AMAT
Applied Materials, Inc.
NasdaqGS Technology United States
404,98 $US
-1.97% today
+50.62% YTD · +79.19% 1Y
6
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
16
Hedge funds tracked
Latest available SEC 13F filings
64
/ 100
STRONG

Analysis Applied Materials, Inc. (AMAT) — Kairos Score 64/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

About Applied Materials, Inc.

Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and 200 millimeter and other equipment and factory automation software for semiconductor and other products. It serves manufacturers of semiconductor wafers and chips, and other electronic devices. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.

Key info

👔
CEO
Mr. Gary E. Dickerson
📍
HQ
3050 Bowers Avenue, P.O. Box 58039, Santa Clara, CA, 95052-8039, United States
👥
Employees
38 900
💰
Market cap
321 391 099 904,00 $US
📊
P/E
34.9
💸
Dividend yield
0.51%

🕴️ Insider activity (90 days)

6 transactions — 0 buys and 3 sales reported by Applied Materials, Inc. executives.

SA
Sanders Adam
Corp. Controller & CAO · 2026-10-02
Sell
SA
Sanders Adam
Corp. Controller & CAO · 2026-10-01
Other
DT
Deane Timothy M
SVP, Applied Global Services · 2026-10-01
Other

🏦 Hedge Funds

16 institutional funds report a position on AMAT in their latest SEC quarterly filing.

GEODE CAPITAL MANAGEMENT, LLC
Bank of New York Mellon Corp
AMERIPRISE FINANCIAL INC
PeakShares LLC
Sumitomo Mitsui Trust Group, Inc.

📰 Recent news

15 recent articles on AMAT.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Detection of clustered purchases or sales by several executives in the same stock.

🏦

13F Hedge Funds

Berkshire, Pershing Square, Tiger Global, Bridgewater and other reporting funds.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

Spot marked changes in search interest around the stocks being followed.

📧

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Companies in the same sector as Applied Materials, Inc.

Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of AMAT on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 6 insider transactions over 90 days
✅ All 16 detected institutional funds
✅ Thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ Available history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + recent earnings
See full analysis →
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