Applied Materials ($AMAT) Insider Trading & Smart Money Activity
Applied Materials, Inc. ($AMAT) has 5 insider trades, 7 congress trades, 337 13F position changes and 15 analyst ratings on file. In the last 12 months on the open market, no insider bought and 3 insiders sold ($21.13M), net -$21.13M.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 3
- Net insider $ (12 mo)
- -$21.13M
- Congress trades (12 mo)
- 7
- 13F moves on file
- 337
- Analyst ratings on file
- 15
AMAT insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 1 / 0 | 2 / 0 |
| Q2 2026 | 0 | 2 · $20.73M | 1 / 0 | 179 / 137 |
| Q3 2026 | 0 | 0 | 3 / 2 | 0 / 0 |
| Q4 2026 | 0 | 1 · $394.81K | 0 / 0 | 6 / 13 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All AMAT insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Analyst | Needham | Reiterates to Buy | PT $580 | Read | |||||||
| 13F | TD Waterhouse Canada | Reduced | -44.85K sh | $40.18M | — | ||||||
| 13F | Howard Capital Management | Added | +16.14K sh | $19.68M | — | ||||||
| 13F | Forum Financial Management | Reduced | -975 sh | $927.26K | — | ||||||
| 13F | DiNuzzo Private Wealth | Added | +400 sh | $272.06K | — | ||||||
| 13F | Cyndeo Wealth Partners | Reduced | -4.52K sh | $4.52M | — | ||||||
| 13F | Cantor Fitzgerald Investment Advisors L.P. | Reduced | -1.30K sh | $1.26M | — | ||||||
| 13F | Cache Advisors | Added | +6.33K sh | $12.37M | — | ||||||
| 13F | ASR Vermogensbeheer N.V. | Reduced | -22.22K sh | $95.18M | — | ||||||
| 13F | Aspiriant | Sold out | -3.32K sh | Read | |||||||
| 13F | WealthPlan Investment Management | Added | +2.83K sh | $11.60M | — | ||||||
| 13F | Guyasuta Investment Advisors | Reduced | -24.67K sh | $43.20M | — | ||||||
| 13F | GHP Investment Advisors | Reduced | -4.29K sh | $16.90M | — | ||||||
| 13F | Formuepleje A/S | Reduced | -2.24K sh | $3.14M | — | ||||||
| 13F | Curated Wealth Partners | Reduced | -364.67K sh | $1.06M | Read | ||||||
| 13F | Auto-Owners Insurance | Reduced | -1.05K sh | $2.56M | — | ||||||
| Analyst | Evercore ISI Group | Reiterates to Outperform | PT $590 | Read | |||||||
| Analyst | RBC Capital | Reiterates to Outperform | PT $600 | Read | |||||||
| 13F | Patriot Financial Group Insurance Agency | Added | +6.92K sh | $8.04M | — | ||||||
| 13F | Kmg Fiduciary Partners | Reduced | -1.51K sh | $4.06M | Read | ||||||
| 13F | Generate Investment Management | Added | +76.81K sh | $47.60M | Read | ||||||
| 13F | Fulton Bank, N.A. | Reduced | -4.49K sh | $7.82M | — | ||||||
| Insider | Sanders AdamCorp. Controller & CAO | Sell (Open-market sale) | 725 sh | $394.81K | -6.1% | — | |||||
| Congress | Josh Gottheimer | Sale | $1,001 - $15,000 | +12.2% | +2.1% | Read | |||||
| Congress | Josh Gottheimer | Purchase | $1,001 - $15,000 | +1.3% | -10.3% | — | |||||
| Congress | John J. McGuire III | Purchase | $1,001 - $15,000 | -4.4% | -12.5% | — | |||||
| Congress | Jared Moskowitz | Purchase | $1,001 - $15,000 | -8.6% | -4.7% | — | |||||
| Congress | Dan Newhouse | Sale | $1,001 - $15,000 | -12.1% | -13.3% | — | |||||
| Analyst | Susquehanna | Reiterates to buy | PT $900 | -23.3% | -30.6% | Read | |||||
| Analyst | Keybanc | Reiterates to buy | PT $750 | -14.7% | -37.2% | Read | |||||
| Analyst | Cantor Fitzgerald | Reiterates to buy | PT $850 | -14.7% | -37.2% | Read | |||||
| Analyst | Wells Fargo | Reiterates to buy | PT $740 | -5.4% | -17.5% | Read | |||||
| Analyst | Jefferies | Reiterates to buy | PT $770 | -5.4% | -17.5% | Read | |||||
| Analyst | B. Riley Securities | Reiterates to buy | PT $790 | -5.4% | -17.5% | Read | |||||
| Analyst | B of A Securities | Reiterates to buy | PT $720 | +23.4% | -3.9% | Read | |||||
| Analyst | Wells Fargo | Reiterates to buy | PT $715 | +8.5% | -13.5% | Read | |||||
| Congress | Jared Moskowitz | Purchase | $1,001 - $15,000 | +8.2% | -14.8% | — | |||||
| Insider | Prabu RajaPresident, Semi. Products Grp. | Sell (Open-market sale) | 10K sh | $6.34M | +8.2% | -14.8% | — | ||||
| Analyst | Citigroup | Reiterates to buy | PT $710 | -0.7% | -10.7% | Read | |||||
| Insider | Omkaram NalamasuSenior Vice President, CTO | Sell (Open-market sale) | 24.26K sh | $14.40M | +3.1% | -1.3% | — | ||||
| Insider | Thomas Iannotti | Sell (Gift) | 750 sh | +3.1% | -1.3% | — | |||||
| Insider | Gary DickersonPresident and CEO | Sell (Gift) | 17K sh | +3.1% | -1.3% | — | |||||
| Analyst | Barclays | Reiterates to buy | PT $590 | +11.7% | +4.1% | Read | |||||
| Analyst | UBS | Reiterates to buy | PT $570 | +19.3% | +21.2% | — | |||||
| Analyst | Cantor Fitzgerald | Reiterates to buy | PT $650 | +19.3% | +21.2% | — | |||||
| 13F | California State Teachers Retirement System | Reduced | -34.73K sh | $856.27M | +10.1% | +43.5% | Read | ||||
| 13F | California State Teachers Retirement System | Reduced | -34.73K sh | $676.42M | +10.1% | +43.5% | Read | ||||
| 13F | Bank of America | Reduced | -1.48M sh | $3.77B | +10.1% | +43.5% | Read | ||||
| 13F | Bank of America | Reduced | -1.48M sh | $2.98B | +10.1% | +43.5% | Read | ||||
| 13F | Amundi | Added | +312.79K sh | $4.59B | +10.1% | +43.5% | Read | ||||
| 13F | Amundi | Added | +312.79K sh | $3.63B | +10.1% | +43.5% | Read | ||||
| Congress | Alan Armstrong | Purchase | $15,001 - $50,000 | +4.6% | +20.1% | +44.2% | — |
Showing 52 of 364 filings (the latest 13F moves are capped at 25; see the institutions below).
1W / 1M / 6M = how AMAT moved from the trade or filing date.
Insider trading in AMAT: who is buying and selling
| Insider | Role | Trades | Open-market net | Shares held | Last trade |
|---|---|---|---|---|---|
| Sanders Adam | Corp. Controller & CAO | 1 | -$394.81K | Oct 2, 2026 | |
| Prabu Raja | President, Semi. Products Grp. | 1 | -$6.34M | Jun 18, 2026 | |
| Omkaram Nalamasu | Senior Vice President, CTO | 1 | -$14.40M | Jun 16, 2026 | |
| Thomas Iannotti | 1 | — | Jun 16, 2026 | ||
| Gary Dickerson | President and CEO | 1 | — | Jun 16, 2026 |
Members of Congress trading AMAT
Institutions moving AMAT (13F)
Analyst ratings on AMAT
| Date | Firm | Action | Rating | Price target | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|
| Needham | Reiterates | Buy | $740 → $580 | Read | ||||
| Evercore ISI Group | Reiterates | Outperform | $700 → $590 | Read | ||||
| RBC Capital | Reiterates | Outperform | $600 | Read | ||||
| Susquehanna | Reiterates | buy | $900 | -23.3% | -30.6% | Read | ||
| Keybanc | Reiterates | buy | $750 | -14.7% | -37.2% | Read | ||
| Cantor Fitzgerald | Reiterates | buy | $850 | -14.7% | -37.2% | Read | ||
| Wells Fargo | Reiterates | buy | $740 | -5.4% | -17.5% | Read | ||
| Jefferies | Reiterates | buy | $770 | -5.4% | -17.5% | Read | ||
| B. Riley Securities | Reiterates | buy | $790 | -5.4% | -17.5% | Read | ||
| B of A Securities | Reiterates | buy | $720 | +23.4% | -3.9% | Read |
Frequently asked questions
Are AMAT insiders buying or selling?
Over the last 12 months 0 insiders made 0 open-market purchases worth $0 and 3 insiders made 3 open-market sales worth $21.13M, a net -$21.13M.
What is the latest insider trade in AMAT?
Sanders Adam, Corp. Controller & CAO filed a sell (open-market sale) of 725 sh worth $394.81K on Oct 2, 2026.
Which members of Congress traded AMAT?
7 disclosed trades by Josh Gottheimer, Jared Moskowitz, John J. McGuire III, Dan Newhouse and Alan Armstrong. The latest was on Sep 15, 2026.
Which institutions changed their AMAT positions?
Recent 13F filers moving the stock include California State Teachers Retirement System, Bank of America, Amundi, Zurcher Kantonalbank (Zurich Cantonalbank) and Victory Capital Management.
Other semiconductor equipment & materials stocks
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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