Stocks / Semiconductors
AMATSemiconductors
Applied Materials Inc
$416.201d -1.2%5d -8.0%settled close · 2026-09-17
Mkt cap $277B (4/10)β 2.5352w $168–726Shares 793.6MInd. Semiconductors & Related DevicesNasdaq since 1972Emp. 36,500HQ Santa Clara, CAappliedmaterials.com
The tape, with the calls on it
Who said what, and what AMAT did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about AMAT
1 longlatest 2026-04-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-04-27 | Chris DavisChairman, Davis Advisors | Bullish | Excess Returns | Applied Materials is a near-irreplaceable semiconductor capital equipment supplier — an AI-infrastructure… |
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Earnings
Next report: 12 Nov 2026 after the close
Confirmed date · consensus EPS 4.14. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 13 Aug 2026 | after the close | 3.50 vs 3.46 | -0.2% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where AMAT’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-14 | ||||||
| 2026-08-13 | ||||||
| 2026-06-29 | ||||||
| 2026-06-25 | ||||||
| 2026-05-14 | ||||||
| 2026-04-23 | ||||||
| 2026-04-20 | ||||||
| 2026-04-10 | ||||||
| 2026-04-08 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
AMAT is in this morning’s Brief.
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