Cambient Family Office LLC Purchases New Shares in Applied Materials, Inc. $AMAT

Posted by George Bondi on Jun 19th, 2026

Cambient Family Office LLC purchased a new position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) during the fourth quarter, HoldingsChannel reports. The fund purchased 17,502 shares of the manufacturing equipment provider’s stock, valued at approximately $4,498,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Warther Private Wealth LLC grew its position in shares of Applied Materials by 1.5% during the 4th quarter. Warther Private Wealth LLC now owns 1,908 shares of the manufacturing equipment provider’s stock worth $490,000 after purchasing an additional 28 shares in the last quarter. Tradition Wealth Management LLC raised its position in shares of Applied Materials by 3.1% in the fourth quarter. Tradition Wealth Management LLC now owns 1,031 shares of the manufacturing equipment provider’s stock valued at $265,000 after buying an additional 31 shares in the last quarter. Hoxton Planning & Management LLC raised its position in shares of Applied Materials by 1.4% in the fourth quarter. Hoxton Planning & Management LLC now owns 2,208 shares of the manufacturing equipment provider’s stock valued at $567,000 after buying an additional 31 shares in the last quarter. Godsey & Gibb Inc. boosted its stake in shares of Applied Materials by 2.6% in the fourth quarter. Godsey & Gibb Inc. now owns 1,298 shares of the manufacturing equipment provider’s stock valued at $334,000 after buying an additional 33 shares during the period. Finally, Family Capital Management Inc. boosted its stake in shares of Applied Materials by 0.8% in the fourth quarter. Family Capital Management Inc. now owns 4,227 shares of the manufacturing equipment provider’s stock valued at $1,086,000 after buying an additional 33 shares during the period. Institutional investors and hedge funds own 80.56% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Wall Street Zen upgraded Applied Materials from a “hold” rating to a “buy” rating in a research note on Saturday, May 23rd. Wells Fargo & Company upped their target price on Applied Materials from $435.00 to $520.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. Deutsche Bank Aktiengesellschaft increased their target price on Applied Materials from $450.00 to $550.00 and gave the stock a “buy” rating in a report on Friday, May 15th. KeyCorp raised their price target on Applied Materials from $450.00 to $550.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Finally, Wolfe Research boosted their price target on Applied Materials from $500.00 to $550.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. Twenty-seven research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $489.16.

View Our Latest Report on Applied Materials

Applied Materials Stock Up 4.1%

NASDAQ AMAT opened at $617.11 on Friday. The business has a fifty day moving average price of $446.42 and a two-hundred day moving average price of $363.12. The stock has a market capitalization of $489.96 billion, a PE ratio of 57.94, a PEG ratio of 1.65 and a beta of 1.67. Applied Materials, Inc. has a fifty-two week low of $154.46 and a fifty-two week high of $638.90. The company has a debt-to-equity ratio of 0.22, a current ratio of 2.51 and a quick ratio of 1.80.

Applied Materials (NASDAQ:AMAT – Get Free Report) last issued its quarterly earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share (EPS) 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 company had revenue of $7.91 billion for the quarter, compared to analyst estimates of $7.68 billion. During the same quarter last year, the company posted $2.39 EPS. The company’s revenue for the quarter 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. Equities analysts expect that Applied Materials, Inc. will post 12.1 earnings per share for the current fiscal year.

Applied Materials Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.53 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $2.12 annualized dividend and a yield of 0.3%. Applied Materials’s dividend payout ratio (DPR) is 19.91%.

Key Applied Materials News

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

Positive Sentiment: Citi raised its price target on Applied Materials, reinforcing the view that AI infrastructure spending and memory-chip equipment demand should keep driving revenue growth. Applied Materials surges as Citi lifts target on AI demand boom
Positive Sentiment: Applied Materials launched SENZ, a fully integrated visual system for AI smart glasses, and partnered with EssilorLuxottica and Qualcomm, giving investors a potential new long-term growth avenue. Applied Materials (AMAT) Launches SENZ With Qualcomm And EssilorLuxottica For AI Eyewear
Positive Sentiment: Recent commentary highlighted Applied Materials as a beneficiary of the AI equipment super-cycle, with strong earnings, robust wafer-fab equipment demand, and favorable analyst sentiment supporting the rally. Applied Materials: The Cheapest Seat On The AI Equipment Super-Cycle

Insider Transactions at Applied Materials

In other Applied Materials news, SVP Timothy M. Deane sold 8,621 shares of the business’s stock in a transaction dated 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 transaction, the senior vice president owned 134,631 shares of the company’s stock, valued at approximately $79,534,609.56. The trade was a 6.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Gary E. Dickerson sold 71,727 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $593.75, for a total value of $42,587,906.25. Following the transaction, the chief executive officer directly owned 1,695,164 shares of the company’s stock, valued at approximately $1,006,503,625. The trade was a 4.06% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 189,767 shares of company stock valued at $107,769,409. Company insiders own 0.30% of the company’s stock.

About Applied Materials

(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.