$60,000 of APPLIED MATERIALS INC. lobbying was just disclosed, from Q4 of 2025, 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 4 times in the past 6 months. Of those trades, 3 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:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
- 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.
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 3 times in the past 6 months. Of those trades, 0 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:
- TERI A. LITTLE (SVP, CLO) has made 0 purchases and 2 sales selling 8,000 shares for an estimated $1,889,262.
- 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 1,044 institutional investors add shares of AMAT stock to their portfolio, and 1,087 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 added 16,986,059 shares (+1334.4%) to their portfolio in Q3 2025, for an estimated $3,477,725,719
- CAPITAL RESEARCH GLOBAL INVESTORS added 10,305,182 shares (+225.4%) to their portfolio in Q3 2025, for an estimated $2,109,882,962
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 4,819,994 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $986,845,571
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,932,086 shares (-46.4%) from their portfolio in Q3 2025, for an estimated $805,055,287
- AMERIPRISE FINANCIAL INC added 3,583,751 shares (+40.1%) to their portfolio in Q3 2025, for an estimated $733,737,179
- COATUE MANAGEMENT LLC added 3,349,048 shares (+inf%) to their portfolio in Q3 2025, for an estimated $685,684,087
- SANDERS CAPITAL, LLC added 3,280,730 shares (+42.6%) to their portfolio in Q3 2025, for an estimated $671,696,660
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 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- JP Morgan issued a "Overweight" rating on 11/14/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/14/2025
- Wells Fargo issued a "Overweight" rating on 11/14/2025
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 24 analysts offer price targets for $AMAT in the last 6 months, with a median target of $260.0.
Here are some recent targets:
- Tom O'Malley from Barclays set a target price of $360.0 on 01/15/2026
- Joe Quatrochi from Wells Fargo set a target price of $350.0 on 01/15/2026
- Srini Pajjuri from RBC Capital set a target price of $385.0 on 01/15/2026
- Brian Chin from Stifel set a target price of $340.0 on 01/14/2026
- Vivek Arya from B of A Securities set a target price of $350.0 on 01/13/2026
- Mehdi Hosseini from Susquehanna set a target price of $400.0 on 01/12/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $425.0 on 01/08/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
