--- title: "AMAT Applied Materials" canonical: "https://supercyclehq.com/stock/applied-materials" type: "stock" dataAsOf: "2026-11-06" ticker: "AMAT" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Applied Materials (AMAT) Applied Materials is the world's largest semiconductor equipment maker. ## AI Exposure Score **78/100, Core.** Applied Materials sells deposition, etch, and inspection equipment that chipmakers need to fabricate leading-edge AI processors and memory. AI-driven fab capacity is now the dominant demand engine for semicap spending, making the cycle central to the thesis. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $332.71 | | Change 1d | +4.22% | | Change 7d | -14.71% | | Change 30d | -34.71% | | Change 1y | +45.41% | | 52-week high | $722.23 | | 52-week low | $219.45 | | Market cap | $264.0B | | P/E | 28.71 | | EPS | $11.59 | | Next earnings | 2026-11-12 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Santa Clara, California | | CEO | Gary E. Dickerson | | Employees | 38,900 | | Website | https://www.appliedmaterials.com | | Buildout layers | [Chip Equipment & Foundries](https://supercyclehq.com/category/chip-equipment) | ## What the company does Applied Materials is the world's largest semiconductor equipment maker. It earns revenue selling the deposition, etch, and inspection systems that chip factories use to fabricate semiconductors, plus services that keep those machines running. Its platforms are workhorses of advanced chipmaking: Centura and Producer systems handle deposition and processing steps, SEMVision reviews defects at nanometer scale, and AI-driven process control tunes manufacturing in real time. Leading-edge AI processors and memory cannot be built without tools like these. Founded in 1967 and headquartered in Santa Clara, California, Applied Materials trades on the NASDAQ and employs about 36,400 people. ## Role in the AI buildout Applied Materials sits in the Chip Equipment & Foundries layer of the buildout, supplying the machines that make AI chips possible. Chipmakers need its deposition, etch, and inspection equipment to fabricate leading-edge AI processors and memory, and AI-driven fab capacity is now the dominant demand engine for semiconductor equipment spending. That puts the AI cycle at the center of its thesis and earns it an AI Exposure Score of 78 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $3.0B | 6.26% | trimmed | 2026-06-30 | | [Chase Coleman](https://supercyclehq.com/investors/chase-coleman) | Tiger Global | $1.2B | 4.92% | trimmed | 2026-06-30 | | [Stephen Mandel](https://supercyclehq.com/investors/stephen-mandel) | Lone Pine Capital | $873.2M | 5.34% | new | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $210.7M | 0.86% | trimmed | 2026-06-30 | | [Brad Gerstner](https://supercyclehq.com/investors/brad-gerstner) | Altimeter Capital | $189.4M | 1.93% | new | 2026-06-30 | ## Recent news - [Applied Materials Stocks Rise 4.7% as Chip Equipment Rallies Ahead of Earnings](https://finance.yahoo.com/markets/stocks/articles/applied-materials-stocks-rise-4-190310933.html?.tsrc=rss) (source, 2026-11-06) - [Why Did Applied Materials Stock Fall?](https://www.trefis.com/stock/amat/articles/623353/why-did-applied-materials-stock-fall/2026-11-06?.tsrc=rss) (source, 2026-11-06) - [Applied Materials Stocks Fall 12% Before a $10.25 Billion Revenue Test](https://finance.yahoo.com/markets/stocks/articles/applied-materials-stocks-fall-12-193128121.html?.tsrc=rss) (source, 2026-11-05) - [Applied Materials Sinks 12%, Lam Research Down 14% as Chip Stock Rout Deepens After Midterms](https://www.tikr.com/blog/applied-materials-sinks-12-lam-research-down-14-as-chip-stock-rout-deepens-after-midterms?ref=yahoofinance&tlnk=yf-261105-656xr43g&.tsrc=rss) (source, 2026-11-05) - [AMAT Shares Plunge 30% in a Month: Should You Buy, Sell or Hold?](https://finance.yahoo.com/markets/stocks/articles/amat-shares-plunge-30-month-150500736.html?.tsrc=rss) (source, 2026-11-05) ## FAQ ### What does Applied Materials do? Applied Materials makes semiconductor manufacturing equipment. Chip factories buy its deposition, etch, and inspection systems to fabricate advanced processors and memory, and pay for services that keep the machines running. ### How is Applied Materials exposed to AI? Heavily. AI-driven fab capacity is now the dominant demand engine for semiconductor equipment spending, and its tools are required to make leading-edge AI chips. Supercycle gives it an AI Exposure Score of 78 out of 100. ### What are Applied Materials' main products? The Centura platform and Producer systems for deposition and processing, SEMVision defect review for nanometer-scale inspection, and AI-driven process control that tunes chip manufacturing in real time. ### Where is Applied Materials headquartered and who leads it? Applied Materials is headquartered in Santa Clara, California, and led by CEO Gary Dickerson. The company was founded in 1967, employs about 36,400 people, and its shares trade on the NASDAQ. ### Is AMAT a pure play AI stock? Not quite, but close to the top tier. Its equipment serves all chipmaking, yet AI capacity now dominates demand for it. An AI Exposure Score of 78 out of 100 places it high on the leaderboard. --- Source: https://supercyclehq.com/stock/applied-materials. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.