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Applied Materials (NASDAQ:AMAT) has outperformed the market over the past 15 years by 15.6% on an annualized basis producing an average annual return of 29.03%. Currently, Applied Materials has a market capitalization
Applied Materials (AMAT) Q3 beat shows strong AI-driven growth, but high valuation limits downside; Sell with $440 target. Click here to read more.
AI-driven semiconductor equipment outlook: Applied Materials, Inc. revenue, margins and segment mix (foundry/DRAM). Click for more on AMAT earnings.
AMAT shares tanked after strong Q3 results. JPMorgan and Needham analysts maintain Overweight/Buy ratings on record Semi System growth.
RBC Capital analyst Srini Pajjuri maintains Applied Materials (NASDAQ:AMAT) with a Outperform and raises the price target from $520 to $600.
Craig-Hallum analyst Christian Schwab maintains Applied Materials (NASDAQ:AMAT) with a Buy and raises the price target from $530 to $585.
TD Cowen analyst Krish Sankar reiterates Applied Materials (NASDAQ:AMAT) with a Buy and maintains $700 price target.
Bernstein analyst Stacy Rasgon maintains Applied Materials (NASDAQ:AMAT) with a Outperform and raises the price target from $675 to $700.
Here are some of the companies making headlines in midday trading.
Applied Materials Is Firing On All Cylinders
Investor Traps Please click here for a chart of Applied Materials Inc (NASDAQ:AMAT). Note the following: This article about the big picture, not an individual stock. The chart of AMAT stock is being used
B. Riley Securities analyst Craig Ellis reiterates Applied Materials (NASDAQ:AMAT) with a Buy and lowers the price target from $790 to $700.
Applied Materials: The Selloff Is Ignoring The AI Equipment Boom
JP Morgan analyst Harlan Sur maintains Applied Materials (NASDAQ:AMAT) with a Overweight and raises the price target from $515 to $660.
Morgan Stanley analyst Shane Brett maintains Applied Materials (NASDAQ:AMAT) with a Equal-Weight and lowers the price target from $646 to $642.
UBS analyst Timothy Arcuri maintains Applied Materials (NASDAQ:AMAT) with a Buy and lowers the price target from $705 to $675.
Applied Materials shares fell about 5% in premarket trading on Friday, as the chip equipment maker's upbeat outlook failed to soothe investors worried about the threat from intensifying competition. The muted reaction illustrates the high bar chip stocks have to clear and suggests that investors have little tolerance for any hint that a company may be falling behind peers. After a sharp rally that has more than doubled Applied's shares this year, investors want clearer signals that the company's growth is outpacing rivals in the wafer-fab-equipment market.
Applied Materials (AMAT) is a quality semiconductor equipment maker with high ROIC, strong growth, and excellent cash conversion. See why it stands out.
William Blair analyst Sebastien Naji assumes Applied Materials (NASDAQ:AMAT) with a Market Perform rating.
Applied Materials' AI-driven semiconductor exposure, strong earnings outlook and broad technology portfolio support the case to accumulate the stock.
Applied Materials has benefited from the latest tech trend in artificial intelligence. The Santa Clara, California-based semiconductor manufacturer builds AI chips used in data centers, and its stock has risen significantly in recent years. The company posted nearly $7 billion in net income on ...
Besides Wall Street's top-and-bottom-line estimates for Applied Materials (AMAT), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2026.
Tesla and SpaceX's $16.8B Terafab plan could spur demand for chipmaking tools, putting four equipment stocks in focus.
Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC...
Applied Materials is the world’s largest manufacturer of equipment, machines, and software used to build semiconductors and advanced flat-panel displays. Its chipmaking expertise is used in the data centers that develop artificial intelligence applications. With a market capitalization of ...
Applied Materials (AMAT) is back in focus after Michael Burry disclosed fresh short positions against the stock and other AI linked semiconductor companies, alongside warnings of a possible sharp market reversal. See our latest analysis for Applied Materials. Applied Materials has been volatile around the US$534.24 share price, with the share price return falling 2.26% over the last day but rising 22.41% over seven days and 30.10% over ninety days. The 1 year total shareholder return of...
Applied Materials (AMAT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Applied Materials heads into its Aug. 13 earnings report with soaring expectations as AI-driven demand for memory, logic, and advanced packaging fuels growth.
CoreWeave stock is stuck in neutral amid strong top-line growth as its second-quarter earnings report approaches. Nebius is also due.
Applied Materials is highlighted for AI-driven momentum as record results, expanding margins and stronger customer visibility support its growth outlook.
Applied Materials remains a Strong Buy after a 45% rally, driven by robust Q2 results and sector momentum. Read more on AMAT stock here.
Applied Materials, Sandisk and Eaton headline today's top stock reports, highlighting AI demand, electrification trends and key risks shaping each outlook.
Applied Materials stock has pulled back sharply in recent weeks after a very strong multiyear run, and the current checks suggest the shares are not a clear bargain even though some market multiples still screen as supportive. Over the past 5 years, Applied Materials has returned 218.9%, which sets a high bar for any further upside from today’s price. Participation in initiatives like the AI Materials Foundry can support long term demand expectations for Applied Materials equipment, while...
Recently, Zacks.com users have been paying close attention to Applied Materials (AMAT). This makes it worthwhile to examine what the stock has in store.
Top Bank Turns More Bullish on Applied Materials as AI Chip Boom Grows
Applied Materials (AMAT) reached $516.89 at the closing of the latest trading day, reflecting a -3.61% change compared to its last close.
Michael Burry has placed a targeted short against Applied Materials, but Wall Street analysts keep piling on upgrades as memory chip demand surges. Find out whether the Big Short legend has spotted a crack in the cycle or left a critical blind spot exposed.
Recently, reports emerged that China has begun mass-producing domestic immersion DUV lithography machines, raising concerns that local alternatives could erode demand for Western chip equipment suppliers such as Applied Materials amid ongoing export controls. This development introduces a new competitive and geopolitical risk for Applied Materials, potentially complicating its ability to convert AI-driven semiconductor investment into future equipment orders from Chinese fabs. We’ll now...
Here is how Applied Materials (AMAT) and ASE Technology Hldg (ASX) have performed compared to their sector so far this year.
ASML Holding, Lam Research, KLA Corp and Applied Materials are among the world’s top suppliers of semiconductor manufacturing equipment.
Applied Materials' AI-driven packaging, broad chipmaking portfolio and high-margin services strengthen its edge over Qnity Electronics as a safer long-term investment.
Applied Materials is set to report its third-quarter results in August, and analysts expect a double-digit earnings increase.
SANTA CLARA, Calif., July 23, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal third quarter 2026 earnings conference call on Thursday, Aug. 13, 2026, at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at: https://ir.appliedmaterials.com. A replay will be available on the same day by 8:00 p.m. ET / 5:00 p.m. PT. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the fou
Applied Materials (AMAT) moved into focus after its stock jumped 7.7% following Taiwan Semiconductor Manufacturing's planned chip price increases and a US$100b Arizona expansion, which underscored long-term equipment demand linked to AI infrastructure. See our latest analysis for Applied Materials. That jump sits against a strong run for Applied Materials, with the share price up 37.14% over the past 90 days and 106.02% year to date, contributing to a 1-year total shareholder return of...
Jim Cramer picked Micron, AMAT, and Intel or AMD as his top semiconductor stocks after the AI-driven tech selloff.
Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 7.7% in the morning session after peer Taiwan Semiconductor Manufacturing (TSM) announced plans to raise chipmaking prices by up to 10% starting in 2027, while wafer supplier IQE plc raised its guidance. These developments reaffirmed robust demand for AI and data-center chips alongside the ongoing need for incremental chip capacity. Industry forecasts projected that global chipmaking equipment sales could reach
Applied Materials' AGS business is fueling recurring revenues and margin gains as AI-driven service tools deepen customer ties. Can that momentum last?
Applied Materials is among semiconductor stocks benefiting from AI-driven chip demand, as advanced packaging and memory fuel industry growth.
Applied Materials has joined CuspAI's newly launched AI Materials Foundry as a founding member. The initiative focuses on accelerating materials discovery for the semiconductor industry through AI driven research. This move connects Applied Materials to a global network working on materials bottlenecks across chip manufacturing. Applied Materials (NasdaqGS:AMAT) is taking a fresh step in materials research through its role in CuspAI's AI Materials Foundry, at a time when the stock trades...
Applied Materials (AMAT) closed at $524.09 in the latest trading session, marking a -1.05% move from the prior day.
