61,828 Shares in Applied Materials, Inc. $AMAT Purchased by Vise Technologies Inc.

Vise Technologies Inc. acquired a new stake in Applied Materials, Inc. (NASDAQ:AMAT) during the third quarter, HoldingsChannel reports. The firm acquired 61,828 shares of the manufacturing equipment provider’s stock, valued at approximately $31,618,000.

Other institutional investors and hedge funds have also modified their holdings of the company. BlackRock Inc. lifted its holdings in Applied Materials by 1.6% during the 2nd quarter. BlackRock Inc. now owns 80,212,518 shares of the manufacturing equipment provider’s stock worth $57,993,650,000 after buying an additional 1,237,685 shares during the last quarter. State Street Corp raised its stake in shares of Applied Materials by 85.4% during the 2nd quarter. State Street Corp now owns 69,525,842 shares of the manufacturing equipment provider’s stock worth $50,267,184,000 after purchasing an additional 32,018,892 shares in the last quarter. Amundi increased its position in shares of Applied Materials by 19.0% in the second quarter. Amundi now owns 7,808,207 shares of the manufacturing equipment provider’s stock worth $5,645,344,000 after purchasing an additional 1,246,876 shares during the period. Van ECK Associates Corp grew its holdings in Applied Materials by 16.2% during the 2nd quarter. Van ECK Associates Corp now owns 7,713,599 shares of the manufacturing equipment provider’s stock worth $5,576,932,000 after acquiring an additional 1,073,879 shares during the last quarter. Finally, Bank of America Corp DE acquired a new position in shares of Applied Materials during the second quarter valued at about $5,252,863,000. Hedge funds and other institutional investors own 80.56% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on AMAT shares. Stifel Nicolaus upped their target price on Applied Materials from $530.00 to $650.00 and gave the company a “buy” rating in a research report on Friday, July 10th. B. Riley Financial reaffirmed a “buy” rating and issued a $700.00 target price (down from $790.00) on shares of Applied Materials in a research note on Friday, August 14th. Seaport Research Partners restated a “buy” rating and issued a $575.00 price objective (up from $500.00) on shares of Applied Materials in a report on Friday, August 14th. The Goldman Sachs Group upped their price target on Applied Materials from $645.00 to $670.00 and gave the company a “buy” rating in a report on Friday, August 14th. Finally, Erste Group Bank downgraded shares of Applied Materials from a “buy” rating to a “hold” rating in a report on Wednesday, August 5th. Thirty investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, Applied Materials presently has an average rating of “Moderate Buy” and a consensus price target of $632.70.

Key Stories Impacting Applied Materials

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

• Positive Sentiment: Applied Materials’ planned move to raise its Besi stake to 20% is strengthening its exposure to hybrid bonding, a packaging technology that could benefit from rising AI-chip complexity. TIKR describes a bullish long-term scenario, with a potential price target of approximately $806 versus a roughly $628 Wall Street target. Applied Materials hybrid bonding analysis
• Positive Sentiment: Recent coverage highlights a quarter with 51% growth and argues that AMAT trades at about 23 times forward earnings, a valuation that may look reasonable if AI-related semiconductor-equipment demand remains strong. The company also recently exceeded earnings and revenue estimates and issued fourth-quarter EPS guidance of $3.82–$4.22. Applied Materials growth and valuation analysis
• Neutral Sentiment: AMAT is attracting unusually high investor attention, but the Zacks reports primarily review the company’s prospects rather than identify a new fundamental catalyst. Zacks Applied Materials investor attention report
• Negative Sentiment: Compared with Taiwan Semiconductor Manufacturing, Applied Materials has shown a flatter revenue trajectory and less consistent quarter-over-quarter growth. That comparison may reinforce concerns that AMAT’s elevated valuation already discounts substantial AI-driven demand. Applied Materials versus Taiwan Semiconductor Manufacturing

Insider Buying and Selling at Applied Materials

In other Applied Materials news, Director Judy Bruner sold 1,000 shares of the stock in a transaction that occurred on Tuesday, September 8th. The shares were 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 $11,877,960. This trade represents a 3.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Adam Sanders sold 725 shares of the firm’s stock in a transaction dated Friday, October 2nd. The stock was sold at an average price of $544.56, for a total transaction of $394,806.00. Following the completion of the transaction, the chief accounting officer directly owned 3,181 shares in the company, valued at $1,732,245.36. This represents a 18.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 9,225 shares of company stock valued at $4,454,181. 0.30% of the stock is owned by company insiders.

Applied Materials Stock Performance

NASDAQ AMAT opened at $390.09 on Friday. The company has a current ratio of 2.42, a quick ratio of 1.79 and a debt-to-equity ratio of 0.20. Applied Materials, Inc. has a twelve month low of $203.40 and a twelve month high of $739.67. The stock has a market capitalization of $309.58 billion, a price-to-earnings ratio of 33.63, a PEG ratio of 1.09 and a beta of 1.60. The stock has a 50-day moving average of $457.66 and a 200 day moving average of $443.63.

Applied Materials (NASDAQ:AMAT) last announced its quarterly earnings data on Thursday, August 13th. The manufacturing equipment provider reported $3.50 EPS for the quarter, topping analysts’ consensus estimates of $3.40 by $0.10. The firm had revenue of $9.12 billion for the quarter, compared to the consensus estimate of $8.99 billion. Applied Materials had a return on equity of 38.02% and a net margin of 30.05%. The firm’s revenue was up 24.8% compared to the same quarter last year. During the same quarter last year, the business posted $2.48 earnings per share. Applied Materials has set its Q4 2026 guidance at 3.820-4.220 EPS. Sell-side analysts anticipate that Applied Materials, Inc. will post 12.79 EPS for the current fiscal 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. Applied Materials’s dividend payout ratio is 18.28%.

Applied Materials Company Profile

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.