AMAT Earnings
Thursday, May 14 2026
EPS Estimate
$2.67
$2.63 – $2.80
Revenue Estimate
$7.7B
Current Price
$391.62
Our Position
bullish · highApplied Materials Advances 2nm Tools, Eyes DRAM Growth
est. revisions falling
(-17.6pp / 30d)
These new tools and anticipated strong DRAM growth position AMAT to capitalize on next-gen AI and high-performance computing chip demand, despite insider selling signaling near-term caution.
Watch: Next earnings report for updates on equipment orders and DRAM market traction will clarify growth sustainability.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-2.0%
P/E Ratio
40.7
Est. Revisions (30d)
-0.1% 25up/0dn
Analyst Target (mean)
$423 $280–$500 +8%
Options P/C Ratio
1.05 0C/1P unusual
Est. Dispersion
6% 28 analysts
Insider Cluster
strong sell (officer)
Fund Convergence
strong Citadel, Coatue, Tiger Global, Bridgewater, D.E. Shaw
Recent Activity
insider trades
64 transactions
Award
·
ANDERSON JAMES ROBERT (Director)
·741 shares
Award
·
BORKAR RANI (Director)
·741 shares
Award
·
IANNOTTI THOMAS J (Director)
·741 shares
Award
·
KARSNER ALEXANDER A (Director)
·741 shares
Award
·
MCGREGOR SCOTT A (Director)
·741 shares
59 more
Award
·
DE GEUS AART J
·741 shr
Award
·
BRUNER JUDY
·741 shr
Award
·
MARCH KEVIN P
·741 shr
Award
·
CHEN XUN ERIC
·741 shr
Sell
·
BRUNER JUDY
·2,500 shr
·$979,275
Sell
·
SANDERS ADAM
·534 shr
·$202,471
Sell
·
BRUNER JUDY
·3,969 shr
·$1,496,404
Sell
·
HILL BRICE
·5,000 shr
·$1,806,062
Award
·
CHEN XUN ERIC
·187 shr
Other
·
RAJA PRABURAM G.
·50 shr
Award
·
NALAMASU OMKARAM
·28,802 shr
Award
·
LITTLE TERI A
·23,070 shr
Award
·
RAJA PRABURAM G.
·49,877 shr
Award
·
HILL BRICE
·41,102 shr
Award
·
DEANE TIMOTHY M
·27,831 shr
Award
·
SANDERS ADAM
·1,070 shr
Award
·
DICKERSON GARY E
·191,220 shr
Other
·
NALAMASU OMKARAM
·15 shr
Sell
·
SANDERS ADAM
·609 shr
·$155,620
Other
·
IANNOTTI THOMAS J
·200 shr
Sell
·
LITTLE TERI A
·4,000 shr
·$952,942
Other
·
RAJA PRABURAM G.
·45 shr
Sell
·
LITTLE TERI A
·4,000 shr
·$936,321
Award
·
RAJA PRABURAM G.
·33,769 shr
Award
·
DICKERSON GARY E
·116,145 shr
Award
·
ANDERSON JAMES ROBERT
·806 shr
Other
·
DEANE TIMOTHY M
·2,206 shr
Sell
·
SANDERS ADAM
·562 shr
·$100,373
Buy
·
DICKERSON GARY E
·50,000 shr
·$6,865,082
Sell
·
SANDERS ADAM
·450 shr
·$65,174
Award
·
MCGILL YVONNE CECILLE
·1,583 shr
Award
·
BORKAR RANI
·1,583 shr
Award
·
IANNOTTI THOMAS J
·1,583 shr
Award
·
KARSNER ALEXANDER A
·1,583 shr
Award
·
MCGREGOR SCOTT A
·1,583 shr
Award
·
DE GEUS AART J
·1,583 shr
Award
·
BRUNER JUDY
·1,583 shr
Award
·
MARCH KEVIN P
·1,583 shr
Award
·
CHEN XUN ERIC
·1,583 shr
Sell
·
SANDERS ADAM
·271 shr
·$46,808
Award
·
CHEN XUN ERIC
·238 shr
Other
·
NALAMASU OMKARAM
·36,300 shr
Award
·
NALAMASU OMKARAM
·34,049 shr
Award
·
LITTLE TERI A
·27,200 shr
Award
·
RAJA PRABURAM G.
·54,940 shr
Other
·
RAJA PRABURAM G.
·100 shr
Award
·
HILL BRICE
·39,628 shr
Award
·
DEANE TIMOTHY M
·28,094 shr
Award
·
SANDERS ADAM
·1,509 shr
Award
·
DICKERSON GARY E
·205,300 shr
Other
·
NALAMASU OMKARAM
·10 shr
Sell
·
IANNOTTI THOMAS J
·9,827 shr
·$2,325,560
Sell
·
RAJA PRABURAM G.
·50,000 shr
·$12,458,500
Sell
·
DICKERSON GARY E
·400,000 shr
·$98,579,111
Sell
·
LITTLE TERI A
·2,500 shr
·$554,050
Sell
·
LITTLE TERI A
·7,500 shr
·$1,597,650
Other
·
DEANE TIMOTHY M
·1,707 shr
Other
·
IANNOTTI THOMAS J
·250 shr
Sell
·
HILL BRICE
·20,000 shr
·$4,446,800
analyst ratings
1 rating
B. Riley Securities
→Buy
7d ago
Explore more
