20,409 Shares of Applied Materials, Inc. $AMAT Purchased by Verde Servicos Internacionais S.A.

Verde Servicos Internacionais S.A. acquired a new position in shares of Applied Materials, Inc. (NASDAQ:AMAT) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 20,409 shares of the manufacturing equipment provider’s stock, valued at approximately $10,437,000. Applied Materials accounts for approximately 3.6% of Verde Servicos Internacionais S.A.’s portfolio, making the stock its 9th biggest holding.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Ausdal Financial Partners Inc. purchased a new stake in shares of Applied Materials during the second quarter worth $4,005,000. Caldwell Investment Management Ltd. acquired a new stake in Applied Materials during the second quarter valued at $1,589,000. CX Institutional grew its stake in Applied Materials by 333.3% in the third quarter. CX Institutional now owns 25,853 shares of the manufacturing equipment provider’s stock valued at $12,631,000 after purchasing an additional 19,886 shares in the last quarter. Principal Financial Group Inc. grew its stake in Applied Materials by 3.0% in the second quarter. Principal Financial Group Inc. now owns 1,008,591 shares of the manufacturing equipment provider’s stock valued at $729,211,000 after purchasing an additional 28,982 shares in the last quarter. Finally, Handelsbanken Fonder AB increased its position in Applied Materials by 29.6% in the 2nd quarter. Handelsbanken Fonder AB now owns 462,685 shares of the manufacturing equipment provider’s stock worth $334,521,000 after purchasing an additional 105,776 shares during the last quarter. Hedge funds and other institutional investors own 80.56% of the company’s stock.

Insider Activity

In related news, CAO Adam Sanders sold 725 shares of the business’s stock in a transaction that occurred on Friday, October 2nd. The stock was sold at an average price of $544.56, for a total value of $394,806.00. Following the completion of the sale, the chief accounting officer directly owned 3,181 shares in the company, valued at approximately $1,732,245.36. The trade was a 18.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Judy Bruner sold 1,000 shares of the business’s stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $465.00, for a total value of $465,000.00. Following the completion of the sale, the director owned 25,544 shares of the company’s stock, valued at approximately $11,877,960. This trade represents a 3.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 9,225 shares of company stock valued at $4,454,181. Insiders own 0.30% of the company’s stock.

Applied Materials Trading Up 2.2%

Shares of NASDAQ:AMAT opened at $395.93 on Wednesday. Applied Materials, Inc. has a 1 year low of $203.40 and a 1 year high of $739.67. The firm has a fifty day moving average price of $463.24 and a 200 day moving average price of $441.94.

Applied Materials (NASDAQ:AMAT) last posted its earnings results on Thursday, August 13th. The manufacturing equipment provider reported $3.50 earnings per share for the quarter, beating the consensus estimate of $3.40 by $0.10. The company had revenue of $9.12 billion for the quarter, compared to the consensus estimate of $8.99 billion. During the same quarter last year, the business earned $2.48 earnings per share. Applied Materials’s quarterly revenue was up 24.8% on a year-over-year basis. Applied Materials has set its Q4 2026 guidance at 3.820-4.220 EPS. As a group, research analysts anticipate that Applied Materials, Inc. will post 12.79 earnings per share for the current year.

Applied Materials Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Thursday, November 19th.

More Applied Materials News

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

• Positive Sentiment: Applied Materials is increasing its stake in BE Semiconductor Industries (BESI) to approximately 20% from 9%. The accelerated share purchase reinforces a long-term partnership focused on hybrid bonding and advanced chip-packaging equipment used in artificial intelligence and high-performance computing. BESI shares rose sharply following the announcement, highlighting investor interest in the deal’s strategic value. Applied Materials to Increase its Strategic Investment in BE Semiconductor Industries
• Positive Sentiment: The larger BESI investment gives AMAT deeper exposure to next-generation chip interconnect technology and signals management’s confidence that AI-driven advanced packaging demand will remain durable. The move could also improve collaboration and future product opportunities. Applied Materials to Increase its Strategic Investment in BE Semiconductor Industries
• Positive Sentiment: Bernstein reiterated a Buy rating on Applied Materials, while recent coverage focused on the company’s potential to reach a 40% margin target. ETF purchases reported for October 23 may provide an additional source of demand for the stock. Applied Materials Receives a Buy from Bernstein
• Neutral Sentiment: Applied Materials’ latest reported quarter showed strong momentum, with revenue up 24.8% year over year and earnings exceeding consensus estimates. Its projected fourth-quarter EPS range of $3.82 to $4.22 provides a near-term earnings catalyst, although valuation and execution expectations are elevated.
• Negative Sentiment: A broader semiconductor-equipment selloff, concerns that AI enthusiasm may cool and the stock’s position below its key moving averages could limit gains. The BESI transaction also commits capital to a strategic investment before its financial benefits are fully established. Semiconductor Equipment Selloff Challenges Applied Materials

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Argus set a $600.00 price target on Applied Materials and gave the stock a “buy” rating in a research note on Tuesday, August 18th. B. Riley Financial reiterated a “buy” rating and set a $700.00 price target (down from $790.00) on shares of Applied Materials in a report on Friday, August 14th. Citigroup reissued a “buy” rating and issued a $710.00 price target (up from $550.00) on shares of Applied Materials in a research note on Monday, August 3rd. TD Cowen restated a “buy” rating and issued a $700.00 price objective on shares of Applied Materials in a report on Friday, August 14th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Applied Materials from $515.00 to $660.00 and gave the company an “overweight” rating in a research report on Friday, August 14th. Thirty equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, Applied Materials has a consensus rating of “Moderate Buy” and an average price target of $632.70.

About Applied Materials

Applied Materials, Inc is a technology company that supplies equipment, services and software used to manufacture semiconductors and advanced displays. Its products help customers fabricate the integrated circuits and other components used in computers, mobile devices, data centers, automobiles and a range of connected technologies.

The company’s offerings include systems for materials engineering, wafer fabrication, inspection and process control, along with equipment and services designed to improve manufacturing productivity and yield.