New AI Systems Launched: Social media lit up as Applied Materials unveiled advanced chipmaking equipment designed to boost DRAM and packaging for AI applications. Investors highlighted the company's focus on overcoming the memory wall in high-performance computing. The announcement drove immediate gains in the stock.
Market Rally Ignites: Discussion turned sharply positive amid a broader semiconductor surge tied to strong forecasts from peers like Micron. Traders noted Applied Materials hitting fresh all-time highs on heavy volume. Many expressed optimism about sustained demand for its tools in the AI buildout.
Note: This discussion summary was generated from an AI condensation of post data.
Applied Materials Insider Trading Activity
Applied Materials insiders have traded $AMAT stock on the open market 35 times in the past 6 months. Of those trades, 0 have been purchases and 35 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 0 purchases and 11 sales selling 83,000 shares for an estimated $49,239,083.
- PRABU G. RAJA (President, Semi. Products Grp.) has made 0 purchases and 5 sales selling 60,000 shares for an estimated $31,599,496.
- OMKARAM NALAMASU (Senior Vice President, CTO) has made 0 purchases and 9 sales selling 35,000 shares for an estimated $20,754,197.
- THOMAS J IANNOTTI sold 9,250 shares for an estimated $5,547,872
- TIMOTHY M DEANE (SVP, Applied Global Services) sold 8,621 shares for an estimated $5,092,984
- BRICE HILL (SVP, CFO) has made 0 purchases and 2 sales selling 7,500 shares for an estimated $3,053,215.
- JUDY BRUNER has made 0 purchases and 4 sales selling 7,597 shares for an estimated $2,983,279.
- ADAM SANDERS (Corp. Controller & CAO) has made 0 purchases and 2 sales selling 802 shares for an estimated $318,841.
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 Revenue
Applied Materials had revenues of $7.9B in Q2 2026. This is an increase of 11.41% from the same period in the prior year.
You can track AMAT financials on Quiver Quantitative's AMAT stock page.
You can access data on AMAT stock through the Quiver Quantitative API.
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 Hedge Fund Activity
We have seen 1,359 institutional investors add shares of Applied Materials stock to their portfolio, and 1,343 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- GEODE CAPITAL MANAGEMENT, LLC added 3,313,100 shares (+17.8%) to their portfolio in Q1 2026, for an estimated $1,085,578,628
- 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
- SANDERS CAPITAL, LLC removed 2,660,789 shares (-30.1%) from their portfolio in Q1 2026, for an estimated $871,840,775
- LAZARD ASSET MANAGEMENT LLC removed 2,551,463 shares (-88.5%) from their portfolio in Q4 2025, for an estimated $655,700,476
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 Analyst Ratings
Wall Street analysts have issued reports on $AMAT in the last several months. We have seen 5 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
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 24 analysts offer price targets for $AMAT in the last 6 months, with a median target of $527.5.
Here are some recent targets:
- Vivek Arya from B of A Securities set a target price of $720.0 on 06/23/2026
- Joe Quatrochi from Wells Fargo set a target price of $715.0 on 06/22/2026
- Atif Malik from Citigroup set a target price of $710.0 on 06/17/2026
- Tom O'Malley from Barclays set a target price of $590.0 on 06/11/2026
- Timothy Arcuri from UBS set a target price of $570.0 on 06/10/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $650.0 on 06/10/2026
- Vijay Rakesh from Mizuho set a target price of $540.0 on 05/27/2026
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.
