
Applied Materials (AMAT) Stock Forecast & Price Target
Applied Materials (AMAT) Analyst Ratings
Bulls say
Applied Materials is poised for continued growth, supported by a projected 3% year-over-year increase in operating expenses due to workforce reductions, alongside a robust $4.770 billion in systems sales that beat expectations despite ongoing shipment restrictions. The company's strong position in the semiconductor market is reinforced by record foundry sales and a positive outlook from management regarding customer visibility into 2026, indicating substantial demand for advanced technology. Additionally, the company’s margins improved, with a gross margin of 48.5%, reflecting effective cost management and operational efficiency, thus positioning Applied Materials favorably within the semiconductor equipment sector.
Bears say
The financial outlook for Applied Materials appears negative due to a reported 7% quarter-over-quarter revenue decline, driven primarily by decreased demand in foundry/logic and NAND segments, despite some incremental strength in DRAM. The potential challenges related to management's execution of restructuring efforts and capital allocation towards acquisitions could result in lower margins and cash flow, further exacerbating financial pressures. Additionally, macroeconomic factors, such as rising oil and gas prices and a potential decline in consumer spending, may lead to a substantial deterioration in the company's overall performance.
This aggregate rating is based on analysts' research of Applied Materials and is not a guaranteed prediction by Public.com or investment advice.
Applied Materials (AMAT) Analyst Forecast & Price Prediction
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