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

Representative Jared Moskowitz (Democratic-Florida) recently bought shares of Applied Materials, Inc. (NASDAQ:AMAT). In a filing disclosed on August 27th, the Representative disclosed that they had bought between $1,001 and $15,000 in Applied Materials stock on July 13th. The trade occurred in the Representative’s “MORGAN STANLEY ACTIVE ASSETS (1)” account.

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

• Sold $1,001 – $15,000 in shares of W.W. Grainger (NYSE:GWW) on 7/13/2026.
• Sold $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 7/13/2026.
• Purchased $1,001 – $15,000 in shares of Applied Materials (NASDAQ:AMAT) on 6/18/2026.
• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 6/17/2026.
• Purchased $1,001 – $15,000 in shares of HCA Healthcare (NYSE:HCA) on 6/17/2026.
• Purchased $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 6/17/2026.
• Purchased $1,001 – $15,000 in shares of Monster Beverage (NASDAQ:MNST) on 6/17/2026.
• Sold $1,001 – $15,000 in shares of S&P Global (NYSE:SPGI) on 6/17/2026.
• Purchased $1,001 – $15,000 in shares of Meta Platforms (NASDAQ:META) on 6/17/2026.
• Purchased $1,001 – $15,000 in shares of SpaceX (NASDAQ:SPCX) on 6/12/2026.

Applied Materials Stock Performance

Applied Materials stock opened at $438.46 on Thursday. The stock’s 50-day moving average is $541.33 and its 200-day moving average is $460.06. The company has a market cap of $347.96 billion, a price-to-earnings ratio of 37.80, a price-to-earnings-growth ratio of 1.23 and a beta of 1.60. Applied Materials, Inc. has a 12 month low of $154.46 and a 12 month high of $739.67. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.42 and a quick ratio of 1.79.

Applied Materials (NASDAQ:AMAT) last announced its quarterly earnings results on Thursday, August 13th. The manufacturing equipment provider reported $3.50 earnings per share for the quarter, beating analysts’ consensus estimates of $3.40 by $0.10. Applied Materials had a net margin of 30.05% and a return on equity of 38.02%. The firm had revenue of $9.12 billion for the quarter, compared to analysts’ expectations of $8.99 billion. During the same period in the previous year, the company posted $2.48 earnings per share. Applied Materials’s revenue was up 24.8% compared to the same quarter last year. Applied Materials has set its Q4 2026 guidance at 3.820-4.220 EPS. Equities analysts anticipate that Applied Materials, Inc. will post 12.76 earnings per share for the current 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 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Thursday, August 20th. Applied Materials’s dividend payout ratio (DPR) is 18.28%.

Institutional Investors Weigh In On Applied Materials

Several hedge funds have recently modified their holdings of the stock. California State Teachers Retirement System grew its position in Applied Materials by 70,976.9% during the 2nd quarter. California State Teachers Retirement System now owns 870,192,678 shares of the manufacturing equipment provider’s stock worth $629,149,306,000 after purchasing an additional 868,968,380 shares in the last quarter. BlackRock Inc. lifted its holdings in shares of Applied Materials by 1.6% in the second quarter. BlackRock Inc. now owns 80,212,518 shares of the manufacturing equipment provider’s stock valued at $57,993,650,000 after purchasing an additional 1,237,685 shares in the last quarter. Capital Research Global Investors boosted its position in shares of Applied Materials by 119.8% in the fourth quarter. Capital Research Global Investors now owns 32,707,049 shares of the manufacturing equipment provider’s stock worth $8,405,458,000 after buying an additional 17,829,377 shares during the period. Morgan Stanley grew its holdings in shares of Applied Materials by 3.4% during the fourth quarter. Morgan Stanley now owns 11,470,835 shares of the manufacturing equipment provider’s stock valued at $2,947,891,000 after buying an additional 373,012 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of Applied Materials during the fourth quarter valued at $2,858,543,000. 80.56% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Applied Materials

In other news, SVP Omkaram Nalamasu sold 24,263 shares of the company’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $593.43, for a total value of $14,398,392.09. Following the transaction, the senior vice president owned 146,916 shares in the company, valued at $87,184,361.88. This represents a 14.17% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Prabu G. Raja sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $633.53, for a total transaction of $6,335,300.00. Following the completion of the sale, the insider directly owned 346,642 shares of the company’s stock, valued at $219,608,106.26. This trade represents a 2.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 231,692 shares of company stock worth $146,114,059. 0.30% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. William Blair started coverage on shares of Applied Materials in a research note on Tuesday, August 11th. They set a “market perform” rating on the stock. Jefferies Financial Group boosted their price objective on Applied Materials from $510.00 to $770.00 and gave the company a “buy” rating in a research report on Friday, June 26th. UBS Group raised their price target on shares of Applied Materials from $675.00 to $695.00 and gave the company a “buy” rating in a research note on Tuesday. Truist Financial set a $575.00 target price on shares of Applied Materials in a research report on Thursday, May 28th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $645.00 price objective on shares of Applied Materials in a research note on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $658.45.

More Applied Materials News

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

• Positive Sentiment: UBS raised its price target from $675 to $695 and reaffirmed a Buy rating, implying substantial upside from the current trading level. UBS raises Applied Materials price target
• Positive Sentiment: Fundamentals remain strong: Applied Materials recently reported record revenue, earnings above consensus and higher guidance. Erste Group Bank also increased its FY2027 earnings estimate to $18.56 per share from $17.13, reflecting expectations for continued semiconductor-equipment demand. Applied Materials stock performance and guidance
• Positive Sentiment: Long-term growth drivers include artificial-intelligence chip production, advanced-node manufacturing, advanced packaging and factory-capacity expansion. Applied Materials’ broad equipment portfolio and shareholder returns through stock repurchases add support to the investment case. Should investors buy, sell or hold AMAT stock
• Neutral Sentiment: Industry forecasts point to expanding semiconductor wafer-inspection demand driven by AI, electric vehicles, foundries and advanced packaging. However, the report covers the broader market and does not guarantee near-term Applied Materials revenue growth. Semiconductor wafer inspection equipment market outlook
• Negative Sentiment: Valuation and macroeconomic pressures are weighing on the stock. After a substantial year-to-date advance, investors appear to be taking profits and demanding stronger results to justify AMAT’s elevated earnings multiple. Rising Treasury yields and crude oil prices have also pressured semiconductor stocks by increasing borrowing costs and reducing appetite for high-growth, high-multiple shares. Semiconductor and technology stocks decline amid rising yields

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.