Applied Materials, Inc. (AMAT)

US — Technology Sector
Peers: LRCX  QCOM  KLAC  TXN  ARM  INTC  INTU  MU  NOW  SONY 

Automate Your Wheel Strategy on AMAT

With Tiblio's Option Bot, you can configure your own wheel strategy including AMAT - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.

Start Your Free Trial Now

Key Metrics & Ratings

  • symbol AMAT
  • Rev/Share 35.728
  • Book/Share 25.7116
  • PB 11.3385
  • Debt/Equity 0.3453
  • CurrentRatio 2.6105
  • ROIC 0.2196

 

  • MktCap 232245172574.0
  • FreeCF/Share 7.1763
  • PFCF 40.7591
  • PE 33.0773
  • Debt/Assets 0.1942
  • DivYield 0.0061
  • 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
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
Downgrade AMAT Daiwa Securities Outperform Neutral -- $170 Aug. 20, 2025
Downgrade AMAT DZ Bank Hold Sell -- $150 Aug. 15, 2025
Reiterated AMAT TD Cowen -- Buy $220 $200 Aug. 15, 2025
Downgrade AMAT Summit Insights Buy Hold -- -- Aug. 15, 2025

News

Why Applied Materials (AMAT) is a Top Momentum Stock for the Long-Term
AMAT
Published: November 18, 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 Why Applied Materials (AMAT) is a Top Momentum Stock for the Long-Term
Why Applied Materials (AMAT) International Revenue Trends Deserve Your Attention
AMAT
Published: November 18, 2025 by: Zacks Investment Research
Sentiment: Neutral

Examine Applied Materials' (AMAT) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.

Read More
image for news Why Applied Materials (AMAT) International Revenue Trends Deserve Your Attention
Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
AMAT
Published: November 18, 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 Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
Applied Materials' guidance didn't impress. Here's why some analysts are still upbeat.
AMAT
Published: November 14, 2025 by: Market Watch
Sentiment: Neutral

Applied Materials expects the first half of next year to be relatively flat, but some analysts say AI-driven demand for leading edge chips and DRAM should lead to acceleration in the latter half.

Read More
image for news Applied Materials' guidance didn't impress. Here's why some analysts are still upbeat.
Applied Materials Stock on Track for Worst Week Since August
AMAT
Published: November 14, 2025 by: Schaeffers Research
Sentiment: Negative

Shares of Applied Materials Inc (NASDAQ:AMAT) are down 2.3% to trade at $218.16 at last glance, brushing off better-than-expected results for the fiscal fourth-quarter.

Read More
image for news Applied Materials Stock on Track for Worst Week Since August
Applied Materials Q4 Earnings Beat Estimates, Revenues Fall Y/Y
AMAT
Published: November 14, 2025 by: Zacks Investment Research
Sentiment: Positive

AMAT tops Q4 estimates with higher revenues and strong cash returns, even as year-over-year earnings and key segments decline.

Read More
image for news Applied Materials Q4 Earnings Beat Estimates, Revenues Fall Y/Y
Applied Materials shares slide as China outlook darkens despite strong earnings
AMAT
Published: November 14, 2025 by: Invezz
Sentiment: Negative

Applied Materials' shares fell sharply in premarket trading on Friday, dropping more than 7%, after the chip equipment maker warned that stricter US export controls would curb spending in China next year. The caution overshadowed stronger-than-expected quarterly results and a more upbeat outlook for artificial-intelligence-related demand.

Read More
image for news Applied Materials shares slide as China outlook darkens despite strong earnings
Applied Materials Q4 profit top estimates, stock drops as revenue and earnings decline
AMAT
Published: November 14, 2025 by: Proactive Investors
Sentiment: Neutral

Applied Materials Inc (NASDAQ:AMAT, ETR:AP2) late Thursday reported better than expected financial results for its fourth quarter 2025 but sees its sales and earnings continuing to fall into the next quarter. The semiconductor equipment maker posted adjusted earnings per share for the period that fell 6% year over year to $2.17, surpassing the $2.11 analyst consensus estimate provided by FactSet.

Read More
image for news Applied Materials Q4 profit top estimates, stock drops as revenue and earnings decline
Options Corner: AMAT
AMAT
Published: November 13, 2025 by: Schwab Network
Sentiment: Neutral

Applied Materials (AMAT) is the focus of today's Options Corner hit. Rick Ducat dials up the technical perspective and examines the semiconductor equipment maker's chart.

Read More
image for news Options Corner: AMAT
Applied Materials Q4 Preview: Why I Think This Is The Wrong Entry Point
AMAT
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.

Read More
image for news Applied Materials Q4 Preview: Why I Think This Is The Wrong Entry Point
Why LRCX, AMAT Could Outperform Teradyne Stock
AMAT, LRCX
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.

Read More
image for news Why LRCX, AMAT Could Outperform Teradyne Stock
These AI Stocks Don't Get Enough Attention
AMAT, DELL
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.

Read More
image for news These AI Stocks Don't Get Enough Attention
AMAT to Post Q4 Earnings: Time to Buy, Sell or Hold the Stock?
AMAT
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.

Read More
image for news AMAT to Post Q4 Earnings: Time to Buy, Sell or Hold the Stock?
AMAT vs. LRCX: Which Semiconductor Giant Stands Out for Investors?
AMAT, LRCX
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.

Read More
image for news AMAT vs. LRCX: Which Semiconductor Giant Stands Out for Investors?
Countdown to Applied Materials (AMAT) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
AMAT
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.

Read More
image for news Countdown to Applied Materials (AMAT) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
Earnings Preview: Applied Materials (AMAT) Q4 Earnings Expected to Decline
AMAT
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.

Read More
image for news Earnings Preview: Applied Materials (AMAT) Q4 Earnings Expected to Decline
What Is Happening With Applied Materials Stock?
AMAT
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.

Read More
image for news What Is Happening With Applied Materials Stock?
Applied Materials to Cut 4% of Staff as Automation Changes Workforce
AMAT
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.

Read More
image for news Applied Materials to Cut 4% of Staff as Automation Changes Workforce
AMAT Stock Rises 39% in 3 Months: Should You Buy, Sell or Hold?
AMAT
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.

Read More
image for news AMAT Stock Rises 39% in 3 Months: Should You Buy, Sell or Hold?
Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
AMAT
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.

Read More
image for news Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
AMAT's Logic & DRAM Offerings Gain Traction: How Long Will it Sustain?
AMAT
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.

Read More
image for news AMAT's Logic & DRAM Offerings Gain Traction: How Long Will it Sustain?
S&P500 and Nasdaq Index: Tech Stocks Like Nvidia, Applied Materials US Stock Forecast
AMAT, NVDA
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.

Read More
image for news S&P500 and Nasdaq Index: Tech Stocks Like Nvidia, Applied Materials US Stock Forecast
AMAT Stock Is Up 35% In A Month: Does It Have More Room To Run?
AMAT
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.

Read More
image for news AMAT Stock Is Up 35% In A Month: Does It Have More Room To Run?
Applied Materials and Arizona State University Celebrate Opening of ‘Materials-to-Fab' Center
AMAT
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.

Read More
image for news Applied Materials and Arizona State University Celebrate Opening of ‘Materials-to-Fab' Center
AMAT vs. KLAC: Which Stock Has an Edge in Semiconductor Equipment Space?
AMAT, KLAC
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.

Read More
image for news AMAT vs. KLAC: Which Stock Has an Edge in Semiconductor Equipment Space?
Brokers Suggest Investing in Applied Materials (AMAT): Read This Before Placing a Bet
AMAT
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.

Read More
image for news Brokers Suggest Investing in Applied Materials (AMAT): Read This Before Placing a Bet
Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
AMAT
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
image for news Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
What to know about the international roadblocks facing Nvidia, Applied Materials
AMAT, NVDA
Published: October 03, 2025 by: CNBC Television
Sentiment: Negative

CNBC's Kristina Partsinevelos reports on the international roadblocks facing Nvidia and Applied Materials.

Read More
image for news What to know about the international roadblocks facing Nvidia, Applied Materials
Applied Materials stock falls on sales warning from China export restrictions
AMAT
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.

Read More
image for news Applied Materials stock falls on sales warning from China export restrictions
Top 50 High-Quality Dividend Growth Stocks For October 2025
AAPL, ACN, ALLE, AMAT, APH, CTAS, DHI, DKS, DPZ, EOG, FAST, FDS, GGG, GRMN, GWW, HCA, HD, HSY, JKHY, KLAC, LECO, LLY, LRCX, MLI, MPWR
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.

Read More
image for news Top 50 High-Quality Dividend Growth Stocks For October 2025

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.