AMAT · Applied Materials, Inc.
Is AMAT setting up for a breakout, what are traders on X and the news saying, are its insiders buying, and how is the business doing? Everything Raspberry Trades measures on Applied Materials, Inc., in one place.
Today's breakout radarIs AMAT setting up for a breakout?
Breakout Radar API →Not today. AMAT is not on today's radar: no tight base just under a resistance that has been tested again and again.
See the stocks that are setting up today →What are traders on X saying about AMAT?
Stock Sentiment API →Bulls: Applied Materials will double its stake in BE Semiconductor to ~20% from ~9% (April 2025 level) via an accelerated share purchase agreement, with no board seat sought and a stated cap at 20%; the partnership expands beyond hybrid bonding into TCB scaling, 3D IC scaling, logic-memory integration, and die-on-wafer/die-on-die/die-on-panel, with BESI CEO Richard W. Blickman welcoming the investment as confirmation of its hybrid bonding and wafer-level assembly strategy. UCTT, the subsystem supplier behind LRCX and AMAT, printed a record $759M above the top of its own guidance, with its CEO citing customer views of 2027 WFE above $200 billion and 2028 'more or less booked,' sending the stock +11% after hours. A $333.6k opening purchase of AMAT $405 strike calls expiring 11/20 hit the tape (4.80% OTM), and AMAT was flagged among stocks falling into undervalued territory this week by one firm's analysts, with a Strong Buy analyst rating noted.
Bears: Technically, AMAT broke down: one read has a symmetric triangle breaking to the downside with support only 'shown' and a call to 'wait a couple of days for the back-test and consolidation to mature before sustained downside,' while another says AMAT needs to close over its 9EMA to invalidate the breakdown. The BESI deal is also framed as buying into a laggard — Besi has underperformed materially YTD on the push-out of hybrid bonding adoption in HBM and newsflow around ASML entering the hybrid bonding market.
Reading from Oct 28, 2026; each post classified by AI, weighted by engagement.
What is the news saying about AMAT?
News Sentiment API →No recent news reading for AMAT. The News Sentiment API reads today's headlines on any US stock.
Are AMAT insiders buying or selling?
Insider Trading API →Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.
- Sold · Sanders Adam$395K · Oct 2, 2026
- Sold · BRUNER JUDY$465K · Sep 8, 2026
- Sold · Hill Brice$3.6M · Aug 25, 2026
- Sold · DICKERSON GARY E$22K · Jun 30, 2026
- Sold · DICKERSON GARY E$14.7M · Jun 30, 2026
How is Applied Materials, Inc.'s business doing?
Financial Statements API →| Quarter ended | Revenue | vs year before | Net income | EPS |
|---|---|---|---|---|
| Jul 26, 2026 | $9.1B | +25% | $2.5B | $3.17 |
| Apr 26, 2026 | $7.9B | +11% | $2.8B | $3.51 |
| Jan 25, 2026 | $7.0B | -2% | $2.0B | $2.54 |
| Jul 27, 2025 | $7.3B | +8% | $1.8B | $2.22 |
From the company's SEC filings (10-Q and 10-K).
What does Applied Materials, Inc. expect?
Company Guidance API →- Q4 FY2026 · non-gaap diluted eps · 8-K filed Aug 13, 2026
“Non-GAAP diluted EPS $ 4.02 +/- $ 0.20”
- Q3 FY2026 · non-gaap diluted eps · 8-K filed May 14, 2026
“Non-GAAP diluted EPS $ 3.36 +/- $ 0.20”
- Q2 FY2026 · non-gaap diluted eps · 8-K filed Feb 12, 2026
“Non-GAAP diluted EPS $ 2.64 +/- $ 0.20”
- Q1 FY2026 · non-gaap diluted eps · 8-K filed Nov 13, 2025
“Non-GAAP diluted EPS $ 2.18 +/- $ 0.20”
Quoted from the outlook the company filed with the SEC.
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Measured data, not recommendations. Not investment advice.