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, Inc. reported that its SVP and CFO acquired multiple blocks of common stock on December 11, 2025 through equity awards at a price of $0 per share. These transactions reflect performance share units earned based on specified performance goals and additional performance share units and restricted stock units that will convert into common stock upon future vesting, subject to continued employment.
Following the reported transactions, the executive beneficially owns 171,627 shares of common stock. This total includes 100,996 performance share units and restricted stock units previously reported that are scheduled to vest in December 2025, in installments from December 2025 through 2027, and in installments from December 2026 through 2027. Certain performance share units have target amounts where the actual shares that may vest can range from 0% to 200% of the target, depending on achievement of specified performance goals, with key vesting dates including December 19, 2025 and December 19, 2028.
Applied Materials, Inc. reports on its 2025 fiscal year as a leading provider of materials engineering solutions and wafer fabrication tools used to make semiconductors for AI, data centers, mobile devices, autos and industrial electronics. The company operates in two main segments: Semiconductor Systems and Applied Global Services, with other activities reported in Corporate and Other.
As of October 26, 2025, total backlog was $15,002 million, with Semiconductor Systems at $7,105 million, Applied Global Services at $7,141 million and Corporate and Other at $756 million; about 31% is not expected to be filled within 12 months. In fiscal 2025, about 89% of net revenue came from customers outside the United States, and two customers represented roughly 19% and 15% of net revenue, underscoring geographic and customer concentration.
The report highlights cyclical demand, fast-changing AI-related spending, supply chain and rare-earth constraints, and extensive global trade and export-control rules, particularly involving China, as major risks. The company notes it has received U.S. government subpoenas related to China export-control compliance and warns that adverse outcomes could lead to fines, business restrictions and reputational harm. Applied also emphasizes its 36,500-person global workforce and programs aimed at talent development, engagement and ethics.
Applied Materials, Inc. (AMAT) reported an insider stock transaction by its Senior Vice President and Chief Legal Officer. On 11/19/2025, the officer sold 4,000 shares of Applied Materials common stock at a price of $234.0802 per share. After this sale, the officer beneficially owned 88,351 shares, including 57,492 performance share units and restricted stock units that may convert into common stock upon vesting.
The filing explains that the increased number of shares reflects periodic payroll acquisitions under the company’s Employee Stock Purchase Plan, which are exempt under certain SEC rules. The restricted stock units and performance share units are scheduled to vest in installments from December 2025 through December 2027, with the actual number of performance-based shares vesting ranging from 0% to 200% of the target amount based on achievement of specified performance goals and continued employment.
Applied Materials filed an 8-K stating it announced financial results for its fourth quarter and fiscal year ended October 26, 2025. The detailed results are provided in a press release furnished as Exhibit 99.1 under Item 2.02 and are not deemed “filed” under the Exchange Act. The company’s common stock trades on Nasdaq under the symbol AMAT.
Applied Materials (AMAT) reported an insider equity event: the President and CEO recorded the vesting of performance-based awards and a related tax-withholding transaction on 10/26/2025.
The officer acquired 116,145 performance share units at $0 upon vesting, then 114,514 shares were withheld at $228.75 to cover taxes. Following these entries, the officer directly holds 1,717,739 shares.
Footnotes state the reported share count has included equity awards previously disclosed, such as 451,922 performance share units and restricted stock units that convert one-for-one upon vesting. The schedule lists 80,075 RSUs and a target of 371,847 PSUs vesting in installments in December 2025 through 2027, with PSUs subject to a 0%–200% performance payout range and continued employment.
Applied Materials (AMAT) officer reported equity transactions. On October 26, 2025, 33,769 performance share units were acquired and vested, exempt under Rule 16b-3. To cover taxes, 32,830 shares were automatically withheld at $228.75.
After these transactions, the officer beneficially owned 152,907 shares directly and 337,974 shares indirectly through a living trust. The holdings include 118,014 previously reported PSUs/RSUs scheduled to convert upon vesting, with 46,186 RSUs and a target of 71,828 PSUs vesting in installments in December 2025–2027, subject to performance (0%–200%) and continued employment.
Applied Materials (AMAT) announced a workforce reduction plan impacting approximately four percent of its global employees. The company expects to record $160 million to $180 million in charges, primarily severance and other one-time termination benefits to be paid in cash, along with other non-cash charges.
Management expects to recognize most of these charges in the fourth quarter of fiscal 2025 and to complete the plan in the first quarter of fiscal 2026, subject to local legal requirements and consultations with employee representatives. An employee email from CEO Gary E. Dickerson outlining the plan was furnished as Exhibit 99.1 and is not deemed filed.
The company frames the action as positioning the business for continued growth by becoming more competitive and productive. The timing and amount of charges are forward-looking and may change based on execution of the plan.
Applied Materials reported a Form 4 for reporting person Timothy M. Deane showing an automatic disposition of 1,587 shares on 10/01/2025 at a price of $217.74 to cover tax withholding on vested restricted stock units. After the transaction, Mr. Deane beneficially owns 133,729 shares. The filing notes 75,334 equity awards (restricted stock units and performance share units) that will convert on a one-for-one basis upon future vesting, including 36,524 RSUs scheduled to vest in installments through 2027 and 38,810 PSUs targeted to vest December 2025–2027 (actual PSU payout may range from 0% to 200% of target).
Applied Materials, Inc. reports that a new U.S. Department of Commerce Bureau of Industry and Security rule, referred to as the BIS Affiliates Rule, will further limit its ability to export certain products and provide parts and services to specific China-based customers without a license. Applied currently estimates that this rule will reduce its net revenue for the fourth quarter of fiscal 2025 by approximately $110 million. The company also currently expects that its net revenue for fiscal 2026 will be reduced by approximately $600 million as a result of these expanded export restrictions.
Applied Materials (AMAT) Form 144 filed to notify a proposed sale of 21,554 common shares through Fidelity Brokerage Services (245 Summer Street, Boston, MA) with an aggregate market value of $4,417,492.30. The sale is scheduled on or about 09/30/2025 on NASDAQ. The filing lists acquisition details showing the shares were primarily received as stock awards (12/19/2021 and 12/19/2022) and several dividend reinvestments between 02/28/2022 and 09/10/2025. The filing reports 796,642,427 shares outstanding for the issuer. The acquisition table totals the individual lots provided; there is an explicit mismatch of one share between the listed lots and the number of shares reported to be sold. The form contains no issuer address, contact, or additional narrative beyond the required statements and signature admonitions.