AMAT - Applied Materials, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS | PRICE TARGET: $675.65 DETAILS

Stock News

Applied Materials: I Am Reiterating My Strong Buy As AI Manufacturing Demand Accelerates

I'm reiterating Applied Materials as a Strong Buy rating, with the price target revised to $680 from $802 due to a more conservative valuation multiple. Q3 2026 results reinforce my thesis that AI-driven demand is transforming semiconductor equipment into a structural growth cycle, not just a capacity cycle. AMAT is well-positioned, as leading-edge foundry logic, DRAM, and advanced packaging are set to drive 80% of WFE growth through 2027.

Aug 22, 2026 03:04 AM • seekingalpha.com

Artemis Wealth Advisors LLC Raises Holdings in Applied Materials, Inc. $AMAT

Artemis Wealth Advisors LLC boosted its holdings in Applied Materials, Inc. (NASDAQ: AMAT) by 467.7% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 73,803 shares of the manufacturing equipment provider's stock after purchasing an additional 60,803 shares during the

Aug 21, 2026 11:10 PM • defenseworld.net

Applied Materials (AMAT) Is Considered a Good Investment by Brokers: Is That True?

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?

Aug 21, 2026 06:30 AM • zacks.com

Applied Materials Sees Years Of AI-Fueled Growth Ahead

Applied Materials Inc. (NASDAQ:AMAT) could see semiconductor systems revenue grow about 40% this year as AI-driven chip investment continues to strengthen, according to JPMorgan.

Aug 20, 2026 09:48 AM • benzinga.com

Can Applied Materials Sustain Its Growth Amid AI-Driven Demand?

AMAT's AI-driven semiconductor equipment launches strengthen its advanced packaging position amid rising HBM demand and a memory production ramp-up.

Aug 20, 2026 08:26 AM • zacks.com

Time to Accumulate Applied Materials Before Foundry Ramps Hit?

Shares of Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) have been wobbling alongside the broad semiconductor scene of late.

Aug 20, 2026 05:14 AM • 247wallst.com

Bank of New York Mellon Corp Has $5.08 Billion Stake in Applied Materials, Inc. $AMAT

Bank of New York Mellon Corp decreased its position in Applied Materials, Inc. (NASDAQ: AMAT) by 18.4% during the undefined quarter, according to its most recent filing with the SEC. The institutional investor owned 7,021,201 shares of the manufacturing equipment provider's stock after selling 1,578,438 shares during the period. Applied Materials comprises 0.8%

Aug 20, 2026 01:33 AM • defenseworld.net

ABN AMRO Bank N.V. Boosts Stake in Applied Materials, Inc. $AMAT

ABN AMRO Bank N.V. boosted its stake in Applied Materials, Inc. (NASDAQ: AMAT) by 13.1% in the undefined quarter, according to its most recent filing with the SEC. The fund owned 99,652 shares of the manufacturing equipment provider's stock after purchasing an additional 11,532 shares during the period. ABN AMRO Bank N.V.'s holdings

Aug 19, 2026 11:43 PM • defenseworld.net

The Most Important Part of Unitree’s IPO Wasn’t the Robot

Unitree's 460% IPO spotlights physical AI stocks across chips, sensors, optics, robotics, memory, power, and networking.

Aug 19, 2026 08:00 PM • investorplace.com

Applied Materials Falls 4%, Lam Research and Teradyne Sink 5%: What's Prompting the Selloff in Chip Equipment Stocks?

Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) shares are down 4% to $494.82 in midday trading Wednesday, extending a second straight session of heavy selling across chip equipment names.

Aug 19, 2026 09:14 AM • 247wallst.com

ASX vs. AMAT: Which AI Semiconductor Stock is the Better Buy?

ASE Technology's LEAP growth, improving margins and lower valuation give it an edge over Applied Materials amid strong AI chip demand.

Aug 19, 2026 08:01 AM • zacks.com

Best Momentum Stock to Buy for August 19th

AMAT, CHYM and ITRI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 19, 2026.

Aug 19, 2026 04:40 AM • zacks.com

Applied Materials Rockets 98% in 2026: How Does AMAT Compare to Lam Research and KLA as AI Capex Powers Chip Gear Stocks?

Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) shares are up 98% year to date (YTD) at $509.29 Tuesday afternoon, a rally that captures how central chip equipment makers have become to the 2026 AI infrastructure trade.

Aug 18, 2026 11:22 AM • 247wallst.com

Should You Buy, Sell or Hold AMAT Stock After a 31% Rise in 3 Months?

Applied Materials' AI-driven growth, strong semiconductor demand and broad portfolio support its bullish outlook despite a premium valuation.

Aug 18, 2026 08:01 AM • zacks.com

Applied Materials Is Priced For Perfection

Applied Materials delivered a strong fiscal Q3 with 25% y/y revenue growth and record operating income, yet the stock remains priced for perfection. Despite robust fundamentals and ahead-of-Street guidance, flat sequential gross margins and high valuation multiples limit downside protection for AMAT. I maintain a Sell rating but raise my price target to $440, as 24x EV/EBITDA offers little margin of safety.

Aug 18, 2026 06:24 AM • seekingalpha.com

Don't Overlook Applied Materials (AMAT) International Revenue Trends While Assessing the Stock

Examine the evolution of Applied Materials' (AMAT) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Aug 18, 2026 06:16 AM • zacks.com

Applied Materials: When Beating Wall Street Numbers Isn't Enough

Applied Materials, Inc. added $1,205M in revenue in July and guides to $1,135M more for October. Sellers knocked 5.1% off AMAT stock anyway. Applied came in at 50.4% non-GAAP gross margin in July and guides October to about 50.4% on roughly $1,135M more revenue. Hill says slow improvement, and I don't see it. Applied grew revenue $1,813M year over year, and about 48% of that came from foundry-logic, about 33% from DRAM. I like foundry-logic more after TSMC raised its 2026 capital budget.

Aug 17, 2026 01:18 PM • seekingalpha.com

Applied Materials, Inc. $AMAT Shares Acquired by Caitong International Asset Management Co. Ltd

Caitong International Asset Management Co. Ltd increased its stake in shares of Applied Materials, Inc. (NASDAQ: AMAT) by 61.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,938 shares of the manufacturing equipment provider's stock after buying an additional

Aug 17, 2026 02:01 AM • defenseworld.net

English Capital Management LLC Lowers Stock Position in Applied Materials, Inc. $AMAT

English Capital Management LLC reduced its position in Applied Materials, Inc. (NASDAQ: AMAT) by 32.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,719 shares of the manufacturing equipment provider's stock after selling 6,701 shares during the period.

Aug 17, 2026 01:27 AM • defenseworld.net

Cape ANN Savings Bank Reduces Stock Position in Applied Materials, Inc. $AMAT

Cape ANN Savings Bank lessened its stake in Applied Materials, Inc. (NASDAQ: AMAT) by 46.7% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,730 shares of the manufacturing equipment provider's stock after selling 5,020 shares during the quarter. Applied Materials

Aug 17, 2026 01:27 AM • defenseworld.net

Price Targets

Applied Materials (AMAT) PT Raised to $650 at Stifel on 'Improved Financial Performance'Member Login

$650.00 (was $588.66)

Stifel Nicolaus

Jul 10, 2026 07:17 AM • StreetInsider

Applied Materials price target raised to $650 from $540 at Mizuho

$650.00 (was $570.50)

Mizuho Securities

Jul 08, 2026 04:38 PM • TheFly

Applied Materials price target raised to $647 from $502 at Morgan Stanley

$647.00 (was $613.08)

Morgan Stanley

Jul 06, 2026 08:14 AM • TheFly

Applied Materials price target raised to $900 from $575 at Susquehanna

$900.00 (was $694.64)

Mehdi Hosseini · Susquehanna

Jun 30, 2026 07:16 AM • TheFly

Applied Materials price target raised to $850 from $650 at Cantor Fitzgerald

$850.00 (was $626.84)

Cantor Fitzgerald

Jun 29, 2026 07:41 AM • TheFly

Applied Materials (AMAT) PT Raised to $850 at Cantor Fitzgerald: Limited EPS Upside

$850.00 (was $626.84)

H.C. Wainwright

Jun 29, 2026 07:01 AM • StreetInsider

Applied Materials price target raised to $750 from $550 at KeyBanc

$750.00 (was $626.84)

KeyBanc

Jun 29, 2026 06:18 AM • TheFly

Applied Materials price target raised to $740 from $715 at Wells Fargo

$740.00 (was $668.00)

Wells Fargo

Jun 26, 2026 06:00 AM • TheFly