Rep. Jared Moskowitz Acquires Applied Materials, Inc. (NASDAQ:AMAT) Shares

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

Shares of AMAT traded up $59.22 during trading hours on Thursday, hitting $495.67. The stock had a trading volume of 3,710,184 shares, compared to its average volume of 8,252,676. The firm has a 50-day moving average price of $547.86 and a 200 day moving average price of $428.02. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.80 and a current ratio of 2.51. The firm has a market capitalization of $393.54 billion, a price-to-earnings ratio of 46.90, a PEG ratio of 1.21 and a beta of 1.57. 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 announced its quarterly earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.18. The business had revenue of $7.91 billion during the quarter, compared to the consensus estimate of $7.68 billion. Applied Materials had a net margin of 29.31% and a return on equity of 36.97%. The business’s revenue was up 11.4% compared to the same quarter last year. During the same quarter last year, the firm earned $2.39 EPS. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. As a group, research analysts anticipate that Applied Materials, Inc. will post 12.14 EPS for the current year.

Applied Materials Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Thursday, August 20th. Applied Materials’s payout ratio is 19.91%.

Applied Materials News Roundup

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

• Positive Sentiment: Applied Materials has benefited from increased spending on advanced wafer fabrication tied to artificial-intelligence chips. An investment-fund letter cited the company as a semiconductor holding that rose on expectations for AI-driven equipment demand. Applied Materials Rose on AI-Driven Wafer Fabrication Spending
• Neutral Sentiment: Investor attention toward AMAT has increased substantially, according to Zacks search activity. The report does not identify a new fundamental catalyst, but heightened attention could increase short-term trading interest. Investors Heavily Search Applied Materials
• Negative Sentiment: Applied Materials shares moved lower with a broad semiconductor sell-off. Investors are questioning whether AI-related demand and spending can remain sustainable, while increased competition from China is adding pressure across the chip-equipment industry. Semiconductor Stocks Trade Down
• Negative Sentiment: Broader risk-off trading is also weighing on AMAT. A sharp oil-price surge linked to renewed U.S.-Iran tensions, declining major indexes and uncertainty ahead of the Federal Reserve’s decision reduced appetite for high-beta technology stocks. Oil Spikes as Nasdaq 100 Sinks
• Negative Sentiment: Weakness at peer KLA suggests investors are becoming more cautious about semiconductor-equipment growth, despite upbeat forecasts from industry companies. That skepticism may be limiting the impact of Applied Materials’ strong recent earnings and forward guidance. KLA Stock Is Having Its Worst Month Ever

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on AMAT shares. HSBC restated a “buy” rating and set a $683.00 target price on shares of Applied Materials in a research report on Monday. Barclays increased their target price on Applied Materials from $500.00 to $590.00 and gave the company an “overweight” rating in a research note on Thursday, June 11th. Morgan Stanley upped their price target on shares of Applied Materials from $502.00 to $647.00 and gave the company an “equal weight” rating in a report on Monday, July 6th. Raymond James Financial set a $650.00 target price on shares of Applied Materials in a research note on Wednesday, June 10th. Finally, UBS Group boosted their target price on Applied Materials from $570.00 to $705.00 and gave the company a “buy” rating in a research note on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $599.19.

Insider Transactions at Applied Materials

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

Hedge Funds Weigh In On Applied Materials

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Financial Freedom LLC bought a new position in shares of Applied Materials in the 1st quarter valued at about $28,000. Elevation Wealth Partners LLC raised its holdings in Applied Materials by 34.8% in the 2nd quarter. Elevation Wealth Partners LLC now owns 93 shares of the manufacturing equipment provider’s stock valued at $67,000 after acquiring an additional 24 shares during the period. Cornerstone Financial Management LLC acquired a new stake in Applied Materials during the fourth quarter worth approximately $25,000. Whipplewood Advisors LLC grew its position in shares of Applied Materials by 218.8% in the first quarter. Whipplewood Advisors LLC now owns 102 shares of the manufacturing equipment provider’s stock valued at $35,000 after purchasing an additional 70 shares during the last quarter. Finally, Wilkerson Advisory Group LLC bought a new position in shares of Applied Materials during the fourth quarter worth approximately $26,000. 80.56% of the stock is owned by institutional investors and hedge funds.

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.