Applied Materials, Inc. to Hold Fourth Quarter and Fiscal 2025 Earnings Conference Call on November 13, 2025

Applied Materials schedules its Q4 and fiscal 2025 earnings call for November 13, 2025, at 4:30 p.m. ET.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$AMAT Congressional Stock Trading

Members of Congress have traded $AMAT stock 9 times in the past 6 months. Of those trades, 6 have been purchases and 3 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 2 times. They made 2 purchases worth up to $30,000 on 06/06, 05/05 and 0 sales.
• SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 05/13.
• REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 0 purchases and 2 sales worth up to $200,000 on 05/12, 05/08.

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

$AMAT Insider Trading Activity

$AMAT insiders have traded $AMAT stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

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

• ADAM SANDERS (Corp. Controller & CAO) sold 562 shares for an estimated $100,373

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

$AMAT Hedge Fund Activity

We have seen 1,158 institutional investors add shares of $AMAT stock to their portfolio, and 980 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 removed 4,819,994 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $986,845,571
• 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 Analyst Ratings

Wall Street analysts have issued reports on $AMAT in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• B of A Securities issued a "Buy" rating on 10/13/2025
• Stifel issued a "Buy" rating on 10/13/2025
• Keybanc issued a "Overweight" rating on 10/10/2025
• B. Riley Securities issued a "Buy" rating on 10/10/2025
• Morgan Stanley issued a "Overweight" rating on 09/22/2025
• Wells Fargo issued a "Overweight" rating on 08/15/2025
• Cantor Fitzgerald issued a "Overweight" 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 23 analysts offer price targets for $AMAT in the last 6 months, with a median target of $209.0.

Here are some recent targets:

• Tom O'Malley from Barclays set a target price of $250.0 on 10/20/2025
• Vijay Rakesh from Mizuho set a target price of $215.0 on 10/16/2025
• Brian Chin from Stifel set a target price of $215.0 on 10/13/2025
• Vivek Arya from B of A Securities set a target price of $250.0 on 10/13/2025
• Craig Ellis from B. Riley Securities set a target price of $265.0 on 10/10/2025
• Steve Barger from Keybanc set a target price of $240.0 on 10/10/2025
• James Schneider from Goldman Sachs set a target price of $250.0 on 10/09/2025