Applied Materials
AMAT
407.25
-5.86
-1.42%
Applied Materials
US · AMAT
#40 by market cap
Listed 1978
407.25
-5.86
-1.42%
Live - 5344 symbols - heartbeat 449s ago
· 2026-10-20 10:50
Analyst consensus 25 analysts
Buy
Avg price target 675.05 +65.8%
Price target rangecurrent 407.25
Low563.00
Avg675.05
High850.00
Buy 88%
Hold 12%
Sell 0%
Recent ratings (25)
| Date | Firm | Analyst | Rating | Target |
|---|---|---|---|---|
| 2026-09-28 | Morgan Stanley | -- | Hold | 563.00 |
| 2026-09-22 | Bernstein | -- | Buy | 700.00 |
| 2026-09-02 | Bernstein | -- | Buy | 700.00 |
| 2026-09-01 | UBS | -- | Buy | 695.00 |
| 2026-09-01 | Goldman Sachs | -- | Buy | 670.00 |
| 2026-08-24 | Mizuho Securities | -- | Buy | 590.00 |
| 2026-08-20 | J.P. Morgan | -- | Buy | -- |
| 2026-08-17 | Argus Research | -- | Buy | 600.00 |
| 2026-08-17 | UBS | -- | Buy | 675.00 |
| 2026-08-17 | DBS | -- | Buy | 710.00 |
| 2026-08-17 | Morgan Stanley | -- | Hold | 642.00 |
| 2026-08-14 | TD Cowen | -- | Buy | 700.00 |
| 2026-08-14 | Cantor Fitzgerald | -- | Buy | 850.00 |
| 2026-08-14 | Bernstein | -- | Buy | 700.00 |
| 2026-08-14 | UBS | -- | Buy | 675.00 |
| 2026-08-14 | Craig-Hallum | -- | Buy | 585.00 |
| 2026-08-14 | KeyBanc | -- | Buy | 750.00 |
| 2026-08-14 | BofA Securities | -- | Buy | 650.00 |
| 2026-08-14 | Morgan Stanley | -- | Hold | 642.00 |
| 2026-08-14 | Deutsche Bank | -- | Buy | 605.00 |
| 2026-08-14 | Stifel | -- | Buy | 650.00 |
| 2026-08-14 | Needham | -- | Buy | 740.00 |
| 2026-08-14 | Citi | -- | Buy | 710.00 |
| 2026-08-14 | J.P. Morgan | -- | Buy | 660.00 |
| 2026-08-13 | TD Cowen | -- | Buy | 700.00 |
Quant vs Street three independent views, side by side
Momentum strategy signal
Sell
Analyst consensus
Buy
Signals diverge - worth digging into why.
Not investment advice. The factor grade ranks this stock on fundamentals against StockVane's covered universe; the momentum strategy signal is a rules-based backtest, not a recommendation; analyst consensus reflects sell-side coverage. The three use different methods and can reasonably disagree.
Price target trend monthly average, last 3 years
✦ Quant Analyst Revision Trend how this is computed
Mixed
3 2
■ Upgrades■ Downgrades
- 3 upgrades vs 2 downgrades among tracked analyst rating changes.
- Most recent: Erste Group moved from Buy to Hold on 2026-08-05.
Recent rating changes
| Date | Firm | Change | Target |
|---|---|---|---|
| 2026-08-05 | Erste Group | Buy → Hold | -- |
| 2026-05-18 | Morgan Stanley | Buy → Hold | 502.00 |
| 2026-01-23 | Deutsche Bank | Hold → Buy | 390.00 |
| 2026-01-14 | Barclays | Hold → Buy | 360.00 |
| 2025-11-24 | UBS | Hold → Buy | 285.00 |
Earnings history price reaction on the day
| Period | Report date | Session | Options expected | Actual move |
|---|---|---|---|---|
| 2026/Q3 | 2026-08-13 | After close | ±9.76% | -5.12% (in line) |
| 2026/Q2 | 2026-05-14 | After close | ±10.83% | -0.89% (in line) |
| 2026/Q1 | 2026-02-12 | After close | ±9.33% | +8.08% (in line) |
| 2025/Q4 | 2025-11-13 | After close | ±7.25% | +1.25% (in line) |
| 2025/Q2 | 2025-05-15 | After close | ±7.16% | -5.25% (in line) |
| 2025/Q1 | 2025-02-13 | After close | ±6.40% | -8.18% (beat) |
| 2024/Q4 | 2024-11-14 | -- | ±7.26% | -9.20% (beat) |
| 2024/Q3 | 2024-08-15 | -- | ±7.17% | -1.86% (in line) |
| 2024/Q2 | 2024-05-16 | After close | ±6.38% | -0.91% (in line) |
| 2024/Q1 | 2024-02-15 | After close | ±7.08% | +6.35% (in line) |
| 2023/Q4 | 2023-11-16 | After close | ±6.02% | -4.02% (in line) |
| 2023/Q3 | 2023-08-17 | After close | ±6.31% | +3.68% (in line) |
"Options expected" is the pre-earnings options market's implied move (a straddle-style estimate), shown next to what actually happened.
Quote time 2026-10-20 10:50:14 · For reference only, not investment advice and not tailored to your situation.
china exposure is the risk everyone brings up but the order book outside china looks healthy on its own. equipment names always lag the chip names at turns, worth remembering that.