Applied Materials (AMAT) — What Changed

Material changes in the AI committee's view · 25 events tracked · Detected nightly

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2026-08-01 MATERIAL
▼ Agreement Shift

AMAT's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-08-01 MINOR
▲ Score Change

AMAT's Committee score moved from 53.32 to 54.49 (+1.17, 1 day(s) apart).

53.32 → 54.49 (+1.2)

2026-07-31 MATERIAL
▲ Agreement Shift

AMAT's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▲ Score Change

AMAT's Committee score moved from 53.27 to 53.32 (+0.05, 1 day(s) apart).

53.27 → 53.32 (+0.1)

2026-07-30 MATERIAL
▼ Agreement Shift

AMAT's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-30 MINOR
▼ Score Change

AMAT's Committee score moved from 54.18 to 53.27 (-0.91, 1 day(s) apart).

54.18 → 53.27 (-0.9)

2026-07-28 MATERIAL
▲ Agreement Shift

AMAT's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-28 MINOR
▼ Score Change

AMAT's Committee score moved from 56.23 to 54.18 (-2.05, 1 day(s) apart).

56.23 → 54.18 (-2.0)

2026-07-24 MINOR
▼ Score Change

AMAT's Committee score moved from 55.11 to 54.80 (-0.31, 1 day(s) apart).

55.11 → 54.80 (-0.3)

2026-07-18 MINOR
▼ Score Change

AMAT's Committee score moved from 56.85 to 52.94 (-3.91, 1 day(s) apart).

56.85 → 52.94 (-3.9)

2026-07-17 MATERIAL
▲ Agreement Shift

AMAT's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-17 MINOR
▼ Score Change

AMAT's Committee score moved from 57.78 to 56.85 (-0.93, 1 day(s) apart).

57.78 → 56.85 (-0.9)

2026-07-16 MINOR
▼ Agreement Shift

AMAT's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 1 day(s) apart).

50.00 → 42.90 (-7.1)

2026-07-16 MINOR
▼ Score Change

AMAT's Committee score moved from 60.22 to 57.78 (-2.44, 1 day(s) apart).

60.22 → 57.78 (-2.4)

2026-07-16 MAJOR
— Rating Change

AMAT moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-15 MINOR
▼ Score Change

AMAT's Committee score moved from 60.58 to 60.22 (-0.36, 1 day(s) apart).

60.58 → 60.22 (-0.4)

2026-07-14 MINOR
▼ Agreement Shift

AMAT's Committee agreement moved from 57.10% to 50.00% (-7.10pp, 1 day(s) apart).

57.10 → 50.00 (-7.1)

2026-07-14 MINOR
▲ Score Change

AMAT's Committee score moved from 60.32 to 60.58 (+0.26, 1 day(s) apart).

60.32 → 60.58 (+0.3)

2026-07-13 MINOR
▼ Agreement Shift

AMAT's Committee agreement moved from 66.70% to 57.10% (-9.60pp, 1 day(s) apart).

66.70 → 57.10 (-9.6)

2026-07-13 MINOR
▼ Score Change

AMAT's Committee score moved from 63.55 to 60.32 (-3.23, 1 day(s) apart).

63.55 → 60.32 (-3.2)

2026-07-11 MINOR
▲ Agreement Shift

AMAT's Committee agreement moved from 42.90% to 50.00% (+7.10pp, 1 day(s) apart).

42.90 → 50.00 (+7.1)

2026-07-11 MINOR
▲ Score Change

AMAT's Committee score moved from 59.70 to 63.20 (+3.50, 1 day(s) apart).

59.70 → 63.20 (+3.5)

2026-07-11 MAJOR
— Rating Change

AMAT moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-10 MINOR
▼ Agreement Shift

AMAT's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 3 day(s) apart).

50.00 → 42.90 (-7.1)

2026-07-10 MINOR
▲ Score Change

AMAT's Committee score moved from 57.16 to 59.70 (+2.54, 3 day(s) apart).

57.16 → 59.70 (+2.5)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →