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Stocks/AMATPrototype · noindex

Applied Materials (AMAT) Stock: Price, Trend, Options & Financials

Applied Materials' price regime, relative strength, unusual-options history, curated-manager ownership and filed fundamentals — joined into one dated stock intelligence page.

What the evidence says now

AMAT closed at $492.32 on Aug 21, 2026. The price is -12.2% from its 50-day average and +24.5% from its 200-day average, which places it in the rules-based “split trend” regime. The relative-strength check: over three months the stock returned +15.2%, beating SPY by 12.1%. It remains 33.4% below its 52-week high.

Sources, methodology & freshnessLast updated 2026-08-21 · Open ↓
Source
Split-adjusted OHLCV, end-of-day options chains, SEC 13F filings and EDGAR XBRL company facts
Methodology
All symbols resolve through one SEC issuer identity; each block keeps its own vintage and missing evidence remains missing
Updates
Price/options daily; 13F quarterly; Financials each earnings seasonLast: 2026-08-21
Maintained & reviewed by Yuriy Matso — methodology shown on the page.
The answer · AMAT stock2026-08-21market close
Split trend
$492.32-0.8% 1D

The close is -12.2% from its 50-day average and +24.5% from its 200-day average. Over three months, AMAT returned +15.2% versus +3.1% for SPY.

vs 50-day
-12.2%
vs 200-day
+24.5%
From 52W high
-33.4%

Descriptive, not predictive. “Uptrend” is a rules-based reading of the close and moving averages; it is not a rating, price target or recommendation.

01

Price & regime

1 month
-12.5%
21 sessions
3 months
+15.2%
SPY +3.1%
6 months
+31.1%
126 sessions
1 year
+205.9%
252 sessions
YTD
+91.6%
Prior year-end close
20D volatility
85.1%
Annualized daily returns

One year of daily price and volume

252 split-adjusted sessions · candles above, share volume below

Open full chart →
52-week range: $154.47–$739.67Latest volume: 0.72× its 20-day averageLatest dollar volume: $2.7B
02

Unusual options — attention, not intent

AMAT appeared in a UOA top-30 list on 10 of 62 archived scanner sessions: 10 call-side, 0 put-side and 0 on both lists. The latest session did not place it in either top 30. Its larger composite score was 0.00, below the 1.5 “strong” threshold. That is repeated options attention, not proof of bullish trade initiation.

Call-side
10
Put-side
0
Both sides
0
Recent flagCall rankPut rank
2026-08-14#10
2026-07-31#28
2026-07-28#17
2026-07-07#25
2026-07-02#11
2026-07-01#6
2026-06-30#13
2026-06-29#23
2026-06-26#9
2026-06-23#17
Archive: 2026-05-232026-08-21. The top 30 are cross-sectional ranks. “Call-side” and “put-side” do not identify the trade initiator or whether contracts are part of a spread.

Latest chain snapshot

2026-08-21
Call composite
0.00
Outside top 30
Put composite
-0.38
Outside top 30

Strong-signature cutoff: 1.5. Current OTM volume/OI: 0.096 calls, 0.083 puts.

03

Curated-manager ownership

3 of the 20 managers in the project's curated 13F set reported a long Applied Materials position in their latest filing, worth $1.1B in aggregate at each filing's reported value. This is a focused manager panel, not the complete institutional holder list.

Fund / managerPosition valuePortfolioSharesQuarter changeReport date
Lone Pine Capital
Steve Mandel · AMAT
$873M5.34%1.21M
new
2026-06-30
Altimeter Capital
Brad Gerstner · AMAT
$189M1.93%261,950
new
2026-06-30
Baron Capital Group
Ron Baron · AMAT
$2M0.00%3,392
new
2026-06-30
13F filings arrive up to 45 days after quarter-end. Values and shares are filing snapshots, not live holdings. Options rows are excluded. Open the 13F Consensus Tracker →
04

Filed fundamentals — latest snapshot

Q2 FY2026 revenue
$7.9B
+11.4% YoY
Net income
$2.8B
+31.3% YoY
Free cash flow
$210M
Operating cash flow − capex
Gross margin
49.9%
Period ended 2026-04-26

Go deeper into the filings

The dedicated Financials dashboard carries the complete quarterly and annual income statement, balance sheet and cash-flow history, with derived figures flagged and every XBRL concept disclosed.

Open AMAT Financials →
05

How AMAT trades — the working manual

Applied Materials supplies semiconductor-production equipment, services and display-manufacturing systems. For the stock, broad wafer-fabrication spending matters alongside Applied's exposure to transistor, interconnect, memory and advanced-packaging transitions, where higher process complexity can increase equipment content even through an uneven capital cycle.

What can move the tape

  1. 01Foundry-logic and memory capital spending across leading-edge and mature-node customers.
  2. 02Equipment content created by new transistor, wiring, patterning and packaging architectures.
  3. 03Installed-base services, parts and upgrades that recur across the equipment fleet.
  4. 04Gross margin, research investment, working capital and capital returns.

What can fool the read

  1. 01Semiconductor capital spending is cyclical and can fall faster than end demand.
  2. 02Export controls and licensing rules can restrict sales or service in major markets.
  3. 03Customer concentration and project timing can make orders and revenue uneven.
  4. 04Technology transitions can shift spending toward process steps where competitors hold stronger positions.
Unusual share volume

Applied Materials triggered 2 issuer-level flags in the committed 2026-04-012026-08-21 archive. The latest was AMAT on 2026-06-30: 1.6× its 30-day average volume while the stock moved +3.7% that session.

Earnings-reaction base rates

Not published yet. The local archive has 1 reported AMAT events—too few for a defensible gap-and-drift study. This missing block is an explicit indexing blocker.

06

Source map & freshness

BlockWhat it usesVintageRaw data
IdentitySEC issuer + primary security mapping2026-08-23JSON ↓
Price & trendSplit-adjusted daily OHLCV + SPY comparison2026-08-21CSV ↓
OptionsEnd-of-day chain anomaly ranks2026-08-21Premium →
OwnershipLatest filings from 20 curated 13F managers2026-08-21Tool →
FinancialsSEC EDGAR XBRL company facts2026-08-16JSON ↓
Joined profileThe exact contract rendered by this page2026-08-23JSON ↓
07

AMAT stock questions

Is AMAT stock in an uptrend?+

AMAT is classified in the “split trend” regime as of 2026-08-21: the close is -12.2% from its 50-day average and +24.5% from its 200-day average. This describes the current tape. It is not a forecast.

What does unusual options activity in AMAT mean?+

Applied Materials's OTM option chain produced an outlier relative to the scanner universe on at least one archived session. Call-side and put-side labels identify which book produced the signature; end-of-day chain data does not identify buyers, sellers, institutions or spread legs.

Are the AMAT 13F holdings current?+

No. 13F filings are delayed quarter-end snapshots and cover only the curated managers in this project. They are useful for documented ownership changes, not real-time positioning or complete institutional ownership.

Where are AMAT's income statement and cash flow?+

The dedicated AMAT Financials page contains the full quarterly and annual income statement, balance sheet and cash-flow history parsed from SEC EDGAR XBRL. This stock page carries only the latest filed snapshot.

Why is there no AMAT earnings-move base rate yet?+

The committed earnings archive does not yet contain enough reported events for a defensible company-level reaction study. The page leaves that block unpublished instead of presenting a tiny sample as a reliable base rate.