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AMATAMATTechnology · Semiconductor Equipment & Materials

AMAT Stock Forecast: Applied Materials, Inc. Price Predictions for 2026-2027

Last close, 14 Aug 2026
$507
−5.12% on the day

The 39 Wall Street analysts covering Applied Materials, Inc. hold a median 12-month price target of $650 — +28.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 75 of 100 as at 13 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$435.2B
Ticker Nerd rank
75 / 100
Median analyst target
$650
Analysts covering
39
Total return, dividends reinvested
1W
−5.9%
1M
−14.9%
YTD
+98.0%
1Y
+171.7%
From 52W high
−29.9%
From 52W low
+226.5%
$155
$723
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AMAT stock analysis: one number for the whole business

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.

Where the model ranks itAs at 13 Aug 2026
75 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
93
Quality
89
Issuance
87
Volatility
79
Momentum
76
Growth
53
Value
45
Accruals
21
Size
1

Revisions (93): 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.

Wall Street

AMAT stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AMAT, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$200$400$600$800$1,000Oct 25Jan 26Apr 26Jul 26AMATHigh $900Median $650Low $358

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says39 analysts
32 Buy7 Hold0 Sell
Low $358Median $650High $900

The green dot is the last close — the median target sits +28.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 5 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
15 July 2026UBSMaintainsBuy$570 → $705
10 July 2026NeedhamMaintainsBuy$530 → $740
10 July 2026StifelMaintainsBuy$530 → $650
9 July 2026MizuhoMaintainsOutperform$540 → $650
9 July 2026TD CowenMaintainsBuy$525 → $700
6 July 2026Morgan StanleyMaintainsEqual-Weight—
30 June 2026SusquehannaMaintainsPositive—
29 June 2026Cantor FitzgeraldMaintainsOverweight—
29 June 2026KeybancMaintainsOverweight—
26 June 2026B. Riley SecuritiesMaintainsBuy—
26 June 2026JefferiesMaintainsBuy—
26 June 2026Wells FargoMaintainsOverweight—
23 June 2026B of A SecuritiesMaintainsBuy—
22 June 2026Wells FargoMaintainsOverweight—
17 June 2026CitigroupMaintainsBuy—
11 June 2026BarclaysMaintainsOverweight—
10 June 2026Cantor FitzgeraldMaintainsOverweight—
10 June 2026UBSMaintainsBuy—
28 May 2026Cantor FitzgeraldReiteratesOverweight—
27 May 2026MizuhoMaintainsOutperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Estimates

AMAT analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+10.7%
Analysts raising
6
Analysts cutting
1
Fundamentals

Applied Materials, Inc. (AMAT) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
49.5×

Cheaper than 15% of US stocks

Price / sales
15.0×

Cheaper than 11% of US stocks

Price / book
18.2×

Cheaper than 6% of US stocks

EV / EBITDA
44.9×

Cheaper than 6% of US stocks

Growth & margins
Revenue growth (YoY)
11.4%

Higher than 56% of US stocks

Earnings growth (YoY)
31.3%

Higher than 67% of US stocks

Gross margin
49.9%

Higher than 62% of US stocks

Operating margin
31.9%

Higher than 88% of US stocks

Net margin
29.3%

Higher than 89% of US stocks

Returns & dividend
Return on equity
39.7%

Higher than 91% of US stocks

Return on assets
14.9%

Higher than 97% of US stocks

Dividend yield
0.4%

Higher than 7% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

AMAT vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductor Equipment & Materials
CompanyMarket capTKN rank
AMATApplied Materials, Inc.$435.2B
75
LRCXLam Research Corp.$425.0B
81
KLACKLA Corp.$273.5B
67
TERTeradyne, Inc.$64.2B
82
QQnity Electronics, Inc.$29.9B
26
ENTGEntegris, Inc.$25.0B
72
PLTRPalantir Technologies, Inc.*$428.1B
66

* 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 →

News

Latest AMAT news & analysis

Applied Materials: The Selloff Is Ignoring The AI Equipment Boom

Seeking Alpha · 14 Aug 2026positive

Applied Materials reported a record fiscal third quarter with $9.12B in revenue, up 25% year over year, alongside strong margin expansion. The company issued fourth-quarter guidance above consensus and projected advanced packaging revenue growth of over 70% in calendar 2026, supported by continued AI-driven equipment spending demand.

Why it matters — AMAT investors would note the record results, above-consensus guidance, and strong projected advanced packaging growth as signals of sustained AI-driven demand for Applied Materials' semiconductor equipment.

Applied Materials (AMAT) Stock: A Top AI Pick After Record Q3 Results

Zacks Investment Research · 14 Aug 2026positive

Applied Materials reported record Q3 results, demonstrating that it is translating the AI infrastructure boom into higher revenue, profits, and cash flow.

Why it matters — Record quarterly results tied to AI infrastructure demand indicate strong business performance for AMAT watchers to track.

Dividend Champion, Contender, And Challenger Highlights: Week August 16

Seeking Alpha · 14 Aug 2026neutral

A weekly roundup from Seeking Alpha tracks dividend changes and upcoming ex-dividend dates among Dividend Champions, Contenders, and Challengers, referencing activity through mid-August.

Why it matters — AMAT watchers would care because Applied Materials may be listed among these dividend-tracked groups, and any inclusion or change could signal its dividend policy status.

Applied Materials Stock Slides, Despite Solid Results

Investopedia · 14 Aug 2026negative

Applied Materials stock slid despite reporting solid results, as the company is not having an easy time impressing investors, according to Investopedia.

Why it matters — A watcher of Applied Materials would care because the stock fell even with solid results, indicating investor reception may be a headwind to monitor.

Applied Materials Is Firing On All Cylinders

Seeking Alpha · 14 Aug 2026positive

Applied Materials reported record fiscal Q3 results, with revenue growing 25% year-over-year and adjusted EPS of $3.50, up 41% year-over-year. Management guided Q4 revenue and earnings above consensus, attributing strength to AI infrastructure demand, advanced packaging, and customer spending in logic and memory segments.

Why it matters — AMAT watchers would care because the company delivered record results and raised expectations above consensus, driven by strong AI and semiconductor demand trends.

FAQ

Frequently asked questions about AMAT stock

What is the AMAT stock price forecast for 2026-2027?

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.

Is AMAT stock a buy right now?

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. 75 out of 100 across roughly 4,600 US stocks as at 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AMAT?

As at 13 Aug 2026, Applied Materials, Inc. ranks 75 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 (93 of 100).

Will AMAT stock go up?

No one can know that. What the data says: the median 12-month target from 39 analysts implies +28.2% from the last close, and Ticker Nerd's factor model ranks Applied Materials, Inc. 75 out of 100 as at 13 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AMAT stock forecast for 2030?

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.

How has AMAT stock performed over the past year?

Applied Materials, Inc. returned +171.7% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Applied Materials, Inc. do?

Applied Materials, Inc. is a leading U.S.-based provider of materials engineering solutions for the global electronics and semiconductor ecosystem.

What is the latest news on AMAT?

The most recent item we track (Seeking Alpha, 14 Aug 2026): "Applied Materials: The Selloff Is Ignoring The AI Equipment Boom". Applied Materials reported a record fiscal third quarter with $9.12B in revenue, up 25% year over year, alongside strong margin expansion. The company issued fourth-quarter guidance above consensus and projected advanced packaging revenue growth of over 70% in calendar 2026, supported by continued AI-driven equipment spending demand.

Company

About Applied Materials, Inc.

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