AMAT

Applied Materials, Inc.
421.66 +1.36% 2026-10-29

Analysts 27 firms · 25 buy · 2 hold · target 655 +55% (500–900)

Last 90d 3 insider sales · 1 congress buy · 1 congress sale

52-week range
203.40 739.67
1-month-17.5%
3-month-16.9%
1-year+85.2%
3-year+212.6%
5-year+216.2%
vs 50-day-8.3%
vs 200-day-5.0%
Volatility61%
Beta2.79
$ vol/day$3.1B
ATH739.67
From ATH-43.0%
Next report2026-11-12
WhoEntryMove What they saidWhen
TRACKER - Josh Gottheimer · Congress long 429.85 -1.9% Josh Gottheimer's trade date was 6 August 2026 — a disclosed purchase of $1,001–$15,000. But a Periodic Transaction… Tue, 15 Sep
TRACKER - Jared Moskowitz · Congress long 461.67 -8.7% Jared Moskowitz's trade date was 13 July 2026 — a disclosed purchase of $1,001–$15,000. But a Periodic Transaction… Fri, 28 Aug
TRACKER - John J McGuire III. · Congress long 525.61 -19.8% John J McGuire III.'s trade date was 15 July 2026 — a disclosed purchase of $1,001–$15,000. But a Periodic Transaction… Tue, 11 Aug
TRACKER - Jared Moskowitz · Congress long 516.89 -18.4% Jared Moskowitz's trade date was 18 June 2026 — a disclosed purchase of $1,001–$15,000. But a Periodic Transaction… Mon, 27 Jul
2026AprJulOct

bought sold · bigger dot, bigger trade · follows the chart’s range

WhenPeople SizeValuePrice
25d sell 1 $394,807 539.70
2mo sell 1 $465,000 455.71
2mo sell 1 $3,594,376 477.99
4mo sell 1 $55,550,320 665.71
4mo sell 1 $6,335,300 630.26
4mo sell 4 $80,634,095 606.44
5mo sell 2 $26,511,347 468.40
5mo sell 1 $507,600 447.49
5mo sell 1 $116,371 446.91
8mo sell 1 $979,275 371.24
8mo sell 2 $1,698,876 373.39
8mo sell 1 $1,806,050 365.33
11mo sell 1 $155,618 263.49
11mo sell 1 $952,960 246.87
11mo sell 1 $936,320 221.04
1.3y sell 1 $100,373 180.34
1.6y buy 1 $6,865,082 131.18
1.6y sell 1 $65,174 137.09
1.7y sell 1 $46,810 165.20
2.4y sell 1 $2,325,560 228.32
2.4y sell 1 $12,458,500 231.50
2.4y sell 1 $98,579,111 238.95
2.4y sell 1 $554,050 220.28
2.4y sell 1 $1,597,650 210.00
2.4y sell 1 $4,446,800 215.05
2.8y sell 1 $3,773,389 160.09
3.2y sell 1 $150,040 149.97
3.3y sell 1 $1,420,000 133.75
3.4y sell 1 $1,029,750 137.41
3.6y sell 1 $3,671,667 117.84
3.7y sell 1 $800,119 113.27
3.8y sell 1 $40,641 109.87
3.8y buy 1 $52,035 109.87
3.8y sell 1 $18,894 108.35
4.1y sell 1 $2,652 86.56
4.3y sell 1 $895,000 85.84
4.3y sell 1 $1,294,500 83.21
4.9y sell 1 $45,838,409 141.31
5.2y sell 2 $6,066,035 129.45
5.2y sell 1 $862,587 137.20
5.3y sell 2 $2,696,358 133.15
5.3y sell 2 $31,750,160 135.38
5.4y sell 1 $14,436,495 131.06
5.4y sell 1 $16,144,814 132.16
5.4y sell 1 $831,679 130.79
5.4y sell 1 $3,426,745 131.77
5.5y sell 1 $639,431 112.53
5.5y sell 1 $731,263 124.90
5.6y sell 3 $25,976,860 132.74
5.6y sell 1 $1,979,250 137.55
2026AprJulOct

bought sold · bigger dot, bigger trade · follows the chart’s range

JGJosh Gottheimer 1B2S 1mo JMJohn J McGuire 1B 4mo JMJared Moskowitz 2B 4mo DNDan Newhouse 1B1S 4mo AAAlan Armstrong 1B 7mo JBJohn Boozman 2B3S 8mo MMMarkwayne Mullin 6B1S 10mo LMLisa McClain 1B1S 1.2y AKAngus S King 1B 1.3y MGMarjorie Taylor Greene 10B 1.4y JSJefferson Shreve 3B2S 1.5y RBRob Bresnahan 1S 1.6y AMAshley Moody 1B 1.8y JJJonathan Jackson 1B1S 1.9y +18 more

32 members · 53 buys / 43 sells · $1.3M–$4.0M disclosed · latest filing Oct 7, 2026 · full tracker ›

WhenMemberSize AmountPrice then
1mo sell JG Josh Gottheimer $1K–$15K 421.17
3mo buy JG Josh Gottheimer $1K–$15K 526.92
4mo buy JM John J McGuire $1K–$15K 578.81
4mo buy JM Jared Moskowitz $1K–$15K 574.77
4mo sell DN Dan Newhouse $1K–$15K 601.86
4mo buy JM Jared Moskowitz $1K–$15K 616.45
7mo buy AA Alan Armstrong $15K–$50K 336.39
8mo sell JB John Boozman $1K–$15K 371.44
10mo buy MM Markwayne Mullin $15K–$50K 262.12
1.2y buy DN Dan Newhouse $1K–$15K 162.17
1.2y sell LM Lisa McClain $1K–$15K 181.29
1.3y buy LM Lisa McClain $1K–$15K 185.58
1.3y buy AK Angus S King $1K–$15K 191.00
1.4y buy MG Marjorie Taylor Greene $1K–$15K 165.35
1.5y buy MM Markwayne Mullin $15K–$50K 171.10
1.5y sell JS Jefferson Shreve $50K–$100K 166.12
1.5y sell JS Jefferson Shreve $50K–$100K 154.26
1.5y buy MG Marjorie Taylor Greene $1K–$15K 152.88
1.5y buy JS Jefferson Shreve $50K–$100K 135.93
1.5y sell JB John Boozman $1K–$15K 136.65
1.6y buy JS Jefferson Shreve $15K–$50K 143.32
1.6y buy MG Marjorie Taylor Greene $1K–$15K 148.06
1.6y sell RB Rob Bresnahan $1K–$15K 127.52
1.6y sell MM Markwayne Mullin $50K–$100K 127.52
1.6y buy JB John Boozman $1K–$15K 152.74
1.6y buy MG Marjorie Taylor Greene $1K–$15K 153.73
1.6y buy JS Jefferson Shreve $15K–$50K 148.28
1.8y buy AM Ashley Moody $100K–$250K 192.88
1.8y buy MG Marjorie Taylor Greene $1K–$15K 166.11
1.9y sell JB John Boozman $1K–$15K 165.21
1.9y buy MM Markwayne Mullin $15K–$50K 168.83
1.9y sell JJ Jonathan Jackson $15K–$50K 169.02
1.9y buy MG Marjorie Taylor Greene $1K–$15K 167.81
2.1y buy MG Marjorie Taylor Greene $1K–$15K 198.79
2.2y sell JJ John James $1K–$15K 179.51
2.3y buy MG Marjorie Taylor Greene $1K–$15K 215.78
2.6y buy TT Thomas H Tuberville $1K–$15K 199.44
2.6y buy TT Thomas H Tuberville $15K–$50K 199.44
2.6y buy JB John Boozman $1K–$15K 202.23
2.6y buy JJ Jonathan Jackson $50K–$100K 196.67
2.6y sell TT Thomas H Tuberville $1K–$15K 201.57
2.7y sell TT Thomas H Tuberville $15K–$50K 195.37
2.8y sell TT Thomas H Tuberville $1K–$15K 164.40
2.8y buy MM Markwayne Mullin $15K–$50K 151.12
2.9y sell JC John Curtis $1K–$15K 145.15
3.0y sell TT Thomas H Tuberville $1K–$15K 151.77
3.0y buy JJ John James $1K–$15K 147.19
3.0y sell GS Greg Stanton $1K–$15K 131.77
3.0y sell TT Thomas H Tuberville $1K–$15K 139.41
3.0y buy TT Thomas H Tuberville $1K–$15K 139.41
3.1y buy MM Markwayne Mullin $1K–$15K 133.55
3.1y buy GS Greg Stanton $1K–$15K 130.97
3.1y buy MM Markwayne Mullin $15K–$50K 141.23
3.4y sell JC John Curtis $1K–$15K 133.21
3.4y sell ZL Zoe Lofgren $1K–$15K 132.62
4.1y buy KM Kathy Manning $1K–$15K 73.55
4.1y sell TT Thomas H Tuberville $1K–$15K 86.33
4.2y sell ZL Zoe Lofgren $1K–$15K 101.60
5.1y buy ZL Zoe Lofgren $1K–$15K 123.51
5.2y buy MG Marjorie Taylor Greene $1K–$15K 129.65
5.2y buy ZL Zoe Lofgren $15K–$50K 136.00
5.4y sell JC John Curtis $1K–$15K 127.80
5.4y buy MG Marjorie Taylor Greene $1K–$15K 131.19
5.5y buy DR Deborah K. Ross $1K–$15K 130.77
5.5y sell PF Patrick Fallon $50K–$100K 125.14
5.5y sell RW Ron L Wyden $50K–$100K 127.85
5.6y sell RW Ron L Wyden $100K–$250K 133.41
5.6y buy PF Patrick Fallon $50K–$100K 136.76
5.6y sell PF Patrick Fallon $1K–$15K 136.76
5.6y sell PF Patrick Fallon $50K–$100K 136.76
5.7y buy RW Ron L Wyden $1K–$15K 113.00
5.9y sell GC Gilbert Cisneros $1K–$15K 83.87
6.4y buy RW Ron L Wyden $15K–$50K 57.69
6.4y buy RW Ron L Wyden $15K–$50K 56.90
6.4y buy RW Ron L Wyden $15K–$50K 57.08
6.5y buy RW Ron L Wyden $15K–$50K 50.25
6.6y sell KL Kelly Loeffler $1K–$15K 47.11
6.6y buy RW Ron L Wyden $15K–$50K 43.59
6.6y buy JC John Curtis $1K–$15K 42.55
6.7y sell GC Gilbert Cisneros $1K–$15K 63.67
7.0y sell GC Gilbert Cisneros $1K–$15K 57.18
7.1y sell GC Gilbert Cisneros $1K–$15K 47.78
7.6y sell JG Josh Gottheimer $1K–$15K 35.97
7.8y sell DP Dean Phillips $1K–$15K 31.16
7.9y sell TR Thomas J. Rooney $15K–$50K 31.59
8.4y buy TR Thomas J. Rooney $1K–$15K 47.61
8.5y sell BS Bradley S. Schneider $100K–$250K 50.37
8.6y buy TR Thomas J. Rooney $1K–$15K 49.28
8.8y buy TR Thomas J. Rooney $1K–$15K 48.64
8.8y buy TR Thomas J. Rooney $15K–$50K 50.88
8.9y buy BS Bradley S. Schneider $100K–$250K 47.59
10.8y sell LF Lois Frankel $1K–$15K 15.16
10.9y sell LF Lois Frankel $1K–$15K 17.01
11.5y sell EW Ed Whitfield $1K–$15K 17.42
11.7y sell JR John F Reed $1K–$15K 21.37
12.4y sell JM Jim McDermott $1K–$15K 17.69

Next report 2026-11-12 (Thursday, after close, in 13 days) · EPS estimate 4.06. It has finished the next session higher 48% of the time, average move 3.8%.

Day-after move, last 12 reports, oldest left.

ReportedEst.Actual SurpriseGapDay 1Day 5
2026-08-13 beat 3.39 3.50 +3.1% -6.6% -5.1% -7.9%
2026-05-14 beat 2.69 2.86 +6.5% -2.8% -0.9% -1.9%
2026-02-12 beat 2.21 2.38 +7.9% +11.1% +8.1% +13.8%
2025-11-13 beat 2.09 2.17 +3.6% -8.7% +1.2% +0.3%
2025-08-14 beat 2.36 2.48 +5.1% -13.6% -14.1% -13.7%
2025-05-15 beat 2.31 2.39 +3.5% -3.6% -5.3% -9.9%
2025-02-13 beat 2.30 2.38 +3.7% -5.1% -8.2% -8.5%
2024-11-14 beat 2.19 2.32 +5.7% -9.5% -9.2% -6.0%
2024-08-15 beat 2.03 2.12 +4.7% -3.2% -1.9% -4.3%
2024-05-16 beat 1.99 2.09 +5.3% +1.1% -0.9% +3.2%
2024-02-15 beat 1.91 2.13 +11.8% +7.7% +6.3% +8.5%
2023-11-16 beat 1.99 2.12 +6.4% -8.2% -4.0% -2.6%
2023-08-17 beat 1.75 1.90 +8.9% -0.2% +3.7% +4.9%
2023-05-18 beat 1.83 2.00 +9.5% -1.2% -2.3% +4.7%
2023-02-16 beat 1.92 2.03 +5.7% +1.2% +0.0% -2.9%
2022-11-17 beat 1.74 2.03 +16.9% +5.3% +0.2% -0.9%
2022-08-18 beat 1.78 1.94 +8.7% -1.5% -3.4% -8.7%
2022-05-19 miss 1.90 1.85 -2.8% +1.1% -3.9% +7.9%
2022-02-16 beat 1.85 1.89 +1.9% +1.3% -3.2% -3.7%
2021-11-18 miss 1.96 1.94 -0.9% -4.9% -5.5% -4.7%
2021-08-19 beat 1.78 1.90 +6.8% +0.9% -1.5% +5.7%
2021-05-20 beat 1.51 1.63 +7.9% -0.4% -1.3% +6.0%
2021-02-18 beat 1.28 1.39 +8.8% +7.2% +5.3% +4.2%
2020-11-12 beat 1.17 1.25 +6.7% +3.5% +4.3% +9.9%
2020-08-13 beat 0.95 1.06 +11.9% +3.6% +3.9% -4.3%
2020-05-14 beat 0.89 0.89 +0.4% -2.3% -4.4% -0.1%
2020-02-12 beat 0.93 0.98 +5.8% +2.1% +3.1% -1.7%
2019-11-14 beat 0.76 0.80 +5.0% +5.9% +9.0% -1.8%
2019-08-15 beat 0.70 0.74 +5.1% -2.5% -1.1% -4.3%
2019-05-16 beat 0.66 0.70 +5.7% +4.1% +2.5% -5.2%
2019-02-14 beat 0.79 0.81 +2.5% -1.7% -4.0% -2.6%
2018-11-15 beat 0.97 0.97 +0.2% -8.2% +1.1% +2.8%
2018-08-16 beat 1.16 1.20 +3.0% -5.6% -7.7% -9.9%
2018-05-17 beat 1.15 1.22 +6.5% -6.8% -8.2% -5.8%
2018-02-14 beat 0.98 1.06 +8.0% +0.4% +3.9% +9.7%
2017-11-16 beat 0.90 0.93 +2.9% +4.5% -2.3% -1.6%
2017-08-17 beat 0.83 0.86 +3.1% +3.8% +2.7% +0.4%
2017-05-18 beat 0.76 0.79 +3.5% +2.6% +0.4% +3.6%
2017-02-15 beat 0.66 0.67 +1.7% +0.4% -0.9% +2.3%
2016-11-17 beat 0.65 0.66 +0.9% -0.8% +0.0% +3.6%
2016-08-18 beat 0.48 0.50 +5.1% +4.7% +7.1% +8.3%
2016-05-19 beat 0.32 0.34 +7.1% +9.1% +13.8% +22.8%
2016-02-18 beat 0.25 0.26 +3.0% +7.7% +7.0% +10.7%
2015-11-12 beat 0.29 0.29 +0.9% +3.6% +4.3% +10.0%
2015-08-13 miss 0.33 0.33 -0.4% -2.1% -2.4% -9.2%
2015-05-14 beat 0.28 0.29 +4.6% +3.6% +1.7% +1.4%
2015-02-11 beat 0.27 0.27 +0.8% -2.5% -0.5% +3.6%
2014-11-13 beat 0.27 0.27 +0.4% -1.8% +0.9% +1.1%
2014-08-14 beat 0.27 0.28 +3.8% +6.6% +6.3% +4.8%
2014-05-15 beat 0.27 0.28 +1.8% +3.8% +8.1% +7.2%
2014-02-12 beat 0.22 0.23 +2.7% -0.7% +5.4% +6.6%
2013-11-14 beat 0.18 0.19 +5.4% +0.8% -0.2% -1.8%
2013-08-15 miss 0.20 0.18 -8.1% -0.7% +2.0% +2.0%
2013-05-16 beat 0.13 0.16 +21.6% -0.7% +2.0% -1.1%
2013-02-13 beat 0.03 0.06 +83.8% +0.7% +0.9% -1.5%
2012-12-05 beat 0.03 0.06 +79.6% +0.0% +0.8% +2.9%
2012-08-15 beat 0.22 0.24 +10.1% -3.9% +1.5% +0.0%
2012-05-17 beat 0.24 0.27 +12.1% -0.2% -1.1% +0.6%
2012-02-16 beat 0.12 0.18 +54.2% +4.9% -1.7% -5.1%
2011-11-16 beat 0.19 0.21 +7.8% -3.5% -7.5% -18.5%

27 firms covering, 70 actions in the last 180 days (ratings, reiterations and target changes) · average price target 655 from 26 firms, range 500–900.

DateFirmActionRating TargetFrom
2026-10-16 Needham main Buy 580 740
2026-10-15 Evercore ISI Group main Outperform 590 700
2026-10-14 RBC Capital reit Outperform 600 —
2026-09-28 Morgan Stanley main Equal-Weight 563 642
2026-09-01 UBS main Buy 695 675
2026-08-25 Mizuho main Outperform 590 650
2026-08-18 Argus Research main Buy 600 500
2026-08-14 UBS main Buy 675 705
2026-08-14 Craig-Hallum main Buy 585 530
2026-08-14 Morgan Stanley main Equal-Weight 642 646
2026-08-14 Bernstein main Outperform 700 675
2026-08-14 TD Cowen reit Buy 700 —
2026-08-14 RBC Capital main Outperform 600 520
2026-08-14 B. Riley Securities reit Buy 700 790
2026-08-14 JP Morgan main Overweight 660 515
2026-08-14 B of A Securities main Buy 650 720
2026-08-14 Needham reit Buy 740 —
2026-08-14 Cantor Fitzgerald reit Overweight 850 —
2026-08-14 Stifel reit Buy 650 —
2026-08-14 Keybanc reit Overweight 750 —
2026-08-14 Deutsche Bank main Buy 605 —
2026-08-05 Erste Group down Hold — —
2026-07-27 HSBC main Buy 683 522
2026-07-15 UBS main Buy 705 570
2026-07-10 Stifel main Buy 650 530
2026-07-10 Needham main Buy 740 530
2026-07-09 TD Cowen main Buy 700 525
2026-07-09 Mizuho main Outperform 650 540
2026-07-06 Morgan Stanley main Equal-Weight 647 502
2026-06-30 Susquehanna main Positive 900 575
2026-06-29 Cantor Fitzgerald main Overweight 850 650
2026-06-29 Keybanc main Overweight 750 550
2026-06-26 Wells Fargo main Overweight 740 715
2026-06-26 B. Riley Securities main Buy 790 550
2026-06-26 Jefferies main Buy 770 510
2026-06-23 B of A Securities main Buy 720 540
2026-06-22 Wells Fargo main Overweight 715 520
2026-06-17 Citigroup main Buy 710 550
2026-06-11 Barclays main Overweight 590 500
2026-06-10 UBS main Buy 570 515
2026-06-10 Cantor Fitzgerald main Overweight 650 575
2026-05-28 Cantor Fitzgerald reit Overweight 575 —
2026-05-27 Mizuho main Outperform 540 500
2026-05-19 Argus Research main Buy 500 420
2026-05-18 Morgan Stanley down Equal-Weight 502 —
2026-05-15 UBS main Buy 515 480
2026-05-15 Citigroup main Buy 550 520
2026-05-15 B of A Securities main Buy 540 465
2026-05-15 Deutsche Bank main Buy 550 450
2026-05-15 Evercore ISI Group main Outperform 515 480
2026-05-15 TD Cowen main Buy 525 450
2026-05-15 B. Riley Securities main Buy 550 530
2026-05-15 Wolfe Research main Outperform 550 500
2026-05-15 JP Morgan main Overweight 515 400
2026-05-15 Jefferies main Buy 510 415
2026-05-15 Goldman Sachs main Buy 520 390
2026-05-15 Barclays main Overweight 500 450
2026-05-15 Wells Fargo main Overweight 520 435
2026-05-15 Mizuho main Outperform 500 410
2026-05-15 RBC Capital main Outperform 520 500
Model view — historical tendencies for the days ahead, not a forecast
Next 1 day
+0.7%
Next 1 week
+3.3%
Next 1 month
+7.0%
Seasonality
Bullish window historically
Next 30 days (to Nov 29): +3.3% median, 64% of the last 45 years finished up.
20-year seasonality chart →
Mean reversion
Deeply overbought — RSI(2) at 94
RSI(2) under 15 is oversold (this name has historically bounced); over 85 is overbought. Its dip-buy edge in history is -0.06%/day.
Mean-reversion stats →
1-month breakdown — Market · β 2.79 +8.0% · Seasonal tilt -1.0%
$347.6B market cap (#77 US) $3.1B/day volume 61% volatility +85% 1-year -43% from ATH
52-week range · 41% of the way up · -43% from the high
$203.40$739.67

Not investment advice.