Applied Materials, Inc. (AMAT)

US — Technology Sector
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Key Metrics & Ratings

  • symbol AMAT
  • Rev/Share 35.728
  • Book/Share 25.7116
  • PB 12.7725
  • Debt/Equity 0.3453
  • CurrentRatio 2.6105
  • ROIC 0.2196

 

  • MktCap 260658127792.0
  • FreeCF/Share 7.1763
  • PFCF 45.7455
  • PE 37.2606
  • Debt/Assets 0.1942
  • DivYield 0.0054
  • ROE 0.3612

 

  • 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 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
Upgrade AMAT Morgan Stanley Equal Weight Overweight -- $209 Sept. 22, 2025
Downgrade AMAT Mizuho Outperform Neutral -- $175 Sept. 12, 2025

News

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
Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
AMAT
Published: January 27, 2026 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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image for news Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
Can AMAT Lead the Display Market With Advanced OLED and AR/VR Push?
AMAT
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive

Applied Materials' display business rebounds in fiscal 2025, with Q4 revenues up 68.2% as advanced systems, pricing and OLED demand lift margins.

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image for news Can AMAT Lead the Display Market With Advanced OLED and AR/VR Push?
Are Computer and Technology Stocks Lagging Applied Materials (AMAT) This Year?
AMAT
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Negative

Here is how Applied Materials (AMAT) and ASML (ASML) have performed compared to their sector so far this year.

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image for news Are Computer and Technology Stocks Lagging Applied Materials (AMAT) This Year?
Goldman Sachs Raising Price Targets 10%+ on Tech and Financial Blue Chip Giants
ALLY, AMAT, GOOG, GOOGL
Published: January 20, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and is ranked 55th on the Fortune 500 list of the largest U.S.

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image for news Goldman Sachs Raising Price Targets 10%+ on Tech and Financial Blue Chip Giants
AMAT vs. ASML: Which Semiconductor Equipment Stock is a Better Buy?
AMAT, ASML
Published: January 20, 2026 by: Zacks Investment Research
Sentiment: Positive

Applied Materials' expanding HBM, NAND and advanced packaging tools contrast with ASML Holding's EUV-led shift in semiconductor patterning.

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image for news AMAT vs. ASML: Which Semiconductor Equipment Stock is a Better Buy?
Here Is A Smart Way To Invest In AMAT Stock
AMAT
Published: January 16, 2026 by: Forbes
Sentiment: Positive

At approximately $319.08 per share, Applied Materials (AMAT) is trading close to its 52-week high, reflecting strong investor optimism around the AI-driven semiconductor capex cycle. As one of the most critical suppliers of chipmaking equipment, AMAT tends to benefit early and disproportionately when foundries ramp spending.

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image for news Here Is A Smart Way To Invest In AMAT Stock
TSMC's $56B AI Bet Just Made These 3 Stocks Millionaire Makers
AMAT, ASML, LRCX
Published: January 16, 2026 by: 24/7 Wall Street
Sentiment: Neutral

TSMC just committed $56 billion to AI chip manufacturing capacity. That's not money disappearing into factories.

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image for news TSMC's $56B AI Bet Just Made These 3 Stocks Millionaire Makers
Here is What to Know Beyond Why Applied Materials, Inc. (AMAT) is a Trending Stock
AMAT
Published: January 16, 2026 by: Zacks Investment Research
Sentiment: Positive

Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Here is What to Know Beyond Why Applied Materials, Inc. (AMAT) is a Trending Stock
Chip stocks pop after TSMC's earnings beat boosts confidence in industrywide demand
TSM, AMAT, AMD, AVGO, NVDA
Published: January 15, 2026 by: CNBC
Sentiment: Positive

Chipmakers and manufacturers of semiconductor equipment were some of the top performers on the market for the day after TSMC beat on earnings. TSMC reported 35% year-over-year profit growth for the quarter.

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image for news Chip stocks pop after TSMC's earnings beat boosts confidence in industrywide demand
Applied Materials FY25 HBM Revenues Hit $1.5B: A New Growth Driver?
AMAT
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Positive

AMAT aims to double its HBM business from $1.5 billion to $3 billion, leaning on hybrid bonding leadership and its Kinex system as demand ramps.

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image for news Applied Materials FY25 HBM Revenues Hit $1.5B: A New Growth Driver?
Here's Why Applied Materials (AMAT) is a Strong Growth Stock
AMAT
Published: January 15, 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.

Read More
image for news Here's Why Applied Materials (AMAT) is a Strong Growth Stock
AMAT's Flash Memory Sales Nearly Double in FY25: What's Ahead?
AMAT
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Positive

Applied Materials' NAND sales nearly double to $1.41 billion in FY25 as 3D NAND upgrades and new metrology tools boost its flash memory momentum.

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image for news AMAT's Flash Memory Sales Nearly Double in FY25: What's Ahead?
AMAT Stock Rises 114% From Its 52-Week Low: Time to Hold or Fold?
AMAT
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Positive

Applied Materials is up 114% from its 52-week low as AI-driven wafer fab demand boosts growth, but export limits, competition and valuation raise the hold-or-sell question.

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image for news AMAT Stock Rises 114% From Its 52-Week Low: Time to Hold or Fold?
Why chip stocks are extending their gains ahead of Nvidia's CES speech
NVDA, AMAT, AMD, ASML, AVGO, KLAC, LRCX, NVMI
Published: January 05, 2026 by: Market Watch
Sentiment: Positive

The semiconductor trade was mostly riding high on Monday as enthusiasm for the artificial-intelligence boom carried into the new year.

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image for news Why chip stocks are extending their gains ahead of Nvidia's CES speech
What Is Going On With AMAT Stock?
AMAT
Published: December 30, 2025 by: Forbes
Sentiment: Positive

Applied Materials (AMAT) stock achieved a 7-day winning streak, with total gains over this time period reaching 6%. The company's market capitalization has increased by approximately $12 Billion over the past 7 days, and now stands at $209 Billion.

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image for news What Is Going On With AMAT Stock?
Uncover 4 Undervalued Tech Giants Before They Skyrocket in 2026
AMAT, CRM, CSCO, MU
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Positive

Four mega-cap tech stocks still trade at discounts despite a strong 2025 rally, with AI infrastructure and data center demand setting the stage for 2026 upside.

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image for news Uncover 4 Undervalued Tech Giants Before They Skyrocket in 2026
Here's Why Applied Materials (AMAT) is a Strong Growth Stock
AMAT
Published: December 26, 2025 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.

Read More
image for news Here's Why Applied Materials (AMAT) is a Strong Growth Stock
Is Most-Watched Stock Applied Materials, Inc. (AMAT) Worth Betting on Now?
AMAT
Published: December 23, 2025 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.

Read More
image for news Is Most-Watched Stock Applied Materials, Inc. (AMAT) Worth Betting on Now?
NVDA vs. AMAT: Which Semiconductor Stock Is the Better Buy Now?
AMAT, NVDA
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

NVDA's surging AI data center revenues and faster earnings growth outshine peers, positioning the stock as the stronger buy over rivals right now.

Read More
image for news NVDA vs. AMAT: Which Semiconductor Stock Is the Better Buy Now?
Applied Materials (AMAT) Surpasses Market Returns: Some Facts Worth Knowing
AMAT
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

In the latest trading session, Applied Materials (AMAT) closed at $256.41, marking a +1.15% move from the previous day.

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image for news Applied Materials (AMAT) Surpasses Market Returns: Some Facts Worth Knowing
AMAT Gains From Traction in WFE Products: A Sign of More Upside?
AMAT
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials sees rising demand for WFE tied to AI and HPC, with strength in leading-edge nodes and DRAM, though China restrictions remain a headwind.

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image for news AMAT Gains From Traction in WFE Products: A Sign of More Upside?
3 Companies Turning Big Cash Flow Into Bigger Shareholder Gains
AMAT, GILD, QCOM
Published: December 15, 2025 by: MarketBeat
Sentiment: Positive

Inflation, interest rates, and broader economic uncertainty have forced companies across many sectors to prioritize efficiency. In this environment, it can be particularly challenging for firms to maintain cash flow, which is vital to their continued healthy operations and growth.

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image for news 3 Companies Turning Big Cash Flow Into Bigger Shareholder Gains
Trade Tracker: Kevin Simpson buys Micron and Applied Materials
AMAT, MU
Published: December 12, 2025 by: CNBC Television
Sentiment: Positive

Kevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's 'Halftime Report' to detail his latest buys.

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image for news Trade Tracker: Kevin Simpson buys Micron and Applied Materials
Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
AMAT
Published: December 12, 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
image for news Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
What Is Happening With Applied Materials Stock?
AMAT
Published: December 11, 2025 by: Forbes
Sentiment: Positive

Applied Materials (AMAT)'s stock surged 65% over the past year, driven less by profit growth and more by soaring investor optimism—a 74% jump in its P/E multiple—fueled by AI-driven semiconductor demand, record FY2025 results, and a slate of ambitious new product launches. As the world's largest maker of semiconductor manufacturing equipment, AMAT sits at the center of the chipmaking supply chain, supplying the tools that enable advanced logic, memory, and display technologies.

Read More
image for news What Is Happening With Applied Materials Stock?
AMAT Rises 56% in a Year: Should You Buy, Sell or Hold the Stock?
AMAT
Published: December 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials' AI-fueled gains lift shares 56% this year, but export limits, rivals and valuation cloud the near-term outlook.

Read More
image for news AMAT Rises 56% in a Year: Should You Buy, Sell or Hold the Stock?
Here's Why Applied Materials (AMAT) is a Strong Growth Stock
AMAT
Published: December 10, 2025 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.

Read More
image for news Here's Why Applied Materials (AMAT) is a Strong Growth Stock

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.