AMATTechnology · Semiconductor Equipment & MaterialsThe 40 Wall Street analysts covering Applied Materials, Inc. hold a median 12-month price target of $646 — +44.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 71 of 100 as at 14 Oct 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Applied Materials, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (98): Analysts have, on balance, been raising their forecasts.
Accruals (21): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on AMAT, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +44.5% from it.
Of the 20 most recent actions, 4 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $642 → $563 |
| 1 Sept 2026 | UBS | Maintains | Buy | $675 → $695 |
| 1 Sept 2026 | UBS | Maintains | Buy | — |
| 25 Aug 2026 | Mizuho | Maintains | Outperform | $650 → $590 |
| 25 Aug 2026 | Mizuho | Maintains | Outperform | — |
| 18 Aug 2026 | Argus Research | Maintains | Buy | — |
| 14 Aug 2026 | B of A Securities | Maintains | Buy | $720 → $650 |
| 14 Aug 2026 | B of A Securities | Maintains | Buy | — |
| 14 Aug 2026 | B. Riley Securities | Reiterates | Buy | $790 → $700 |
| 14 Aug 2026 | B. Riley Securities | Reiterates | Buy | — |
| 14 Aug 2026 | Bernstein | Maintains | Outperform | $675 → $700 |
| 14 Aug 2026 | Bernstein | Maintains | Outperform | — |
| 14 Aug 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 14 Aug 2026 | Craig-Hallum | Maintains | Buy | — |
| 14 Aug 2026 | Craig-Hallum | Maintains | Buy | $530 → $585 |
| 14 Aug 2026 | Deutsche Bank | Maintains | Buy | — |
| 14 Aug 2026 | JP Morgan | Maintains | Overweight | — |
| 14 Aug 2026 | JP Morgan | Maintains | Overweight | $515 → $660 |
| 14 Aug 2026 | Keybanc | Reiterates | Overweight | — |
| 14 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AMAT appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Applied Materials, Inc. returned +106.1% against +17.5% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 19% of US stocks
Cheaper than 12% of US stocks
Cheaper than 7% of US stocks
Cheaper than 7% of US stocks
Higher than 74% of US stocks
Higher than 72% of US stocks
Higher than 62% of US stocks
Higher than 89% of US stocks
Higher than 89% of US stocks
Higher than 91% of US stocks
Higher than 97% of US stocks
Higher than 65% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Applied Materials, Inc. has a market value of $368.4B and an enterprise value of $366.5B.
Revenue in the twelve months to 31 July 2026: $30.8B. The latest quarter grew 24.8% year on year.
Net income over the same four quarters: $9.3B, a 30.1% net margin.
Diluted earnings per share, trailing twelve months: $11.60.
Free cash flow in the twelve months to 31 July 2026: $5.6B, after $2.8B of capital spending.
Applied Materials, Inc. spent $2.0B on share buybacks and $1.5B on dividends in the twelve months to 31 July 2026.
Trailing P/E: 40.1×; forward P/E: 25.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.46%, paying out 16% of earnings.
Applied Materials, Inc. employs 38,900 people — $793K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| AMATApplied Materials, Inc. | $368.4B | 71 |
| LRCXLam Research Corp. | $359.1B | 78 |
| KLACKLA Corp. | $233.6B | 62 |
| TERTeradyne, Inc. | $56.2B | 73 |
| QQnity Electronics, Inc. | $25.5B | 27 |
| ENTGEntegris, Inc. | $23.3B | 73 |
| ORCLOracle Corp.* | $376.0B | 38 |
* Nearest Technology names by size — few semiconductor equipment & materials companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Applied Materials, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Motley Fool compares ASML and Applied Materials, noting that Applied Materials has a broad portfolio of leading wafer fabrication equipment while ASML dominates the lithography equipment market.
Why it matters — The comparison highlights the different equipment segments in which Applied Materials and ASML hold strong positions.
Applied Materials closed at $446.63 in the latest trading session, down 3.79% from the previous day.
Why it matters — AMAT watchers may note the reported decline in the stock’s latest session.
Applied Materials reported fiscal 2025 revenue of about $28.4 billion and a 24.7% net margin, with revenue up about 25% in the quarter ended July 26, 2026. The comparison notes Intel also reported 25% second-quarter revenue growth, but recorded an $11.0 billion GAAP net loss after a $12.5 billion noncash charge related to escrowed shares.
Why it matters — The report provides context on Applied Materials’ revenue growth and profitability alongside Intel’s results.
Applied Materials CEO Gary Dickerson said he expects the company’s revenue to double over the next few years. He also noted the opening of a $5 billion Silicon Valley research and development center to speed development of next-generation chips.
Why it matters — The comments link AMAT’s revenue outlook to its investment in research and development for next-generation chips.
Wall Street analysts’ average price targets indicate potential upside of 39.4% for Applied Materials (AMAT). The source notes that the metric’s effectiveness is questionable, while positive earnings estimate revisions could support upside in the stock.
Why it matters — AMAT watchers may note both the analysts’ price-target signal and the caveat about its reliability, along with the positive trend in earnings estimate revisions.
The 40 Wall Street analysts covering Applied Materials, Inc. have a median 12-month price target of $646, with estimates ranging from $358 to $900. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 40 analysts covering Applied Materials, Inc., 33 rate it a Buy, 7 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Applied Materials, Inc. 71 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Applied Materials, Inc. ranks 71 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (98 of 100).
No one can know that. What the data says: the median 12-month target from 40 analysts implies +44.5% from the last close, and Ticker Nerd's factor model ranks Applied Materials, Inc. 71 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Applied Materials, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AMAT are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $358 to $900 over the next 12 months.
Applied Materials, Inc. returned +106.1% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Applied Materials Inc. is a semiconductor equipment and materials engineering company that provides manufacturing tools, software, and services used to produce chips and advanced display technologies.
The most recent item we track (The Motley Fool, 15 Oct 2026): "ASML vs. Applied Materials: Which Chip-Equipment Stock Is the Better Buy?". The Motley Fool compares ASML and Applied Materials, noting that Applied Materials has a broad portfolio of leading wafer fabrication equipment while ASML dominates the lithography equipment market.
Applied Materials Inc. is a semiconductor equipment and materials engineering company that provides manufacturing tools, software, and services used to produce chips and advanced display technologies. The company serves semiconductor manufacturers across key process steps such as deposition, etching, metrology, and inspection, helping customers build and refine the components that power computing, mobile devices, data centers, and artificial intelligence systems. Applied Materials also supplies solutions for display production and related electronic applications, making it an important technology partner across the broader electronics manufacturing supply chain. With a focus on process efficiency, precision, and materials innovation, Applied Materials Inc. plays a central role in enabling the production of modern semiconductor and display products worldwide.
CEO Mr. Gary E. Dickerson · 38,900 employees · United States · https://www.appliedmaterials.com
