Applied Materials Inc.

NASDAQ · AMAT
332.71+13.46+4.22%as of Nov 6, 2026

Applied Materials, Inc. is the leader in the materials engineering solutions used to produce virtually every semiconductor in the world. Semiconductors provide the foundation for advances in technology that are reshaping the global economy, including artificial intelligence, the internet of things, robotics, electric and autonomous vehicles, and clean energy. We are experts in the design, development, production, and servicing of the critical wafer fabrication tools our customers need to manufacture semiconductors. Our customers’ products are used across personal computing devices, mobile phones, artificial intelligence (AI) and data center servers, automobiles, connected devices, industrial applications and consumer electronics. We are well positioned to address the increasing complexity in manufacturing semiconductors, by leveraging the semiconductor capital equipment industry’s most comprehensive portfolio of products to connect and co-optimize our technologies. This enables our customers to evolve their semiconductor technology roadmaps and achieve superior results in their products. Incorporated in 1967, we are a Delaware corporation. Our fiscal year ends on the last Sunday in

From the 10-K filed Dec 12, 2025

CEO
Mr. Gary E. Dickerson
Sector
Technology
Industry
Semiconductors
Employees
38,900
Headquarters
Santa Clara, CA
Fiscal year end
October
1 year+100.56 (+43.30%)
AMAT+43.30%
$200$300$400$500$600$700
$332.81
40MVol
Nov '25Jan '26Apr '26Jun '26Aug '26Nov '26
FundalyzePowered by fundalyze.ai
202.28738.88

as of Oct 22, 2026 · today 332.71, 24% of the way from low to high

Yield0.60%trailing 12 months
Annual rate$1.98per share · quarterly
Last dividend$0.53ex-date Aug 20, 2026
Payout ratio17.0%of net income, trailing
5-year growth+15.39%a year, compounded
Years of growth88 years in a row

Valuation

Market cap$264.04Bas of Oct 22, 2026
P/E28.5×TTM · Q4 2025 – Q3 2026
P/S8.6×TTM · Q4 2025 – Q3 2026
P/B10.3×Q3 2026
Dividend yield0.60%trailing 12 months

Results, trailing twelve months

Revenue$30.84BTTM · Q4 2025 – Q3 2026
Net income$9.27BTTM · Q4 2025 – Q3 2026
Diluted EPS$11.58TTM · Q4 2025 – Q3 2026
Gross margin49.4%TTM · Q4 2025 – Q3 2026

Balance and cash

Enterprise value$261.35Bas of Oct 22, 2026
Long-term debt$5.25BQ3 2026
Free cash flow$5.62BTTM · Q4 2025 – Q3 2026
Stock-based comp.$701.00MTTM · Q4 2025 – Q3 2026

Shares and market

Shares outstanding793.60Mas of Oct 30, 2026
Average volume8.44Mshares a day, last 3 months
Beta1.591

Financial statements

Provision for income taxes +133.1% $975.00M → $2.27B, year ended Oct 26, 2025

Comps

Valuation, growth and margins against the closest competitors

Filings

10-K filed Dec 12, 2025 · 10-Q Aug 20, 2026

FilingFiled
10-Q for Quarter Ended July 2026Aug 20, 2026
10-Q for Quarter Ended April 2026May 21, 2026
10-Q for Quarter Ended January 2026Feb 19, 2026
10-K for Fiscal Year Ended October 2025Dec 12, 2025

Insiders

$180.64M sold open market, 12 months to Oct 2, 2026

InsiderTypeValue
Adam SandersOct 2, 2026Sale$394.81K ↗
Judy BrunerSep 8, 2026Sale$465.00K ↗
Brice HillAug 25, 2026Sale$3.59M ↗
Gary E DickersonJun 30, 2026Sale$14.68M ↗

Funds (13F)

83.5% held by 3,488 managers · as of Sep 30, 2026

ManagerValueChange
BlackRock, Inc.$57.99B+1.24M (+1.6%)
VANGUARD CAPITAL MANAGEMENT LLC$37.49B+270.56K (+0.5%)
STATE STREET CORP$27.65B+733.07K (+2.0%)
Invesco Ltd.$20.44B+1.90M (+7.2%)
Capital Research Global Investors$16.02B−7.30M (−24.8%)

Congress

19 trades 5 sales · 14 purchases · 8 members, 12 months

MemberTypeAmount
Josh GottheimerOct 26, 2026Purchase$1K–$15K
Josh GottheimerSep 15, 2026Sale$1K–$15K
Josh GottheimerAug 6, 2026Purchase$1K–$15K
John J. McGuire IIIJul 15, 2026Purchase$1K–$15K

Short interest

1.79% of float · 2.23 days to cover · Oct 15, 2026

Short position, last two years · 22% of its 2-year range

Source: FINRA

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Company data reported to the SEC on EDGAR (CIK 6951).

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