Recent discussions on X about Applied Materials (AMAT) have centered around the company's latest earnings report and forward guidance, which have sparked significant concern among investors. Posts on the platform highlight a sharp drop in stock price following weaker-than-expected Q4 revenue and earnings forecasts, with many pointing to challenges in China due to export restrictions and declining demand. The tone reflects frustration over these headwinds overshadowing a strong Q3 performance.
Additionally, there’s active debate on X regarding broader implications for the semiconductor equipment sector, with some users questioning whether these issues are company-specific or indicative of wider market trends. A few voices remain optimistic, noting analyst reiterations of buy ratings despite the near-term setbacks, suggesting potential for recovery. The conversation remains dynamic as traders weigh the impact of geopolitical tensions and market conditions on AMAT’s future.
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 16 times in the past 6 months. Of those trades, 10 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.
- 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 5 times in the past 6 months. Of those trades, 2 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:
- 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 3 sales selling 1,283 shares for an estimated $212,355.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Applied Materials Hedge Fund Activity
We have seen 1,211 institutional investors add shares of Applied Materials stock to their portfolio, and 1,035 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:
- Wolfe Research issued a "Outperform" rating on 08/15/2025
- Mizuho issued a "Outperform" rating on 08/15/2025
- Wells Fargo issued a "Overweight" rating on 08/15/2025
- Evercore ISI Group issued a "Outperform" rating on 08/15/2025
- Cantor Fitzgerald issued a "Overweight" rating on 08/15/2025
- Stifel issued a "Buy" rating on 08/15/2025
- Citigroup issued a "Buy" 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 19 analysts offer price targets for $AMAT in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Atif Malik from Citigroup set a target price of $205.0 on 08/15/2025
- Chris Caso from Wolfe Research 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
- Vivek Arya from B of A Securities set a target price of $180.0 on 08/15/2025
- Mark Lipacis from Evercore ISI Group set a target price of $209.0 on 08/15/2025
- Harlan Sur from JP Morgan set a target price of $220.0 on 08/15/2025
- Joseph Moore from Morgan Stanley set a target price of $172.0 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.
