Applied Materials Inc (AMAT) — the peer cohort
As of 2026-10-26 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.
Applied Materials Inc ranks 16 of 16 in its cohort on the Closelooknet composite (52/100) — the cohort is led by Micron Technology Inc at 75/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| AMAT Applied Materials Inc | 52 | 34 | 78 | 31 | info | 49% |
| MU Micron Technology Inc | 75 | 79 | 95 | 62 | info | 30.1% |
| SNDK Sandisk Corp | 70 | 61 | 94 | 51 | info | 47.4% |
| TSM Taiwan Semiconductor Manufacturing | 70 | 67 | 88 | 66 | info | 14.1% |
| 3017.TW Asia Vital Components Co Ltd | 68 | 83 | 74 | 26 | watch | 15% |
| 000660.KS SK Hynix Inc | 68 | 32 | 94 | 76 | bull | 57.2% |
| ASML ASML Holding N.V. New York Registry Shares | 65 | 64 | 88 | 24 | info | 21.4% |
| NVDA NVIDIA Corporation | 65 | 69 | 94 | 34 | info | 13.3% |
| 005930.KS Samsung Electronics Co Ltd | 64 | 38 | 74 | 65 | bear | 42.5% |
| AMD Advanced Micro Devices Inc | 62 | 84 | 53 | 17 | bear | 21.5% |
| APH Amphenol Corporation | 62 | 64 | 73 | 34 | info | 17.6% |
| DELL Dell Technologies Inc | 62 | 85 | 55 | 44 | bear | 23.4% |
| 3653.TW Jentech Precision Industrial Co Ltd | 61 | 83 | 73 | 9 | bear | 18.4% |
| ASML.AS ASML Holding N.V. | 68 | 70 | 88 | 28 | watch | 19.2% |
| ASM.AS ASM International NV | 58 | 40 | 75 | 28 | bear | 35.9% |
| TER Teradyne Inc | 54 | 37 | 78 | 25 | bear | 36.7% |
Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-10-26
Quick answers
Who are Applied Materials Inc's peers in the Closelooknet universe?
The cohort is drawn from shared Closelooknet index membership first, then sector: Micron Technology Inc (MU), Sandisk Corp (SNDK), Taiwan Semiconductor Manufacturing (TSM), Asia Vital Components Co Ltd (3017.TW), SK Hynix Inc (000660.KS), ASML Holding N.V. New York Registry Shares (ASML), NVIDIA Corporation (NVDA), Samsung Electronics Co Ltd (005930.KS) and others.
How does AMAT score against its peers?
Applied Materials Inc's composite reads 52/100, ranking 16 of 16 in its cohort as of 2026-10-26; the cohort's highest composite is Micron Technology Inc at 75/100. Closelooknet scores are research diary readings, not ratings or advice.
Mentioned on Closelooknet
Where AMAT appears in the diary — 31 pieces, newest first. Every link is our own writing.
Go deeper
Long reads
- AI Bull Market — The 2026 Verification Phase
The canary calendar (TSMC, ASE/Amkor, Advantest, Microsoft, AMAT, Micron) has fully printed; Micron in particular resolved far above the January frame — see the June follow-up .
Dailies
- Chips — the open follows Seoul, then turns: chip index from −2.4% to +0.7%; small caps +1.6%
Chip equipment — sold before Lam reports: Lam −2.4%, KLA −2.1%, Applied Materials −1.8%
- AI Trade — Asia bounces, Kospi +3.3%; Nasdaq-100 holds its support line, Jakarta −10.8% on MSCI
Underneath, the money moved: chip-equipment makers Applied Materials (−3.8%) and Lam Research (−3.5%) fell again and Dell lost another 5.7%, while ServiceNow rose 6.2%, Salesforce 5.5% and the software fund IGV 2.0%.
- Tech — the whole complex sold: chip fund −2.1%, software −4.3%; Nasdaq −1.1% while the Dow is green
The selling is broad: Arm −3.6%, Micron −3.5% to $898.64, AMD −3.4%, chip-machine makers Applied Materials, KLA and Lam −2.9 to −3.3%, Marvell −2.7%, Broadcom −2.6%.
- AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%
The selling hits the companies that build AI capacity: chip-machine makers Lam Research −4.4% and Applied Materials −4.0%, Dell −7.7% on its second day after a Barclays downgrade, Arista −5.3%.
- ASML — record €11.7 billion quarter and sold out into 2028; inflation at 12:30 UTC
It lands on a chip trade under pressure: Applied Materials −6.7% and Micron −3.6% on Tuesday.
- Chips — SOXX −3.7%, now 20% below its June high; software −2.4% as hot inflation and BlackRock weigh
AMD −4.9%, Applied Materials −3.2%, Broadcom and TSMC −2.7%, Nvidia and Micron −2.7%.
- Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the Nasdaq
Chip-equipment makers fall again — KLA −4.5%, Lam Research −3.4%, Applied Materials −2.2%
- S&P 500 — record high as Marvell jumps 7.6% on its investor day; chip-machine makers slide
The makers of chip-production machines fall: KLA −4.3%, Lam Research −3.1%, Applied Materials −1.9%.
Related in the Closelooknet universe
same Closelooknet index seat first, then Semiconductor Equipment & Materials. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.
- MU Micron Technology Inc
- SNDK Sandisk Corp
- TSM Taiwan Semiconductor Manufacturing
- 3017.TW Asia Vital Components Co Ltd
- 000660.KS SK Hynix Inc
- ASML ASML Holding N.V. New York Registry Shares
- NVDA NVIDIA Corporation
- 005930.KS Samsung Electronics Co Ltd
- AMD Advanced Micro Devices Inc
- APH Amphenol Corporation
- DELL Dell Technologies Inc
- 3653.TW Jentech Precision Industrial Co Ltd
- ASML.AS ASML Holding N.V.industry
- ASM.AS ASM International NVindustry
- TER Teradyne Incindustry
- 042700.KS Hanmi Semiconindustry
- LRCX Lam Research Corpindustry
- ENTG Entegris Incindustry
- 3189.TW Kinsus Interconnect Technology Corpindustry
- 6147.TWO Chipbond Technologyindustry