APPLIED MATERIALS ($AMAT) posted quarterly earnings results for Q2 2026 on Thursday, May 14th. The company reported earnings of $2.86 per share, beating estimates of $2.71 by $0.15. The company also reported revenue of $7,910,000,000, beating estimates of $7,823,016,245 by $86,983,755.
Stock price change since market close: +3.69%
You can see Quiver Quantitative's $AMAT stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
APPLIED MATERIALS Insider Trading Activity
APPLIED MATERIALS insiders have traded $AMAT stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $AMAT stock by insiders over the last 6 months:
- JUDY BRUNER has made 0 purchases and 3 sales selling 6,469 shares for an estimated $2,475,679.
- TERI A. LITTLE (SVP, CLO) has made 0 purchases and 2 sales selling 8,000 shares for an estimated $1,889,262.
- BRICE HILL (SVP, CFO) sold 5,000 shares for an estimated $1,806,062
- ADAM SANDERS (Corp. Controller & CAO) has made 0 purchases and 2 sales selling 1,143 shares for an estimated $358,091.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
APPLIED MATERIALS Hedge Fund Activity
We have seen 1,282 institutional investors add shares of APPLIED MATERIALS stock to their portfolio, and 1,268 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLIANCEBERNSTEIN L.P. removed 6,352,096 shares (-49.7%) from their portfolio in Q4 2025, for an estimated $1,632,425,151
- BLACKROCK, INC. added 3,715,744 shares (+4.9%) to their portfolio in Q1 2026, for an estimated $1,217,509,968
- AUTO-OWNERS INSURANCE CO removed 3,357,097 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $1,099,994,795
- CAPITAL RESEARCH GLOBAL INVESTORS removed 3,251,625 shares (-9.9%) from their portfolio in Q1 2026, for an estimated $1,065,435,576
- DAVIS SELECTED ADVISERS removed 3,004,196 shares (-71.5%) from their portfolio in Q1 2026, for an estimated $984,362,371
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 2,920,878 shares (+257.7%) to their portfolio in Q4 2025, for an estimated $750,636,437
- VAN ECK ASSOCIATES CORP removed 2,705,730 shares (-25.6%) from their portfolio in Q4 2025, for an estimated $695,345,552
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
APPLIED MATERIALS Congressional Stock Trading
Members of Congress have traded $AMAT stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $AMAT stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN sold up to $15,000 on 02/27.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
APPLIED MATERIALS Analyst Ratings
Wall Street analysts have issued reports on $AMAT in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/13/2026
- Morgan Stanley issued a "Overweight" rating on 02/02/2026
- Deutsche Bank issued a "Buy" rating on 01/23/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Barclays issued a "Overweight" rating on 01/15/2026
- B. Riley Securities issued a "Buy" rating on 12/18/2025
- UBS issued a "Buy" rating on 11/25/2025
To track analyst ratings and price targets for APPLIED MATERIALS, check out Quiver Quantitative's $AMAT forecast page.
APPLIED MATERIALS Price Targets
Multiple analysts have issued price targets for $AMAT recently. We have seen 20 analysts offer price targets for $AMAT in the last 6 months, with a median target of $450.0.
Here are some recent targets:
- Atif Malik from Citigroup set a target price of $520.0 on 05/12/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $550.0 on 05/11/2026
- Adithya Metuku from HSBC set a target price of $517.0 on 05/08/2026
- Shane Brett from Morgan Stanley set a target price of $454.0 on 05/05/2026
- Jay Goldberg from Seaport Global set a target price of $500.0 on 05/05/2026
- Timothy Arcuri from UBS set a target price of $480.0 on 05/04/2026
- Craig Ellis from B. Riley Securities set a target price of $485.0 on 04/13/2026
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.
Check out the Quiver Quantitative API to build on top of data on congressional stock trading, insider transactions, hedge fund moves, and more.
