Applied Materials Inc (AMAT) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.
Applied Materials Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
6 readings, 3 filed under bull and 3 under bear. Every figure is ours; the model chose the side.
the bull case· 3
38.00%
Ichor Holdings names AMAT as a major revenue contributor in its filing
10-Kfrom their filing+7.25%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '265.77%
largest fund weight comes from iShares Semiconductor ETF's allocation of assets
n-portJun 30 '26the bear case· 3
6 of 23
several of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '263 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized80
managers whose positions together make up four fifths of the reported value
13fJun 30 '26The model filed each reading under bull or bear and wrote its caption; a caption carrying a digit is replaced by our own phrase, so every figure on this zone is ours. Built Sep 16 '26 against the Dec 10 '26 report; rebuilt when that date rolls. Not a forecast, not advice.
No intraday reading yet this session.
Of the 6 companies Applied Materials Inc moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3674, Semiconductors & Related Devices, from each company's own filings. Largest first.
tall tick = annual report · 1 on record
AMAT (Applied Materials Inc) has 4 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Suppliers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
3,511 managers report a position worth $495.8B between them, and 80 of them hold 80% of it.