Stock Surge: Applied Materials has recently captured significant attention on social media due to its stock price hitting an all-time high near $331. Many users are discussing the driving force behind this rally, pointing to strong demand in AI-driven semiconductor technologies. The buzz reflects optimism about the company’s strategic position in the market.
Analyst Upgrades: Recent posts on social media highlight analyst upgrades, with price targets raised as high as $390 by some firms. Discussions often mention the positive outlook for wafer fabrication equipment demand in 2026 and beyond. There’s a sense of confidence in the company’s ability to capitalize on industry trends.
Earnings Anticipation: With the upcoming fiscal Q1 2026 earnings call scheduled for February 12, social media chatter is building around what the results might reveal. Some users are speculating on whether the recent momentum will hold through the report. The conversation remains lively as investors await further clarity.
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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $AMAT stock by insiders over the last 6 months:
- TERI A. LITTLE (SVP, CLO) has made 0 purchases and 2 sales selling 8,000 shares for an estimated $1,889,262.
- ADAM SANDERS (Corp. Controller & CAO) sold 609 shares for an estimated $155,620
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Applied Materials Revenue
Applied Materials had revenues of $6.8B in Q4 2025. This is a decrease of -3.48% from the same period in the prior year.
You can track AMAT financials on Quiver Quantitative's AMAT stock page.
Applied Materials Congressional Stock Trading
Members of Congress have traded $AMAT stock 3 times in the past 6 months. Of those trades, 2 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 MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 08/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Applied Materials Hedge Fund Activity
We have seen 1,070 institutional investors add shares of Applied Materials stock to their portfolio, and 1,096 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 16,986,059 shares (+1334.4%) to their portfolio in Q3 2025, for an estimated $3,477,725,719
- CAPITAL RESEARCH GLOBAL INVESTORS added 10,305,182 shares (+225.4%) to their portfolio in Q3 2025, for an estimated $2,109,882,962
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 4,819,994 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $986,845,571
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,932,086 shares (-46.4%) from their portfolio in Q3 2025, for an estimated $805,055,287
- AMERIPRISE FINANCIAL INC added 3,583,751 shares (+40.1%) to their portfolio in Q3 2025, for an estimated $733,737,179
- COATUE MANAGEMENT LLC added 3,349,048 shares (+inf%) to their portfolio in Q3 2025, for an estimated $685,684,087
- SANDERS CAPITAL, LLC added 3,280,730 shares (+42.6%) to their portfolio in Q3 2025, for an estimated $671,696,660
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Applied Materials Analyst Ratings
Wall Street analysts have issued reports on $AMAT in the last several months. We have seen 16 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Deutsche Bank issued a "Buy" rating on 01/23/2026
- Needham issued a "Buy" rating on 01/20/2026
- Barclays issued a "Overweight" rating on 01/15/2026
- RBC Capital issued a "Outperform" 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
- Cantor Fitzgerald issued a "Overweight" rating on 11/14/2025
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 25 analysts offer price targets for $AMAT in the last 6 months, with a median target of $285.0.
Here are some recent targets:
- Melissa Weathers from Deutsche Bank set a target price of $390.0 on 01/23/2026
- Charles Shi from Needham set a target price of $390.0 on 01/20/2026
- Steve Barger from Keybanc set a target price of $380.0 on 01/16/2026
- Joe Quatrochi from Wells Fargo set a target price of $350.0 on 01/15/2026
- Tom O'Malley from Barclays set a target price of $360.0 on 01/15/2026
- Srini Pajjuri from RBC Capital set a target price of $385.0 on 01/15/2026
- Brian Chin from Stifel set a target price of $340.0 on 01/14/2026
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.
