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Mizuho analyst Vijay Rakesh maintains Applied Materials (NASDAQ:AMAT) with a Outperform and lowers the price target from $650 to $590.
Applied Materials (AMAT) reiterated Strong Buy with $680 target. Valuation has compressed to 38.79x FWD P/E. See here for a detailed analysis.
On August 13, 2026, Applied Materials, Inc. (NASDAQ:AMAT) reported fiscal third-quarter results that topped Wall Street estimates on both revenue and adjusted profit, yet shares fell nearly 5% in after-hours trading and kept sliding into August 14, 2026. Rival Lam Research Corporation (NASDAQ:LRCX) posted its own stronger-than-expected results on July 29, 2026, and saw shares […]
Based on the average brokerage recommendation (ABR), Applied Materials (AMAT) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Applied Materials positions for strong growth as AI drives 80% of chip equipment demand. JPMorgan reiterates an Overweight rating.
AI infrastructure demand drove $9.12B revenue and record profitability.
AMAT's AI-driven semiconductor equipment launches strengthen its advanced packaging position amid rising HBM demand and a memory production ramp-up.
NVIDIA, Applied Materials and ConocoPhillips are included in this Analyst Blog.
Dr. Michael Burry is betting against Applied Materials while foundry ramps promise to flood equipment suppliers with fresh CapEx. Whether that bearish pressure or the coming demand surge wins out depends on where exactly the semiconductor cycle stands right now.
Applied Materials (AMAT) is back in focus after reporting third quarter fiscal 2026 results, with sales of US$9,115 million and net income of US$2,538 million, along with fresh fourth quarter revenue guidance. See our latest analysis for Applied Materials. Applied Materials' latest results arrive after a sharp pullback in the share price, which declined 3.53% on the day and 9.48% over the past week. However, the 90 day share price return of 16.10% and year to date share price return of 84.54%...
Applied Materials’ second quarter saw revenue and non-GAAP profitability exceed Wall Street expectations, but the market responded negatively despite the company’s strong headline growth. Management attributed the outperformance to robust demand for semiconductor manufacturing equipment, especially in leading-edge logic and DRAM for artificial intelligence (AI) infrastructure. CEO Gary Dickerson highlighted, “Customers have found new ways to address clean room space constraints and significantly
Applied Materials, Inc. (NASDAQ:AMAT) just reported a record quarter and guided its next one well above Wall Street projections. Even so, the stock went down. Record Performance and Guidance The company published fiscal third-quarter results after the market closed on August 13, with revenue of $9.12 billion, up 25% year-over-year and higher than analyst expectations […]
Paul Tudor Jones has a growing put position and a now-liquidated common stock position in Applied Materials. Is he bearish on AI?
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
Chip equipment stocks are selling off hard even as Treasury yields drop and the broader market climbs, and the disconnect points to something more troubling than a rates problem lurking beneath the AI infrastructure trade.
ASE Technology's LEAP growth, improving margins and lower valuation give it an edge over Applied Materials amid strong AI chip demand.
NVIDIA, Applied Materials and ConocoPhillips headline today's research, with AI demand, semiconductor spending and energy assets in focus.
Chip equipment stocks have surged far ahead of the broader tech market in 2026, but a single week of doubts about AI spending just wiped billions in gains across the group. Here is what the gap between Applied Materials, Lam Research, and KLA signals about where the trade goes next.
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.
UBS analyst Timothy Arcuri maintains Applied Materials (NASDAQ:AMAT) with a Buy and lowers the price target from $705 to $675.
Craig-Hallum analyst Christian Schwab maintains Applied Materials (NASDAQ:AMAT) with a Buy and raises the price target from $530 to $585.
B. Riley Securities analyst Craig Ellis reiterates Applied Materials (NASDAQ:AMAT) with a Buy and lowers the price target from $790 to $700.
Bernstein analyst Stacy Rasgon maintains Applied Materials (NASDAQ:AMAT) with a Outperform and raises the price target from $675 to $700.
JP Morgan analyst Harlan Sur maintains Applied Materials (NASDAQ:AMAT) with a Overweight and raises the price target from $515 to $660.
AMAT shares tanked after strong Q3 results. JPMorgan and Needham analysts maintain Overweight/Buy ratings on record Semi System growth.
Morgan Stanley analyst Shane Brett maintains Applied Materials (NASDAQ:AMAT) with a Equal-Weight and lowers the price target from $646 to $642.
TD Cowen analyst Krish Sankar reiterates Applied Materials (NASDAQ:AMAT) with a Buy and maintains $700 price target.
Here are some of the companies making headlines in midday trading.
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
RBC Capital analyst Srini Pajjuri maintains Applied Materials (NASDAQ:AMAT) with a Outperform and raises the price target from $520 to $600.
Applied Materials Is Firing On All Cylinders
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: The Selloff Is Ignoring The AI Equipment Boom
William Blair analyst Sebastien Naji assumes Applied Materials (NASDAQ:AMAT) with a Market Perform rating.
Applied Materials (AMAT) is a quality semiconductor equipment maker with high ROIC, strong growth, and excellent cash conversion. See why it stands out.
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' AI-driven semiconductor exposure, strong earnings outlook and broad technology portfolio support the case to accumulate the stock.
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.
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 ...
Tesla and SpaceX's $16.8B Terafab plan could spur demand for chipmaking tools, putting four equipment stocks in focus.
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...
