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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. 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.
Applied Materials reported interim unaudited results for the third quarter ended July 27, 2025, prepared on a consistent basis with its 2024 Form 10-K. Key items disclosed include a $410 million valuation allowance against corporate AMT credits that contributed to a higher third-quarter effective tax rate of 30.6% versus 13.0% a year earlier. The company entered a $2.0 billion committed revolving credit agreement (expandable to $2.5 billion) and maintained $100 million of commercial paper outstanding. Long-term senior unsecured notes had $5.5 billion principal with estimated fair value of $5.0 billion. Dividends of $0.46 per share were declared in June and March 2025; dividends paid YTD totaled $1.0 billion. Board-authorized repurchases total $20.0 billion (combined) with approximately $14.8 billion remaining available. The filing discloses legal subpoenas related to China shipments and export controls and states no material liability is currently expected from legal matters.
Applied Materials (AMAT) 8-K: On 18-Jul-2025 the Board elected James R. Anderson as an independent director and member of the Strategy & Investment Committee, effective immediately.
The compensation mirrors the company’s standard non-employee director program:
- $100,000 annual cash retainer (prorated for the remainder of FY25)
- $10,000 additional cash retainer for committee service (prorated)
- Automatic grant of restricted stock units equal to $240,000 divided by AMAT’s market price on the appointment date, prorated to the 2026 annual meeting; RSUs vest in full on 1-Mar-2026, subject to continued service
Mr. Anderson will sign the company’s customary indemnification agreement. The filing states there are no related-party transactions or special arrangements linked to his election. A press release (Exhibit 99.1) dated 22-Jul-2025 announcing the appointment was furnished under Item 7.01. No financial results, guidance, or other material events were disclosed.