).
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Explore BasketWhy 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.
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