AMAT · News · 20260817N

Market Demand Trends

APPLIED MATERIALS INC /DE · 2026-08-17 · Importance 59 · Surprise 48

Applied Materials’ revenue growth was concentrated in foundry-logic and DRAM demand, which contributed approximately 48% and 33%, respectively, of the $1,813 million year-over-year increase. The foundry-logic exposure is viewed more favorably following TSMC’s higher 2026 capital budget. The reported growth indicates continued semiconductor-fabrication equipment demand tied to advanced logic and memory investment.

Key facts

• Golden Reserve Retirement LLC boosted its holdings in Applied Materials, Inc. by 144.6% in the second quarter and owned 2,033 shares after acquiring an additional 1,202 shares during the quarter. source
• Caitong International Asset Management Co. Ltd increased its stake in Applied Materials, Inc. by 61.8% during the second quarter and owned 8,938 shares after buying an additional (amount not fully shown) shares. source
• 71 West Capital Partners raised its holdings in Applied Materials, Inc. by 39.3% in the second quarter and owned 6,141 shares after buying an additional 1,733 shares during the quarter. source
• Cape ANN Savings Bank lessened its stake in Applied Materials, Inc. by 46.7% and owned 5,730 shares after selling 5,020 shares during the quarter. source
• English Capital Management LLC reduced its position in Applied Materials, Inc. by 32.8% during the second quarter and owned 13,719 shares after selling 6,701 shares during the period. source
• 111 Capital cut its holdings in shares of Applied Materials, Inc. by 23.2% and owned 6,948 shares after selling 2,096 shares during the quarter. source
• Sellers knocked 5.1% off AMAT stock on the report. source
• Carret Asset Management LLC cut its position in Applied Materials, Inc. by 4.6% during the second quarter and owned 31,772 shares after selling 1,521 shares during the quarter. source