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Applied Materials revenue grew 11.41% year-over-year to $7.9B in Q2 2026, driven by AI chipmaking equipment demand, while insiders have sold $49.2 million(約79億円) to $31.6 million(約51億円) in stock over the past six months.

Top Companies AI — US (1/2)7h ago4 min read
Applied Materials revenue grew 11.41% year-over-year to $7.9B in Q2 2026, driven by AI chipmaking equipment demand, while insiders have sold $49.2 million(約79億円) to $31.6 million(約51億円) in stock over the past six months.

Key takeaway

Applied Materials posted Q2 2026 revenue of $7.9B, up 11.41% year-over-year, fueled by strong demand for AI chipmaking equipment. Despite the positive financial performance and analyst support, senior insiders including the CEO have made substantial stock sales over the past six months with no offsetting purchases.

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3 Key Points

  • What happened

    Applied Materials reported Q2 2026 revenues of $7.9B, up 11.41% from the same quarter last year. The company unveiled advanced chipmaking equipment designed to address memory bottlenecks in high-performance AI systems.

  • Why it matters

    The revenue growth reflects sustained demand from major cloud and AI hardware builders for the company's manufacturing tools. Analyst ratings remain uniformly positive, with five buy or overweight ratings and zero sell ratings issued in recent months.

  • What to watch

    Insider trading shows concentrated selling—CEO Gary E. Dickerson sold 83,000 shares for an estimated $49,239,083 over the past six months, and other senior executives have made similar moves, with 35 total insider sales and zero purchases in that period.

FAQ

What was Applied Materials' Q2 2026 revenue?
Applied Materials had revenues of $7.9B in Q2 2026, representing an 11.41% increase from the same period in the prior year.
How much stock has the CEO sold recently?
Gary E. Dickerson (President and CEO) has made 11 sales selling 83,000 shares for an estimated $49,239,083 over the past six months, with no purchases.
What is the median analyst price target for Applied Materials?
The median price target from 24 analysts who issued targets in the last six months is $527.5.

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