AMAT
Applied Materials, Inc. · Technology · Semiconductor Equipment & Materials
ZACKSBuyTECHStrong Buy
R500#26 today
TARGET+21%
$529.30
+3.50% today · +11.61% 1W
Oct 1 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- AMAT +3.50% on the last session vs SPY +0.18%: +3.3 pts of stock-specific move.
- 7 Reddit mentions in the past 24 hours, 75% positive over the week · today's pace is 1.4× its recent daily average.
- 1 analyst action in the past 10 days (0 positive, 1 negative); latest: Morgan Stanley maintained Equal-Weight, lowered target $642 → $563.
- 1 insider or congressional trade in the past 30 days, including 1 insider sale not under a 10b5-1 plan.
- Market backdrop (Wed): Core PCE Price Index m/m 0.2% vs 0.3% expected (cooler); Final GDP q/q 2.2% vs 1.5% expected (stronger); S&P futures +0.18%, 10-year yield +0bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Mentions · past hour
0
-100% vs the day's pace
Mentions · 24 hours
7
+512% vs the week's pace
Mentions · 7 days
8
75% positive
Avg sentiment · 24h
+0.202
per mention, −1 to +1
What Reddit is saying
No summary in the past day.
Hottest comment
Daily Discussion Thread for July 2, 2026
Market is acting like we're heading towards some kind of generational top..., nothing more scary than seeing giant semiconductor companies go up 15% and down 15% in the same week: ALAB, AMAT, KLAC, LRCX, AMD, etc. Next couple of months in the markets are going to be some of the most interesting times of the past 25 years. Starting with SK Hynix's debut on July 10.
AMDLRCX
Top comments, summarized
Most recent
What Are Your Moves Tomorrow, October 1, 2026
I'm watching INTC too. But also some suppliers to Micron. Gonna watch the earnings call once I get h…
- Gonna watch the earnings call once I get home to see what they hunted at in terms of their capex.
What Are Your Moves Tomorrow, October 1, 2026
I think they will go pretty high coz of the MU earnings. When memory companies increase capex and gu…
- When memory companies increase capex and guidance, it's feasting for AMAT, LRCX and another I'm forgetting
What Are Your Moves Tomorrow, October 1, 2026
this is just very early innings of AI boom innit? To capitalize the next innings would you agree DCA…
- To capitalize the next innings would you agree DCAing in these stocks would be the safest?
Day by day
| Date | Close | Change | R500 | Mentions | Positive | Upvotes | Voted sentiment |
|---|---|---|---|---|---|---|---|
| Thu Oct 01 | 529.30 | +3.50% | #26 | 6 | 4 | 4 | -0.6 |
| Wed Sep 30 | 511.38 | -0.12% | #137 | 2 | 2 | 2 | 0.8 |
| Tue Sep 29 | 512.01 | +5.19% | #6 | 0 | |||
| Mon Sep 28 | 486.76 | +0.36% | #110 | 0 | |||
| Fri Sep 25 | 485.00 | +2.27% | #50 | 0 | |||
| Thu Sep 24 | 474.25 | -0.03% | #182 | 0 | |||
| Wed Sep 23 | 474.38 | +0.41% | #113 | 0 | |||
| Tue Sep 22 | 472.46 | +1.77% | #84 | 0 | |||
| Mon Sep 21 | 464.24 | +4.42% | #21 | 2 | 2 | 2 | 0.7 |
| Sat Sep 19 | 4 | 4 | 4 | 0.4 | |||
| Fri Sep 18 | 444.57 | +6.51% | #7 | 2 | 2 | 2 | 0.5 |
| Thu Sep 17 | 417.40 | +0.49% | #215 | 10 | 6 | 19 | -6.4 |
| Wed Sep 16 | 415.38 | -1.37% | #345 | 2 | 1 | 2 | 0.2 |
| Tue Sep 15 | 421.17 | -0.72% | #280 | 7 | 5 | 9 | 1.9 |
| Mon Sep 14 | 424.21 | -7.07% | #486 | 1 | 1 | 1 | 0.6 |
| Fri Sep 11 | 456.49 | +0.55% | #244 | 0 | |||
| Thu Sep 10 | 454.01 | -3.17% | #472 | 0 | |||
| Wed Sep 09 | 468.85 | -0.83% | #234 | 0 | |||
| Tue Sep 08 | 472.79 | +3.98% | #21 | 1 | 1 | 3 | 1.5 |
| Sun Sep 06 | 3 | 3 | 4 | 1.5 | |||
| Sat Sep 05 | 1 | 1 | 1 | 0.0 | |||
| Fri Sep 04 | 454.71 | +4.31% | #18 | 7 | 5 | 8 | 0.6 |
| Thu Sep 03 | 435.91 | -0.58% | #399 | 2 | 0 | 2 | -0.4 |
| Wed Sep 02 | 438.46 | -0.77% | #405 | 7 | 5 | 7 | 0.7 |
| Tue Sep 01 | 441.85 | -3.61% | #470 | 4 | 3 | 4 | 0.4 |
| Mon Aug 31 | 458.39 | -0.71% | #258 | 1 | 0 | 1 | -0.8 |
| Sat Aug 29 | 2 | 2 | 2 | 0.8 | |||
| Fri Aug 28 | 461.67 | -4.29% | #479 | 1 | 1 | 2 | 1.6 |
| Thu Aug 27 | 482.36 | +0.54% | #97 | 1 | 0 | 2 | -1.2 |
| Wed Aug 26 | 479.76 | -0.06% | #298 | 0 |