Applied Materials, Inc.AMATNASDAQ

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Overview News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts lean bullish — 70% recommend buying.

Consensus Rating

Buy

27 analysts·High coverage

70%

Rating Distribution

Strong Buy

00%

Buy

1970%

Hold

830%

Sell

00%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Current price is 4% above analyst consensus — near fair value expected.

Bear Case

$250.00

-17%

Base Case

$289.00

-4%

Bull Case

$360.00

+20%

Price Range27 analysts

Low

Consensus

High

$250.00

$360.00

Current Target

Current Price

$301.18

Above Target

$12.18

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$9.54(18 analysts)

P/E34x

Current: 34.2x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+13.00%

EPS+20.21%

FY2028

Rev+4.02%

EPS+5.28%

FY2029

Rev+3.71%

EPS+5.20%

Earnings Surprises

Beat rate:100%(12/12 quarters)

Avg surprise:+6.0%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 9, 2026Goldman Sachs

Applied Materials price target raised to $310 from $250 at Goldman Sachs

Target:$310.00

+10.1%from $281.64

Jan 9, 2026Mizuho Securities

Applied Materials price target raised to $275 from $245 at Mizuho

Target:$275.00

-2.4%from $281.64

Dec 16, 2025Cantor Fitzgerald

Applied Materials price target raised to $350 from $300 at Cantor Fitzgerald

Target:$350.00

+35.7%from $258.00

Dec 15, 2025Jefferies

Applied Materials price target raised to $360 from $260 at Jefferies

Target:$360.00

+38.9%from $259.11

Dec 15, 2025Wells Fargo

Applied Materials price target raised to $290 from $255 at Wells Fargo

Target:$290.00

+11.9%from $259.11

Dec 2, 2025Morgan Stanley

Applied Materials price target raised to $273 from $252 at Morgan Stanley

Target:$273.00

+4.6%from $260.94

Dec 2, 2025KeyBanc

Applied Materials price target raised to $285 from $240 at KeyBanc

Target:$285.00

+11.9%from $254.75

Nov 25, 2025UBS

UBS Upgrades Applied Materials (AMAT) to Buy

Target:$285.00

+23.4%from $230.91

Nov 14, 2025UBS

UBS Reiterates Neutral Rating on Applied Materials (AMAT), Prefers Peers on Exposure to Technology Inflections

Target:$250.00

+12.0%from $223.22

Nov 14, 2025Morgan Stanley

Applied Materials price target lowered to $252 from $256 at Morgan Stanley

Target:$252.00

+14.4%from $220.35

Nov 14, 2025Bernstein

Applied Materials (AMAT) PT Raised at Bernstein Despite Near-Term Noise

Target:$250.00

+14.0%from $219.28

Nov 14, 2025Mizuho Securities

Applied Materials (AMAT) PT Lowered to $205 at Mizuho

Target:$205.00

-8.2%from $223.23

Nov 14, 2025Goldman Sachs

Goldman Sachs on Applied Materials (AMAT): 'We expect the stock to be range bound'

Target:$250.00

+12.0%from $223.23

Nov 14, 2025Evercore ISI

Applied Materials (AMAT) PT Raised to $290 at Evercore ISI, 'We're Buyers, Positive Risk/Reward, De-Risked Set-up'

Target:$290.00

+29.9%from $223.23

Nov 11, 2025Stifel Nicolaus

Applied Materials (AMAT) PT Raised to $250 at Stifel

Target:$250.00

+6.3%from $235.08

Oct 31, 2025Morgan Stanley

Applied Materials price target raised to $256 from $209 at Morgan Stanley

Target:$256.00

+8.2%from $236.59

Oct 20, 2025Barclays

Applied Materials price target raised to $250 from $170 at Barclays

Target:$250.00

+11.1%from $224.99

Oct 16, 2025Mizuho Securities

Applied Materials price target raised to $215 from $175 at Mizuho

Target:$215.00

-5.5%from $227.58

Oct 13, 2025Stifel Nicolaus

Applied Materials price target raised to $215 from $180 at Stifel

Target:$215.00

+2.4%from $209.95

Oct 10, 2025KeyBanc

Applied Materials price target raised to $240 from $220 at KeyBanc

Target:$240.00

+8.9%from $220.30

Oct 8, 2025Wells Fargo

Applied Materials price target raised to $250 from $240 at Wells Fargo

Target:$250.00

+18.2%from $211.56

Sep 22, 2025Morgan Stanley

Applied Materials upgraded to Overweight from Equal Weight at Morgan Stanley

Target:$209.00

+9.9%from $190.10

Aug 15, 2025Stifel Nicolaus

Applied Materials price target lowered to $180 from $195 at Stifel

Target:$180.00

+8.2%from $166.35

Aug 13, 2025Stifel Nicolaus

Stifel Reiterates Buy Rating on Applied Materials (AMAT)

Target:$195.00

+2.4%from $190.39

Jul 28, 2025Barclays

Applied Materials price target raised to $170 from $160 at Barclays

Target:$170.00

-8.4%from $185.69

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