Applied Materials (AMAT) Stock Forecast, Price Target & Predictions
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.
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
AMAT Price Target Upside V Benchmarks
| Type | Name | Upside |
|---|---|---|
| Stock | Applied Materials | 24.78% |
| Sector | Technology Stocks | 34.63% |
| Idea | Semiconductor Stocks List | 26.15% |
| Idea | Artificial Intelligence Stocks List | 37.29% |
Price Target Trends
| 1M | 3M | 12M | |
|---|---|---|---|
| # Anlaysts | - | 32 | 56 |
| Avg Price Target | - | $392.78 | $323.50 |
| Last Closing Price | $337.27 | $337.27 | $337.27 |
| Upside/Downside | - | 16.46% | -4.08% |
Ratings Trends
| Date | Strong Buy | Buy | Hold | Sell | Strong Sell | Total |
|---|---|---|---|---|---|---|
| Mar, 26 | 5 | 23 | 9 | - | - | 37 |
| Feb, 26 | 5 | 22 | 10 | - | 1 | 38 |
| Jan, 26 | 3 | 20 | 15 | - | - | 38 |
| Dec, 25 | 3 | 20 | 14 | 1 | - | 38 |
| Nov, 25 | 3 | 20 | 13 | 1 | - | 37 |
Analyst Price Target Forecasts
| Date | Analyst | Company | Price Target | Price when Published | Price Target/Price when Published | Price Target/Last Closing Price |
|---|---|---|---|---|---|---|
| Feb 13, 2026 | Shane Brett | Morgan Stanley | $420.00 | $356.93 | 17.67% | 24.53% |
| Feb 13, 2026 | RBC Capital | $430.00 | $357.23 | 20.37% | 27.49% | |
| Feb 13, 2026 | James Schneider | Goldman Sachs | $390.00 | $357.28 | 9.16% | 15.63% |
| Feb 13, 2026 | UBS | $430.00 | $360.71 | 19.21% | 27.49% | |
| Feb 13, 2026 | Needham | $440.00 | $362.63 | 21.34% | 30.46% | |
| Feb 13, 2026 | Cantor Fitzgerald | $470.00 | $361.85 | 29.89% | 39.35% | |
| Feb 13, 2026 | Deutsche Bank | $450.00 | $362.00 | 24.31% | 33.42% | |
| Feb 13, 2026 | Christian Schwab | Craig-Hallum | $450.00 | $328.39 | 37.03% | 33.42% |
| Feb 13, 2026 | Wells Fargo | $435.00 | $328.39 | 32.46% | 28.98% | |
| Feb 13, 2026 | Mizuho Securities | $410.00 | $328.39 | 24.85% | 21.56% |
Analyst Rating Forecasts
| Date | Company | Previous Rating | New Rating | Rating Change |
|---|---|---|---|---|
| Feb 13, 2026 | RBC Capital | Outperform | Outperform | hold |
| Feb 13, 2026 | Goldman Sachs | Buy | Buy | hold |
| Feb 13, 2026 | Bernstein | Outperform | Outperform | hold |
| Feb 13, 2026 | Needham | Buy | Buy | hold |
| Feb 13, 2026 | Cantor Fitzgerald | Overweight | Overweight | hold |
| Feb 13, 2026 | Cowen & Co. | Buy | Buy | hold |
| Feb 13, 2026 | Deutsche Bank | Buy | Buy | hold |
| Feb 13, 2026 | Craig-Hallum | Buy | Buy | upgrade |
| Feb 13, 2026 | Wells Fargo | Overweight | Overweight | hold |
| Feb 13, 2026 | KeyBanc | Overweight | Overweight | hold |
Financial Forecast
EPS Forecast
Annual
| Oct 21 | Oct 22 | Oct 23 | Oct 24 | Oct 25 | Oct 26 | Oct 27 | Oct 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
Annual
| Oct 21 | Oct 22 | Oct 23 | Oct 24 | Oct 25 | Oct 26 | Oct 27 | Oct 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
Annual
| Oct 21 | Oct 22 | Oct 23 | Oct 24 | Oct 25 | Oct 26 | Oct 27 | Oct 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% | - | - | - |