Applied Materials, Inc. (AMAT) Stock Forecast
Data as of Jul 31, 2026Technology · Current price $514.63 (+2.64%)
Price Target Range
Consensus Price Target Over Time
Analyst Rating Distribution
Last 3 Months
6-Month Trend
Latest Analyst Forecasts
Price targets issued by Wall Street analysts. Upside calculated against today's price.
| Date | Analyst | Firm | Price Target | Upside |
|---|---|---|---|---|
| Feb 13, 2026 | Shane Brett | Morgan Stanley | $420.00 | -18.4% |
| Feb 13, 2026 | James Schneider | Goldman Sachs | $390.00 | -24.2% |
| Feb 13, 2026 | Christian Schwab | Craig-Hallum | $450.00 | -12.6% |
| Feb 13, 2026 | Brian Chin | Stifel Nicolaus | $450.00 | -12.6% |
| Feb 13, 2026 | Steve Barger | KeyBanc | $450.00 | -12.6% |
| Feb 13, 2026 | Tom O'Malley | Barclays | $450.00 | -12.6% |
| Feb 13, 2026 | Leon Chen | KGI Securities | $425.00 | -17.4% |
| Feb 2, 2026 | Timothy Arcuri | UBS | $405.00 | -21.3% |
| Jan 27, 2026 | Vijay Rakesh | Mizuho Securities | $370.00 | -28.1% |
| Jan 23, 2026 | Melissa Weathers | Deutsche Bank | $390.00 | -24.2% |
| Jan 20, 2026 | Charles Shi | Needham | $390.00 | -24.2% |
| Jan 15, 2026 | Tom O'Malley | Barclays | $360.00 | -30.0% |
| Jan 14, 2026 | Brian Chin | Stifel Nicolaus | $340.00 | -33.9% |
| Jan 9, 2026 | James Schneider | Goldman Sachs | $310.00 | -39.8% |
| Jan 9, 2026 | Vijay Rakesh | Mizuho Securities | $275.00 | -46.6% |
| Nov 25, 2025 | Timothy Arcuri | UBS | $285.00 | -44.6% |
| Nov 14, 2025 | Timothy Arcuri | UBS | $250.00 | -51.4% |
| Nov 14, 2025 | Stacy Rasgon | Bernstein | $250.00 | -51.4% |
| Nov 14, 2025 | Vijay Rakesh | Mizuho Securities | $205.00 | -60.2% |
| Nov 14, 2025 | James Schneider | Goldman Sachs | $250.00 | -51.4% |
Top Analysts Covering AMAT
AMAT vs Sector & Market
| Metric | AMAT | Technology Avg | Large Cap Avg |
|---|---|---|---|
| Analyst Rating | 2.03 | 2.36 | 2.42 |
| Analyst Count | 62 | 14 | 19 |
| Target Upside | +16.3% | +1710.9% | +18.0% |
| P/E Ratio | 48.37 | 37.62 | 43.33 |
Revenue Estimates
| Period | Low | Avg | High | # |
|---|---|---|---|---|
| 2026-10-26 | $30.73B | $31.43B | $33.06B | 24 |
| 2027-01-25 | $8.87B | $9.10B | $9.86B | 13 |
| 2027-04-25 | $9.24B | $9.48B | $10.27B | 9 |
| 2027-07-25 | $9.58B | $9.82B | $10.65B | 8 |
| 2027-10-25 | $9.81B | $10.06B | $10.90B | 8 |
| 2027-10-26 | $36.46B | $37.67B | $39.46B | 23 |
| 2028-01-25 | $10.05B | $10.30B | $11.17B | 12 |
| 2028-04-25 | $10.31B | $10.57B | $11.46B | 8 |
| 2028-07-25 | $10.47B | $10.73B | $11.63B | 7 |
| 2028-10-25 | $10.64B | $10.91B | $11.82B | 7 |
| 2028-10-26 | $41.32B | $41.39B | $41.47B | 13 |
| 2029-10-26 | $42.17B | $44.07B | $46.97B | 6 |
EPS Estimates
| Period | Low | Avg | High | # |
|---|---|---|---|---|
| 2026-10-26 | $10.70 | $11.05 | $11.46 | 19 |
| 2027-01-25 | $3.26 | $3.37 | $3.74 | 8 |
| 2027-04-25 | $3.44 | $3.56 | $3.94 | 12 |
| 2027-07-25 | $3.61 | $3.73 | $4.13 | 8 |
| 2027-10-25 | $3.73 | $3.86 | $4.28 | 8 |
| 2027-10-26 | $12.50 | $14.05 | $15.06 | 18 |
| 2028-01-25 | $3.85 | $3.98 | $4.41 | 11 |
| 2028-04-25 | $3.90 | $4.03 | $4.48 | 9 |
| 2028-07-25 | $4.00 | $4.14 | $4.59 | 17 |
| 2028-10-25 | $4.12 | $4.25 | $4.72 | 11 |
| 2028-10-26 | $12.11 | $15.61 | $18.43 | 8 |
| 2029-10-26 | $16.80 | $17.79 | $19.31 | 3 |
Frequently Asked Questions
What is the analyst consensus for AMAT?
The consensus among 62 analysts covering Applied Materials, Inc. (AMAT) is Buy with an average price target of $554.52.
What is the highest price target for AMAT?
The highest price target for AMAT is $450.00, set by Christian Schwab at Craig-Hallum on 2026-02-13.
What is the lowest price target for AMAT?
The lowest price target for AMAT is $90.00, set by Vijay Rakesh at Mizuho Securities on 2022-10-18.
How many analysts cover AMAT?
62 analysts have issued ratings for Applied Materials, Inc. in the past 12 months.
Is AMAT a buy or sell right now?
Based on 62 analyst ratings, AMAT has a consensus rating of Buy (2.03/5) with a +16.3% upside to the consensus target of $554.52.
What are the earnings estimates for AMAT?
Analysts estimate AMAT will report EPS of $11.05 for the period ending 2026-10-26, with revenue estimated at $31.43B.
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Data updated daily. Analyst price targets sourced from public filings and broker reports. Not investment advice.