$AMAT stock is up 2% today. Here's what we see in our data.

$AMAT stock has now risen 2% today, according to our price data from Polygon. There has been approximately $928,770,404 of trading volume.

Here is what we see in our data on $AMAT (you can track the company live on Quiver's $AMAT stock page):

$AMAT Insider Trading Activity

$AMAT insiders have traded $AMAT stock on the open market 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $AMAT stock by insiders over the last 6 months:

GARY E DICKERSON (President and CEO) has made 2 purchases buying 50,000 shares for an estimated $6,865,081 and 0 sales.
ADAM SANDERS (Corp. Controller & CAO) has made 0 purchases and 2 sales selling 1,012 shares for an estimated $165,546.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$AMAT Hedge Fund Activity

We have seen 1,220 institutional investors add shares of $AMAT stock to their portfolio, and 1,054 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL INTERNATIONAL INVESTORS removed 9,160,845 shares (-71.0%) from their portfolio in Q2 2025, for an estimated $1,677,075,894
CAPITAL WORLD INVESTORS removed 8,288,582 shares (-67.9%) from their portfolio in Q2 2025, for an estimated $1,517,390,706
SANDERS CAPITAL, LLC added 7,698,260 shares (+inf%) to their portfolio in Q2 2025, for an estimated $1,409,320,458
ALLIANCEBERNSTEIN L.P. added 5,700,349 shares (+72.5%) to their portfolio in Q2 2025, for an estimated $1,043,562,891
KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 4,819,994 shares (+inf%) to their portfolio in Q2 2025, for an estimated $882,396,301
FMR LLC removed 4,034,469 shares (-44.3%) from their portfolio in Q2 2025, for an estimated $738,590,239
CAPITAL RESEARCH GLOBAL INVESTORS added 3,802,187 shares (+493.6%) to their portfolio in Q2 2025, for an estimated $696,066,374

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$AMAT Government Contracts

We have seen $2,450 of award payments to $AMAT over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

UPGRADE/MODERNIZE ELECTRICAL SYSTEM AT THE TOL AIR TRAFFIC CONTROL TOWER IN TOLEDO, OH: $2,450

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$AMAT Congressional Stock Trading

Members of Congress have traded $AMAT stock 15 times in the past 6 months. Of those trades, 9 have been purchases and 6 have been sales.

Here’s a breakdown of recent trading of $AMAT stock by members of Congress over the last 6 months:

REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/22 and 1 sale worth up to $15,000 on 08/04.
SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 06/06, 05/05, 04/09 and 0 sales.
SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/13 and 1 sale worth up to $100,000 on 04/08.
REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 2 purchases worth up to $150,000 on 04/17, 04/11 and 2 sales worth up to $200,000 on 05/12, 05/08.
SENATOR JOHN BOOZMAN sold up to $15,000 on 04/16.
REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$AMAT Analyst Ratings

Wall Street analysts have issued reports on $AMAT in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Morgan Stanley issued a "Overweight" rating on 09/22/2025
Cantor Fitzgerald issued a "Overweight" rating on 08/15/2025
Wells Fargo issued a "Overweight" rating on 08/15/2025
Citigroup issued a "Buy" rating on 08/15/2025
JP Morgan issued a "Overweight" rating on 08/15/2025
Evercore ISI Group issued a "Outperform" rating on 08/15/2025
Wolfe Research issued a "Outperform" rating on 08/15/2025

To track analyst ratings and price targets for $AMAT, check out Quiver Quantitative's $AMAT forecast page.

$AMAT Price Targets

Multiple analysts have issued price targets for $AMAT recently. We have seen 22 analysts offer price targets for $AMAT in the last 6 months, with a median target of $200.0.

Here are some recent targets:

Steve Barger from Keybanc set a target price of $220.0 on 09/23/2025
Shane Brett from Morgan Stanley set a target price of $209.0 on 09/22/2025
Vijay Rakesh from Mizuho set a target price of $175.0 on 09/12/2025
Louis Miscioscia from Daiwa Capital set a target price of $170.0 on 08/20/2025
Brian Chin from Stifel set a target price of $180.0 on 08/15/2025
Harlan Sur from JP Morgan set a target price of $220.0 on 08/15/2025
C.J. Muse from Cantor Fitzgerald set a target price of $200.0 on 08/15/2025

You can track data on $AMAT on Quiver Quantitative.

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.