Applied Materials, Inc. AMAT
381.92 USD +7.39 (+1.97%)
At closeNov 3, 2026, 7:35 PM EST
376.48 -5.44 -1.42%
After hours · Nov 3, 7:35 PM ET
378.73 Day range 390.00
203.40 52-week range 739.67
- YTD
- +48.61%
- 1 year
- +60.67%
Analyst view
Consensus: strong buy
Strong buy
Price target (mean) 626.86 +64.1% upside
Now 381.92
- Target (low)
- 358.00
- Target (mean)
- 626.86
- Target (high)
- 900.00
Ratings (0m) 41 35 buy · 6 hold · 0 sell
- Strong buy5
- Buy30
- Hold6
- Sell0
- Strong sell0
Recommendation trend
- This month 41
- 1 month ago 41
- 2 months ago 40
- 3 months ago 39
Earnings and revenue estimates
Consensus for the coming quarters and fiscal years
| Period | EPS estimate | Low – high | Year ago | EPS growth | Revenue estimate | Revenue growth | Analysts |
|---|---|---|---|---|---|---|---|
| Current quarter | 4.06 | 4.02 – 4.19 | 2.17 | +86.9% | 10.30B | +51.5% | 25 |
| Next quarter | 4.21 | 3.71 – 4.77 | 2.38 | +76.8% | 10.74B | +53.2% | 23 |
| Current year | 12.79 | 12.53 – 13.05 | 9.42 | +35.8% | 34.25B | +20.7% | 32 |
| Next year | 18.56 | 16.02 – 21.77 | 12.79 | +45.0% | 46.38B | +35.4% | 35 |
Upgrades and downgrades
The latest rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 3, 2026 | Morgan Stanley | Maintained | Equal-Weight | Equal-Weight |
| Oct 16, 2026 | Needham | Maintained | Buy | Buy |
| Oct 15, 2026 | Evercore ISI Group | Maintained | Outperform | Outperform |
| Oct 14, 2026 | RBC Capital | Reiterated | Outperform | Outperform |
| Sep 28, 2026 | Morgan Stanley | Maintained | Equal-Weight | Equal-Weight |
| Sep 1, 2026 | UBS | Maintained | Buy | Buy |
| Aug 25, 2026 | Mizuho | Maintained | Outperform | Outperform |
| Aug 18, 2026 | Argus Research | Maintained | Buy | Buy |
| Aug 14, 2026 | UBS | Maintained | Buy | Buy |
| Aug 14, 2026 | Craig-Hallum | Maintained | Buy | Buy |
| Aug 14, 2026 | Morgan Stanley | Maintained | Equal-Weight | Equal-Weight |
| Aug 14, 2026 | Bernstein | Maintained | Outperform | Outperform |
| Aug 14, 2026 | TD Cowen | Reiterated | Buy | Buy |
| Aug 14, 2026 | RBC Capital | Maintained | Outperform | Outperform |
| Aug 14, 2026 | B. Riley Securities | Reiterated | Buy | Buy |
| Aug 14, 2026 | JP Morgan | Maintained | Overweight | Overweight |
| Aug 14, 2026 | B of A Securities | Maintained | Buy | Buy |
| Aug 14, 2026 | Needham | Reiterated | Buy | Buy |
| Aug 14, 2026 | Cantor Fitzgerald | Reiterated | Overweight | Overweight |
| Aug 14, 2026 | Stifel | Reiterated | Buy | Buy |
| Aug 14, 2026 | Keybanc | Reiterated | Overweight | Overweight |
| Aug 14, 2026 | Deutsche Bank | Maintained | Buy | Buy |
| Aug 5, 2026 | Erste Group | Downgrade | Buy | Hold |
| Jul 27, 2026 | HSBC | Maintained | Buy | Buy |
| Jul 15, 2026 | UBS | Maintained | Buy | Buy |
| Jul 10, 2026 | Stifel | Maintained | Buy | Buy |
| Jul 10, 2026 | Needham | Maintained | Buy | Buy |
| Jul 9, 2026 | TD Cowen | Maintained | Buy | Buy |
| Jul 9, 2026 | Mizuho | Maintained | Outperform | Outperform |
| Jul 6, 2026 | Morgan Stanley | Maintained | Equal-Weight | Equal-Weight |