Applied Materials (NASDAQ:AMAT) Stock Acquired Rep. Jared Moskowitz

Representative Jared Moskowitz (Democratic-Florida) recently bought shares of Applied Materials, Inc. (NASDAQ:AMAT). In a filing disclosed on July 26th, the Representative disclosed that they had bought between $1,001 and $15,000 in Applied Materials stock on June 18th. The trade occurred in the Representative’s “MORGAN STANLEY ACTIVE ASSETS (5)” account.

Representative Jared Moskowitz also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Cencora (NYSE:COR) on 5/6/2026.
• Purchased $1,001 – $15,000 in shares of Gilead Sciences (NASDAQ:GILD) on 5/6/2026.

Applied Materials Stock Down 8.4%

AMAT stock opened at $436.45 on Thursday. The stock’s 50 day simple moving average is $547.86 and its 200 day simple moving average is $428.02. The company has a market cap of $346.52 billion, a P/E ratio of 40.98, a price-to-earnings-growth ratio of 1.21 and a beta of 1.57. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.80 and a current ratio of 2.51. Applied Materials, Inc. has a fifty-two week low of $154.46 and a fifty-two week high of $739.67.

Applied Materials (NASDAQ:AMAT) last released its quarterly earnings data on Thursday, May 14th. The manufacturing equipment provider reported $2.86 EPS for the quarter, beating the consensus estimate of $2.68 by $0.18. Applied Materials had a return on equity of 36.97% and a net margin of 29.31%.The firm had revenue of $7.91 billion during the quarter, compared to the consensus estimate of $7.68 billion. During the same quarter in the previous year, the company posted $2.39 earnings per share. The company’s quarterly revenue was up 11.4% on a year-over-year basis. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. On average, research analysts expect that Applied Materials, Inc. will post 12.14 earnings per share for the current fiscal year.

Applied Materials Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Thursday, August 20th. Applied Materials’s payout ratio is presently 19.91%.

Insider Activity at Applied Materials

In other Applied Materials news, Director Thomas J. Iannotti sold 9,250 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $599.77, for a total value of $5,547,872.50. Following the completion of the sale, the director directly owned 40,559 shares of the company’s stock, valued at $24,326,071.43. This trade represents a 18.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, SVP Timothy M. Deane sold 8,621 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $590.76, for a total value of $5,092,941.96. Following the completion of the sale, the senior vice president owned 134,631 shares in the company, valued at approximately $79,534,609.56. The trade was a 6.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 278,088 shares of company stock worth $169,654,805 over the last 90 days. Corporate insiders own 0.30% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on AMAT shares. UBS Group raised their price objective on shares of Applied Materials from $570.00 to $705.00 and gave the company a “buy” rating in a research note on Wednesday, July 15th. Mizuho boosted their price objective on Applied Materials from $540.00 to $650.00 and gave the stock an “outperform” rating in a report on Wednesday, July 8th. Zacks Research raised Applied Materials from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 1st. Erste Group Bank raised Applied Materials from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Finally, Barclays upped their price target on Applied Materials from $500.00 to $590.00 and gave the stock an “overweight” rating in a report on Thursday, June 11th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $599.19.

Hedge Funds Weigh In On Applied Materials

Several institutional investors have recently modified their holdings of AMAT. Financial Freedom LLC purchased a new position in Applied Materials in the first quarter worth $28,000. Elevation Wealth Partners LLC boosted its holdings in shares of Applied Materials by 34.8% in the 2nd quarter. Elevation Wealth Partners LLC now owns 93 shares of the manufacturing equipment provider’s stock worth $67,000 after buying an additional 24 shares during the last quarter. Cornerstone Financial Management LLC bought a new position in Applied Materials during the fourth quarter valued at about $25,000. Whipplewood Advisors LLC increased its holdings in Applied Materials by 218.8% during the first quarter. Whipplewood Advisors LLC now owns 102 shares of the manufacturing equipment provider’s stock worth $35,000 after buying an additional 70 shares during the last quarter. Finally, Wilkerson Advisory Group LLC bought a new stake in Applied Materials in the fourth quarter worth about $26,000. 80.56% of the stock is owned by institutional investors.

Key Applied Materials News

Here are the key news stories impacting Applied Materials this week:

• Positive Sentiment: Applied Materials has benefited from AI-driven increases in wafer-fabrication spending, supporting demand for its semiconductor manufacturing equipment. A recent fund review cited the company as a beneficiary of rising AI-related capital expenditures. Applied Materials Rose on AI-Driven Wafer Fabrication Spending
• Neutral Sentiment: Investor attention around AMAT has increased, according to Zacks, but the article provides no new company-specific earnings, guidance or fundamental catalyst. The heightened search interest may reflect volatility and investor efforts to assess the stock’s outlook. Investors Heavily Search Applied Materials
• Negative Sentiment: AMAT is being pulled down with the broader semiconductor group as investors question the sustainability and financing of AI infrastructure spending. Rising competition from China is adding to pressure on chip-equipment shares. Semiconductor Stocks Trade Down
• Negative Sentiment: Reports that China is mass-producing domestic immersion DUV lithography equipment raise a longer-term competitive risk for Applied Materials. Local alternatives could reduce Western suppliers’ access to Chinese fabs, while export controls further complicate the company’s ability to convert AI demand into orders. China’s Domestic Immersion DUV Push
• Negative Sentiment: Broader market selling intensified amid a sharp oil-price increase tied to renewed U.S.-Iran tensions and uncertainty ahead of the Federal Reserve’s decision. Falling major indexes reduced risk appetite for high-beta technology and semiconductor stocks such as AMAT. Oil Spikes as Nasdaq 100 Sinks

About Representative Moskowitz

Jared Evan Moskowitz (Democratic Party) is a member of the U.S. House, representing Florida’s 23rd Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Moskowitz (Democratic Party) is running for re-election to the U.S. House to represent Florida’s 23rd Congressional District. He declared candidacy for the 2026 election.

Jared Evan Moskowitz was born in Coral Springs, Florida. Moskowitz graduated from Marjory Stoneman Douglas High School. He earned a bachelor’s degree in political science and government from George Washington University in 2003 and a law degree from Nova Southeastern University in 2007. Moskowitz’s career experience includes working as the director of the Florida Division of Emergency Management and general counsel with AshBritt Inc.

Applied Materials Company Profile

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.