Where the Street stands
These are third-party analyst opinions from named firms, not advice, and not a prediction. How we score this
27 firms currently rating it, weighted by track record.
The 27 firms with a track record here beat the S&P 42% of the time over 12 months.
Pro: see the crowd-vs-sharp split for AMATThirty-two of 35 analysts rate Applied Materials at Buy or stronger, with a consensus price target of $640.89, implying 40.4% upside from the current $456.49. Most recently, UBS maintained a Buy rating on September 1st. The semiconductor equipment maker posted 24.80% revenue growth and 42.80% EPS growth year-over-year, with a 30.05% net margin and 41.07% ROE, though the stock trades at a trailing P/E of 39.39. Morgan Stanley stands apart with an Equal-Weight rating, and insider selling has accelerated in recent months, including a $55.6M sale by Gary Dickerson in late June near the 52-week high of $739.67.
Generated from the data on this page; may contain errors. Analyst opinions belong to the named firms. Informational only, not investment advice.
| Date | Firm | Action | Rating |
|---|---|---|---|
| Sep 1, 2026 | UBS | ○ Maintained | |
| Aug 25, 2026 | Mizuho | ○ Maintained |
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