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.
Applied Materials Inc. filings document the regulatory record for a Nasdaq-listed semiconductor equipment company with common stock registered under the Exchange Act. Recent 8-K reports cover operating results, material agreements, shareholder-meeting voting results, capital resources, export-control compliance matters, and restructuring-related costs.
Proxy materials and current reports describe board elections, advisory shareholder votes, governance matters, and financing arrangements such as revolving credit facilities. The filings also record completed regulatory inquiries and export-compliance commitments tied to certain China customer shipments.
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.
Applied Materials, Inc. entered into a new 364-day revolving credit agreement providing up to $2.0 billion in unsecured borrowing capacity, with the option to increase the facility to $3.0 billion if additional lender commitments are obtained and customary conditions are met. The facility can be used for general corporate purposes.
Borrowings will bear interest at a rate based on either Term SOFR plus a margin of 0.50%–1.00%, or an alternative base rate formula tied to federal funds, the prime rate, or Term SOFR plus 1.0%. Applied must also pay commitment fees of 0.04%–0.10% on unused commitments. The agreement includes customary covenants, including a minimum consolidated adjusted EBITDA-to-net interest expense ratio of 3.0 to 1.0, and standard events of default. The facility matures on September 24, 2026, with an option to convert outstanding loans into term loans maturing on September 24, 2027 for a 0.75% conversion fee. Applied has not borrowed under this facility as of the report date.
Applied Materials, Inc. filed an 8-K reporting material documentation for debt securities and related legal opinions. The filing references an Underwriting Agreement dated September 15, 2025, a Second Supplemental Indenture dated September 18, 2025, and included forms for the 2031 Notes and 2036 Notes. The submission also attaches the opinion and consent of Wilson Sonsini Goodrich & Rosati and an embedded Cover Page Interactive Data File. The document is dated September 19, 2025 and appears to memorialize the legal and offering framework for the referenced note issuances rather than disclose principal amounts or offering proceeds.
Applied Materials, Inc. filed an 8-K reporting material documentation for debt securities and related legal opinions. The filing references an Underwriting Agreement dated September 15, 2025, a Second Supplemental Indenture dated September 18, 2025, and included forms for the 2031 Notes and 2036 Notes. The submission also attaches the opinion and consent of Wilson Sonsini Goodrich & Rosati and an embedded Cover Page Interactive Data File. The document is dated September 19, 2025 and appears to memorialize the legal and offering framework for the referenced note issuances rather than disclose principal amounts or offering proceeds.
Applied Materials, Inc. reported that director Yvonne McGill resigned from its Board of Directors, effective September 12, 2025. The company states that her resignation is not due to any disagreement with Applied Materials regarding its operations, policies, or practices. The filing does not describe changes to management roles or board structure beyond her departure.