Skip to main
AMAT
AMAT logo

Applied Materials (AMAT) Stock Forecast & Price Target

Applied Materials (AMAT) Analyst Ratings

Based on 24 analyst ratings
Buy
Strong Buy 33%
Buy 38%
Hold 29%
Sell 0%
Strong Sell 0%

Bulls say

Applied Materials is well-positioned to capitalize on significant wafer fabrication equipment (WFE) drivers in the upcoming years, specifically in leading-edge front-end technologies and high-bandwidth memory (HBM) capacity additions in DRAM, enhancing its market share potential. The projected growth in the WFE market, anticipated to reach approximately $150 billion to support $1 trillion in semiconductor revenues, underscores the robust demand landscape for the company's products. Furthermore, the company has set an ambitious stretch EPS goal of around $11.25 for CY26, indicating strong confidence in its financial performance trajectory.

Bears say

Applied Materials is projected to experience a significant revenue impact in the near term, with estimates suggesting it will come in at the lower end of its October quarter revenue guidance of $6.7 billion, reflecting a potential decline of approximately $110 million due to regulatory restrictions on exports. Additionally, the company's earnings per share (EPS) guidance has been adjusted downwards, with expectations of a $0.05 hit to EPS as a result of this revenue shortfall. Furthermore, while the Department of Commerce restrictions may only impact fiscal year 2026 revenues by 2%, the cumulative effect of these restrictions could hinder Applied Materials' long-term financial performance and competitiveness.

Applied Materials (AMAT) has been analyzed by 24 analysts, with a consensus rating of Buy. 33% of analysts recommend a Strong Buy, 38% recommend Buy, 29% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Applied Materials and is not a guaranteed prediction by Public.com or investment advice.

Order type

Buy in

Order amount

Est. shares

0 shares

Sign up to buy

FAQs About Applied Materials (AMAT) Forecast

Analysts have given Applied Materials (AMAT) a Buy based on their latest research and market trends.

According to 24 analysts, Applied Materials (AMAT) has a Buy consensus rating as of Oct 16, 2025. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $209.92, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $209.92, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Applied Materials (AMAT)


Order type

Buy in

Order amount

Est. shares

0 shares

Sign up to buy
Disclaimer: Any investment listed here, which may be available on the Public platform, is intended to be used for informational purposes only, should not be the sole basis for making an investment decision, and is not a recommendation or advice.