| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-08-25 | HOLD | MEDIUM | Rob Black Show Yields Fall |
Included in Mizuho's target cuts across the memory complex while keeping a buy rating. [audio] | -8.0% | -1.2% | — |
| 2026-08-17 | HOLD | MEDIUM | Rob Black Show Investors Weigh AI Optimism |
Applied Materials was named alongside Cisco as a strong-fundamentals name that still fell last week after enormous gains this year. [audio] | -9.5% | -22.3% | — |
| 2026-08-14 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 8-14-26 |
Applied Materials fell 6% despite sales jumping 25% and higher guidance because expectations were even higher; Rob said he likes the long term but finds semiconductor equipment a less exciting market than chips or memory. [audio] | -2.8% | -9.9% | — |
| 2026-08-11 | BUY | HIGH | Rob Black Show Afternoon podcast 8-11-26 |
Named among the other key fab and wafer equipment players positioned to receive Intel's expansion spending. [audio] | -2.1% | -13.5% | — |
| 2026-07-30 | BUY | LOW | Rob Black Show Afternoon podcast 7-30-26 |
Named among semiconductor companies whose free cash flow is moving strongly up and to the right. [audio] | +5.1% | -7.9% | — |
| 2026-07-27 | MENTIONED | LOW | Rob Black Show Markets Meander As Oil Falls |
Applied Materials down 7%; affected by chip market. [audio] | +0.3% | -7.1% | — |
| 2026-07-13 | BUY | MEDIUM | Rob Black Show Afternoon podcast 7-13-26 |
Applied Materials discussed as poised to become a cash producing machine with record free cash flow. [audio] | -8.6% | -4.7% | — |
| 2026-07-09 | BUY | HIGH | Rob Black Show Afternoon podcast 7-9-26 |
Applied Materials CEO said chip makers are preparing for years of expansion, reinforcing optimism around AI-related capital spending; analysts raised price targets and company sees two years of visibility. [audio] | -4.7% | -8.4% | — |
| 2026-07-09 | BUY | HIGH | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
Applied Materials CEO says the AI chip boom is far from over; company is a key supplier for semiconductor manufacturing. [audio] | -4.7% | -8.4% | — |
| 2026-07-08 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-7-26 |
Applied Materials discussed as dominating its industry alongside NVIDIA. [audio] | +1.6% | -5.5% | — |
| 2026-06-30 | BUY | HIGH | Rob Black Show Afternoon podcast 6-30-26 |
Applied Materials up about 5%, cited as a winner from South Korea memory chip spending. [audio] | -23.3% | -30.6% | -32.6% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Applied Materials up 157% year-to-date; price target bumped up to $900 from $575; considered attractive for next 6-18 months. [audio] | -23.3% | -30.6% | -32.6% |
| 2026-06-29 | BUY | MEDIUM | Rob Black Show Afternoon podcast 6-29-26 |
Applied Materials was up 10.8%; positive sentiment implied. [audio] | -14.7% | -37.2% | -30.1% |
| 2026-06-29 | MENTIONED | LOW | Rob Black Show Investors Weighed Pause In Iran Hostilities |
Applied Materials is mentioned for Cantor Fitzgerald price target increase. [audio] | -14.7% | -37.2% | -30.1% |
| 2026-06-25 | MENTIONED | LOW | Rob Black Show DJIA Notches Record As Market Divides |
Applied Materials is mentioned as returning to record highs. [audio] | -9.7% | -19.7% | -28.9% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Global Chip Rout |
Applied Materials is mentioned for daily performance and analyst price targets. [audio] | +23.4% | -3.9% | -20.7% |
| 2026-06-22 | WATCH | MEDIUM | Rob Black Show Declines In Technology Stocks |
Applied Materials is mentioned as a semiconductor equipment stock with room to run and as an AI beneficiary. [audio] | +8.5% | -13.5% | -30.5% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-11-26 |
Applied Materials up 12 percent, discussed for double-digit gains. [audio] | +11.7% | +9.0% | -15.1% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Stocks Rebound But Gains Limited |
Barclay raised price target on Applied Materials, noted as a semiconductor equipment supplier with pricing power. [audio] | +11.7% | +9.0% | -15.1% |
| 2026-05-29 | BUY | MEDIUM | Rob Black Show Thinking About A Shopping List |
The host recommends buying Applied Materials, citing a low P/E ratio and the potential for AI-driven growth. [audio] | +0.7% | +39.3% | +7.3% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Applied Materials was up 7.5% today, driven by semiconductor sector momentum. [audio] | +5.1% | +44.8% | +20.6% |
| 2026-05-18 | WATCH | LOW | Rob Black Show Afternoon podcast 5-18-26 |
Host lists Applied Materials among semiconductor names that would make up half the market if their run continues. [audio] | +4.6% | +43.5% | +22.8% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | -5.6% | +28.3% | +21.2% |
| 2026-05-11 | BUY | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host mentions Applied Materials as a stock that has enjoyed double-digit growth. [audio] | -6.8% | +12.2% | +21.7% |
| 2026-05-06 | MENTIONED | MEDIUM | Rob Black Show Earnings Jump |
Patrick O'Hare mentions strong results and upbeat commentary from Advanced Micro Devices (AMD) helping to put a bid in the market. [audio] | +1.9% | +5.8% | +27.7% |
| 2026-04-29 | MENTIONED | LOW | Rob Black Show Oil Prices Continue Their Rally |
Indirect mention through context of agentic AI era driving demand for data storage technology. [audio] | +12.0% | +17.8% | +24.7% |