Record High Stock Price: Applied Materials has recently hit an all-time high stock price of $273.63, sparking lively conversations on social media. Many users are buzzing about the company’s strong position in the AI chip boom, with some predicting sustained growth into 2026. The enthusiasm is tempered by concerns over trade issues with China and competitive pressures.
Dividend and Analyst Outlook: The announcement of a consistent quarterly dividend of $0.46, payable in March 2026, has also caught attention online. Posts highlight positive analyst forecasts, with price targets being raised to as high as $315, reflecting confidence in the company’s role in semiconductor equipment demand. However, a few voices caution about export restrictions and margin challenges that could impact future gains.
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 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 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) has made 0 purchases and 2 sales selling 1,171 shares for an estimated $255,993.
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 4 times in the past 6 months. Of those trades, 3 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:
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Applied Materials Hedge Fund Activity
We have seen 1,085 institutional investors add shares of Applied Materials stock to their portfolio, and 1,171 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 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 11/25/2025
- Citigroup issued a "Buy" rating on 11/14/2025
- Morgan Stanley issued a "Overweight" rating on 11/14/2025
- Wells Fargo issued a "Overweight" rating on 11/14/2025
- JP Morgan issued a "Overweight" rating on 11/14/2025
- B. Riley Securities issued a "Buy" rating on 11/14/2025
- 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 23 analysts offer price targets for $AMAT in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- Steve Barger from Keybanc set a target price of $285.0 on 12/02/2025
- Timothy Arcuri from UBS set a target price of $285.0 on 11/25/2025
- Joe Quatrochi from Wells Fargo set a target price of $255.0 on 11/14/2025
- Charles Shi from Needham set a target price of $260.0 on 11/14/2025
- C.J. Muse from Cantor Fitzgerald set a target price of $300.0 on 11/14/2025
- Harlan Sur from JP Morgan set a target price of $260.0 on 11/14/2025
- Christian Schwab from Craig-Hallum set a target price of $190.0 on 11/14/2025
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.
