Applied Materials Inc /de (AMAT)
NasdaqGS · Price as of · Delayed Quote
- 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 selling11/20
Insiders are sellers only: 36 sells worth $173.7M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 1 new 5%+ stake disclosure (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings11/15
Share count down 0.4% in a year with 2 offering-related filings. Mild dilution.
- Analysts35
- Implied upside+40.4%
- Target range$358.00 to $900.00
- EPS expected$4.06 +87%
- A year ago$2.17
- Revenue expected$10.31B +52%
- Estimate range$4.02 to $4.25
AMAT closed at $456.49 on Sep 11, down 16.7% since Aug 12. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 52% of the 52-week range ($167.80 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 | |
|---|---|---|---|---|
| 2026-07-15 | 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 | |
| 2026-06-18 | Jared Moskowitz FL | Purchase | $1,001 - $15,000 | |
| 2024-03-08 | Tommy Tuberville AL | Sale | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 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 |
| 8-K | August 27, 2026 | 8-K |
| 144 | August 25, 2026 | View on EDGAR |
| 10-Q | August 20, 2026 | 10-Q |
Applied Materials news
All 14 articles
Articles that mention Applied Materials without it being the main subject.
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.
The Trade Desk (TTD) cuts 15% of staff as Zscaler (ZS) discloses layoffs hours earlier
The Trade Desk (TTD) told the SEC it will cut about 15% of staff, with $39 million to $51 million in charges. Zscaler (ZS) disclosed a 3% workforce cut ten hours earlier. They are the only two Item 2.05 filings on our watchlist inside the same 24 hours in a year.
Memory chip prices are soaring. So why are Micron (MU), SanDisk (SNDK) and SK Hynix (SKHY) falling?
Korea's chip exports nearly tripled in the first 20 days of August and its semiconductor export price index has quadrupled since 2023. Micron, SanDisk, SK Hynix, Samsung and Kioxia all peaked within one week in June and have fallen 21% to 51% since.
Frequently asked questions
When does AMAT report earnings?
Applied Materials Inc /de (AMAT) is scheduled to report quarterly results on November 12, 2026. The 24-analyst consensus is $4.06 per share on revenue of $10.31B 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?
35 analysts cover Applied Materials Inc /de (AMAT). The consensus rating is Strong buy. The average price target is $640.89, 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 a 4 filed September 10, 2026.