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AMAT

Applied Materials, Inc.Partly aligned
Close 426.37 (2026-10-15)28 days +2.1%1Y +87.3%28 d mentions 4

Stance mix of tracked accounts 4 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
1
Neutral
2
No stance
1
Bearish
0
Accounts BullNeuBearNone
@charliebilelloViews ›0100
@bespokeinvestViews ›0100
@ripster47Views ›0001
@StockSavvyShayViews ›1000

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 1Fundamentals
  • @StockSavvyShay: @StockSavvyShay says $AMAT is targeting 54% gross margins and 40% operating margins by 2030 while planning to return about 90% of FCF to shareholders. Service revenue is expected to exceed $12B as chipmakers maintain and upgrade equipment. Applied is also expanding into the $KLAC inspection market with eBeam expected to reach $2B this year, while doubling R&D and manufacturing capacity for complex AI chips, HBM and advanced packaging.
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bullish First call
Fundamentals · Long term · @StockSavvyShay says $AMAT is targeting 54% gross margins and 40% operating margins by 2030 while planning to return about 90% of FCF to shareholders. Service revenue is expected to exceed $12B as chipmakers maintain and upgrade equipment. Applied is also expanding into the $KLAC inspection market with eBeam expected to reach $2B this year, while doubling R&D and manufacturing capacity for complex AI chips, HBM and advanced packaging.
2026-10-14 01:15 HKT Original post ↗
No stance
Basis not tagged · (Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.
2026-10-13 20:45 HKT Original post ↗
Neutral First call
Basis not tagged · @bespokeinvest notes Fed Governor Waller discusses AI tomorrow at 3:45 AM ET, with Barkin at 1:00 PM and Collins at 4:00 PM. Applied Materials $AMAT and Workday $WDAY hold investor days.
2026-10-13 05:35 HKT Original post ↗
Charlie Bilello @charliebilelloViews ›
Neutral First call
Valuation · Price to Sales Ratio (TTM Sales) lists SpaceX at 103, Palantir at 87, CrowdStrike at 52, AMD at 24, Broadcom at 20, NVIDIA at 19, Applied Materials at 13, Tesla at 13, Microsoft at 12, Apple at 11, Google at 10, Micron at 9, Intel at 9, Meta at 8, Cisco at 7, Netflix at 6, Oracle at 6, Amazon at 4, and S&P 500 at 3.5.
2026-10-11 23:11 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 4 posts · Bull 1 / Bear 0
    @StockSavvyShay: @StockSavvyShay says $AMAT is targeting 54% gross margins and 40% operating margins by 2030 while planning to return about 90% of FCF to shareholders. Service revenue is expected to exceed $12B as chipmakers maintain and upgrade equipment. Applied is also expanding into the $KLAC inspection market with eBeam expected to reach $2B this year, while doubling R&D and manufacturing capacity for complex AI chips, HBM and advanced packaging. (Bullish)
  • 10/3–10/9 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

AMAT Bullish2026-10-14 01:15 HKTOriginal post ↗

@StockSavvyShay says $AMAT is targeting 54% gross margins and 40% operating margins by 2030 while planning to return about 90% of FCF to shareholders. Service revenue is expected to exceed $12B as chipmakers maintain and upgrade equipment. Applied is also expanding into the $KLAC inspection market with eBeam expected to reach $2B this year, while doubling R&D and manufacturing capacity for complex AI chips, HBM and advanced packaging.

See original

$AMAT is targeting 54% gross margins and 40% operating margins by 2030 while planning to return ~90% of FCF to shareholders. A big part of that comes from service revenue expected to exceed $12B as chipmakers keep maintaining and upgrading existing equipment giving Applied more recurring revenue even when new equipment spending slows. Applied is also expanding into $KLAC inspection market with its eBeam business expected to reach $2B this year while doubling R&D and manufacturing capacity to support really complex AI chips, HBM and advanced packaging.

Image 1 ↗

Reasoning: Fundamentals · Long term Specific

AMAT Neutral2026-10-13 05:35 HKTOriginal post ↗

@bespokeinvest notes Fed Governor Waller discusses AI tomorrow at 3:45 AM ET, with Barkin at 1:00 PM and Collins at 4:00 PM. Applied Materials $AMAT and Workday $WDAY hold investor days.

See original

Fed Governor Waller discusses AI tomorrow at 3:45 AM ET, with Barkin speaking at 1:00 PM and Collins at 4:00 PM. Applied Materials $AMAT and Workday $WDAY hold investor days.

Image 1 ↗

Reasoning: Not tagged by analyst

AMAT Neutral2026-10-11 23:11 HKTOriginal post ↗

Price to Sales Ratio (TTM Sales) lists SpaceX at 103, Palantir at 87, CrowdStrike at 52, AMD at 24, Broadcom at 20, NVIDIA at 19, Applied Materials at 13, Tesla at 13, Microsoft at 12, Apple at 11, Google at 10, Micron at 9, Intel at 9, Meta at 8, Cisco at 7, Netflix at 6, Oracle at 6, Amazon at 4, and S&P 500 at 3.5.

See original

Price to Sales Ratio (TTM Sales) SpaceX: 103 Palantir: 87 CrowdStrike: 52 AMD: 24 Broadcom: 20 NVIDIA: 19 Applied Materials: 13 Tesla: 13 Microsoft: 12 Apple: 11 Google: 10 Micron: 9 Intel: 9 Meta: 8 Cisco: 7 Netflix: 6 Oracle: 6 Amazon: 4 S&P 500: 3.5

Reasoning: Valuation Specific

No-stance mentions (1)
AMAT No stance↻ Repost of @TENETTRADEGROUP2026-10-13 20:45 HKTOriginal post ↗

(Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.

See original

Tenet Market Wake-Up Summary 📷📷 October.13.26 $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native @ripster47 | @tenet_research | @TenetCharts

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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