APPLIED MATERIALS INC /DE (AMAT) director Judy Bruner reported selling 1,000 shares of Common Stock on September 8, 2026 at $465.00 per share, through an entity described as a family trust. The filing states these transactions were not made pursuant to a Rule 10b5-1 trading plan.
After this sale, the family trust is reported to hold 25,544 shares of Applied Materials common stock. Separately, Bruner also holds 741 restricted stock units, which are scheduled to convert into common stock on a one-for-one basis upon vesting in March 2027, subject to continued service as a director through the vesting date.
APPLIED MATERIALS INC /DE (AMAT) is the issuer for a planned sale of its common stock reported under Rule 144 by director Judy Bruner.
The notice covers 1,000 shares of common stock held in The Bruner Living Trust, with an aggregate market value of about $465,000, to be sold through Fidelity Brokerage Services LLC on or about September 8, 2026.
APPLIED MATERIALS INC /DE (AMAT) reported that non-employee director Akash J. Palkhiwala received an automatic initial grant of 279 restricted stock units of common stock under the Applied Materials, Inc. Employee Stock Incentive Plan on August 27, 2026. These RSUs are scheduled to vest on March 1, 2027, subject to his continued service as a director through that date. Pursuant to his deferral election, any vested units will be converted on a one-for-one basis into shares of Applied common stock and delivered to him upon his termination of service from the Applied Board. Following this grant, he is reported as holding 279 shares/units directly in this award line.
APPLIED MATERIALS INC /DE (AMAT) filed an initial statement of beneficial ownership on Form 3 for Akash J. Palkhiwala, who is identified as a director of the company. The filing reports no transactions or holdings and notes an accompanying Power of Attorney as Exhibit 24.
APPLIED MATERIALS INC /DE (AMAT) officer Brice Hill, SVP and CFO, reported selling 7,500 shares of common stock on 2026-08-25 in an open-market or private transaction at $479.2501 per share. After this sale, he directly holds 128,613 shares, which include 85,503 performance share units and restricted stock units that will convert into common stock upon vesting between December 2026 and December 2028, subject to continued employment and performance goals.
APPLIED MATERIALS INC /DE (AMAT) reported that its Board of Directors elected Akash Palkhiwala to the Board and to the Audit Committee, effective August 27, 2026. He currently serves as Chief Financial Officer and Chief Operating Officer of Qualcomm Incorporated and has held senior finance roles there since 2001.
As a non-employee director, Mr. Palkhiwala will receive an annual cash retainer of $100,000, plus an additional $25,000 annual retainer for Audit Committee service, each prorated for his actual service during the fiscal year. He will also receive an automatic grant of restricted stock units with a grant-date value of $250,000, calculated by dividing that amount by the market value of Applied’s common stock on his appointment date and prorated through the 2027 Annual Meeting of Shareholders. These RSUs are scheduled to vest in full on March 1, 2027, subject to his continued service on the Board. Applied states there are no arrangements or related-party transactions associated with his election and that he will enter into the company’s standard directors’ indemnification agreement.
Applied Materials, Inc. (AMAT) is the issuer in a notice under Rule 144 for planned sales of its common stock by Brice Hill. The notice lists up to 10,000 shares of common stock to be sold through UBS Financial Services Inc., with an aggregate market value of $3,594,375.74 as of August 25, 2026.
The 10,000 shares were acquired from the issuer as RSUs on December 19, 2023. The notice also reports that during the prior three months, 2,500 AMAT shares were sold on June 3, 2026 for aggregate proceeds of $1,247,153.
Applied Materials, Inc. (AMAT) reported strong results for the quarter ended July 26, 2026. Revenue rose to $9.1 billion from $7.3 billion a year earlier, and net income increased to $2.54 billion from $1.78 billion. Gross margin improved to 50.3%, and operating margin to 33.7%, helped by higher volumes, increased average selling prices and lower material and manufacturing costs. Semiconductor Systems remained the main contributor, with segment revenue of $7.0 billion and operating margin of 37.7%. Applied Global Services delivered $1.8 billion of revenue with a 30.1% operating margin.
For the first nine months of fiscal 2026, revenue grew to $24.0 billion from $21.6 billion, and net income rose to $7.37 billion from $5.10 billion. Operating cash flow was $5.57 billion, and cash, cash equivalents and investments totaled $14.5 billion. The effective tax rate declined to 12.9%, primarily due to tax incentives and prior-year CAMT valuation effects. AMAT recorded a $253 million charge related to a settlement of an export controls compliance matter and continued returning capital via $1.1 billion in share repurchases and $1.2 billion in dividends over nine months.
Applied Materials, Inc. reported record third-quarter fiscal 2026 revenue of $9.12 billion, up 25% year over year. GAAP gross margin was 50.3% and non-GAAP gross margin 50.4%. GAAP operating income reached a record $3.08 billion (33.7% margin) and non-GAAP operating income was $3.10 billion (34.0% margin). GAAP EPS was $3.17 and record non-GAAP EPS was $3.50, up 43% and 41%, respectively.
The company generated record cash from operations of $3.04 billion and returned $860 million to shareholders via $440 million of share repurchases and $420 million in dividends. Semiconductor Systems revenue was $7.04 billion with a 55.3% gross margin and 37.7% operating margin; Applied Global Services revenue was $1.78 billion with a 35.6% gross margin.
For the fourth quarter of fiscal 2026, Applied Materials expects total revenue of about $10.25 billion +/- $0.50 billion and non-GAAP diluted EPS of $4.02 +/- $0.20. Management highlighted strong AI-driven demand, ongoing gross margin expansion and additional capacity investments to support projected demand through the end of the decade.
Applied Materials corporate controller and chief accounting officer Adam Sanders reported an automatic tax-withholding transaction tied to restricted stock units. On this Form 4, 125 shares of common stock were withheld at $650.91 per share to cover tax obligations on RSU vesting under Rule 16b-3.
After this withholding, Sanders directly holds 4,155 shares of Applied Materials common stock. This figure includes 3,780 restricted stock units that are scheduled to convert into shares on a one-for-one basis as they vest in installments from October 2026 through January 2030, subject to continued employment.