Applied Materials (NASDAQ:AMAT) Director Judy Bruner Sells 1,128 Shares

Posted by Stanley Muller on May 29th, 2026

Applied Materials, Inc. (NASDAQ:AMAT – Get Free Report) Director Judy Bruner sold 1,128 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $450.00, for a total value of $507,600.00. Following the completion of the sale, the director directly owned 26,544 shares in the company, valued at approximately $11,944,800. The trade was a 4.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

Applied Materials Stock Performance

NASDAQ:AMAT opened at $449.68 on Friday. The business’s 50-day moving average price is $395.24 and its two-hundred day moving average price is $332.67. Applied Materials, Inc. has a twelve month low of $153.47 and a twelve month high of $462.40. The stock has a market cap of $357.03 billion, a P/E ratio of 42.22, a PEG ratio of 1.26 and a beta of 1.66. 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 (NASDAQ:AMAT – Get Free Report) last released its quarterly earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share for the quarter, beating the consensus estimate of $2.68 by $0.18. Applied Materials had a return on equity of 36.97% and a net margin of 29.31%.The firm had revenue of $7.91 billion for the quarter, compared to analysts’ expectations of $7.68 billion. During the same quarter last year, the firm posted $2.39 EPS. The company’s revenue was up 11.4% compared to the same quarter last year. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. As a group, equities analysts predict that Applied Materials, Inc. will post 12.02 EPS for the current fiscal year.

Applied Materials Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued 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, May 21st. This is an increase from Applied Materials’s previous quarterly dividend of $0.46. 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: Cantor Fitzgerald reaffirmed its Overweight rating on Applied Materials and lifted its price target to $575, implying meaningful upside from current levels. Applied Materials (NASDAQ:AMAT) Receives Overweight Rating from Cantor Fitzgerald
Positive Sentiment: Investors remain focused on Applied Materials’ strong quarterly results, higher guidance, and new AI chip equipment partnerships, including work tied to Broadcom and SCREEN, which supports the bullish case for semiconductor equipment demand. Assessing Applied Materials (AMAT) Valuation After Earnings Beat And New AI Chip Equipment Partnerships
Positive Sentiment: CEO Gary Dickerson’s comments that this is the strongest period ever for semiconductors, with AI driving unprecedented computing demand, reinforce the long-term growth narrative for Applied Materials. This is the greatest time ever for semiconductors, says CEO of key equipment supplier
Positive Sentiment: Analyst and media coverage continues to frame AMAT as a strong AI semiconductor equipment play, with comparisons against peers favoring its broader tech exposure and growth outlook. KLA vs. Applied Materials: Which Chip Equipment Stock Wins Now?
Neutral Sentiment: Applied Materials also presented at Bernstein’s strategic decisions conference, keeping investors updated on its business outlook but not adding a clearly new catalyst. Applied Materials, Inc. (AMAT) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Negative Sentiment: Recent insider selling by Director Judy Bruner may create a modest overhang, even though the sale was relatively small compared with her remaining holdings. Applied Materials director Judy Bruner stock sale

Analyst Ratings Changes

A number of equities analysts recently weighed in on AMAT shares. The Goldman Sachs Group raised their price objective on Applied Materials from $390.00 to $520.00 and gave the company a “buy” rating in a report on Friday, May 15th. Weiss Ratings reissued a “buy (b-)” rating on shares of Applied Materials in a report on Friday, March 27th. Erste Group Bank raised Applied Materials from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Deutsche Bank Aktiengesellschaft raised their price objective on Applied Materials from $450.00 to $550.00 and gave the company a “buy” rating in a report on Friday, May 15th. Finally, HSBC started coverage on Applied Materials in a report on Friday, May 8th. They set a “buy” rating and a $517.00 price objective on the stock. Twenty-seven analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, Applied Materials has a consensus rating of “Moderate Buy” and a consensus target price of $470.13.

Check Out Our Latest Analysis on Applied Materials

Hedge Funds Weigh In On Applied Materials

A number of large investors have recently bought and sold shares of the stock. Alpine Woods Capital Investors LLC purchased a new position in Applied Materials in the 1st quarter worth approximately $233,000. Allen Capital Group LLC increased its stake in Applied Materials by 22.2% in the 1st quarter. Allen Capital Group LLC now owns 1,850 shares of the manufacturing equipment provider’s stock worth $632,000 after purchasing an additional 336 shares during the period. Westshore Wealth LLC increased its stake in Applied Materials by 10.9% in the 1st quarter. Westshore Wealth LLC now owns 1,015 shares of the manufacturing equipment provider’s stock worth $347,000 after purchasing an additional 100 shares during the period. Summit Financial Wealth Advisors LLC purchased a new position in Applied Materials in the 1st quarter worth approximately $211,000. Finally, Axiom Investment Management LLC purchased a new position in Applied Materials in the 1st quarter worth approximately $210,000. 80.56% of the stock is owned by hedge funds and other institutional investors.

Applied Materials Company Profile

(Get Free Report)

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.