← ANALYST RATINGS · TIPRANKS
Applied Materials (AMAT): analyst forecast and price target
Analyst consensus
Strong Buy22 Buy3 Hold0 Sell
Ratings of 25 analysts in the last 3 months · top analysts only12-month forecast
Based on 25 price targets given in the last 3 months, the average target is $662, the highest $850, the lowest $560. The average is +61.7% from the last price of $409.
Analyst ratings 32
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| AI xAi SemiconductorsxAI Grok-3 | TipRanks - xAI | $576 → $462−19.8% | Buy | +12.9% | Reiterated | 17.10.26on TipRanks 03:05 | — | |
| AI DeepSeek SemiconductorsDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $566 → $454−19.8% | Buy | +10.9% | Reiterated | 17.10.26on TipRanks 03:05 | — | |
| AI OpenAI SemiconductorsOpenAI 5.2 | TipRanks - OpenAI | $563 → $452−19.7% | Buy | +10.4% | Reiterated | 17.10.26on TipRanks 03:05 | — | |
| AI Anthropic SemiconductorsAnthropic Opus-4.5 | TipRanks - Anthropic | $550 → $442−19.6% | Hold | +8.0% | Reiterated | 17.10.26on TipRanks 03:05 | — | |
| AI Google SemiconductorsGemini 3-pro | TipRanks - Google | $573 → $460−19.7% | Buy | +12.4% | Reiterated | 17.10.26on TipRanks 03:05 | — | |
| AI PerPlexity SemiconductorsPerPlexity SonarPro | TipRanks - PerPlexity | $591 → $475−19.6% | Buy | +16.1% | Reiterated | 17.10.26on TipRanks 03:05 | — | |
| Charles Shi★★★★★★★★★★#282 · hits 52% · avg +29.0% | Needham | $740 → $560−24.3% | Buy | +36.8% | Reiterated | 16.10.26on TipRanks 07:35 | −3.7% | ↗ |
| Harlan Sur★★★★★★★★★★#14 · hits 72% · avg +43.3% | J.P. Morgan | — | Buy | — | Reiterated | 14.10.26on TipRanks 08:25 | −2.7%next day −4.0% | ↗ |
| Vivek Arya★★★★★★★★★★#155 · hits 61% · avg +25.6% | Bank of America Securities | $650 | Buy | +58.8% | Reiterated | 14.10.26on TipRanks 05:26 | −2.7%next day −4.0% | ↗ |
| James Schneider★★★★★★★★★★#315 · hits 63% · avg +27.5% | Goldman Sachs | $670 | Buy | +63.7% | Reiterated | 13.10.26on TipRanks Oct 14 09:45 | −6.7%next day −2.7% | ↗ |
| Srini Pajjuri★★★★★★★★★★#109 · hits 72% · avg +45.6% | RBC Capital | $600 | Buy | +46.6% | Reiterated | 13.10.26on TipRanks Oct 14 07:25 | −6.7%next day −2.7% | ↗ |
| C J Muse★★★★★★★★★★#10 · hits 70% · avg +72.8% | Cantor Fitzgerald | $850 | Buy | +107.7% | Reiterated | 13.10.26on TipRanks 15:55 | −6.7%next day −2.7% | ↗ |
| Mark Lipacis★★★★★★★★★★#22 · hits 70% · avg +39.9% | Evercore ISI | $700 → $590−15.7% | Buy | +44.2% | Reiterated | 13.10.26on TipRanks 10:05 | −6.7%next day −2.7% | ↗ |
| Shane Brett CFA★★★★★★★★★★#587 · hits 68% · avg +50.1% | Morgan Stanley | $642 → $563−12.3% | Hold | +37.6% | Assigned | 28.09.26on TipRanks 08:20 | +1.1%next day +5.4% · 5 days +10.2% | ↗ |
| Stacy Rasgon★★★★★★★★★★#114 · hits 65% · avg +32.5% | Bernstein | $700 | Buy | +71.0% | Reiterated | 22.09.26on TipRanks 07:15 | +1.8%next day +1.1% · 5 days +9.6% | ↗ |
| Timothy Arcuri★★★★★★★★★★#3 · hits 77% · avg +53.0% | UBS | $675 → $695+3.0% | Buy | +69.8% | Reiterated | 01.09.26on TipRanks 07:45 | −2.9%next day −1.2% · 5 days +6.0% | ↗ |
| Vijay Rakesh★★★★★★★★★★#7 · hits 69% · avg +70.3% | Mizuho Securities | $650 → $590−9.2% | Buy | +44.2% | Reiterated | 24.08.26on TipRanks Aug 25 06:50 | −1.4%next day −1.2% · 5 days −5.8% | ↗ |
| Ling Lee Keng★★★★★★★★★★#1388 · hits 58% · avg +14.7% | DBS | $518 → $710+37.1% | Buy | +73.5% | Reiterated | 17.08.26on TipRanks Aug 19 13:11 | +6.0%next day −3.2% · 5 days −8.3% | ↗ |
| Jim Kelleher★★★★★★★★★★#27 · hits 71% · avg +34.6% | Argus Research | $500 → $600+20.0% | Buy | +46.6% | Reiterated | 17.08.26on TipRanks Aug 18 08:45 | +6.0%next day −3.2% · 5 days −8.3% | ↗ |
| Unknown Analyst | Berenberg Bank | $575 → $675+17.4% | Buy | +64.9% | Reiterated | 17.08.26on TipRanks Aug 18 08:45 | +6.0%next day −3.2% · 5 days −8.3% | ↗ |
| Christian Schwab★★★★★★★★★★#54 · hits 61% · avg +36.4% | Craig-Hallum | $530 → $585+10.4% | Buy | +42.9% | Reiterated | 14.08.26on TipRanks 09:55 | −4.9%next day +6.0% · 5 days −1.5% | ↗ |
| Melissa Weathers★★★★★★★★★★#295 · hits 71% · avg +71.5% | Deutsche Bank | $680 → $605−11.0% | Buy | +47.8% | Reiterated | 14.08.26on TipRanks 08:30 | −4.9%next day +6.0% · 5 days −1.5% | ↗ |
| Brian Chin★★★★★★★★★★#100 · hits 65% · avg +44.7% | Stifel Nicolaus | $650 | Buy | +58.8% | Reiterated | 14.08.26on TipRanks 07:30 | −4.9%next day +6.0% · 5 days −1.5% | ↗ |
| Atif Malik★★★★★★★★★★#3 · hits 77% · avg +46.6% | Citi | $710 | Buy | +73.5% | Reiterated | 14.08.26on TipRanks 05:35 | −4.9%next day +6.0% · 5 days −1.5% | ↗ |
| Steve Barger★★★★★★★★★★#115 · hits 68% · avg +25.6% | KeyBanc | $750 | Buy | +83.2% | Reiterated | 14.08.26on TipRanks 04:35 | −4.9%next day +6.0% · 5 days −1.5% | ↗ |
| Krish Sankar★★★★★★★★★★#13 · hits 69% · avg +56.0% | TD Cowen | $700 | Buy | +71.0% | Reiterated | 14.08.26on TipRanks 00:30 | −4.9%next day +6.0% · 5 days −1.5% | ↗ |
| Joseph Quatrochi★★★★★★★★★★#388 · hits 64% · avg +21.8% | Wells Fargo | $740 | Buy | +80.8% | Reiterated | 13.08.26on TipRanks Aug 14 08:15 | −3.2%next day −4.9% · 5 days −5.1% | ↗ |
| Thomas O'Malley★★★★★★★★★★#33 · hits 62% · avg +42.1% | Barclays | $590 | Buy | +44.2% | Reiterated | 13.08.26on TipRanks Aug 14 04:35 | −3.2%next day −4.9% · 5 days −5.1% | ↗ |
| Blayne Curtis★★★★★★★★★★#31 · hits 65% · avg +36.1% | Jefferies | $770 | Buy | +88.1% | Reiterated | 13.08.26on TipRanks 21:30 | −4.9%next day +6.0% · 5 days −1.5% | ↗ |
| Sebastien Naji★★★★★★★★★★#429 · hits 74% · avg +33.5% | William Blair | — | Hold | — | Initiated | 11.08.26on TipRanks 04:15 | +1.0%next day +4.0% · 5 days −1.7% | ↗ |
| Stephan Lingnau★★★★★★★★★★#3694 · hits 58% · avg +9.1% | Erste Group | — | Hold | — | Downgrade | 05.08.26on TipRanks 10:14 | −2.1%next day −1.1% · 5 days +2.3% | ↗ |
| Adithya Metuku★★★★★★★★★★#1841 · hits 61% · avg +14.8% | HSBC | $522 → $683+30.8% | Buy | +66.9% | Reiterated | 27.07.26on TipRanks 08:06 | −3.6%next day −8.1% · 5 days −2.3% | ↗ |
| Mehdi Hosseini★★★★★★★★★★#104 · hits 63% · avg +28.0% | Susquehanna | $575 → $900+56.5% | Buy | +119.9% | Reiterated | 30.06.26on TipRanks 07:26 | +3.3%next day −9.8% · 5 days −20.9% | ↗ |
| Craig Ellis★★★★★★★★★★#102 · hits 55% · avg +34.6% | B. Riley Securities | $550 → $790+43.6% | Buy | +93.0% | Reiterated | 26.06.26on TipRanks 08:30 | −5.4%next day +9.2% · 5 days −8.5% | ↗ |
| Chris Caso★★★★★★★★★★#81 · hits 62% · avg +31.1% | Wolfe Research | $500 → $550+10.0% | Buy | +34.4% | Reiterated | 15.05.26on TipRanks 09:30 | +0.3%next day −5.2% · 5 days −1.8% | ↗ |
| Jay Goldberg★★★★★★★★★★#5587 · hits 48% · avg +5.3% | Seaport Global | $500 | Buy | +22.2% | Reiterated | 10.05.26on TipRanks May 11 05:50 | +1.7%next day −2.6% · 5 days −6.7% | ↗ |
| Leon Chen★★★★★★★★★★#5671 · hits 100% · avg +49.5% | KGI Securities | $425 | Buy | +3.8% | Upgrade | 13.02.26on TipRanks Feb 14 02:06 | +8.0%next day +1.0% · 5 days +5.3% | ↗ |
| Kinngai Chan★★★★★★★★★★#435 · hits 72% · avg +47.7% | Summit Insights Group | — | Buy | — | Upgrade | 12.02.26on TipRanks 19:50 | +8.0%next day +1.0% · 5 days +5.3% | ↗ |
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The latest rating of each analyst in the last 12 months, as TipRanks lists them. Every rating kept, earlier ones included
Best analysts covering Applied Materials
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $675 at a price of $511 (+32.0%); now: $662 at $409 (+61.8%).
PriceAverage targetTop analysts’ target
Recommendation trend · top analysts
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 1 | 0 | 0 | 2 | 5 | 6 |
| Buy | 41 | 60 | 60 | 54 | 35 | 34 |
| Hold | 1 | 1 | 2 | 5 | 6 | 5 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 12.11.26 (Q4 2026, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $4.06 (from $4.02 to $4.20). Last quarter: $3.50.
Sales
Next quarter’s sales estimate — $10.3B (from $10.2B to $10.5B). Last quarter: $9.1B.
Best top-analyst consensus in the sector · Technology
About Applied Materials
- CEO: Gary E. Dickerson
- Employees: 36,500
- 3050 Bowers Ave, Santa Clara, CA, 95052-8039, US
- www.appliedmaterials.com
Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.
Data from the stock’s TipRanks forecast page, read 3 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗