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AI-assisted · Not financial adviceNot advice

AI-assisted · Not financial advice.

US Markets Open

AI-assisted · Not financial adviceNot advice

US Markets Open

AI-assisted · Not financial adviceNot advice

$AMAT

Name: AMAT (Applied Materials) — Market Sentiment & Discussion
Creator: MarketMind
License: https://stockmarketsentimentai.com/methodology

Applied Materials· 7/29/2026, 2:59:59 PM

Three questions about AMAT

Buy, wait, or sell today?: Data unavailable right now
Clean chart pattern?: No active pattern today
Passes the small-cap health check?: Not applicable — a large-cap index name, outside this screen

Analyst & Event Activity

Analyst Rating Changes

Jul 15UBSBuy (reiterated)

Jul 10NeedhamBuy (reiterated)

Jul 10StifelBuy (reiterated)

Jul 9TD CowenBuy (reiterated)

Jul 9MizuhoOutperform (reiterated)

Reddit: MixedAttention: Watching

Community Take (7D)

Retail skepticism about semiconductor predictions leads to cautious sentiment on holding positions. The news of innovations for AI growth suggests potential, but caution is advised.

The Story

News Summary

AMAT Discusses Innovations for AI Growth

Key Events

Jul 2:Applied Materials discusses DRAM and advanced packaging innovations.
Jun 30:AMAT shares climbed to fresh all-time highs of $739.
Jun 29:AMAT shares rose more than 10% after positive analyst commentary.

Sentiment: 80% bullish / 20% neutral (early) → 40% bearish / 40% neutral / 20% bullish (late)

Impact: Initially focused on strong growth and innovations, the narrative shifted to concerns over market corrections and profit-taking as the week progressed.

Analyst ConsensusBuy (53 analysts)

Target: $628 avg (+97% upside)

41 Buy · 12 Hold · 0 Sell

Signal

Divided

Confidence

60%

Based on curated news sources (not retail comments)

Over the last 7 days: While analyst upgrades and strong demand for AI-related semiconductors support a bullish case, recent price volatility presents a downside risk.

SentimentNeutral

AnalysisHype

Bullish Factors

✓Analysts lifted targets and provided positive commentary ahead of the company's upcoming earnings.
✓Shares rose over 10% as markets reassessed expectations around semiconductor demand tied to AI.

Risk Factors

✗Recent trading session saw a -9.97% move from the previous day.

Analyst target

97% upside · 38 analysts · $425–$900 range

▲ $628

Earnings

EPS: $12.28 → $16.93 (2026 vs 2027)

▲ Expected to grow 38%

Insiders (90d)

0 buys, 34 sells

Last: SELL Jun 30· 29d ago

▼Net selling $169.7M

Rules-based signal view →

Analyze with AI yahoo!finance Reddit Answers

AI-assisted · Not financial advice.

$AMAT - Applied Materials | MarketMind | MarketMind

$AMAT

Applied Materials· 7/29/2026, 2:59:59 PM

Three questions about AMAT

Buy, wait, or sell today?: Data unavailable right now
Clean chart pattern?: No active pattern today
Passes the small-cap health check?: Not applicable — a large-cap index name, outside this screen

Analyst & Event Activity

Analyst Rating Changes

Jul 15UBSBuy (reiterated)

Jul 10NeedhamBuy (reiterated)

Jul 10StifelBuy (reiterated)

Jul 9TD CowenBuy (reiterated)

Jul 9MizuhoOutperform (reiterated)

Options positioning: Bullish — More betting on upside (1.5× more call than put volume today). Unusual bets on $530 upside — 6× normal activity. analysts: 41 buy vs 0 sell.

Reddit: MixedAttention: Watching

Community Take (7D)

Retail skepticism about semiconductor predictions leads to cautious sentiment on holding positions. The news of innovations for AI growth suggests potential, but caution is advised.

The Story

News Summary

AMAT Discusses Innovations for AI Growth

Key Events

Jul 2:Applied Materials discusses DRAM and advanced packaging innovations.
Jun 30:AMAT shares climbed to fresh all-time highs of $739.
Jun 29:AMAT shares rose more than 10% after positive analyst commentary.

Sentiment: 80% bullish / 20% neutral (early) → 40% bearish / 40% neutral / 20% bullish (late)

Impact: Initially focused on strong growth and innovations, the narrative shifted to concerns over market corrections and profit-taking as the week progressed.

Analyst ConsensusBuy (53 analysts)

Target: $628 avg (+97% upside)

41 Buy · 12 Hold · 0 Sell

Signal

Divided

Confidence

60%

Based on curated news sources (not retail comments)

Over the last 7 days: While analyst upgrades and strong demand for AI-related semiconductors support a bullish case, recent price volatility presents a downside risk.

SentimentNeutral

AnalysisHype

Bullish Factors

✓Analysts lifted targets and provided positive commentary ahead of the company's upcoming earnings.
✓Shares rose over 10% as markets reassessed expectations around semiconductor demand tied to AI.

Risk Factors

✗Recent trading session saw a -9.97% move from the previous day.

Analyst target

97% upside · 38 analysts · $425–$900 range

▲ $628

Earnings

EPS: $12.28 → $16.93 (2026 vs 2027)

▲ Expected to grow 38%

Insiders (90d)

0 buys, 34 sells

Last: SELL Jun 30· 29d ago

▼Net selling $169.7M

Rules-based signal view →

Analyze with AI yahoo!finance Reddit Answers