Rep. Jared Moskowitz Buys Applied Materials, Inc. (NASDAQ:AMAT) Stock

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 Performance

NASDAQ:AMAT opened at $436.45 on Thursday. The company has a quick ratio of 1.80, a current ratio of 2.51 and a debt-to-equity ratio of 0.22. Applied Materials, Inc. has a twelve month low of $154.46 and a twelve month high of $739.67. The company has a fifty day moving average of $547.86 and a 200-day moving average of $428.02. The firm has a market capitalization of $346.52 billion, a P/E ratio of 40.98, a P/E/G ratio of 1.21 and a beta of 1.57.

Applied Materials (NASDAQ:AMAT) last issued its earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.18. Applied Materials had a net margin of 29.31% and a return on equity of 36.97%. The business had revenue of $7.91 billion for the quarter, compared to analyst estimates of $7.68 billion. During the same period in the prior year, the firm earned $2.39 earnings per share. Applied Materials’s 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. As a group, sell-side analysts anticipate that Applied Materials, Inc. will post 12.14 EPS for the current year.

Applied Materials Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $2.12 annualized dividend and a yield of 0.5%. Applied Materials’s dividend payout ratio (DPR) is currently 19.91%.

Insiders Place Their Bets

In other Applied Materials news, Director Thomas J. Iannotti sold 9,250 shares of the business’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 sale, the director directly owned 40,559 shares in the company, valued at $24,326,071.43. The trade was a 18.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Gary E. Dickerson sold 71,727 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $593.75, for a total value of $42,587,906.25. Following the transaction, the chief executive officer directly owned 1,695,164 shares in the company, valued at $1,006,503,625. This represents a 4.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 278,088 shares of company stock valued at $169,654,805 in the last quarter. 0.30% of the stock is currently owned by company insiders.

Institutional Trading of Applied Materials

Several institutional investors and hedge funds have recently modified their holdings of AMAT. JFS Wealth Advisors LLC raised its position in Applied Materials by 4.3% in the second quarter. JFS Wealth Advisors LLC now owns 409 shares of the manufacturing equipment provider’s stock worth $296,000 after acquiring an additional 17 shares during the period. Stonebridge Financial Group LLC boosted its stake in Applied Materials by 2.1% in the second quarter. Stonebridge Financial Group LLC now owns 1,003 shares of the manufacturing equipment provider’s stock valued at $725,000 after acquiring an additional 21 shares during the last quarter. Basecamp Wealth Advisors LLC grew its position in shares of Applied Materials by 0.7% during the 1st quarter. Basecamp Wealth Advisors LLC now owns 3,288 shares of the manufacturing equipment provider’s stock valued at $1,124,000 after acquiring an additional 22 shares during the period. Financial Management Professionals Inc. increased its stake in shares of Applied Materials by 2.2% during the 2nd quarter. Financial Management Professionals Inc. now owns 1,040 shares of the manufacturing equipment provider’s stock worth $752,000 after purchasing an additional 22 shares during the last quarter. Finally, Elevation Wealth Partners LLC increased its stake in shares of Applied Materials by 34.8% during the 2nd quarter. Elevation Wealth Partners LLC now owns 93 shares of the manufacturing equipment provider’s stock worth $67,000 after purchasing an additional 24 shares during the last quarter. 80.56% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

AMAT has been the topic of a number of research analyst reports. B. Riley Financial increased their price objective on shares of Applied Materials from $550.00 to $790.00 and gave the stock a “buy” rating in a research report on Friday, June 26th. Morgan Stanley upped their price target on Applied Materials from $502.00 to $647.00 and gave the stock an “equal weight” rating in a research note on Monday, July 6th. Barclays increased 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. HC Wainwright set a $850.00 price objective on Applied Materials in a report on Monday, June 29th. Finally, Mizuho upped their target price on Applied Materials from $540.00 to $650.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 8th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, Applied Materials currently has a consensus rating of “Moderate Buy” and an average target price of $599.19.

More Applied Materials News

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

• Positive Sentiment: Applied Materials continues to benefit from long-term AI-related wafer-fabrication investment. A recent fund letter cited the company as a beneficiary of rising semiconductor manufacturing spending, supporting the longer-term demand outlook. Applied Materials Rose on AI-Driven Wafer Fabrication Spending
• Positive Sentiment: The company’s latest reported quarter showed solid execution: earnings and revenue exceeded analyst expectations, with revenue increasing 11.4% year over year. Management also issued third-quarter fiscal 2026 EPS guidance of $3.16 to $3.56, indicating continued confidence in demand.
• Neutral Sentiment: AMAT has attracted unusually high investor attention on Zacks, but the article provides no new fundamental development or revised valuation view. Investors Heavily Search Applied Materials
• Negative Sentiment: Semiconductor shares continued to sell off as investors questioned whether AI-related capital spending can remain at current levels and whether increasing competition from China will pressure the industry. Applied Materials was among the chip stocks cited as trading lower. Semiconductor Stocks Trade Down
• Negative Sentiment: A broader market selloff added to pressure on AMAT. Renewed U.S.-Iran tensions pushed oil prices higher and weakened major indexes ahead of the Federal Reserve’s policy decision, prompting investors to move away from higher-beta technology and semiconductor stocks. Oil Spikes and 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.

About Applied Materials

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.