Earnings Surge: Social media buzz centers on Applied Materials delivering record revenue of $9.1 billion in its latest quarter, reflecting a 25% year-over-year jump and strong operational efficiency. Observers note the firm outpaced spending growth while achieving the lowest OpEx ratio in nearly four years.
Market Reaction: Shares slipped around 6% following the release as elevated expectations tempered the response despite the beat. Discussions underscore how rising bond yields are shifting focus toward valuation discipline in the semiconductor equipment sector.
AI Capex Focus: Participants highlight the company's positioning as a key beneficiary of ongoing artificial intelligence investments, with particular attention to order visibility and advanced packaging demand. Sentiment remains mixed as analysts weigh sustained spending against broader economic pressures.
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 39 times in the past 6 months. Of those trades, 0 have been purchases and 39 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 15 sales selling 161,321 shares for an estimated $104,789,403.
- 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 $9.1B in Q3 2026. This is an increase of 24.83% 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 7 times in the past 6 months. Of those trades, 5 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AMAT stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 07/15.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $45,000 on 06/18 and 0 sales.
- SENATOR ALAN ARMSTRONG purchased up to $50,000 on 03/27.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 02/27.
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 1,772 institutional investors add shares of Applied Materials stock to their portfolio, and 1,524 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 18,556,231 shares (+191.1%) to their portfolio in Q2 2026, for an estimated $13,416,155,013
- JPMORGAN CHASE & CO added 13,886,053 shares (+inf%) to their portfolio in Q2 2026, for an estimated $10,039,616,319
- CAPITAL RESEARCH GLOBAL INVESTORS removed 7,296,327 shares (-24.8%) from their portfolio in Q2 2026, for an estimated $5,275,244,421
- PRICE T ROWE ASSOCIATES INC /MD/ added 6,564,630 shares (+108.3%) to their portfolio in Q2 2026, for an estimated $4,746,227,490
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,969,702 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,593,094,546
- FMR LLC added 2,876,511 shares (+45.0%) to their portfolio in Q2 2026, for an estimated $2,079,717,453
- AMERIPRISE FINANCIAL INC removed 2,544,655 shares (-28.5%) from their portfolio in Q2 2026, for an estimated $1,839,785,565
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 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 $590.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $650.0 on 07/09/2026
- Krish Sankar from TD Cowen set a target price of $700.0 on 07/09/2026
- Shane Brett from Morgan Stanley set a target price of $647.0 on 07/06/2026
- Mehdi Hosseini from Susquehanna set a target price of $900.0 on 06/30/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $850.0 on 06/29/2026
- Steve Barger from Keybanc set a target price of $750.0 on 06/29/2026
- Craig Ellis from B. Riley Securities set a target price of $790.0 on 06/26/2026
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.
