AMATTechnology · Semiconductor Equipment & MaterialsThe 39 Wall Street analysts covering Applied Materials, Inc. hold a median 12-month price target of $650 — +23.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 65 of 100 as at 10 Aug 2026 — in the upper half.
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 (95): Analysts have, on balance, been raising their forecasts.
Accruals (23): 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.
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.
The green dot is the last close — the median target sits +23.7% from it.
Of the 20 most recent actions, 5 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 July 2026 | UBS | Maintains | Buy | $570 → $705 |
| 10 July 2026 | Needham | Maintains | Buy | $530 → $740 |
| 10 July 2026 | Stifel | Maintains | Buy | $530 → $650 |
| 9 July 2026 | Mizuho | Maintains | Outperform | $540 → $650 |
| 9 July 2026 | TD Cowen | Maintains | Buy | $525 → $700 |
| 6 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 30 June 2026 | Susquehanna | Maintains | Positive | — |
| 29 June 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 29 June 2026 | Keybanc | Maintains | Overweight | — |
| 26 June 2026 | B. Riley Securities | Maintains | Buy | — |
| 26 June 2026 | Jefferies | Maintains | Buy | — |
| 26 June 2026 | Wells Fargo | Maintains | Overweight | — |
| 23 June 2026 | B of A Securities | Maintains | Buy | — |
| 22 June 2026 | Wells Fargo | Maintains | Overweight | — |
| 17 June 2026 | Citigroup | Maintains | Buy | — |
| 11 June 2026 | Barclays | Maintains | Overweight | — |
| 10 June 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 10 June 2026 | UBS | Maintains | Buy | — |
| 28 May 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 27 May 2026 | Mizuho | Maintains | Outperform | — |
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.
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 15% of US stocks
Cheaper than 11% of US stocks
Cheaper than 6% of US stocks
Cheaper than 6% of US stocks
Higher than 57% of US stocks
Higher than 68% of US stocks
Higher than 62% of US stocks
Higher than 88% of US stocks
Higher than 89% of US stocks
Higher than 91% of US stocks
Higher than 97% of US stocks
Higher than 8% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| AMATApplied Materials, Inc. | $414.5B | 65 |
| LRCXLam Research Corp. | $386.4B | 81 |
| KLACKLA Corp. | $251.8B | 67 |
| TERTeradyne, Inc. | $57.1B | 85 |
| QQnity Electronics, Inc. | $28.1B | 24 |
| ENTGEntegris, Inc. | $22.0B | 69 |
| PLTRPalantir Technologies, Inc.* | $419.1B | 68 |
* Nearest Technology names by size — few semiconductor equipment & materials companies of this scale trade in the US universe.
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 →
Applied Materials is scheduled to hold an investor update that is expected to have significant implications for shareholders, according to The Motley Fool. The article frames this update as a key upcoming event for the company.
Why it matters — AMAT investors would want to follow this investor update because it could provide important company developments that may affect their outlook.
Applied Materials is scheduled to report earnings after the market closes on Thursday, and traders expect a significant move in the chipmaking equipment provider's stock following the release.
Why it matters — A shareholder or watcher of Applied Materials would care because the upcoming earnings report is anticipated to drive notable volatility in the company's share price.
Applied Materials (AMAT) stock fell for a second consecutive session ahead of its upcoming earnings report, trading at around $525, roughly 30% below its year-to-date high of $740. The article frames the decline as traders shifting focus to the company's results.
Why it matters — AMAT watchers would care because the stock's decline heading into the earnings report reflects market sentiment ahead of a key catalyst for the company.
A Motley Fool article contrasts semiconductor equipment makers like Applied Materials and ASML with chip designers such as Nvidia and Broadcom, noting that both groups are benefiting from the AI boom, with equipment makers providing essential tools for AI processor production.
Why it matters — For AMAT watchers, the piece highlights that the company's role as an essential equipment provider positions it as a direct beneficiary of rising AI-chip manufacturing demand, even as chip designers capture headlines for pricing power.
Applied Materials is set to post its Q3 earnings, and the report examines whether the stock is a buy, sell or hold. The article notes that the company's AI-driven semiconductor exposure, strong earnings outlook and broad technology portfolio support the case to accumulate the stock.
Why it matters — AMAT watchers would care because the piece assesses the company's positioning ahead of its quarterly earnings, highlighting its AI-driven semiconductor exposure and earnings outlook as factors in the stock's appeal.
The 39 Wall Street analysts covering Applied Materials, Inc. have a median 12-month price target of $650, with estimates ranging from $358 to $900. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 39 analysts covering Applied Materials, Inc., 32 rate it a Buy, 7 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Applied Materials, Inc. 65 out of 100 across roughly 4,600 US stocks as at 10 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Aug 2026, Applied Materials, Inc. ranks 65 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 (95 of 100).
No one can know that. What the data says: the median 12-month target from 39 analysts implies +23.7% from the last close, and Ticker Nerd's factor model ranks Applied Materials, Inc. 65 out of 100 as at 10 Aug 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 +187.4% over the 12 months to 11 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Applied Materials, Inc. is a leading U.S.-based provider of materials engineering solutions for the global electronics and semiconductor ecosystem.
The most recent item we track (The Motley Fool, 12 Aug 2026): "Should You Buy Applied Materials Stock Before the Huge Investor Update?". Applied Materials is scheduled to hold an investor update that is expected to have significant implications for shareholders, according to The Motley Fool. The article frames this update as a key upcoming event for the company.
Applied Materials, Inc. is a leading U.S.-based provider of materials engineering solutions for the global electronics and semiconductor ecosystem. The company develops, manufactures and services advanced equipment, software and related tools used to fabricate semiconductor chips, flat panel displays and other electronic components. Its systems support key wafer processes such as deposition, etch, ion implantation, chemical mechanical planarization, metrology and inspection, enabling customers to produce integrated circuits at advanced technology nodes. Applied Materials also supplies equipment for manufacturing displays used in computers, televisions, smartphones and other consumer devices, as well as for coatings in flexible electronics, packaging and solar products. Operating through segments including Semiconductor Systems and Applied Global Services, the company serves major chipmakers and display manufacturers across the United States, Asia, Europe and other regions. Founded in 1967 and headquartered in Santa Clara, California, Applied Materials plays a central role in the semiconductor equipment and materials value chain.
CEO Mr. Gary E. Dickerson · 36,400 employees · United States · https://www.appliedmaterials.com