$760,000 of APPLIED MATERIALS INC lobbying was just disclosed, from Q1 of 2026, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Proposals related to corporate and international, and advanced manufacturing and research; H.R. 1 One Big Beautiful Bill Act implementation China trade policy, multi-lateral agreements (no legislation); trade enforcement cases (no legislation); export control policy (Match Act); tariffs; outbound investment High-skilled immigration (no legislation); workforce development (no legislation); STEM education (no legislation) Supply chain issues relating to manufacturing, resiliency, forced labor, and rare earth minerals (CHIP Equip Act) Proposals supporting government science funding; artificial intelligence; quantum policy (legislation: National Quantum Initiative Reauthorization Act; S.597, Department of Energy Quantum Leadership Act)"
You can find more data on corporate lobbying on Quiver Quantitative.
AMAT Congressional Stock Trading
Members of Congress have traded $AMAT stock 2 times in the past 6 months. Of those trades, 1 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.
- 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 Insider Trading Activity
AMAT insiders have traded $AMAT stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $AMAT stock by insiders over the last 6 months:
- JUDY BRUNER has made 0 purchases and 3 sales selling 6,469 shares for an estimated $2,475,679.
- 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) has made 0 purchases and 2 sales selling 1,143 shares for an estimated $358,091.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AMAT Hedge Fund Activity
We have seen 1,160 institutional investors add shares of AMAT stock to their portfolio, and 1,165 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
- AUTO-OWNERS INSURANCE CO removed 3,357,097 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $1,099,994,795
- 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 Analyst Ratings
Wall Street analysts have issued reports on $AMAT in the last several months. We have seen 11 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
- Barclays issued a "Overweight" rating on 01/15/2026
- RBC Capital issued a "Outperform" 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 $422.5.
Here are some recent targets:
- Craig Ellis from B. Riley Securities set a target price of $485.0 on 04/13/2026
- Mehdi Hosseini from Susquehanna set a target price of $500.0 on 04/09/2026
- Shane Brett from Morgan Stanley set a target price of $432.0 on 02/25/2026
- Tom O'Malley from Barclays set a target price of $450.0 on 02/17/2026
- Krish Sankar from TD Cowen 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
- 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.
