Earnings Preview: Investors on social media are closely watching Applied Materials ahead of its fiscal third-quarter report due after the bell on August 13. Discussions highlight the company's guidance for revenue around $8.95 billion and strong year-over-year growth in semiconductor equipment spending driven by AI-related demand.
AI Growth Focus: Market participants note expectations for over 30 percent expansion in semiconductor equipment and more than 50 percent in advanced packaging revenue for the year. Some point to recent order increases as a sign of sustained momentum in chip manufacturing tools despite broader sector volatility.
Valuation Debates: Commentary reflects divided views with references to analyst forecast upgrades alongside mentions of high multiples and short positions by prominent investors. Overall sentiment appears cautiously optimistic as participants weigh AI tailwinds against potential China-related headwinds.
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 $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 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 1,708 institutional investors add shares of Applied Materials stock to their portfolio, and 1,402 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 3,251,625 shares (-9.9%) from their portfolio in Q1 2026, for an estimated $1,065,435,576
- DEUTSCHE BANK AG\ removed 2,497,034 shares (-38.4%) from their portfolio in Q2 2026, for an estimated $1,805,355,582
- SG AMERICAS SECURITIES, LLC added 2,233,771 shares (+418.9%) to their portfolio in Q2 2026, for an estimated $1,615,016,433
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 2,067,651 shares (-82.0%) from their portfolio in Q1 2026, for an estimated $677,491,695
- ACADIAN ASSET MANAGEMENT LLC added 1,891,958 shares (+770.5%) to their portfolio in Q1 2026, for an estimated $619,923,688
- BANK OF NEW YORK MELLON CORP removed 1,578,438 shares (-18.4%) from their portfolio in Q2 2026, for an estimated $1,141,210,674
- FMR LLC added 1,563,235 shares (+32.3%) to their portfolio in Q1 2026, for an estimated $512,213,488
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.
