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 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

Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
AMAT
Published: September 01, 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
AMAT's Etch Business Crosses $1B: Can DRAM Momentum Continue?
AMAT
Published: August 27, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials' etch business surpasses $1B in Q3 as DRAM demand for AI workloads fuels momentum and future market share gains.

Read More
image for news AMAT's Etch Business Crosses $1B: Can DRAM Momentum Continue?
AMAT's Display Revenues Rebound: Is it a Sign of Stability?
AMAT
Published: August 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials' display segment surges on OLED demand, with Q4 revenues projected to soar 66% year over year.

Read More
image for news AMAT's Display Revenues Rebound: Is it a Sign of Stability?
Buy, Sell Or Hold Applied Materials Stock?
AMAT
Published: August 22, 2025 by: Forbes
Sentiment: Negative

Applied Materials (NASDAQ:AMAT) published a set of Q3 results that exceeded expectations last week, yet the stock has declined approximately 15% since the earnings announcement due to worries about future demand, especially from China. Although Applied is well-placed to gain from a higher proportion of advanced equipment linked to generative AI and next-generation process technologies, geopolitical factors seem to impede progress.

Read More
image for news Buy, Sell Or Hold Applied Materials Stock?
AMAT Stock Trades at a P/E of 16.69X: Should You Buy, Sell or Hold?
AMAT
Published: August 19, 2025 by: Zacks Investment Research
Sentiment: Negative

Applied Materials trades at a discount P/E, but China woes, weak memory demand and bearish trends cloud its outlook.

Read More
image for news AMAT Stock Trades at a P/E of 16.69X: Should You Buy, Sell or Hold?
Wall Street Analysts Think Applied Materials (AMAT) Is a Good Investment: Is It?
AMAT
Published: August 19, 2025 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?

Read More
image for news Wall Street Analysts Think Applied Materials (AMAT) Is a Good Investment: Is It?
Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
AMAT
Published: August 19, 2025 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.

Read More
image for news Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
Charts We Liked (And Didn't Like) Last Week
AMAT, BE
Published: August 19, 2025 by: Schaeffers Research
Sentiment: Neutral

Subscribers to Chart of the Week received this commentary on Sunday, August 17.

Read More
image for news Charts We Liked (And Didn't Like) Last Week
Applied Materials: Expectations Reset, But No Buy Signal Yet
AMAT
Published: August 19, 2025 by: Seeking Alpha
Sentiment: Neutral

Applied Materials, Inc. fiscal Q3 results were solid, but a weak Q4 guide and softer tone versus peers led to further underperformance and justified the valuation discount. China revenue normalization was sharper than expected, logic demand was soft, and DRAM remains a risk, but ICAPS appears de-risked. AMAT valuation is near historical averages and slightly cheap versus peers, but slower growth and negative EPS revisions limit upside appeal.

Read More
image for news Applied Materials: Expectations Reset, But No Buy Signal Yet
Trade Tracker: Jim Lebenthal sells Applied Materials
AMAT
Published: August 18, 2025 by: CNBC Television
Sentiment: Neutral

Jim Lebenthal, Chief Equity Strategist at Cerity Partners, joins CNBC's "Halftime Report" to detail his latest portfolio move.

Read More
image for news Trade Tracker: Jim Lebenthal sells Applied Materials
Don't Overlook Applied Materials (AMAT) International Revenue Trends While Assessing the Stock
AMAT
Published: August 18, 2025 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.

Read More
image for news Don't Overlook Applied Materials (AMAT) International Revenue Trends While Assessing the Stock
Applied Materials' Forecast Rattles Investors
AMAT
Published: August 15, 2025 by: Bloomberg Technology
Sentiment: Negative

Shares of Applied Materials tumbled after the company delivered a sales forecast that disappointed investors and rekindled concerns about the impact of the US-China trade dispute. Bloomberg's Brody Ford joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.

Read More
image for news Applied Materials' Forecast Rattles Investors
"Voracious Appetite" for A.I. Chips: Opportunity in AMAT Pullback?
AMAT
Published: August 15, 2025 by: Schwab Network
Sentiment: Neutral

Long-term tariff woes have Logan Gilland skeptical on whether Applied Materials (AMAT) can reclaim its loss in shares following Thursday's earnings. While he sees the company as a long-term A.I.

Read More
image for news "Voracious Appetite" for A.I. Chips: Opportunity in AMAT Pullback?
Top Stock Movers Now: UnitedHealth, Salesforce, Applied Materials, and More
AMAT, CRM, UNH
Published: August 15, 2025 by: Investopedia
Sentiment: Negative

U.S. equities were mixed at midday as a report on retail sales showed consumers are continuing to spend. The Dow Jones Industrial Average was up slightly, while the S&P 500 and Nasdaq fell.

Read More
image for news Top Stock Movers Now: UnitedHealth, Salesforce, Applied Materials, and More
What Applied Materials' Poor Outlook Means for Chip Stocks
AMAT
Published: August 15, 2025 by: Barrons
Sentiment: Negative

The company's key customers include Intel and Taiwan Semiconductor Manufacturing.

Read More
image for news What Applied Materials' Poor Outlook Means for Chip Stocks
Applied Materials Stock Declines After Weak Q4 Forecast
AMAT
Published: August 15, 2025 by: Schaeffers Research
Sentiment: Negative

The shares of Applied Materials (NASDAQ:AMAT) are on the downswing this morning, despite the tech manufacturing giant reporting fiscal third-quarter results that surpassed analyst estimates.

Read More
image for news Applied Materials Stock Declines After Weak Q4 Forecast
Applied Materials weighs on chips
AMAT
Published: August 15, 2025 by: CNBC Television
Sentiment: Negative

CNBC's Kristina Partisinevelos joins 'Squawk on the Street' to discuss the latest earnings from Applied Materials.

Read More
image for news Applied Materials weighs on chips
Applied Materials shares slide on weak Q4 guidance
AMAT
Published: August 15, 2025 by: Proactive Investors
Sentiment: Negative

Applied Materials Inc (NASDAQ:AMAT, ETR:AP2) shares fell 13.2% on Friday after the semiconductor equipment maker issued weaker-than-expected guidance for the fourth quarter. The company expects revenue around $6.7 billion and EPS near $2.11, both below analysts' forecasts of $7.32 billion and $2.38.

Read More
image for news Applied Materials shares slide on weak Q4 guidance
Applied Materials' Knee-Jerk Sell-Off Is Your Signal to Buy
AMAT
Published: August 15, 2025 by: MarketBeat
Sentiment: Neutral

Applied Materials NASDAQ: AMAT gave its market a reason to sell with its Q3 results. However, the 15% pre-market decline is a knee-jerk reaction to news that opens up a solid buying opportunity.

Read More
image for news Applied Materials' Knee-Jerk Sell-Off Is Your Signal to Buy
Applied Materials sinks 13% on weak guidance due to China demand
AMAT
Published: August 15, 2025 by: CNBC
Sentiment: Negative

Applied Materials topped Wall Street's third-quarter earnings estimates but issued light guidance due to macroeconomic pressures. CEO Gary Dickerson said the current macroeconomic backdrop and trade issues have fueled "increasing uncertainty and lower visibility," primarily within its China business

Read More
image for news Applied Materials sinks 13% on weak guidance due to China demand
Applied Materials Q3 Earnings Beat Estimates, Revenues Rise Y/Y
AMAT
Published: August 15, 2025 by: Zacks Investment Research
Sentiment: Positive

AMAT's third-quarter fiscal 2025 earnings reflect higher sales, led by Semiconductor Systems and global revenue gains.

Read More
image for news Applied Materials Q3 Earnings Beat Estimates, Revenues Rise Y/Y
Why Applied Materials' latest earnings have investors so spooked
AMAT
Published: August 15, 2025 by: Market Watch
Sentiment: Negative

Analysts wonder if China's recent “overspending” on chip equipment is coming to a halt — and if the company is losing market share to rivals.

Read More
image for news Why Applied Materials' latest earnings have investors so spooked
This semiconductor stock just collapsed; Here's why
AMAT
Published: August 15, 2025 by: Finbold
Sentiment: Negative

Applied Materials (NASDAQ: AMAT) shares plunged on Friday, trading at $164.31 as of market open, a 12.71% drop from Thursday's close of $188.24.

Read More
image for news This semiconductor stock just collapsed; Here's why
Applied Materials Warns Uncertainty Is Slowing Its Business, Especially in China
AMAT
Published: August 15, 2025 by: Investopedia
Sentiment: Negative

Shares of Applied Materials (AMAT) sank 13% in premarket trading Friday, a day after the semiconductor equipment manufacturer gave weaker-than-expected guidance as global economic and tariff worries impact its business, especially in China.

Read More
image for news Applied Materials Warns Uncertainty Is Slowing Its Business, Especially in China
Applied Materials Earnings: Is The Semiconductor Cycle About To Change?
AMAT
Published: August 15, 2025 by: Seeking Alpha
Sentiment: Negative

Applied Materials, Inc. delivered record Q3 results, with strong revenue, EPS, margins, and robust cash flow, highlighting the current strength in the semiconductor cycle. Q4 guidance signals a potential slowdown: projected revenue and EPS are both down year-over-year, with Semiconductor Systems orders showing notable weakness. China digestion, uneven leading-edge demand, and policy uncertainty (including potential tariffs) are creating headwinds and could mark the start of a cyclical downturn.

Read More
image for news Applied Materials Earnings: Is The Semiconductor Cycle About To Change?
Beijing E-Town Semiconductor sues US's Applied Materials over trade secrets infringement
AMAT
Published: August 13, 2025 by: Reuters
Sentiment: Negative

Beijing E-Town Semiconductor Technologies , a semiconductor equipment firm backed by Beijing's government, on Wednesday said it has sued U.S. chip equipment supplier Applied Materials over alleged trade secrets infringement.

Read More
image for news Beijing E-Town Semiconductor sues US's Applied Materials over trade secrets infringement
This Tech Hardware Stock Could Steal the Show
AMAT
Published: August 12, 2025 by: Schaeffers Research
Sentiment: Positive

AMAT's recent pullback from scraping $200 in late July could be the handle of a “cup-and-handle” pattern.

Read More
image for news This Tech Hardware Stock Could Steal the Show
LRCX vs. AMAT: Which Chip-Equipment Stock Is a Better Buy Right Now?
AMAT, LRCX
Published: August 12, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials' diversified portfolio, resilient growth and lower valuation give it the edge over Lam Research in the AI-driven chip boom.

Read More
image for news LRCX vs. AMAT: Which Chip-Equipment Stock Is a Better Buy Right Now?
4 Stocks That May Get a Big Earnings Bump This Week
AMAT, AMCR, QFIN, SE
Published: August 11, 2025 by: MarketBeat
Sentiment: Negative

As Amazon.com Inc. NASDAQ: AMZN reminds us, sometimes it can be difficult to predict how the market will respond to a company's earnings report, even if the firm comes out ahead of analyst expectations for earnings and revenue. Amazon's dip following its latest report, despite top- and bottom-line beats, shows that sometimes details like forward guidance or the suggestion of short-term difficulties can be enough to undo any investor goodwill that may have built.

Read More
image for news 4 Stocks That May Get a Big Earnings Bump This Week
2 Stocks to Buy From the Challenging Semiconductor Industry
AMAT, AVGO
Published: August 11, 2025 by: Zacks Investment Research
Sentiment: Positive

The Zacks Electronics - Semiconductors industry players like AVGO and AMAT gain from the growing proliferation of AI, ML and consumer electronic devices.

Read More
image for news 2 Stocks to Buy From the Challenging Semiconductor Industry

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.