Applied Materials, Inc. (AMAT)
| Market Cap | 294.03B +61.4% |
| Revenue (ttm) | 34.45B +21.4% |
| Net Income | 10.09B +44.2% |
| EPS | 12.62 +45.7% |
| Shares Out | 793.60M |
| PE Ratio | 29.36 |
| Forward PE | 19.36 |
| Dividend | $2.12 (0.57%) |
| Ex-Dividend Date | Nov 19, 2026 |
| Volume | 12,023,284 |
| Open | 376.01 |
| Previous Close | 380.95 |
| Day's Range | 352.23 - 381.37 |
| 52-Week Range | 203.40 - 739.67 |
| Beta | 1.67 |
| Analysts | Strong Buy |
| Price Target | 584.17 (+57.67%) |
| Earnings Date | Nov 12, 2026 |
About AMAT
Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology an... [Read more]
Financial Performance
In fiscal year 2026, Applied Materials's revenue was $34.45 billion, an increase of 21.43% compared to the previous year's $28.37 billion. Earnings were $10.09 billion, an increase of 44.16%.
Financial StatementsAnalyst Summary
According to 40 analysts, the average rating for AMAT stock is "Strong Buy." The 12-month stock price target is $584.17, which is an increase of 57.67% from the latest price.
News
Sopko: AMAT Future "Bright" as Earnings, Partnerships Signal AI Demand
Stephen Sopko with HyperFRAME Research sees a few “bright spots” after Applied Materials (AMAT) reported earnings, noting that the company is adding headcount to meet demand. Looking at 2027 guidance,...
Applied Materials price target lowered to $507 from $538 at Morgan Stanley
Morgan Stanley lowered the firm’s price target on Applied Materials (AMAT) to $507 from $538 and keeps an Equal Weight rating on the shares.
Applied Materials price target lowered to $430 from $590 at Evercore ISI
Evercore ISI lowered the firm’s price target on Applied Materials (AMAT) to $430 from $590 and keeps an Outperform rating on the shares.
Applied Materials price target raised to $500 from $475 at B. Riley
B. Riley raised the firm’s price target on Applied Materials (AMAT) to $500 from $475 and keeps a Buy rating on the shares. Applied Materials beat Q4 expectations and guided…
Applied Materials price target lowered to $500 from $660 at JPMorgan
JPMorgan lowered the firm’s price target on Applied Materials (AMAT) to $500 from $660 and keeps an Overweight rating on the shares. The company reported a modest fiscal Q4 beat…
Applied Materials price target lowered to $470 from $580 at Needham
Needham lowered the firm’s price target on Applied Materials (AMAT) to $470 from $580 and keeps a Buy rating on the shares. The company reported a solid quarter with both…
Applied Materials price target lowered to $580 from $670 at Goldman Sachs
Goldman Sachs lowered the firm’s price target on Applied Materials (AMAT) to $580 from $670 and keeps a Buy rating on the shares. The company delivered a solid quarter and…
Applied Materials price target lowered to $510 from $590 at Mizuho
Mizuho analyst Vijay Rakesh lowered the firm’s price target on Applied Materials (AMAT) to $510 from $590 and keeps an Outperform rating on the shares. The firm views the company’s…
Applied Materials price target lowered to $600 from $650 at Stifel
Stifel lowered the firm’s price target on Applied Materials (AMAT) to $600 from $650 and keeps a Buy rating on the shares.
Applied Materials price target lowered to $500 from $610 at Wells Fargo
Wells Fargo lowered the firm’s price target on Applied Materials (AMAT) to $500 from $610 and keeps an Overweight rating on the shares. While the company delivered positive results, elevated…
Applied Materials price target lowered to $520 from $650 at BofA
BofA analyst Vivek Arya lowered the firm’s price target on Applied Materials (AMAT) to $520 from $650 and keeps a Buy rating on the shares following what the firm calls…
Applied Materials price target lowered to $600 from $700 at Bernstein
Bernstein lowered the firm’s price target on Applied Materials (AMAT) to $600 from $700 given the current environment, while keeping an Outperform rating on the shares. The firm notes the…
Applied Materials price target lowered to $640 from $695 at UBS
UBS analyst Timothy Arcuri lowered the firm’s price target on Applied Materials (AMAT) to $640 from $695 and keeps a Buy rating on the shares. Applied Materials delivered strong results…
Applied Materials price target lowered to $580 from $770 at Jefferies
Jefferies analyst Blayne Curtis lowered the firm’s price target on Applied Materials (AMAT) to $580 from $770 and keeps a Buy rating on the shares. The company reported a “clean…
Applied Materials downgraded to Hold from Buy at Summit Insights
Summit Insights downgraded Applied Materials (AMAT) to Hold from Buy without a price target following the earnings report. The firm sees limited upside to the company’s fiscal 2027 outlook due…
Applied Materials Earnings Call Transcript: Q4 2026
Record FY2026 results and Q4 margins reflect AI-led demand, with 2027 WFE forecast to grow over 30%. Capacity constraints remain, while planned output and facility expansions target sustained growth.
Applied Materials Earnings release: Q4 2026
Applied Materials released its Q4 2026 earnings on November 12, 2026, summarizing the period's financial results.
Applied Materials Slides: Q4 2026
Applied Materials has posted slides in relation to its Q4 2026 quarterly earnings report, which was published on November 12, 2026.
Applied Materials Sales, Profit Climb on Semiconductor Demand
The semiconductor company posted a profit of $2.72 billion in the fourth quarter, fueled by artificial intelligence-driven demand for semiconductor services.
Applied Materials Stock (AMAT) Rises After Topping Q4 Estimates
Shares of chipmaking equipment maker Applied Materials ($AMAT) gained in after-hours trading on Thursday after reporting better-than-expected fourth-quarter earnings for Fiscal 2026. Adjusted earnings...
Applied Materials forecasts quarterly revenue above estimates on strong AI chip demand
Applied Materials forecast first-quarter revenue above Wall Street expectations on Thursday, betting that strong demand for advanced AI chips will continue to fuel spending on its semiconductor ma...
Applied Materials reports Q4 non-GAAP EPS $4.16, consensus $4.05
Reports Q4 revenue $10.41B, consensus $10.3B. “Applied Materials (AMAT) delivered record results in fiscal 2026, and we are on track to grow our Semiconductor Systems business more than 40% in…
Applied Materials sees Q1 non-GAAP EPS $4.35 +/- 20c, consensus $4.25
Sees Q1 revenue $11.1B +/- $500M, consensus $11.41B.
Applied Materials Announces Fourth Quarter and Fiscal Year 2026 Results
Record quarterly revenue $10.41 billion, up 53 percent year over year Quarterly GAAP gross margin 50.4 percent and non-GAAP gross margin 50.6 percent, up 240 basis points and 250 basis points year ove...
Applied Materials stock: death cross pattern nears ahead of earnings
Applied Materials stock has slumped into a bear market after falling more than 50% from its all-time high, as concerns about the artificial intelligence (AI) industry persist. The stock is about to fo...