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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M25,574Revenue $M7,509Net Margin (%)11.4Z-Score5.8
Enterprise Value $M24,650EPS $0.2Operating Margin %15.0F-Score8
P/E(ttm))25.9Cash Flow Per Share $1.5Pre-tax Margin (%)14.1Higher ROA y-yY
Price/Book3.310-y EBITDA Growth Rate %0Quick Ratio1.9Cash flow > EarningsY
Price/Sales2.95-y EBITDA Growth Rate %0Current Ratio2.4Lower Leverage y-yY
Price/Cash Flow7.5y-y EBITDA Growth Rate %1,164ROA % (ttm)8.1Higher Current Ratio y-yY
Dividend Yield %1.9Insider Buy (3m)0ROE % (ttm)13.7Less Shares Outstanding y-yN
Payout Ratio %49.0Shares Outstanding M1,218ROI % (ttm)1.7Gross Margin Increase y-yY

Gurus Latest Trades with AMAT

Number of guru portfolios checked: 84. (List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AMATJean-Marie Eveillard 2014-06-30 Buy 0.14%$18.62 - $22.9
($20.36)
$ 20.993%New holding, 2503041 sh.2,503,041
AMATRay Dalio 2014-06-30 Add0.02%$18.62 - $22.9
($20.36)
$ 20.993%Add 68.13%340,799
AMATNWQ Managers 2014-06-30 Sold Out -0.81%$18.62 - $22.9
($20.36)
$ 20.993%Sold Out0
AMATJoel Greenblatt 2014-06-30 Reduce-0.02%$18.62 - $22.9
($20.36)
$ 20.993%Reduce -38.08%92,284
AMATJoel Greenblatt 2014-03-31 Buy 0.05%$16.72 - $20.36
($18.31)
$ 20.9915%New holding, 149032 sh.149,032
AMATRay Dalio 2014-03-31 Reduce-0.01%$16.72 - $20.36
($18.31)
$ 20.9915%Reduce -33.06%202,699
AMATJohn Hussman 2013-12-31 Sold Out -0.96%$16.5 - $18.1
($17.42)
$ 20.9920%Sold Out0
AMATRay Dalio 2013-12-31 Reduce-0.02%$16.5 - $18.1
($17.42)
$ 20.9920%Reduce -32.21%302,799
AMATMartin Whitman 2013-10-31 Sold Out -3.1%$14.965 - $18.1
($16.57)
$ 20.9927%Sold Out0
AMATJohn Hussman 2013-09-30 Add0.96%$14.82 - $17.84
($15.96)
$ 20.9932%Add 19900%1,000,000
AMATKen Fisher 2013-09-30 Sold Out $14.82 - $17.84
($15.96)
$ 20.9932%Sold Out0
AMATChris Davis 2013-09-30 Reduce$14.82 - $17.84
($15.96)
$ 20.9932%Reduce -23.14%298,319
AMATArnold Van Den Berg 2013-09-30 Sold Out -2.9%$14.82 - $17.84
($15.96)
$ 20.9932%Sold Out0
AMATThird Avenue Management 2013-09-30 Sold Out -2.6%$14.82 - $17.84
($15.96)
$ 20.9932%Sold Out0
AMATNWQ Managers 2013-09-30 Reduce-0.34%$14.82 - $17.84
($15.96)
$ 20.9932%Reduce -34.44%5,185,310
AMATMartin Whitman 2013-07-31 Reduce-0.22%$14.5 - $16.69
($15.38)
$ 20.9936%Reduce -7.46%4,339,207
AMATKen Fisher 2013-06-30 Reduce$12.92 - $15.97
($14.51)
$ 20.9945%Reduce -37.44%12,048
AMATThird Avenue Management 2013-06-30 Reduce-0.32%$12.92 - $15.97
($14.51)
$ 20.9945%Reduce -12.46%8,858,678
AMATArnold Van Den Berg 2013-06-30 Reduce-0.27%$12.92 - $15.97
($14.51)
$ 20.9945%Reduce -9.66%1,880,877
AMATRichard Snow 2013-06-30 Sold Out -0.1%$12.92 - $15.97
($14.51)
$ 20.9945%Sold Out0
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

AMAT is held by these Gurus:

Ticker Guru Name Portfolio Date* Current Shares % of Shares Outstanding % of Total Assets Managed Change from Last Holdings Holding History
AMAT Brian Rogers 2014-09-3012,594,5001.031
AMAT Jean-Marie Eveillard 2014-06-302,503,0410.210.14New Buy
AMAT Ray Dalio 2014-06-30340,7990.030.06+68.13%
AMAT Chris Davis 2014-06-30330,3240.030.02+1.86%
AMAT Ruane Cunniff 2014-06-3013,69200
AMAT Bill Nygren 2014-06-307,160,0000.591.2
AMAT Brian Rogers 2014-06-3012,594,5001.031
AMAT PRIMECAP Management 2014-06-306,992,4550.570.17-0.98%
AMAT Joel Greenblatt 2014-06-3092,2840.010.03-38.08%
AMAT NWQ Managers 2014-06-30000Sold Out
Premium Most recent portfolio changes are included for Premium Members only!


AMAT: Insider Buys/Sells

Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change (%) Details
Thakur RandhirEVP & GM, Silicon Systems 2014-07-03Sell70,295$22.83-8.06view
Iannotti Thomas JDirector 2014-06-20Sell20,000$22.73-7.66view
Forrest Stephen RDirector 2014-06-04Sell5,000$21.72-3.36view
Kerley JayGVP, Chief Information Officer 2014-05-22Sell6,755$19.945.27view
Iannotti Thomas JDirector 2014-04-04Sell4,000$20.820.82view
Forrest Stephen RDirector 2014-03-28Sell5,000$20.253.65view
Karsner AlexanderDirector 2014-03-19Sell45,706$19.477.81view
HALLIDAY ROBERT JSenior Vice President & CFO 2014-02-26Sell25,090$19.19.9view
Thakur RandhirEVP & GM, Silicon Systems 2014-02-25Sell180,000$19.139.72view
DICKERSON GARY EPresident and CEO 2014-02-24Sell708,196$19.149.67view

Press Releases about AMAT :

    Quarterly/Annual Reports about AMAT:

    News about AMAT:

    Articles On GuruFocus.com
    KLA Tencor is a Key Player in the Semiconductor Manufacturing Process Oct 13 2014 
    Applied Materials Growth Pattern Continues To Influence Investors Aug 23 2014 
    Veeco May Illuminate Your Portfolio Aug 19 2014 
    Guru Brian Rogers and his Barron's Midyear Stock Picks Jul 24 2014 
    Applied Materials: An Introduction Before the Merger Feb 20 2014 
    Third Avenue Management Comments on Applied Materials and Tokyo Electron Dec 19 2013 
    HAR, AMAT, KEY, FCE.A - Third Avenue Management Sells in Review Nov 24 2013 
    Martin Whitman Sells and Reductions in US, Tokyo and Hong Kong Markets Oct 10 2013 
    Century Management’s Three Sell Outs Oct 10 2013 
    Deep Value Investor James Barrow Unloads Six May 28 2013 

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