<div id="readability-page-1">Matrix Asset Advisors Inc. NY grew its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 42.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities &amp; Exchange Commission. The fund owned 72,513 shares of the manufacturing equipment provider's stock after purchasing an additional 21,442 shares during the period. Matrix Asset Advisors Inc. NY's holdings in Applied Materials were worth $14,846,000 as of its most recent SEC filing.<div>Get Applied Materials alerts:</div><ul><li>AI Chips Can’t Exist Without These 2 Underrated Tech Giants</li></ul>Other institutional investors and hedge funds have also recently bought and sold shares of the company. Maseco LLP purchased a new position in shares of Applied Materials in the second quarter worth approximately $30,000. Activest Wealth Management boosted its stake in Applied Materials by 5,325.0% in the 1st quarter. Activest Wealth Management now owns 217 shares of the manufacturing equipment provider's stock worth $31,000 after purchasing an additional 213 shares during the period. Financial Gravity Companies Inc. purchased a new position in Applied Materials during the 2nd quarter worth approximately $31,000. Howard Hughes Medical Institute acquired a new stake in Applied Materials during the 2nd quarter valued at $32,000. Finally, Total Investment Management Inc. purchased a new stake in shares of Applied Materials in the second quarter valued at $33,000. Institutional investors and hedge funds own 80.56% of the company's stock. <h2>Applied Materials Stock Performance</h2>Shares of AMAT stock opened at $256.41 on Monday. Applied Materials, Inc. has a fifty-two week low of $123.74 and a fifty-two week high of $276.10. The stock's 50-day moving average is $240.58 and its two-hundred day moving average is $203.37. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.61 and a quick ratio of 1.87. The firm has a market cap of $203.32 billion, a P/E ratio of 29.54, a PEG ratio of 2.66 and a beta of 1.67. <ul><li>3 Companies Turning Big Cash Flow Into Bigger Shareholder Gains</li></ul>Applied Materials (NASDAQ:AMAT - Get Free Report) last announced its quarterly earnings results on Thursday, November 13th. The manufacturing equipment provider reported $2.17 EPS for the quarter, beating the consensus estimate of $2.11 by $0.06. The business had revenue of $6.80 billion during the quarter, compared to analysts' expectations of $6.68 billion. Applied Materials had a return on equity of 39.26% and a net margin of 24.67%.The firm's quarterly revenue was down 3.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.32 EPS. Applied Materials has set its Q1 2026 guidance at 1.980-2.380 EPS. Analysts predict that Applied Materials, Inc. will post 9.38 earnings per share for the current fiscal year. <h2>Applied Materials Announces Dividend</h2>The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a dividend of $0.46 per share. The ex-dividend date is Thursday, February 19th. This represents a $1.84 annualized dividend and a dividend yield of 0.7%. Applied Materials's dividend payout ratio is 21.20%. <h2>Applied Materials News Roundup</h2><ul><li>The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains</li></ul>Here are the key news stories impacting Applied Materials this week:<ul> <li>Positive Sentiment: B. Riley raised its price target to $305 from $270, signaling stronger upside expectations and supporting near‑term buying interest. Applied Materials price target raised to $305 from $270 at B Riley</li> <li>Positive Sentiment: Mizuho published a bullish forecast calling for strong price appreciation for AMAT, which adds institutional credibility to the rally and can drive inflows from model-driven funds. Mizuho Forecasts Strong Price Appreciation for Applied Materials NASDAQ: AMAT Stock</li> <li>Positive Sentiment: Seeking Alpha coverage upgraded AMAT to a &#34;buy&#34;, highlighting AI and semiconductor tailwinds — another endorsement that can influence retail and advisory flows. Applied Materials: Upgrading To Buy Amid AI And Semiconductor Tailwinds</li> <li>Positive Sentiment: Feature pieces (e.g., Yahoo UK) frame Applied as central to building the &#34;AI backbone&#34; — reinforcing the narrative that AMAT benefits from multi-year capex cycles in AI datacenter chips. Applied Materials: Engineering the AI Backbone</li> <li>Positive Sentiment: Consumer-facing coverage notes the stock is trading up and outlines the drivers (earnings beat, guidance, and AI demand), which can amplify momentum among traders. Applied Materials (AMAT) Stock Trades Up, Here Is Why</li> <li>Positive Sentiment: Long-term performance retrospectives (e.g., 247WallStreet) highlight AMAT’s historical compounding, which supports buy-and-hold investor sentiment. The Chip Equipment Maker That Quietly Turned $1,000 Into $11,280 in a Decade</li> <li>Neutral Sentiment: Aggregated analyst forecasts and research reports summarize consensus estimates and scenarios; useful for positioning but not a single catalyst. Applied Materials, Inc. (AMAT) Stock Forecasts</li> <li>Negative Sentiment: A cautionary piece notes the bull case could change if AI demand weakens despite a steady dividend, highlighting downside risk if end-market cycles soften. The Bull Case For Applied Materials (AMAT) Could Change Following Steady Dividend Amid AI Weakness</li> </ul><h2>Analyst Upgrades and Downgrades</h2>AMAT has been the topic of a number of research analyst reports. Wells Fargo &amp; Company lifted their price target on Applied Materials from $255.00 to $290.00 and gave the company an &#34;overweight&#34; rating in a report on Monday, December 15th. The Goldman Sachs Group reissued a &#34;buy&#34; rating and issued a $250.00 price objective on shares of Applied Materials in a research note on Friday, November 14th. Stifel Nicolaus lifted their target price on Applied Materials from $215.00 to $250.00 and gave the company a &#34;buy&#34; rating in a research note on Tuesday, November 11th. Cowen reiterated a &#34;buy&#34; rating on shares of Applied Materials in a report on Thursday, December 4th. Finally, Citigroup increased their price target on shares of Applied Materials from $205.00 to $250.00 and gave the stock a &#34;buy&#34; rating in a research report on Friday, November 14th. Twenty research analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of &#34;Moderate Buy&#34; and an average target price of $246.78.Get Our Latest Stock Analysis on Applied Materials<h2>Insider Buying and Selling at Applied Materials</h2>In related news, SVP Teri A. Little sold 4,000 shares of the company's stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $238.24, for a total value of $952,960.00. Following the completion of the sale, the senior vice president directly owned 84,351 shares in the company, valued at approximately $20,095,782.24. This represents a 4.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CAO Adam Sanders sold 609 shares of the stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $255.53, for a total value of $155,617.77. Following the transaction, the chief accounting officer directly owned 4,413 shares in the company, valued at approximately $1,127,653.89. This represents a 12.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 8,609 shares of company stock valued at $2,044,898. 0.24% of the stock is owned by company insiders. <h2>Applied Materials Company Profile</h2> (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.<h2>Further Reading</h2><ul><li>Five stocks we like better than Applied Materials</li><li>Wall Street Stock picker Names #1 Stock of 2026</li><li>They Laughed at $30. They Won’t Laugh at $70.</li><li>The McDonald's Secret</li><li>How Long Will $1M Last in Retirement?</li><li>End of America update</li></ul>Want to see what other hedge funds are holding AMAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Applied Materials, Inc. (NASDAQ:AMAT - Free Report).<img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9QU1BVA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9QU1BVA"/>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.<h2>Should You Invest $1,000 in Applied Materials Right Now?</h2>Before you consider Applied Materials, you'll want to hear this.MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Applied Materials wasn't on the list.While Applied Materials currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.View The Five Stocks Here </div>

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Matrix Asset Advisors Inc. NY increased its stake in Applied Materials, Inc. (NASDAQ:AMAT) by 42% in Q3, owning 72,513 shares worth $14.85 million. Other institutional investors also acquired shares. AMAT's stock opened at $256.41, with a 52-week range of $123.74-$276.10. The company reported Q3 earnings of $2.17 per share, beating estimates. Applied Materials announced a quarterly dividend of $0.46 per share. Analysts have raised price targets and forecasts, citing AI and semiconductor growth as key drivers.

Applied Materials, Inc. $AMAT Holdings Lifted by Matrix Asset Advisors Inc. NY