Recent discussions on X about Applied Materials (AMAT) have been buzzing with reactions to the company's latest earnings report and weaker-than-expected Q4 guidance. Many users are expressing concern over a significant drop in stock price following the announcement, pointing to challenges such as capacity digestion in China and fluctuating demand from leading-edge customers. The conversation reflects a broader unease about macroeconomic pressures and export restrictions impacting the semiconductor industry.
Additionally, posts on X have highlighted mixed sentiments regarding the company's long-term outlook, with some focusing on Applied Materials' strong market position and innovative strides in semiconductor equipment. Others, however, are debating the potential impact of government policies and subsidies on demand forecasts, questioning whether these factors will alter the industry's trajectory. This blend of optimism and skepticism keeps the dialogue around AMAT dynamic and closely watched.
Note: This discussion summary was generated from an AI condensation of post data.
Applied Materials Congressional Stock Trading
Members of Congress have traded $AMAT stock 17 times in the past 6 months. Of those trades, 11 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $AMAT stock by members of Congress over the last 6 months:
- 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.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 06/06, 05/05, 04/09, 03/17 and 0 sales.
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/13 and 1 sale worth up to $100,000 on 04/08.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 5 times. They made 3 purchases worth up to $200,000 on 04/17, 04/11, 03/13 and 2 sales worth up to $200,000 on 05/12, 05/08.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/19 and 1 sale worth up to $15,000 on 04/16.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
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, 2 have been purchases and 2 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 2 purchases buying 50,000 shares for an estimated $6,865,081 and 0 sales.
- ADAM SANDERS (Corp. Controller & CAO) has made 0 purchases and 2 sales selling 1,012 shares for an estimated $165,546.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Applied Materials Hedge Fund Activity
We have seen 1,220 institutional investors add shares of Applied Materials stock to their portfolio, and 1,052 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 9,160,845 shares (-71.0%) from their portfolio in Q2 2025, for an estimated $1,677,075,894
- CAPITAL WORLD INVESTORS removed 8,288,582 shares (-67.9%) from their portfolio in Q2 2025, for an estimated $1,517,390,706
- SANDERS CAPITAL, LLC added 7,698,260 shares (+inf%) to their portfolio in Q2 2025, for an estimated $1,409,320,458
- ALLIANCEBERNSTEIN L.P. added 5,700,349 shares (+72.5%) to their portfolio in Q2 2025, for an estimated $1,043,562,891
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 4,819,994 shares (+inf%) to their portfolio in Q2 2025, for an estimated $882,396,301
- FMR LLC removed 4,034,469 shares (-44.3%) from their portfolio in Q2 2025, for an estimated $738,590,239
- CAPITAL RESEARCH GLOBAL INVESTORS added 3,802,187 shares (+493.6%) to their portfolio in Q2 2025, for an estimated $696,066,374
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Applied Materials Government Contracts
We have seen $2,450 of award payments to $AMAT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts 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:
- JP Morgan issued a "Overweight" rating on 08/15/2025
- Evercore ISI Group issued a "Outperform" rating on 08/15/2025
- Wells Fargo issued a "Overweight" rating on 08/15/2025
- Mizuho issued a "Outperform" rating on 08/15/2025
- Wolfe Research issued a "Outperform" rating on 08/15/2025
- Citigroup issued a "Buy" rating on 08/15/2025
- Cantor Fitzgerald issued a "Overweight" rating on 08/15/2025
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 21 analysts offer price targets for $AMAT in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Louis Miscioscia from Daiwa Capital set a target price of $170.0 on 08/20/2025
- Atif Malik from Citigroup set a target price of $205.0 on 08/15/2025
- Sidney Ho from Deutsche Bank set a target price of $170.0 on 08/15/2025
- Chris Caso from Wolfe Research set a target price of $200.0 on 08/15/2025
- Vijay Rakesh from Mizuho set a target price of $200.0 on 08/15/2025
- Joseph Quatrochi from Wells Fargo set a target price of $205.0 on 08/15/2025
- Timothy Arcuri from UBS set a target price of $180.0 on 08/15/2025
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.
