Applied Materials, Inc.
AMAT · Nasdaq
AMAT · Nasdaq
Applied Materials sells equipment, services, and software solutions to the semiconductor industry, earning revenue from customers involved in making semiconductors. The supplied evidence does not break out revenue by equipment, services, software, or customer type, so their individual contributions cannot be quantified. The company operates at substantial scale: it reports FY2025 revenue of $28.4 billion and net income of $7.0 billion, compared with FY2024 revenue of $27.2 billion and net income of $7.2 billion. Its business therefore combines a larger reported revenue base in FY2025 with slightly lower net income than the prior year.
Applied Materials rose 12.27%, from $375.58 to $421.66, advancing in every listed session from Monday through Thursday. The clearest company-specific news came Monday, when it announced plans to increase its stake in BE Semiconductor Industries to about 20%; AMAT gained 2.74% that day, although the evidence does not establish that the announcement caused the move. Shares then climbed from $387.59 on Monday to $421.66 on Thursday, with particularly strong gains on Wednesday. A broader market tailwind arrived Wednesday as stocks closed higher amid a dovish tint to the FOMC results, including a 0.55% rise in the Nasdaq 100. The supplied evidence does not identify a specific company catalyst for the remainder of the rally.
Applied Materials fell 16.97%, from $497.53 to $413.11, over the supplied period. The main pressure came as Lam Research’s outlook highlighted supply constraints that capped its forecast, prompting a negative read-through across semiconductor-equipment shares: coverage reported Lam down 9% and Applied Materials down about 6% on the same session. AMAT then continued lower through Oct. 16, closing at $409.29, before recovering modestly to $413.11 on Oct. 19. Coverage also noted Applied Materials’ goal of reaching $12 billion in services by 2030, but the supplied evidence does not establish that this target drove the week’s decline. The move was part of a broader equipment-sector selloff rather than a company-only reaction.
Applied Materials fell $44.75, or 8.25%, from $542.28 to $497.53 over the week, with every supplied session closing lower and no material reversal. The decline extended a broader semiconductor-sector selloff: coverage described chip stocks falling as the AI-related downturn deepened, and RealMoney noted AMAT was following other semiconductor stocks. Company-specific pressure included a reported analyst target cut that sharpened questions about funding expansion, although the supplied evidence does not identify the analyst or explain the funding concern in detail. AMAT also saw net ETF selling on Oct. 14, after the week shown here. The supplied closes show the stock losing ground across the period rather than reacting to one clearly identified event.
AMAT gained $18.26, or 3.57%, over the supplied comparison window, rising from $512.01 on September 29 to $530.27 on October 6. The advance came before the week beginning October 5: shares climbed to $529.30 on October 1 and $540.04 on October 2, then edged up to $542.28 on October 5 before falling $12.01 on October 6. The supplied evidence does not link the rise to a specific company announcement; it includes news of a UCLA research collaboration but gives no trading impact. Barchart cited lower bond yields and earnings optimism behind Tuesday’s broader-market gains, even as AMAT fell that day. Thus the reported net gain masks a sharp late-window reversal.
Applied Materials gained 11.61%, rising from the supplied $474.25 reference close to $529.30 on Oct. 1. The advance was concentrated in two sessions: the stock rose from $486.76 on Monday to $512.01 on Tuesday, eased slightly to $511.38 Wednesday, then climbed to $529.30 Thursday. A company-specific catalyst arrived Thursday, when Applied Materials announced that BE Semiconductor Industries was joining its EPIC Center as an Innovation Partner, expanding a longstanding strategic partnership. The broader market also provided support: supplied market coverage cited weak U.S. economic and payroll data easing rate-hike concerns and falling bond yields. The stock did not materially give back its gains during the reported sessions.
AMAT rose 14.20%, from $415.38 to $474.38 across the supplied price sequence, advancing at every listed close and reaching its high on September 23. The biggest step came on September 18, when the shares gained to $444.57 on 14.3 million shares; they then added ground on September 21, 22 and 23, with more modest volume. Coverage pointed to optimism about AI-driven chip-equipment demand, including a Zacks report that BofA had lifted chip-equipment spending forecasts, while Seeking Alpha flagged a rating upgrade. However, the evidence identifies no company announcement, order or guidance change that directly explains the buying. The rally therefore appears tied chiefly to the broader AI and semiconductor-equipment outlook, rather than a confirmed company-specific catalyst.
Applied Materials fell $30.50, or 6.71%, from $454.71 to $424.21 across the supplied weekly window. The stock had recently climbed to $472.79 before easing to $468.85, $454.01 and $456.49, indicating a material reversal from its earlier advance. Coverage of Applied Materials’ planned $5 billion, decade-long India investment provided a positive company-specific catalyst in the surrounding period, while semiconductor-equipment shares also benefited from a broader chip-sector rally. However, the evidence does not identify a fresh company-specific announcement explaining the final decline; the Sep. 14 move occurred on volume of 8.1 million shares and appears to have reflected reversal of the prior rally and sector trading rather than a disclosed earnings or guidance event.
Applied Materials rose $14.40, or 3.14%, from $458.39 to $472.79 over the supplied weekly interval. The stock initially weakened, falling to $441.85 on September 1 and $435.91 on September 3, before reversing sharply and gaining $18.80 on September 4 and another $18.08 on September 8. The evidence does not identify a company-specific announcement, earnings release, contract, or guidance change during the week, so the move appears driven by trading sentiment rather than a disclosed fundamental catalyst. The reversal was material: AMAT recovered all of the preceding three-session decline and finished above its starting level. Volume remained relatively consistent, ranging from roughly 6.0 million to 7.2 million shares on the supplied dates.
Applied Materials fell 9.63%, from $482.36 to $435.91, extending a decline that began before the stated week. The stock slipped to $458.39 on Monday, then fell sharply on Tuesday to $441.85 and continued lower through Thursday, with no material within-week reversal. The supplied evidence identifies no company-specific announcement, earnings release, guidance change, contract, or analyst action explaining the move. Instead, the decline occurred as surging global bond yields pressured equities, with the Nasdaq 100 falling 1.29% in one cited session and 1.30% in another. That macro backdrop likely weighed particularly on a high-performing semiconductor name after its earlier 237% run and 72.5% year-to-date increase.
Applied Materials fell $13.85, or 2.79%, from $496.21 to $482.36 over the week. The main driver was broad weakness in chipmakers and AI-infrastructure stocks, which pressured the Nasdaq 100 and weighed on semiconductor-equipment names; AMAT dropped 1.65% on Monday on heavier-than-usual volume and slipped again Tuesday and Wednesday. The stock stabilized Thursday, gaining $2.60, but that rebound recovered only part of the earlier decline. Company-specific coverage remained constructive, highlighting CEO Gary Dickerson’s view that AI is creating a major semiconductor growth inflection, fresh guidance and demand support, and momentum in Applied Global Services. Those positives did not offset the sector-wide risk-off move.
Applied Materials fell $38.33, or 7.17%, from $534.54 to $496.21 over the week. The stock initially rebounded 5.51% on Monday to $535.31, but that gain reversed as chipmakers and AI stocks weakened: Nasdaq 100 futures and the index were down 1.68% on Tuesday, while Wednesday coverage again cited chip-stock weakness despite lower bond yields. AMAT dropped 3.92% Tuesday and another 3.53% Wednesday, then stabilized at $496.21 Thursday. The August 20 ex-dividend date for its $0.53 quarterly dividend may have modestly weighed on the final session, but the dominant explanation was sector-wide semiconductor-equipment and AI-stock selling rather than company-specific news. Trading volume also declined from 9.6 million shares Monday to 6.6 million Thursday.
Applied Materials gained $3.91, or 0.75%, from $518.21 to $522.12 over the supplied week, but the headline advance masked substantial volatility. Shares jumped to $546.62 early in the period after coverage highlighted record third-quarter revenue of $9.12 billion, an earnings beat, semiconductor strength and a bullish AI-related outlook. The stock then gave back most of that gain as investors focused on why strong results failed to support the valuation, with Morgan Stanley characterizing earnings as “good, but not great.” Bank of America’s price-target reduction to $650 added pressure. A late rebound to $539.14 reversed on August 10, when shares fell to $522.12 alongside broader weakness, with SPY reported down 0.2%.
Applied Materials rose 14.73%, from $476.46 to $546.62, as the stock joined a broad technology-led market rally rather than responding to a disclosed company-specific event. The strongest catalyst was improving risk appetite around strong technology earnings and hopes for easing Middle East tensions, including a possible reopening of the Strait of Hormuz and US-Iran peace prospects. The Nasdaq 100 gained 3.32% on one cited session, outpacing the S&P 500’s 1.79% advance. AMAT initially fell sharply to $436.45 on July 29, then reversed that loss with a 14.97% rebound on July 30 and continued higher through August 4. The supplied evidence does not identify new AMAT guidance, earnings, contracts, or analyst actions during the move.
