$40,000 of APPLIED MATERIALS INC. lobbying was just disclosed, from Q2 of 2026, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Issues related to U.S.-China relations and potential impact on commercial relationships, including the manufacture of semiconductor equipment and energy storage & battery technologies Issues related to semiconductor industry representation, generally"
You can find more data on corporate lobbying on Quiver Quantitative.
AMAT Congressional Stock Trading
Members of Congress have traded $AMAT stock 1 times in the past 6 months. Of those trades, 0 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:
- 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.
AMAT Insider Trading Activity
AMAT 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.
AMAT Hedge Fund Activity
We have seen 1,277 institutional investors add shares of AMAT stock to their portfolio, and 1,181 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 3,715,744 shares (+4.9%) to their portfolio in Q1 2026, for an estimated $1,217,509,968
- AUTO-OWNERS INSURANCE CO removed 3,357,097 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $1,099,994,795
- GEODE CAPITAL MANAGEMENT, LLC added 3,313,100 shares (+17.8%) to their portfolio in Q1 2026, for an estimated $1,085,578,628
- CAPITAL RESEARCH GLOBAL INVESTORS removed 3,251,625 shares (-9.9%) from their portfolio in Q1 2026, for an estimated $1,065,435,576
- DAVIS SELECTED ADVISERS removed 3,004,196 shares (-71.5%) from their portfolio in Q1 2026, for an estimated $984,362,371
- SANDERS CAPITAL, LLC removed 2,660,789 shares (-30.1%) from their portfolio in Q1 2026, for an estimated $871,840,775
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 2,067,651 shares (-82.0%) from their portfolio in Q1 2026, for an estimated $677,491,695
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.
AMAT Analyst Ratings
Wall Street analysts have issued reports on $AMAT in the last several months. We have seen 5 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
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 24 analysts offer price targets for $AMAT in the last 6 months, with a median target of $580.0.
Here are some recent targets:
- Krish Sankar from TD Cowen set a target price of $700.0 on 07/09/2026
- Vijay Rakesh from Mizuho set a target price of $650.0 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
- Steve Barger from Keybanc set a target price of $750.0 on 06/29/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $850.0 on 06/29/2026
- Joe Quatrochi from Wells Fargo set a target price of $740.0 on 06/26/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
