AMAT Applied Materials
Information Technology · S&P 500 · Nasdaq 100
Next earnings: Thu 12 Nov 2026 · after market close
What 48 analyst firms say about Applied Materials: their latest ratings, price targets and how far the stock is from them. How it works
Analyst window: Latest analyst report within last 1 year
Analyst view · last 1Y
42 rated views · 48 analyst/firm records · 48 firms
Radar score
- S&P 500 · Top Picks · 6MGood · #22 in the index89
- S&P 500 · Safest consensus · 6MBelow the Radar threshold of 8056
Other indices (1)
- Nasdaq 100 · Top Picks · 6MGood · #14 in the index80
- Nasdaq 100 · Safest consensus · 6MBelow the Radar threshold of 8055
Recent analyst activity · last 90 days
Our tracked history has 37 reports on AMAT from 28 analyst firms in the last 90 days (48 firms in the past year).
Comparing each firm's latest target with its previous one: 8 raised their price target, 7 lowered it, 7 left it unchanged and 3 have their first observed target in the past year.
No firm's latest available rating differs from its previous one.
Latest observed target change: Morgan Stanley lowered its target from $563.00 (set 28 Sep 2026) to $538.00 on 3 Nov 2026.
Last 1 year. Latest opinion per identifiable analyst within the last 1 year. BUY / HOLD / SELL each count one current analyst vote; unnamed firm records are a fallback.
| Firm | Analyst | Latest rating | Report date | Latest target (USD) |
|---|---|---|---|---|
| Arete Research | Unnamed analyst | Buy | 14 Jan 2026 | 358.20 USD |
| Argus | James Kelleher | Buy | 18 Aug 2026 | 600.00 USD |
| B Riley Securities | Craig Ellis | Buy | 14 Aug 2026 | 700.00 USD |
| Bank of America Securities | Vivek Arya | Buy | 14 Aug 2026 | 650.00 USD |
| Barclays | Tom O'Malley | Buy | 11 Jun 2026 | 590.00 USD |
| Berenberg | Tammy Qiu | Buy | 17 Aug 2026 | 675.00 USD |
| Bernstein | Stacy Rasgon | Buy | 14 Aug 2026 | 700.00 USD |
| BNP Paribas Exane | Unnamed analyst | Hold | 15 May 2026 | 440.00 USD |
| Cantor Fitzgerald | C.J. Muse | Buy | 20 Oct 2026 | 850.00 USD · 14 Aug 2026 |
| CFRA | Brooks Idlet | Hold | 1 Jun 2026 | — |
| CITIC Securities | Unnamed analyst | Buy | 18 May 2026 | 525.00 USD |
| Citigroup | Atif Malik | Buy | 3 Aug 2026 | 710.00 USD |
| Craig-Hallum | Christian Schwab | Buy | 14 Aug 2026 | 585.00 USD |
| Daiwa | Louis Miscioscia | Hold | 25 Aug 2026 | 515.00 USD |
| DBS | Lee K Ling | Buy | 18 May 2026 | 518.00 USD |
| Deutsche Bank | Melissa Weathers | Buy | 14 Aug 2026 | 605.00 USD |
| DZ Bank | Ingo Wermann | Buy | 14 Aug 2026 | 610.00 USD |
| Erste Group | Stephan Lingnau | Hold | 5 Aug 2026 | — |
| Erste Group Bank | Unnamed analyst | Hold | 5 Aug 2026 | — |
| Evercore ISI | Mark Lipacis | ConflictConflicting reports · excluded | 15 Oct 2026 | 590.00 USD |
| Freedom Capital Markets | Egor Tolmachev | Buy | 15 May 2026 | 530.00 USD |
| Goldman Sachs | James Schneider | Buy | 14 Aug 2026 | 670.00 USD |
| H.C. Wainwright | Unnamed analyst | — | 29 Jun 2026 | 850.00 USD |
| HSBC | Adithya Metuku | Buy | 14 Aug 2026 | 641.00 USD |
| Jefferies | Blayne Curtis | Buy | 26 Jun 2026 | 770.00 USD |
| JPMorgan | Harlan Sur | Buy | 14 Aug 2026 | 660.00 USD |
| KeyBanc Capital Markets | Steve Barger | Buy | 29 Jun 2026 | 750.00 USD |
| Kgi Securities | Leon Chen | Buy | 13 Feb 2026 | 425.00 USD |
| Mizuho | Vijay Rakesh | Buy | 25 Aug 2026 | 590.00 USD |
| Morgan Stanley | Shane Brett | Hold | 28 Sep 2026 | 563.00 USD |
| Needham | Charles Shi | Buy | 16 Oct 2026 | 580.00 USD |
| New Street Research | Pierre C Ferragu | Hold | 18 Jun 2026 | 525.00 USD |
| Raymond James | Unnamed analyst | — | 10 Jun 2026 | 650.00 USD |
| RBC Capital Markets | Srini Pajjuri | Buy | 14 Oct 2026 | 600.00 USD |
| Redburn | Timm Schulze-Melander | Hold | 17 Jun 2026 | 560.00 USD |
| Seaport Research Partners | Jay Goldberg | Buy | 14 Aug 2026 | 575.00 USD |
| Stifel | Brian Chin | Buy | 10 Jul 2026 | 650.00 USD |
| Summit Insights | Unnamed analyst | Buy | 13 Feb 2026 | — |
| Summit Insights Group | Kinngai Chan | Buy | 14 May 2026 | — |
| Susquehanna | Mehdi Hosseini | Buy | 30 Jun 2026 | 900.00 USD |
| TD Cowen | Krish Sankar | Buy | 14 Aug 2026 | 700.00 USD |
| Truist | Unnamed analyst | — | 28 May 2026 | 575.00 USD |
| UBS | Timothy Arcuri | Buy | 1 Sep 2026 | 695.00 USD |
| Weiss Ratings | Unnamed analyst | — | 9 Sep 2026 | — |
| Wells Fargo | Joe M Quatrochi | Buy | 14 Aug 2026 | 610.00 USD |
| William Blair | Sebastien Naji | ConflictConflicting reports · excluded | 11 Aug 2026 | — |
| Wolfe Research | Chris Caso | Buy | 15 May 2026 | Conflicting reports · excluded |
| Data feed RESEARCH | Research Team | Hold | 15 Oct 2026 | Conflicting reports · excluded |
Partial coverage · checked 6 Nov (6 Nov 2026, 02:19 ET). Some research records could not be refreshed. Cached records retained. Prices stream live during the US session; otherwise stored prices delayed about 15 minutes. A summary of analyst opinion, not investment advice.