Applied Materials, Inc. (AMAT)

US — Technology Sector
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Key Metrics & Ratings

  • symbol AMAT
  • Rev/Share 35.5788
  • Book/Share 27.3859
  • PB 13.7071
  • Debt/Equity 0.3311
  • CurrentRatio 2.7149
  • ROIC 0.2256

 

  • MktCap 297947162030.0
  • FreeCF/Share 7.8108
  • PFCF 48.1025
  • PE 37.9738
  • Debt/Assets 0.191
  • DivYield 0.0049
  • ROE 0.389

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 3
  • P/B Score 1
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade AMAT Craig Hallum Hold Buy -- $450 Feb. 13, 2026
Upgrade AMAT Summit Insights Hold Buy -- -- Feb. 13, 2026
Upgrade AMAT Mizuho Neutral Outperform -- $370 Jan. 28, 2026
Upgrade AMAT Deutsche Bank Hold Buy -- $390 Jan. 23, 2026
Upgrade AMAT Barclays Equal Weight Overweight -- $360 Jan. 15, 2026
Upgrade AMAT Susquehanna Neutral Positive -- $400 Jan. 12, 2026
Reiterated AMAT TD Cowen -- Buy $260 $315 Dec. 4, 2025
Upgrade AMAT UBS Neutral Buy -- $285 Nov. 25, 2025
Downgrade AMAT Craig Hallum Buy Hold -- -- Nov. 14, 2025
Upgrade AMAT BofA Securities Neutral Buy -- $250 Oct. 13, 2025

News

The Big 3: AMAT, SNDK, RTX
RTX, AMAT, SNDK
Published: February 20, 2026 by: Schwab Network
Sentiment: Positive

Tim Bohen (@Stockstotrade) is back with his Big 3, all of which have seen significant rallies over the last few months. He makes the case for continuing runs in Applied Materials (AMAT), SanDisk (SNDK), and RTX Corp. (RTX).

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image for news The Big 3: AMAT, SNDK, RTX
Applied Materials (AMAT) Is Considered a Good Investment by Brokers: Is That True?
AMAT
Published: February 20, 2026 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Applied Materials (AMAT) Is Considered a Good Investment by Brokers: Is That True?
Earnings Estimates Moving Higher for Applied Materials (AMAT): Time to Buy?
AMAT
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

Applied Materials (AMAT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

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image for news Earnings Estimates Moving Higher for Applied Materials (AMAT): Time to Buy?
Applied Materials (AMAT) Upgraded to Strong Buy: Here's Why
AMAT
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

Applied Materials (AMAT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

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image for news Applied Materials (AMAT) Upgraded to Strong Buy: Here's Why
International Markets and Applied Materials (AMAT): A Deep Dive for Investors
AMAT
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Neutral

Explore how Applied Materials' (AMAT) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

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image for news International Markets and Applied Materials (AMAT): A Deep Dive for Investors
Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
AMAT
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Applied Materials (AMAT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
Is Applied Materials The New Sector King?
AMAT
Published: February 17, 2026 by: Forbes
Sentiment: Positive

Applied Materials' stock has achieved a remarkable 95% return over the previous year during a “Giga-cycle” for semiconductor equipment fueled by AI demand. But how does it genuinely compare to major competitors benefiting from this surge?

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image for news Is Applied Materials The New Sector King?
Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat
AMAT, TSM
Published: February 16, 2026 by: 24/7 Wall Street
Sentiment: Positive

The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%.

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image for news Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat
Applied Materials: Little Opportunity Left After A Monstrous Run
AMAT
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Positive

Applied Materials, Inc. delivered resilient Q1 results, with robust DRAM revenue and strong cash flow, but China risks persist. Q2 guidance is notably strong, projecting 8% revenue growth and 10% EPS growth, with DRAM and new product launches likely to be key drivers. China remains a significant risk, with 27% of sales being in that market and regulatory headwinds from both U.S. and Chinese authorities.

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image for news Applied Materials: Little Opportunity Left After A Monstrous Run
Applied Materials Stock Jumps as AI-Driven Chip Demand Lifts Profits
AMAT
Published: February 13, 2026 by: Investopedia
Sentiment: Positive

Wall Street is excited about Applied Materials' quarterly profits.

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image for news Applied Materials Stock Jumps as AI-Driven Chip Demand Lifts Profits
Wall Street Roundup: Economic Data, Earnings Updates
AMAT, AMZN, CAT, CSCO, DKNG, GOOG, GOOGL, HSY, META, WMT
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Neutral

Macroeconomic data show a mixed picture: January jobs beat expectations, but 2025 revisions reveal anemic job growth and persistent inflation above the Fed's 2% target. AI-driven capital expenditures are fueling gains for select industrials like Caterpillar (CAT), while tech hyperscalers increasingly rely on debt to fund expansion.

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image for news Wall Street Roundup: Economic Data, Earnings Updates
Applied Materials Q1 Earnings Beat Estimates, Revenues Fall Y/Y
AMAT
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

AMAT tops Q1 earnings and revenue estimates as services surge offsets chip slowdown, and Q2 EPS outlook comes in well above consensus.

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image for news Applied Materials Q1 Earnings Beat Estimates, Revenues Fall Y/Y
Applied Materials Stock Powered by Bullish Forecast
AMAT
Published: February 13, 2026 by: Schaeffers Research
Sentiment: Positive

Applied Materials Inc (NASDAQ:AMAT) shares are up 10.9% to trade at $364.01, and earlier hit a record high of $376.32, after the semiconductor firm posted better-than-expected quarterly results and strong guidance.

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image for news Applied Materials Stock Powered by Bullish Forecast
Market Movers: Here's Why Applied Materials is Up 13%
AMAT
Published: February 13, 2026 by: 24/7 Wall Street
Sentiment: Positive

Retirement planning doesn't have to feel overwhelming. The key is finding expert guidance, and SmartAsset's simple quiz makes it easier than ever for you to connect with a vetted financial advisor.

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image for news Market Movers: Here's Why Applied Materials is Up 13%
How to Read Applied Materials Earnings: What Signals Move the Stock?
AMAT
Published: February 12, 2026 by: MarketBeat
Sentiment: Positive

Having already gained a reputation as one of the strongest performers of the year, Applied Materials Inc NASDAQ: AMAT now faces its first big test of the year. Shares are up 26% year to date and have rallied roughly 170% since last April, hitting all-time highs on what feels like a near-weekly basis since November.

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image for news How to Read Applied Materials Earnings: What Signals Move the Stock?
Traction in WFE and Display Products to Drive AMAT's Q1 Earnings
AMAT
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Positive

Applied Materials' Q1 to grow on the back of AI-driven demand lifting semiconductor systems, with DRAM, NAND and display strength.

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image for news Traction in WFE and Display Products to Drive AMAT's Q1 Earnings
Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley
AMAT
Published: February 11, 2026 by: GlobeNewsWire
Sentiment: Neutral

SANTA CLARA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Samsung Electronics will join the new, $5 billion EPIC Center in Silicon Valley. Applied's EPIC Center will open this year as the world's largest and most advanced facility for collaborative semiconductor process technology and manufacturing equipment R&D.

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image for news Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley
AMAT Climbs 8% in a Month: Time to Buy, Sell or Hold the Stock?
AMAT
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

Applied Materials shares jump 7.6% in a month as strength in wafer fab tools, advanced packaging and AI-driven demand supports its long-term growth case.

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image for news AMAT Climbs 8% in a Month: Time to Buy, Sell or Hold the Stock?
AMAT to Post Q1 Earnings: Time to Buy, Sell or Hold the Stock?
AMAT
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive

Applied Materials heads into Q1 earnings with AI-driven chip demand and services strength in focus, even as revenues and EPS are expected to dip year over year.

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image for news AMAT to Post Q1 Earnings: Time to Buy, Sell or Hold the Stock?
Applied Materials (AMAT) Crossed Above the 20-Day Moving Average: What That Means for Investors
AMAT
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive

After reaching an important support level, Applied Materials (AMAT) could be a good stock pick from a technical perspective. AMAT surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.

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image for news Applied Materials (AMAT) Crossed Above the 20-Day Moving Average: What That Means for Investors
Exploring Analyst Estimates for Applied Materials (AMAT) Q1 Earnings, Beyond Revenue and EPS
AMAT
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Neutral

Evaluate the expected performance of Applied Materials (AMAT) for the quarter ended January 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

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image for news Exploring Analyst Estimates for Applied Materials (AMAT) Q1 Earnings, Beyond Revenue and EPS
Semiconductor Stock To Buy On The Dip
AMAT
Published: February 05, 2026 by: Forbes
Sentiment: Positive

Semiconductor stock Applied Materials (AMAT) succumbed to sector pressure this week, particularly after Advanced Micro Device's (AMD) disappointing outlook. Falling sharply from a Jan. 29 record high of $344.60, AMAT is down 12.3% in the last five trading days.

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image for news Semiconductor Stock To Buy On The Dip
Here's Why Applied Materials (AMAT) is a Strong Momentum Stock
AMAT
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

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image for news Here's Why Applied Materials (AMAT) is a Strong Momentum Stock
Will Applied Materials (AMAT) Beat Estimates Again in Its Next Earnings Report?
AMAT
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive

Applied Materials (AMAT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Will Applied Materials (AMAT) Beat Estimates Again in Its Next Earnings Report?
Here's Why Applied Materials (AMAT) is a Strong Growth Stock
AMAT
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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image for news Here's Why Applied Materials (AMAT) is a Strong Growth Stock
Is It Worth Investing in Applied Materials (AMAT) Based on Wall Street's Bullish Views?
AMAT
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Read More
image for news Is It Worth Investing in Applied Materials (AMAT) Based on Wall Street's Bullish Views?
Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
AMAT, LSCC
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

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image for news Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
What Will Send AMAT Stock Higher?
AMAT
Published: February 02, 2026 by: Forbes
Sentiment: Positive

Applied Materials has experienced exceptional rallies, achieving gains of over 30% in less than two months on 14 separate occasions, especially in 2020 and 2025. On four instances, its stock jumped more than 50% within a comparable timeframe, showcasing strong upward momentum.

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image for news What Will Send AMAT Stock Higher?
Buy These 5 Dividend Growth Stocks Amid Fed Policy Uncertainty
ALFVY, AMAT, DCI, F, TPR
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Dividend growth stocks such as Ford can provide relative stability as uncertainty over Fed policy unsettles markets and prompts investors to shift away from high-beta growth stocks.

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image for news Buy These 5 Dividend Growth Stocks Amid Fed Policy Uncertainty
Applied Materials: Attractive Buy Ahead Of The Q1 2026 Report
AMAT
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive

Applied Materials earns a Buy rating due to fair valuation, strong recurring revenues, and resilient industry positioning ahead of the next earnings report. AMAT's Semiconductor Systems segment drives growth, while the Applied Global Services segment provides stable, high-margin, recurring revenue supporting Capex and buybacks. 2025 earnings were impacted by a one-time tax provision, but normalization is expected in 2026, potentially boosting EPS and lowering the forward P/E to attractive levels.

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image for news Applied Materials: Attractive Buy Ahead Of The Q1 2026 Report

About Applied Materials, Inc. (AMAT)

  • IPO Date 1980-03-17
  • Website https://www.appliedmaterials.com
  • Industry Semiconductors
  • CEO Gary E. Dickerson
  • Employees 36000

Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.