AMAT
Applied Materials, Inc. · Technology · Semiconductor Equipment & Materials
ZACKSBuyTECHStrong Buy
R500#26 today
TARGET+21%
$529.30
+3.50% today · +11.61% 1W
Oct 1 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- AMAT +3.50% on the last session vs SPY +0.18%: +3.3 pts of stock-specific move.
- 7 Reddit mentions in the past 24 hours, 75% positive over the week · today's pace is 1.4× its recent daily average.
- 1 analyst action in the past 10 days (0 positive, 1 negative); latest: Morgan Stanley maintained Equal-Weight, lowered target $642 → $563.
- 1 insider or congressional trade in the past 30 days, including 1 insider sale not under a 10b5-1 plan.
- Market backdrop (Wed): Core PCE Price Index m/m 0.2% vs 0.3% expected (cooler); Final GDP q/q 2.2% vs 1.5% expected (stronger); S&P futures +0.18%, 10-year yield +0bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Insiders · 1 month
−$465K
unplanned net · 0 buys · 1 sell · 1 insider
sales: 1 unplanned, 0 under a 10b5-1 plan (100% unplanned)
Insiders · 3 months
−$4.1M
unplanned net · 0 buys · 2 sells · 2 insiders
sales: 2 unplanned, 0 under a 10b5-1 plan (100% unplanned)
Congress · 3 months
≈+$16K
3 buys · 1 sell · 4 members
Congress · 1 year
≈+$97K
8 buys · 2 sells · 7 members
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 8, 2026 | Judy Bruner | Director | Sell | unplanned | 1,000 | $465.00 | $465K | Sep 10 |
| Aug 25, 2026 | Brice Hill | CFO | Sell | unplanned | 7,500 | $479.25 | $3.6M | Aug 27 |
| Jul 1, 2026 | Adam Sanders | Corp. Controller & CAO | Tax | tax withholding | 125 | $650.91 | $81.4K | Jul 6 |
| Jun 30, 2026 | Gary E Dickerson | CEO | Sell | unplanned | 78,321 | $709.26 | $55.6M | Jul 1 |
| Jun 18, 2026 | Prabu G. Raja | President | Sell | unplanned | 10,000 | $633.53 | $6.3M | Jun 22 |
| Jun 16, 2026 | Gary E Dickerson | CEO | Sell | unplanned | 83,000 | $593.24 | $49.2M | Jun 17 |
| Jun 16, 2026 | Omkaram Nalamasu | CTO | Sell | unplanned | 35,000 | $592.98 | $20.8M | Jun 17 |
| Jun 16, 2026 | Thomas J Iannotti | Director | Sell | unplanned | 9,250 | $599.77 | $5.5M | Jun 17 |
| Jun 15, 2026 | Timothy M Deane | SVP | Sell | unplanned | 8,621 | $590.76 | $5.1M | Jun 17 |
| Jun 4, 2026 | Prabu G. Raja | President | Sell | unplanned | 50,000 | $505.28 | $25.3M | Jun 5 |
| Jun 3, 2026 | Brice Hill | CFO | Sell | unplanned | 2,500 | $498.86 | $1.2M | Jun 5 |
| May 26, 2026 | Judy Bruner | Director | Sell | unplanned | 1,128 | $450.00 | $507.6K | May 28 |
| May 22, 2026 | Adam Sanders | Corp. Controller & CAO | Sell | unplanned | 268 | $434.22 | $116.4K | May 26 |
| Apr 1, 2026 | Adam Sanders | Corp. Controller & CAO | Tax | tax withholding | 125 | $353.80 | $44.2K | Apr 2 |
| Feb 25, 2026 | Judy Bruner | Director | Sell | unplanned | 2,500 | $391.71 | $979.3K | Feb 27 |
| Feb 24, 2026 | Adam Sanders | Corp. Controller & CAO | Sell | unplanned | 534 | $379.16 | $202.5K | Feb 24 |
| Feb 23, 2026 | Judy Bruner | Director | Sell | unplanned | 3,969 | $377.02 | $1.5M | Feb 24 |
| Feb 17, 2026 | Brice Hill | CFO | Sell | unplanned | 5,000 | $361.21 | $1.8M | Feb 18 |
| Jan 1, 2026 | Adam Sanders | Corp. Controller & CAO | Tax | tax withholding | 324 | $256.99 | $83.3K | Jan 5 |
| Jan 1, 2026 | Timothy M Deane | SVP | Tax | tax withholding | 1,891 | $256.99 | $486K | Jan 5 |
| Dec 19, 2025 | Teri A. Little | SVP | Tax | tax withholding | 15,472 | $256.41 | $4M | Dec 23 |
| Dec 19, 2025 | Omkaram Nalamasu | CTO | Tax | tax withholding | 20,307 | $256.41 | $5.2M | Dec 23 |
| Dec 19, 2025 | Prabu G. Raja | President | Tax | tax withholding | 33,406 | $256.41 | $8.6M | Dec 23 |
| Dec 19, 2025 | Brice Hill | CFO | Tax | tax withholding | 28,062 | $256.41 | $7.2M | Dec 23 |
| Dec 19, 2025 | Timothy M Deane | SVP | Tax | tax withholding | 16,465 | $256.41 | $4.2M | Dec 23 |
| Dec 19, 2025 | Gary E Dickerson | CEO | Tax | tax withholding | 130,843 | $256.41 | $33.5M | Dec 23 |
| Dec 1, 2025 | Adam Sanders | Corp. Controller & CAO | Sell | unplanned | 609 | $255.53 | $155.6K | Dec 3 |
| Nov 25, 2025 | Teri A. Little | SVP | Sell | unplanned | 4,000 | $238.24 | $952.9K | Nov 26 |
| Nov 19, 2025 | Teri A. Little | SVP | Sell | unplanned | 4,000 | $234.08 | $936.3K | Nov 21 |
| Oct 26, 2025 | Prabu G. Raja | President | Tax | tax withholding | 32,830 | $228.75 | $7.5M | Oct 28 |
| Oct 26, 2025 | Gary E Dickerson | CEO | Tax | tax withholding | 114,514 | $228.75 | $26.2M | Oct 28 |
| Oct 1, 2025 | Adam Sanders | Corp. Controller & CAO | Tax | tax withholding | 236 | $217.74 | $51.4K | Oct 3 |
| Oct 1, 2025 | Timothy M Deane | SVP | Tax | tax withholding | 1,587 | $217.74 | $345.6K | Oct 3 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Aug 6, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | Sep 14 |
| Jul 15, 2026 | John J McGuire | House | Buy | $1K–$15K | Aug 10 |
| Jul 13, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Aug 27 |
| Jul 10, 2026 | Dan Newhouse | House | Sell | $1K–$15K | Jul 17 |
| Jun 18, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Jul 26 |
| Jun 18, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Jul 26 |
| Jun 18, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Jul 26 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $15K–$50K | Jul 21 |
| Feb 27, 2026 | John Boozman | Senate | Sell | $1K–$15K | Mar 6 |
| Dec 29, 2025 | Markwayne Mullin | Senate | Buy | $15K–$50K | Jan 16 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily. All recent insider and congressional trades