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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.
Applied Materials is asking shareholders to vote at its 2026 Annual Meeting on March 12, 2026, in Santa Clara, California. Shareholders of record on January 14, 2026 can elect ten directors, approve on an advisory basis 2025 executive compensation, and ratify KPMG as auditor for fiscal 2026.
The company reports record revenue and earnings per share in fiscal 2025, its sixth straight year of growth, and highlights strong total shareholder returns versus the S&P 500 and compensation peers from 2021–2025. Strategy centers on “inflection-focused innovation” tied to AI and other long‑term semiconductor demand drivers.
The Board remains highly independent, with an independent chair and committees, annual elections, proxy access, and rights to call special meetings and act by written consent. Executive pay is heavily performance‑based, with significant long‑term equity linked to non‑GAAP economic profit and relative total shareholder return, and 2025 bonuses paid slightly below target after assessing financial, operational, and sustainability goals.
Applied Materials, Inc. executive Raja Prabu G., President of the Semiconductor Products Group, reported a small transfer of 45 shares of common stock on 11/21/2025, coded "G", effected indirectly through a living trust at a stated price of $0 per share. After this transaction, he beneficially owned 337,924 indirect shares through the living trust and 169,333 direct shares as of January 8, 2026. The direct holdings figure includes 100,517 performance share units and restricted stock units that may convert one-for-one into common stock upon vesting. These consist of 39,181 restricted stock units and a target of 61,336 performance share units, scheduled to vest in installments in December 2026 through 2028, with the performance share payout ranging from 0% to 200% of the target based on specified performance goals and continued employment.
Applied Materials, Inc. reported stock-based awards for its senior vice president and chief technology officer. On December 11, 2025, the executive acquired 9,734 performance share units, 9,534 performance share units, and 9,534 restricted stock units at a stated price of $0, as part of equity compensation.
After these transactions, the executive beneficially owns 202,175 shares directly. This figure includes 71,626 performance share units and restricted stock units that will convert on a one-for-one basis into common stock upon vesting. Vesting is scheduled across several dates from December 19, 2025 through December 19, 2028, and certain performance awards can vest between 0% and 200% of their target amount depending on achievement of specified performance goals and continued employment.