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Applied Materials INC /de Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 07 Apr 2025.
Applied Materials INC /de: what insiders have been doing
This page follows insider dealings at Applied Materials INC /de as filed with SEC (Form 4), a company from the Technology sector based in Santa Clara, United States. The group dates from 1967. From 18 October 2025 to 18 October 2026, the disclosure feed for Applied Materials INC /de logged 94 filings by 24 insiders.
No insider bought on the market over the period, while 9 insiders filed 44 sales totalling €32.4M. The totals exclude 27 filings filed without an amount. At €11.0M, the sale published on 5 June 2026 by Raja Prabu G. is the largest of the period (0.0030% of market cap).
Typically, a trade is published a median of 1 day after it takes place. US insiders must file a Form 4 within two business days of a trade. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Across the 5,813 companies tracked on its exchange, the median is 19 filings; at 94 filings, this issuer sits above that mark. Since 2016, the database holds 13 purchases and 77 sales by insiders of the company. The 10-K for the year ended 26 October 2025 shows 28.37 bn USD of revenue and 7.00 bn USD of net income and a dividend of 1.78 USD per share.
Elsewhere in the same sector, our signals recently picked up insider purchases at Gitlab Inc. and Baozun Inc. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
276
Thresholds
n/a
Buy Volume
€6M
13 ops. · all time
Sell Volume
€226M
77 ops. · all time
Who traded when
BuySaleGary E. Dickerson1 buy15 sales
Nalamasu Omkaram9 sales
Adam Sanders7 sales
Bruner Judy5 sales
Prabu G. Raja5 sales
Brice Hill3 sales
+3 other insiders
Since the insiders bought
- +199.1%Entry US$128.96 · Close at T+365 US$385.72
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Applied Materials INC /de Strong Buy (bullish), based on 36 analysts. Average price target: US$635.33.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 8,777 of 24,148 companies
58.3
score / 100
Value35
Quality82
FCF yld1.8%
Earn yld2.2%
EV/EBITDA33.3x
ROE41%
Gross mgn49%
Net mgn25%
Debt/EBITDA0.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended October 2025 · cache
US$446.63
Analyst consensus
36 analystsStrong buy
US$358.00Target US$635.33(+42%)US$900.00
Income statement
RevenueUS$28.4B
Gross profitUS$13.8B49% margin
EBITDAUS$10B35% margin
Net incomeUS$7B30.1% margin
Valuation
PER (trailing)40.1x
PER (forward)24.2x
P/Book13.8x
Beta1.59
Balance sheet & cash
Market capUS$354.4B
Total debtUS$7.1B
Free Cash FlowUS$5.7B
Debt / Equity29%
Profitability & ownership
ROE41.1%
ROA15.5%
% insiders0.3%
% institutions86.3%
Last declaration on 5 October 2026
Declarations276 total
2,644 shares@ US$529.300.0004% mcap13.8% of flowCommon StockSEC:0001628280-26-065093:0
269 shares@ US$529.300.0000% mcap8.9% of flowCommon StockSEC:0001628280-26-065097:0
725 shares@ US$544.5620.0001% mcap25.0% of flowCommon StockSEC:0001628280-26-065097:1
1,000 shares@ US$465.000.0001% mcap13.6% of flowCommon StockSEC144:0001959173-26-006780
279 shares0Common StockSEC:0001628280-26-059643:0
7,500 shares@ US$479.25010.0009% mcap13.7% of flowCommon StockSEC:0001628280-26-059277:0
10,000 shares@ US$359.43760.0009% mcap74.1% of flowCommon StockSEC144:0001969223-26-000956
125 shares@ US$650.910.0000% mcap7.7% of flowCommon StockSEC:0001628280-26-047328:0
50,332 sharesCommon StockSEC:0001628280-26-046609:0
7,989 sharesCommon StockSEC:0001628280-26-046609:1
19,970 sharesCommon StockSEC:0001628280-26-046609:2
30 sharesCommon StockSEC:0001628280-26-046609:3
100,000 shares@ US$700.000.018% mcap54.6% of flowcommon stockSEC144:0001969223-26-000735
10,000 sharesCommon StockSEC:0001628280-26-044741:0
8,621 sharesCommon StockSEC:0001628280-26-044039:0
1,545 sharesCommon StockSEC:0001628280-26-044039:1
11,273 sharesCommon StockSEC:0001628280-26-044046:0
15,755 sharesCommon StockSEC:0001628280-26-044046:1
9,186 sharesCommon StockSEC:0001628280-26-044046:2
10,411 sharesCommon StockSEC:0001628280-26-044046:3
4,682 sharesCommon StockSEC:0001628280-26-044046:4
4,535 sharesCommon StockSEC:0001628280-26-044046:5
5,933 sharesCommon StockSEC:0001628280-26-044046:6
13,505 sharesCommon StockSEC:0001628280-26-044046:7
4,457 sharesCommon StockSEC:0001628280-26-044046:8
25 of 276 declarations
About Applied Materials INC /de
Applied Materials Inc. (ticker: AMAT) is a benchmark semiconductor equipment company listed on the Nasdaq in the United States (United States). For investors, it sits at the center of the global chip supply chain and is especially exposed to the highest-value technology inflections: artificial intelligence, advanced logic, DRAM, advanced packaging, and the continued scaling of next-generation devices. Founded in 1967 and incorporated in Delaware, the company is headquartered in Santa Clara, California, USA, and has built a global industrial footprint spanning 25 countries. Its business model combines highly technical capital equipment with a large installed-base service franchise, giving it both cyclical leverage and recurring revenue characteristics.
Applied Materials operates through two reportable segments: Semiconductor Systems and Applied Global Services (AGS). Semiconductor Systems comprises the core wafer-fabrication equipment portfolio used to manufacture chips, while AGS provides spare parts, services, upgrades, software, and support for customers’ installed equipment base. The company previously had display-related operations, but management no longer treats Display as a significant standalone operating segment in recent reporting. The portfolio spans several critical process steps in chipmaking, including deposition, etch, materials modification, metrology, and selective processes. This breadth is strategically important because it allows Applied to participate across multiple stages of wafer processing rather than relying on a single product category.
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Competitively, Applied Materials is widely regarded as one of the global leaders in semiconductor manufacturing equipment, with a differentiated position in materials engineering. Management emphasizes collaboration with customers on early-stage technology development, aiming to improve power, performance, area, cost, and time-to-market. The company’s manufacturing, development, and support activities are spread across North America, Europe, Israel, and Asia, reflecting the international nature of its customer base and supply chain. Its revenues are strongly tied to capital spending cycles in semiconductors, but service and upgrades help soften volatility through the installed base.
Recent developments reinforce the company’s strategic relevance. In fiscal 2025, Applied Materials reported record annual revenue of $28.37 billion and said it was preparing its operations and service organization for stronger demand beginning in the second half of calendar 2026. In 2025, it launched new semiconductor manufacturing systems designed to boost AI-oriented logic and memory chips, and in April 2026 it introduced new deposition systems for angstrom-era logic chips. In May 2026, Applied announced a strengthened collaboration with TSMC around its EPIC center in Silicon Valley, highlighting continued investment in co-development for AI scaling and the commercialization of advanced technologies.
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