Welcome to our dedicated page for Applied Matls SEC filings (Ticker: AMAT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Applied Materials, Inc. (AMAT) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures, drawn from the U.S. Securities and Exchange Commission’s EDGAR system. These documents offer detailed information about Applied Materials’ semiconductor and advanced display equipment business, financial performance, capital structure and risk factors.
Investors can review current reports on Form 8-K, where Applied Materials discloses material events such as quarterly and annual earnings results, workforce reduction plans, new export control impacts, credit agreements and public offerings of senior unsecured notes. For example, recent 8-K filings describe the company’s fourth quarter and fiscal year results, a workforce reduction plan, the expected revenue impact of new export rules affecting certain China-based customers, a revolving credit facility and the issuance of senior notes due in future years.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (not reproduced in full here but accessible via EDGAR) typically contain segment breakdowns for Semiconductor Systems, Applied Global Services and display-related activities, along with discussions of export regulations, trade policies, technology transitions and other factors that influence the business. These filings also provide insight into non-GAAP measures, as the company regularly reconciles GAAP and non-GAAP results and explains adjustments related to acquisitions, restructuring and other items.
Stock Titan enhances this information with AI-powered summaries that highlight key points from lengthy filings, helping readers quickly identify changes in revenue expectations, capital allocation decisions, credit facilities, note offerings and regulatory developments. Real-time updates ensure that new AMAT filings, including Form 4 insider transaction reports when available, appear promptly so users can monitor executive share activity and other ownership changes.
By using this page, investors can efficiently navigate Applied Materials’ 10-K, 10-Q and 8-K filings, understand the implications of export rules and financing arrangements, and track how management communicates about technology inflections, risk factors and financial performance in its official SEC documents.
Applied Materials director Judy Bruner reported an insider sale of common stock. A family trust associated with her sold 2,500 shares of Applied Materials common stock in an open-market transaction at a weighted average price of $391.71 per share. Following this sale, the trust still holds 26,089 shares. Bruner also holds 1,583 restricted stock units, which are scheduled to convert into common stock on a one-for-one basis upon vesting in March 2026, subject to her continued service as a director.
Applied Materials reported an insider sale: Judy Bruner sold 3,969 shares of common stock on 02/23/2026, generating $1,496,407.86. The sale was processed through Fidelity Brokerage Services LLC at the Boston address shown.
The record also shows a prior stock award of 2,500 shares dated 03/01/2021.
Applied Materials director Judy Bruner, through a family trust, sold 3,969 shares of Applied Materials common stock in open-market transactions on February 23, 2026. The sales were executed at weighted average prices of $376.49 and $377.89, each representing multiple trades within narrow price ranges.
After these indirect sales by the family trust, Bruner remained associated with 28,589 indirectly held shares. Separately, she holds 1,583 restricted stock units directly, which are scheduled to convert into common stock on a one-for-one basis upon vesting in March 2026, subject to her continued service as a director through that date.
Applied Materials Inc. corporate controller and chief accounting officer Adam Sanders reported an open-market sale of 534 shares of common stock. The shares were sold at a price of $379.16 per share.
After this transaction, Sanders directly holds 4,625 shares of common stock. That figure includes 4,489 restricted stock units that are scheduled to convert into common shares on a one-for-one basis upon vesting between April 2026 and January 2030, subject to his continued employment through each vesting date.
Filer filed a Form 144 reporting an intended sale of 3,969 shares of Common Stock. The notice names Fidelity Brokerage Services LLC and shows the numbers 1496407.86 and 793609867 alongside an entry date of 02/23/2026. The filing lists award-origin lots dated 03/01/2024 (2050), 03/01/2022 (1919) and 03/01/2021 (4987).
Applied Materials reported a mixed but solid quarter. Revenue was $7.0 billion, down 2% year over year, but gross margin edged up to 49.0%. Operating income was $1.8 billion and net income jumped to $2.0 billion, lifting diluted EPS to $2.54 from $1.45.
Profitability benefited from a $470 million net gain on equity investments and a sharply lower tax rate of 13.0%. Results also include a $253 million legal settlement charge tied to a BIS export‑controls inquiry, which has now been resolved, while DOJ and SEC inquiries were closed with no enforcement action.
Semiconductor Systems revenue fell 8% as foundry and logic demand softened, partly offset by stronger DRAM spending. Applied Global Services grew 15% on higher long‑term service and spares sales. The company ended the quarter with $13.5 billion in cash, cash equivalents and investments, repurchased $337 million of stock, and paid $365 million in dividends at $0.46 per share.
Applied Materials SVP and CFO Brice Hill sold 5,000 shares of common stock in an open-market transaction. The sale occurred on February 17, 2026 at an average price of $361.2124 per share. After this sale, Hill directly holds 138,565 shares of Applied Materials stock.
This holding figure includes 85,503 performance share units and restricted stock units that convert into common stock upon vesting. According to the disclosure, 33,272 restricted stock units and 52,231 performance share units are scheduled to vest in installments in December of 2026 through 2028, with performance units vesting between 0% and 200% of the target amount based on achievement of specified performance goals and continued employment.
A shareholder of AMAT has filed a Rule 144 notice to sell 5,000 shares of common stock through UBS Financial Services on the NASDAQ, with an approximate sale date of February 17, 2026. The filing lists an aggregate market value of 1,790,000 for these shares and notes that 57,462 shares of the same class are outstanding.
The 5,000 shares were acquired on August 31, 2023 via equity compensation programs identified as RSU, ESPP, and PRSU, with settlement in stock rather than cash. By signing the notice, the seller represents they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Applied Materials reported fiscal Q1 2026 revenue of $7.01 billion, down 2 percent year over year, while GAAP diluted EPS rose 75 percent to $2.54. Non-GAAP EPS was $2.38, flat with the prior year.
GAAP gross margin was 49.0 percent and operating margin was 26.1 percent. The company generated $1.69 billion in cash from operations and returned $702 million to shareholders through $337 million of share repurchases and $365 million of dividends.
Management highlighted record revenue in Semiconductor Systems and record services and spares revenue in Applied Global Services, driven by investments in AI computing, leading-edge logic, high-bandwidth memory and advanced packaging. For Q2 FY2026, Applied expects total revenue around $7.65 billion ± $0.50 billion and non-GAAP diluted EPS of $2.64 ± $0.20.
Applied Materials, Inc. announced it has resolved a U.S. government review of its export-control compliance related to certain shipments to China between November 2020 and July 2022. The company entered into a settlement agreement with the U.S. Commerce Department’s Bureau of Industry and Security, agreeing to pay $252.5 million in a one-time civil payment and to conduct internal audits, training and reporting on export controls compliance.
The U.S. Department of Justice and the U.S. Securities and Exchange Commission have closed their related inquiries with no enforcement action. Applied states that resolving the matter is in the best interest of the company and says it remains committed to strong export-control and trade-compliance practices while focusing on its technology roadmap and next-generation semiconductor opportunities.