Brice Hill, the SVP of $AMAT, sold 5,000 shares of the company on 02-17-2026 for an estimated $1,806,062. We received data on the trade from a recent SEC filing. This was a sale of approximately 3.5% of their shares of this class of stock. Following this trade, they now own 138,565 shares of this class of $AMAT stock.
$AMAT Insider Trading Activity
$AMAT 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.
- BRICE HILL (SVP, CFO) sold 5,000 shares for an estimated $1,806,062
- 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.
$AMAT Hedge Fund Activity
We have seen 1,111 institutional investors add shares of $AMAT stock to their portfolio, and 1,268 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 removed 25,829,700 shares (-70.7%) from their portfolio in Q4 2025, for an estimated $6,637,974,603
- CAPITAL RESEARCH GLOBAL INVESTORS added 17,829,377 shares (+119.8%) to their portfolio in Q4 2025, for an estimated $4,581,971,595
- ALLIANCEBERNSTEIN L.P. removed 6,352,096 shares (-49.7%) from their portfolio in Q4 2025, for an estimated $1,632,425,151
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 4,819,994 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $986,845,571
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 2,920,878 shares (+257.7%) to their portfolio in Q4 2025, for an estimated $750,636,437
- VAN ECK ASSOCIATES CORP removed 2,705,730 shares (-25.6%) from their portfolio in Q4 2025, for an estimated $695,345,552
- FIL LTD removed 2,683,841 shares (-94.7%) from their portfolio in Q4 2025, for an estimated $689,720,298
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AMAT Revenue
$AMAT had revenues of $7B in Q1 2026. This is a decrease of -2.15% from the same period in the prior year.
You can track AMAT financials on Quiver Quantitative's AMAT stock page.
$AMAT Congressional Stock Trading
Members of Congress have traded $AMAT stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$AMAT Analyst Ratings
Wall Street analysts have issued reports on $AMAT in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/13/2026
- Morgan Stanley issued a "Overweight" rating on 02/02/2026
- Deutsche Bank issued a "Buy" rating on 01/23/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Barclays issued a "Overweight" 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
To track analyst ratings and price targets for $AMAT, check out Quiver Quantitative's $AMAT forecast page.
$AMAT Price Targets
Multiple analysts have issued price targets for $AMAT recently. We have seen 20 analysts offer price targets for $AMAT in the last 6 months, with a median target of $405.0.
Here are some recent targets:
- Tom O'Malley from Barclays set a target price of $450.0 on 02/17/2026
- James Schneider from Goldman Sachs set a target price of $390.0 on 02/13/2026
- Craig Ellis from B. Riley Securities set a target price of $450.0 on 02/13/2026
- Steve Barger from Keybanc set a target price of $450.0 on 02/13/2026
- Charles Shi from Needham set a target price of $440.0 on 02/13/2026
- Brian Chin from Stifel set a target price of $450.0 on 02/13/2026
- Vijay Rakesh from Mizuho set a target price of $410.0 on 02/13/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
