Applied Materials (AMAT) Stock Forecast, Price Target & Predictions


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AMAT Stock Forecast


Applied Materials (AMAT) stock forecast, based on 53 Wall Street analysts, predicts a 12-month average price target of $420.83, with a high of $470.00 and a low of $290.00. This represents a 24.78% increase from the last price of $337.27.

$150 $220 $290 $360 $430 $500 High: $470 Avg: $420.83 Low: $290 Last Closed Price: $337.27

AMAT Stock Rating


Applied Materials stock's rating consensus is Buy, based on 53 Wall Street analysts. The breakdown includes 1 Strong Buy (1.89%), 41 Buy (77.36%), 11 Hold (20.75%), 0 Sell (0.00%), and 0 Strong Sell (0.00%).

Buy
Total 53 11 41 1 Strong Sell Sell Hold Buy Strong Buy

AMAT Price Target Upside V Benchmarks


TypeNameUpside
StockApplied Materials24.78%
SectorTechnology Stocks 34.63%
IdeaSemiconductor Stocks List 26.15%
IdeaArtificial Intelligence Stocks List37.29%

Price Target Trends


1M3M12M
# Anlaysts-3256
Avg Price Target-$392.78$323.50
Last Closing Price$337.27$337.27$337.27
Upside/Downside-16.46%-4.08%
Ratings Trends

DateStrong BuyBuyHoldSellStrong SellTotal
Mar, 265239--37
Feb, 2652210-138
Jan, 2632015--38
Dec, 25320141-38
Nov, 25320131-37
Analyst Price Target Forecasts

DateAnalystCompanyPrice TargetPrice when PublishedPrice Target/Price when PublishedPrice Target/Last Closing Price
Feb 13, 2026Shane BrettMorgan Stanley$420.00$356.9317.67%24.53%
Feb 13, 2026RBC Capital$430.00$357.2320.37%27.49%
Feb 13, 2026James SchneiderGoldman Sachs$390.00$357.289.16%15.63%
Feb 13, 2026UBS$430.00$360.7119.21%27.49%
Feb 13, 2026Needham$440.00$362.6321.34%30.46%
Feb 13, 2026Cantor Fitzgerald$470.00$361.8529.89%39.35%
Feb 13, 2026Deutsche Bank$450.00$362.0024.31%33.42%
Feb 13, 2026Christian SchwabCraig-Hallum$450.00$328.3937.03%33.42%
Feb 13, 2026Wells Fargo$435.00$328.3932.46%28.98%
Feb 13, 2026Mizuho Securities$410.00$328.3924.85%21.56%
Analyst Rating Forecasts

DateCompanyPrevious RatingNew RatingRating Change
Feb 13, 2026RBC CapitalOutperformOutperformhold
Feb 13, 2026Goldman SachsBuyBuyhold
Feb 13, 2026BernsteinOutperformOutperformhold
Feb 13, 2026NeedhamBuyBuyhold
Feb 13, 2026Cantor FitzgeraldOverweightOverweighthold
Feb 13, 2026Cowen & Co.BuyBuyhold
Feb 13, 2026Deutsche BankBuyBuyhold
Feb 13, 2026Craig-HallumBuyBuyupgrade
Feb 13, 2026Wells FargoOverweightOverweighthold
Feb 13, 2026KeyBancOverweightOverweighthold

Financial Forecast


EPS Forecast

$5 $6 $7 $8 $9 $10 $11 $12 $13 $14 Oct 21 Oct 22 Oct 23 Oct 24 Oct 25 Oct 26 Oct 27 Oct 28
Oct 21Oct 22Oct 23Oct 24Oct 25Oct 26Oct 27Oct 28
Reported$6.47$7.49$8.16$8.68$8.71---
Avg Forecast$6.86$6.29$7.92$8.54$9.33$10.30$10.97$12.65
High Forecast$7.29$7.55$7.93$8.56$9.98$11.85$11.88$13.77
Low Forecast$6.63$5.03$7.75$8.50$8.66$8.71$9.05$11.33
Surprise %-5.69%19.08%3.03%1.64%-6.65%---

Revenue Forecast

$15B $20B $25B $30B $35B $40B Oct 21 Oct 22 Oct 23 Oct 24 Oct 25 Oct 26 Oct 27 Oct 28
Oct 21Oct 22Oct 23Oct 24Oct 25Oct 26Oct 27Oct 28
Reported$23.06B$25.79B$26.52B$27.18B$28.37B---
Avg Forecast$23.31B$23.27B$26.32B$27.13B$29.13B$31.29B$32.85B$35.81B
High Forecast$24.43B$27.93B$26.35B$27.16B$30.41B$34.13B$33.01B$38.24B
Low Forecast$22.70B$18.62B$26.30B$27.12B$27.86B$27.92B$32.70B$32.92B
Surprise %-1.07%10.78%0.75%0.18%-2.60%---

Net Income Forecast

$4B $6B $7B $9B $10B $12B Oct 21 Oct 22 Oct 23 Oct 24 Oct 25 Oct 26 Oct 27 Oct 28
Oct 21Oct 22Oct 23Oct 24Oct 25Oct 26Oct 27Oct 28
Reported$5.89B$6.53B$6.86B$7.18B$7.00B---
Avg Forecast$5.80B$5.59B$6.44B$7.11B$7.56B$8.39B$8.96B$10.55B
High Forecast$6.16B$6.71B$7.73B$7.14B$8.32B$9.88B$9.91B$11.49B
Low Forecast$5.60B$4.47B$5.15B$7.09B$7.22B$7.26B$7.55B$9.45B
Surprise %1.52%16.67%6.41%0.91%-7.40%---

AMAT Forecast FAQ


Is Applied Materials stock a buy?

Applied Materials stock has a consensus rating of Buy, based on 53 Wall Street analysts. The rating breakdown includes 1 Strong Buy, 41 Buy, 11 Hold, 0 Sell, and 0 Strong Sell, reflecting a consensus that Applied Materials is a favorable investment for most analysts.

What is Applied Materials's price target?

Applied Materials's price target, set by 53 Wall Street analysts, averages $420.83 over the next 12 months. The price target range spans from $290 at the low end to $470 at the high end, suggesting a potential 24.78% change from the previous closing price of $337.27.

How does Applied Materials stock forecast compare to its benchmarks?

Applied Materials's stock forecast shows a 24.78% upside, underperforming the average forecast for the technology stocks sector (34.63%), trailing the Semiconductor Stocks List (26.15%) and Artificial Intelligence Stocks List (37.29%) investment ideas.

What is the breakdown of analyst ratings for Applied Materials over the past three months?

  • March 2026: 13.51% Strong Buy, 62.16% Buy, 24.32% Hold, 0% Sell, 0% Strong Sell.
  • February 2026: 13.16% Strong Buy, 57.89% Buy, 26.32% Hold, 0% Sell, 2.63% Strong Sell.
  • January 2026: 7.89% Strong Buy, 52.63% Buy, 39.47% Hold, 0% Sell, 0% Strong Sell.

What is Applied Materials’s EPS forecast?

Applied Materials's average annual EPS forecast for its fiscal year ending in October 2026 is $10.3, marking a 18.25% increase from the reported $8.71 in 2025. Estimates for the following years are $10.97 in 2027, and $12.65 in 2028.

What is Applied Materials’s revenue forecast?

Applied Materials's average annual revenue forecast for its fiscal year ending in October 2026 is $31.29B, reflecting a 10.32% increase from the reported $28.37B in 2025. The forecast for 2027 is $32.85B, and $35.81B for 2028.

What is Applied Materials’s net income forecast?

Applied Materials's net income forecast for the fiscal year ending in October 2026 stands at $8.39B, representing an 19.93% increase from the reported $7B in 2025. Projections indicate $8.96B in 2027, and $10.55B in 2028.