Applied Materials, Inc. (AMAT)
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- symbol AMAT
- Rev/Share 35.456
- Book/Share 24.1685
- PB 9.7267
- Debt/Equity 0.3467
- CurrentRatio 2.5013
- ROIC 0.2432
- MktCap 187284319567.0
- FreeCF/Share 7.2627
- PFCF 31.9543
- PE 27.7678
- Debt/Assets 0.1977
- DivYield 0.0073
- ROE 0.3591
- Rating A-
- Score 4
- Recommendation Buy
- P/E Score 3
- DCF Score 3
- P/B Score 2
- D/E Score 2
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Upgrade | AMAT | BofA Securities | Neutral | Buy | -- | $250 | Oct. 13, 2025 |
| Upgrade | AMAT | Morgan Stanley | Equal Weight | Overweight | -- | $209 | Sept. 22, 2025 |
| Downgrade | AMAT | Mizuho | Outperform | Neutral | -- | $175 | Sept. 12, 2025 |
| Downgrade | AMAT | Daiwa Securities | Outperform | Neutral | -- | $170 | Aug. 20, 2025 |
| Downgrade | AMAT | DZ Bank | Hold | Sell | -- | $150 | Aug. 15, 2025 |
| Downgrade | AMAT | BofA Securities | Buy | Neutral | -- | $180 | Aug. 15, 2025 |
| Downgrade | AMAT | Summit Insights | Buy | Hold | -- | -- | Aug. 15, 2025 |
| Reiterated | AMAT | TD Cowen | -- | Buy | $220 | $200 | Aug. 15, 2025 |
| Initiation | AMAT | Goldman | -- | Buy | -- | $225 | July 10, 2025 |
| Downgrade | AMAT | Rothschild & Co Redburn | Buy | Neutral | -- | $200 | July 7, 2025 |
News
Applied Materials Q4 Preview: Why I Think This Is The Wrong Entry Point
Published: November 11, 2025 by: Seeking Alpha
Sentiment: Positive
Applied Materials (AMAT) is a key player in the semiconductor supply chain, selling the machines that physically build chips atom by atom. It benefits from long-term AI, EV, and IoT. Despite strong execution and high free cash flow, growth has slowed and margins may compress as the company enters a mid-cycle phase. Investors should expect softer Q4 results and limited. With the stock trading near 35x EV/FCF, AMAT is priced for a decade of 10% FCF growth — an aggressive assumption for a cyclical equipment maker.
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Why LRCX, AMAT Could Outperform Teradyne Stock
Published: November 11, 2025 by: Forbes
Sentiment: Positive
As the semiconductor cycle shows early signs of recovery, investors are reassessing which equipment makers are best positioned for the next leg of growth. While Teradyne (TER) has benefited from automation and test-equipment demand, its recent valuation looks stretched relative to peers.
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These AI Stocks Don't Get Enough Attention
Published: November 11, 2025 by: 24/7 Wall Street
Sentiment: Positive
There's more to the AI boom than just some of the more obvious plays, like the big names in the Magnificent Seven that seem to say “AI” dozens of times in any post-earnings conference call or Investor Day presentation.
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AMAT to Post Q4 Earnings: Time to Buy, Sell or Hold the Stock?
Published: November 10, 2025 by: Zacks Investment Research
Sentiment: Neutral
Applied Materials' innovation in advanced chip tech and solid service growth offset near-term China and macro headwinds ahead of Q4 results.
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AMAT vs. LRCX: Which Semiconductor Giant Stands Out for Investors?
Published: November 10, 2025 by: Zacks Investment Research
Sentiment: Positive
Lam Research's advanced AI chip tools and robust growth outlook give it an edge over Applied Materials despite valuation differences.
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Countdown to Applied Materials (AMAT) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
Published: November 10, 2025 by: Zacks Investment Research
Sentiment: Positive
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Applied Materials (AMAT), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended October 2025.
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Earnings Preview: Applied Materials (AMAT) Q4 Earnings Expected to Decline
Published: November 06, 2025 by: Zacks Investment Research
Sentiment: Negative
Applied Materials (AMAT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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What Is Happening With Applied Materials Stock?
Published: October 24, 2025 by: Forbes
Sentiment: Positive
Applied Materials (AMAT) surged by 52% over the last six months, propelled not only by strong revenue and margin improvements but also by a remarkable increase in market confidence.
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Applied Materials to Cut 4% of Staff as Automation Changes Workforce
Published: October 24, 2025 by: Barrons
Sentiment: Negative
The company will take a restructuring charge of $160 million to $180 million for severance and other items.
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AMAT Stock Rises 39% in 3 Months: Should You Buy, Sell or Hold?
Published: October 22, 2025 by: Zacks Investment Research
Sentiment: Neutral
Applied Materials gains from AI-driven demand and DRAM strength, but macro and China risks suggest a cautious hold.
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Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
Published: October 17, 2025 by: Zacks Investment Research
Sentiment: Positive
Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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AMAT's Logic & DRAM Offerings Gain Traction: How Long Will it Sustain?
Published: October 14, 2025 by: Zacks Investment Research
Sentiment: Positive
Applied Materials sees momentum in Logic and DRAM as AI-driven demand, GAA transitions and HBM growth fuel its semiconductor leadership.
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S&P500 and Nasdaq Index: Tech Stocks Like Nvidia, Applied Materials US Stock Forecast
Published: October 10, 2025 by: FXEmpire
Sentiment: Positive
Nasdaq hits a new high as Nvidia, Applied Materials, and Marvell lead tech stocks. Traders await earnings to gauge the next move.
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AMAT Stock Is Up 35% In A Month: Does It Have More Room To Run?
Published: October 10, 2025 by: Forbes
Sentiment: Positive
We believe there are only a few concerns to consider regarding AMAT stock due to its overall Strong operational performance and financial health. This aligns with the stock's High valuation, which leads us to conclude that it is Fairly Priced.
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Applied Materials and Arizona State University Celebrate Opening of ‘Materials-to-Fab' Center
Published: October 09, 2025 by: GlobeNewsWire
Sentiment: Neutral
TEMPE, Ariz., Oct. 09, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. and Arizona State University (ASU) today marked the official opening of the Materials-to-Fab Center, a shared world-class $270 million research, development and prototyping facility inside the university's MacroTechnology Works at ASU's Research Park in Tempe. A ribbon-cutting event was held at the Center as semiconductor industry leaders from around the globe gathered in nearby Phoenix for the SEMICON West conference.
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AMAT vs. KLAC: Which Stock Has an Edge in Semiconductor Equipment Space?
Published: October 07, 2025 by: Zacks Investment Research
Sentiment: Positive
KLA Corporation's dominance in process control and booming advanced packaging growth give it a clear edge over Applied Materials in the AI-fueled chip equipment race.
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Brokers Suggest Investing in Applied Materials (AMAT): Read This Before Placing a Bet
Published: October 07, 2025 by: Zacks Investment Research
Sentiment: Negative
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
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Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
Published: October 06, 2025 by: Zacks Investment Research
Sentiment: Positive
Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Read More
What to know about the international roadblocks facing Nvidia, Applied Materials
Published: October 03, 2025 by: CNBC Television
Sentiment: Negative
CNBC's Kristina Partsinevelos reports on the international roadblocks facing Nvidia and Applied Materials.
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Applied Materials stock falls on sales warning from China export restrictions
Published: October 03, 2025 by: Proactive Investors
Sentiment: Negative
Applied Materials Inc (NASDAQ:AMAT, ETR:AP2) shares slipped more than 3% in early trading on Friday after the maker of machinery used to manufacture semiconductors revealed in a regulatory filing that new US export restrictions to China would hurt its revenue. The company expects the decision will result in about $600 million of lost revenue in fiscal 2026, which runs through next October.
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Top 50 High-Quality Dividend Growth Stocks For October 2025
Published: October 03, 2025 by: Seeking Alpha
Sentiment: Positive
I track a universe of 50 high-quality dividend growth stocks to identify opportune investments based on valuation and future return potential. As of October 2, 2025, 22 stocks offer attractive future return estimates of at least 10%, with 15 appearing potentially undervalued by my Free Cash Flow model. Top-ranked stocks include MKTX, RMD, MPWR, RACE, and MSCI, each offering strong projected returns driven by yield, valuation upside, and EPS growth.
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These chip stocks are falling in the face of a new China setback
Published: October 03, 2025 by: Market Watch
Sentiment: Negative
Semiconductor stocks have been impacted this year by evolving U.S. rules governing the sale of chips to China. Applied Materials just called out a fresh set of challenges.
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COIN Upgrade Sees Strong Institutional Trading, AMAT Export Restrictions
Published: October 03, 2025 by: Schwab Network
Sentiment: Positive
Redburn believes Coinbase (COIN) will outperform as the analyst steps off the sidelines and into the buy camp. Jenny Horne analyzes the notes and talks about the boost in institutional trading it expects to drive the stock higher.
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Applied Materials Sees $710M Hit From China Curbs. Here's What You Should Know
Published: October 03, 2025 by: Investopedia
Sentiment: Negative
Applied Materials (AMAT) said it expects a $710 million revenue hit from new restrictions on its China exports, pressuring shares of the chip manufacturing equipment maker Friday.
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Applied Materials Stock Falls Along With Lam Research and KLA. China Revenue Is at Risk.
Published: October 03, 2025 by: Barrons
Sentiment: Negative
Applied Materials stock has been on a strong run but new export restrictions threaten its Chinese business.
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Index Search Launches to Redefine Executive and Professional Search for Manufacturing and Supply Chain
Published: October 01, 2025 by: Business Wire
Sentiment: Neutral
JACKSONVILLE, Fla.--(BUSINESS WIRE)---- $AMAT #Distribution--Launched today, Index Search helps manufacturing & supply chain companies fill executive & professional roles faster, smarter, with lasting impact.
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Here is What to Know Beyond Why Applied Materials, Inc. (AMAT) is a Trending Stock
Published: September 23, 2025 by: Zacks Investment Research
Sentiment: Positive
Recently, Zacks.com users have been paying close attention to Applied Materials (AMAT). This makes it worthwhile to examine what the stock has in store.
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AMAT Trades 54% Above Its 52-Week Low: Time to Hold or Fold the Stock?
Published: September 22, 2025 by: Zacks Investment Research
Sentiment: Negative
Applied Materials rides DRAM strength and R&D push, but China headwinds, weak memory demand and rivals weigh on its outlook.
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Applied Materials Stock Builds on Rally After Bull Note
Published: September 22, 2025 by: Schaeffers Research
Sentiment: Positive
Shares of Applied Materials Inc (NASDAQ:AMAT) are up 2.8% to trade at $195.48 at last check, after Morgan Stanley Securities upgraded the stock to "overweight" and raised its price target to $209.
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AMAT's Advanced DRAM Gains Traction: Will it Sustain its Momentum?
Published: September 18, 2025 by: Zacks Investment Research
Sentiment: Positive
Applied Materials sees DRAM-driven momentum with record etch revenues, AI-fueled demand, and growth opportunities in advanced memory.
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About Applied Materials, Inc. (AMAT)
- IPO Date 1980-03-17
- Website https://www.appliedmaterials.com
- Industry Semiconductors
- CEO Gary E. Dickerson
- Employees 36000