5 Top Analysts Upgrade APPLIED MATERIALS INC /DE Price Targets
5 raises inside 7 days
Price targets move in herds, which is exactly why a cluster of raises inside a week is worth separating from a single analyst changing their mind. Here is who moved, by how much, and what the people inside the company were doing at the same time.
| Analyst | New target | Upside % |
|---|---|---|
| Brian Chin | $600.00 | +57.5% |
| Quinn Bolton | $470.00 | +23.4% |
| Stacy Rasgon | $600.00 | +57.5% |
| Timothy Arcuri | $640.00 | +68% |
| Vijay Rakesh | $510.00 | +33.9% |
The upgrades
5 analysts raised targets on AMAT in the last 7 days, the most recent on November 13th, 2026.
The new targets run from $470.00 to $640.00, against a share price of $380.95.
A target is a published opinion with a number attached. It commits the analyst to something checkable, which is more than most commentary does.
| Analyst | New target | Upside % |
|---|---|---|
| Brian Chin | $600.00 | +57.5% |
| Quinn Bolton | $470.00 | +23.4% |
| Stacy Rasgon | $600.00 | +57.5% |
| Timothy Arcuri | $640.00 | +68% |
| Vijay Rakesh | $510.00 | +33.9% |
What insiders did over the same period
Over six months the filings record $0 of open-market buying and $78.22 million of selling by company insiders.
Insiders were net sellers, which puts their money on the other side of the upgrades. Sales can be scheduled under a 10b5-1 plan and are not necessarily a view on value.
Analysts publish opinions; insiders publish transactions. When the two disagree it is worth knowing which one has money behind it.
- October 2nd, 2026sellSanders Adam · Other$394,807Form 4
- September 8th, 2026sellBRUNER JUDY · Director$465,000Form 4
- August 25th, 2026sellHill Brice · CFO$3.59 millionForm 4
- June 30th, 2026sellDICKERSON GARY E · CEO$22,082Form 4
- June 30th, 2026sellDICKERSON GARY E · CEO$14.68 millionForm 4
- June 29th, 2026sellDICKERSON GARY E · CEO$35.24 millionForm 4
- June 29th, 2026sellDICKERSON GARY E · CEO$5.60 millionForm 4
- June 18th, 2026sellRaja Prabu G. · Other$6.34 millionForm 4
- June 16th, 2026sellNalamasu Omkaram · Other$2.83 millionForm 4
- June 16th, 2026sellNalamasu Omkaram · Other$2.08 millionForm 4
- June 16th, 2026sellIannotti Thomas J · Director$5.55 millionForm 4
- June 16th, 2026sellNalamasu Omkaram · Other$1.43 millionForm 4
- October 2nd, 2026sellSanders Adam · Other$394,807Form 4
- September 8th, 2026sellBRUNER JUDY · Director$465,000Form 4
- August 25th, 2026sellHill Brice · CFO$3.59 millionForm 4
- June 30th, 2026sellDICKERSON GARY E · CEO$22,082Form 4
- June 30th, 2026sellDICKERSON GARY E · CEO$14.68 millionForm 4
- June 29th, 2026sellDICKERSON GARY E · CEO$35.24 millionForm 4
- June 29th, 2026sellDICKERSON GARY E · CEO$5.60 millionForm 4
- June 18th, 2026sellRaja Prabu G. · Other$6.34 millionForm 4
- June 16th, 2026sellNalamasu Omkaram · Other$2.83 millionForm 4
- June 16th, 2026sellNalamasu Omkaram · Other$2.08 millionForm 4
- June 16th, 2026sellIannotti Thomas J · Director$5.55 millionForm 4
- June 16th, 2026sellNalamasu Omkaram · Other$1.43 millionForm 4
The bottom line
A wave of raises tells you sentiment moved. The filings tell you whether anyone inside the building agreed. Not investment advice. Summarized from public SEC Form 4 and congressional disclosure data and analyst ratings data.