Applied Materials Inc /de (AMAT)
Quote, stock score, analyst consensus, and SEC filings, plus insider and Congress trades when there are any.
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $9.27B net income over the last four reported quarters, up from $6.83B the year before.
- Insider buying vs selling8/20
Insiders are sellers only: 37 sells worth $174.1M, no open-market buys, across the last 18 Form 4s. Routine executive selling is common, so this is only a mild negative.
- Dilution and offerings15/15
Share count down 0.4% in a year with no new offering filings. The company is buying back stock.
- Analysts36
- Implied upside+51.6%
- Target range$358.00 to $900.00
- EPS expected$4.06 +87%
- A year ago$2.17
- Revenue expected$10.30B +51%
- Estimate range$4.02 to $4.19
AMAT closed at $414.14 on Oct 28, down 19.1% since Sep 29. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 39% of the 52-week range ($220.23 to $723.00).
Insider buying and selling at Applied Materials Inc /de (AMAT)
The most recent Form 4 on record for Applied Materials Inc /de (AMAT) is June 29, 2026, when Gary E Dickerson, President and CEO, sold $55.6M of stock. Nothing in the filing ties this one to a pre-arranged plan, so it was the filer's own call.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Gary E Dickerson · President and CEO | Sell | $55.6M | June 29, 2026 | Red flag |
| Prabu G. Raja · President, Semi. Products Grp. | Sell | $6.3M | June 18, 2026 | Red flag |
| Gary E Dickerson · President and CEO | Sell | $49.2M | June 15, 2026 | Red flag |
| Omkaram Nalamasu · Senior Vice President, CTO | Sell | $20.8M | June 15, 2026 | Red flag |
| Prabu G. Raja · President, Semi. Products Grp. | Sell | $25.3M | June 4, 2026 | Red flag |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| BRUNER JUDY · Director | $465,000 | September 8, 2026 | Executed | Vested shares |
| Hill Brice · Officer | $3.6M | August 25, 2026 | Executed | Vested shares |
How Congress has done in AMAT
Every purchase of AMAT disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | AMAT | SPY |
|---|---|---|
| Median 12-month return after purchase | +59.4% | +21.5% |
| Median difference vs SPY | +44.6% | — |
| Purchases that beat SPY | 17 of 23 (74%) | — |
| Members who bought | 9 | — |
Most frequent buyers: Marjorie Taylor Greene (8), Markwayne Mullin (5), Jefferson Shreve (3), John Boozman (2), Ashley Moody (1).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 2 of the 23 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
Congress trades in AMAT
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-09-15 | Josh Gottheimer NJ | Sale | $1,001 - $15,000 | |
| 2026-08-06 | Josh Gottheimer NJ | Purchase | $1,001 - $15,000 | |
| 2026-07-15 | John McGuire VA | Purchase | $1,001 - $15,000 | |
| 2026-07-13 | Jared Moskowitz FL | Purchase | $1,001 - $15,000 | |
| 2026-07-10 | Dan Newhouse WA | Sale | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 8-K | October 26, 2026 | 8-K |
| 4 | October 5, 2026 | FORM 4 |
| 4 | October 5, 2026 | FORM 4 |
| 4 | September 10, 2026 | FORM 4 |
| 144 | September 8, 2026 | View on EDGAR |
| 4 | August 31, 2026 | FORM 4 |
| 3 | August 31, 2026 | FORM 3 |
| 4 | August 27, 2026 | FORM 4 |
Applied Materials news
All 20 articles
Applied Materials (AMAT) CEO says AI will let the company double revenue without doubling headcount
Applied Materials CEO Gary Dickerson said the company expects to double revenue over the next few years without doubling headcount, as it unveiled its EPIC Center.
Applied Materials (AMAT) expands Intel (INTC) AI chip partnership at research center already joined by TSMC
It's Applied's third EPIC Center announcement in about a week. Intel's biggest foundry rival signed on in May.
Applied Materials (AMAT) commits $5 billion to India and plans a 140-acre chip research park
Applied Materials (AMAT) will put $5 billion into India over the next decade: a 140-acre research park, a tenfold bigger supply chain, and double the R&D staff. Karnataka has approved 140 acres near Bengaluru's airport, and India has approved a $13.5 billion second-phase chip program.
Applied Materials (AMAT) turns to AI and Japan for the next generation of chip materials
Applied Materials' top Japan executive told Nikkei Asia the company is using AI to speed the search for new chip materials, and that the industry needs them because miniaturization is nearing its limits. Its EPIC research center in Silicon Valley opens this year.
Applied Materials (AMAT) posted a record quarter and guided higher. Shares fell in extended trading
Applied Materials posted its highest quarterly revenue ever, beat Wall Street on both lines and guided the fall quarter higher. The stock still fell. DRAM is now 26% of equipment sales.
Articles that mention Applied Materials without it being the main subject.
Lam Research (LRCX) falls 12% after supply warning as chip stocks suffer worst day since June
Lam's record quarter wasn't enough. Its finance chief said some December shipments will slip to March, and China's share of sales is set to fall.
ASML says its planned supply won't fully meet 2027 and 2028 demand. Some customers want to order for 2030.
Record sales, a big jump in profit, and €4.1 billion spent buying back stock. Money tied to future deliveries nearly tripled.
What each chip equipment stock actually sells, from ASML lithography to Aehr (AEHR) burn-in.
Seven listed companies sell the machines that make and check chips, and they are not one business. What each one does in a fab, why their growth rates diverge, and what the 2026 reporting cycle showed.
Frequently asked questions
When does AMAT report earnings?
Applied Materials Inc /de (AMAT) is scheduled to report quarterly results on November 12, 2026. The 25-analyst consensus is $4.06 per share on revenue of $10.30B for the quarter ending October 31, 2026, against $2.17 and $6.80B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters.
What do analysts expect for AMAT?
36 analysts cover Applied Materials Inc /de (AMAT). The consensus rating is Strong buy. The average price target is $627.83, in a range of $358.00 to $900.00.
Are insiders buying or selling AMAT?
We track Form 4 filings for Applied Materials Inc /de (AMAT). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Has Congress made money trading AMAT?
9 members of Congress have disclosed buying AMAT in the last 5 years, 23 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +59.4% against +21.5% for SPY over the same windows, and 17 of the 23 (74%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
Where can I see AMAT SEC filings?
Recent filings are listed on this page, newest first. The latest is an 8-K filed October 26, 2026.