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Applied Materials, Inc.AMATNASDAQ
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OverviewNewsFundamentalsEarningsAnalysts

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%
Consensus
$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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