
Applied Materials, Inc. (AMAT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Applied Materials, Inc. (AMAT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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Applied Materials, Inc. (AMAT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Applied Materials, Inc. (NASDAQ: AMAT - Get Free Report) Director Judy Bruner sold 2,500 shares of the stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $391.71, for a total value of $979,275.00. Following the sale, the director directly owned 26,089 shares in the company, valued at approximately

Applied Materials (NASDAQ: AMAT - Get Free Report) and NeoMagic (OTCMKTS:NMGC - Get Free Report) are both computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, dividends, risk, earnings and valuation. Institutional and Insider Ownership 80.6% of Applied

Philippe Laffont is looking beyond the big chipmakers to find opportunities in artificial intelligence. These three companies all provide essential tools and services supporting the AI boom.

APG Asset Management N.V. trimmed its holdings in Applied Materials, Inc. (NASDAQ: AMAT) by 0.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 486,400 shares of the manufacturing equipment provider's stock after selling 2,200 shares during the quarter. APG Asset Management

Advisor OS LLC raised its stake in Applied Materials, Inc. (NASDAQ: AMAT) by 160.6% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,656 shares of the manufacturing equipment provider's stock after purchasing an additional 2,253 shares during the quarter.

Applied Materials targets fast growth in logic, DRAM and HBM through 2026, riding on GAA, hybrid bonding and AI-driven memory demand.

Applied Materials, Inc. (NASDAQ: AMAT - Get Free Report) Director Judy Bruner sold 3,969 shares of the business's stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $377.02, for a total value of $1,496,392.38. Following the sale, the director owned 28,589 shares of the company's stock,

Applied Materials, Inc. (NASDAQ: AMAT - Get Free Report)'s stock price was up 4.5% during mid-day trading on Wednesday after Morgan Stanley raised their price target on the stock from $420.00 to $432.00. Morgan Stanley currently has an overweight rating on the stock. Applied Materials traded as high as $395.95 and last traded at $395.0360. Approximately

Lilly delivered exceptional performance over the period, driven by sustained strength in its diabetes and obesity portfolio. Applied Materials outperformed during the quarter, as AI-driven wafer-fab investment and advanced packaging needs sustained orders and backlog visibility. BlackRock underperformed during the period, as margin pressures and valuation concerns overshadowed otherwise strong fundamentals.

Here is how Applied Materials (AMAT) and AUO (AUOTY) have performed compared to their sector so far this year.
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First Financial Bankshares Inc acquired a new stake in shares of Applied Materials, Inc. (NASDAQ: AMAT) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,372 shares of the manufacturing equipment provider's stock, valued at approximately $281,000. Other

Compound Planning Inc. raised its holdings in Applied Materials, Inc. (NASDAQ: AMAT) by 17.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,317 shares of the manufacturing equipment provider's stock after buying an additional 1,406 shares during the period. Compound Planning

SANTA CLARA, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the recipients of Supplier Excellence Awards for contributions made to Applied's business over the past year. The awards reflect outstanding technical and operational performance in areas including quality, service, sustainability, lead time, delivery, cost and responsiveness.

Artificial intelligence has dominated market headlines for more than a year. Investors have chased chip designers, data center operators, and software platforms powering large language models.
Applied Materials is gaining from a surge in HBM demand, while Amkor Technology grapples with softer demand across some of its end markets.

The ranking improvement moves the company into the top 10% of its peer group, driven by record-breaking operational efficiency and an aggressive pivot toward artificial intelligence (AI) infrastructure.

Avalon Trust Co increased its position in Applied Materials, Inc. (NASDAQ: AMAT) by 644.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,441 shares of the manufacturing equipment provider's stock after acquiring an additional 6,441 shares during