FN2 Earnings Intelligence

Applied Materials, Inc. complete analyst coverage

Applied Materials, Inc. (AMAT) analyst consensus, price targets, and firm-level rating history from FN2 Research.

Analyst Consensus ?

ConsensusBuy54 ratings
Bullish4277.8%
Neutral1222.2%
Bearish00.0%

Analyst 52W Price Targets

$454Current
$85Low
$421.03Average
$900High

Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 11, 2026. Not an FN2 forecast.

Firm-level rating actions

FMP grade actions identify the grading firm, not a named analyst.

FirmRatingPrior ratingActionDate
UBS Buy BuyMaintainSep 1, 2026
Mizuho Outperform OutperformMaintainAug 25, 2026
Argus Research Buy BuyMaintainAug 18, 2026
TD Cowen Buy BuyMaintainAug 14, 2026
Stifel Buy BuyMaintainAug 14, 2026
RBC Capital Outperform OutperformMaintainAug 14, 2026
Needham Buy BuyMaintainAug 14, 2026
Morgan Stanley Equal Weight Equal WeightMaintainAug 14, 2026
Keybanc Overweight OverweightMaintainAug 14, 2026
JP Morgan Overweight OverweightMaintainAug 14, 2026
Deutsche Bank Buy BuyMaintainAug 14, 2026
Craig-Hallum Buy BuyMaintainAug 14, 2026
Cantor Fitzgerald Overweight OverweightMaintainAug 14, 2026
Bernstein Outperform OutperformMaintainAug 14, 2026
B. Riley Securities Buy BuyMaintainAug 14, 2026
B of A Securities Buy BuyMaintainAug 14, 2026
Erste Group Hold BuyDowngradeAug 5, 2026
HSBC Buy BuyMaintainJul 27, 2026
Susquehanna Positive PositiveMaintainJun 30, 2026
Wells Fargo Overweight OverweightMaintainJun 26, 2026
Jefferies Buy BuyMaintainJun 26, 2026
Citigroup Buy BuyMaintainJun 17, 2026
Barclays Overweight OverweightMaintainJun 11, 2026
Wolfe Research Outperform OutperformMaintainMay 15, 2026
Goldman Sachs Buy BuyMaintainMay 15, 2026
Evercore ISI Group Outperform OutperformMaintainMay 15, 2026
Daiwa Capital Neutral OutperformDowngradeAug 20, 2025
Redburn Atlantic Neutral BuyDowngradeJul 7, 2025
Raymond James Outperform OutperformMaintainMay 16, 2025
Berenberg Buy BuyMaintainAug 21, 2023
New Street Research Neutral BuyDowngradeJun 16, 2023
Exane BNP Paribas Neutral OutperformDowngradeApr 6, 2023
Loop Capital Buy BuyMaintainDec 7, 2022
Summit Insights Group Buy HoldUpgradeNov 18, 2022
Cowen & Co. Outperform OutperformMaintainNov 18, 2022
William Blair Perform Market PerformMaintainOct 17, 2022
DA Davidson Buy BuyMaintainAug 19, 2022
Piper Sandler Neutral NeutralMaintainMay 20, 2022
Credit Suisse Outperform OutperformMaintainNov 19, 2021
B. Riley FBR Buy BuyMaintainApr 5, 2021
CFRA Hold HoldMaintainMay 15, 2020
Stifel Nicolaus Buy BuyMaintainFeb 13, 2020
Nomura Buy BuyMaintainFeb 13, 2020
Bank of America Neutral BuyDowngradeAug 28, 2018
B. Riley Buy BuyMaintainSep 28, 2017
Pacific Crest Overweight OverweightMaintainMar 10, 2016
CLSA Buy OutperformMaintainJan 19, 2016
Summit Research Partners Hold BuyDowngradeAug 11, 2015
S&P Capital IQ Strong Buy HoldUpgradeJun 9, 2014
ISI Group Buy Strong BuyDowngradeApr 10, 2014
LBBW Research Buy HoldUpgradeNov 29, 2013
Northland Securities Outperform OutperformMaintainAug 28, 2013
PiperJaffray Overweight OverweightMaintainMay 17, 2013
Bank oferica Neutral NeutralMaintainMay 18, 2012
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Named analyst price targets

Upside is calculated against the persisted current price $454. FMP does not supply a rating on these named-analyst rows.

FirmAnalyst52W targetPrice when postedUpsideDate
UBSTimothy Arcuri$695$458.39 +53.1%Sep 1, 2026
Mizuho SecuritiesAnalyst unavailable$590$484.19 +30.0%Aug 25, 2026
Argus ResearchAnalyst unavailable$600$507.69 +32.2%Aug 18, 2026
UBSAnalyst unavailable$850$505.2 +87.2%Aug 14, 2026
Seaport GlobalJay Goldberg$575$505.8 +26.7%Aug 14, 2026
Craig-HallumAnalyst unavailable$585$511.2 +28.9%Aug 14, 2026
RBC CapitalAnalyst unavailable$600$511.4 +32.2%Aug 14, 2026
Deutsche BankMelissa Weathers$605$510.63 +33.3%Aug 14, 2026
Morgan StanleyAnalyst unavailable$642$511.9 +41.4%Aug 14, 2026
BernsteinAnalyst unavailable$700$534.54 +54.2%Aug 14, 2026
UBSAnalyst unavailable$675$534.54 +48.7%Aug 14, 2026
Goldman SachsAnalyst unavailable$645$507.67 +42.1%Aug 3, 2026
HSBCAnalyst unavailable$683$536.25 +50.4%Jul 27, 2026
UBSTimothy Arcuri$705$589.65 +55.3%Jul 15, 2026
Stifel NicolausAnalyst unavailable$650$588.66 +43.2%Jul 10, 2026
Mizuho SecuritiesAnalyst unavailable$650$570.5 +43.2%Jul 8, 2026
Morgan StanleyAnalyst unavailable$647$613.08 +42.5%Jul 6, 2026
SusquehannaMehdi Hosseini$900$694.64 +98.2%Jun 30, 2026
Cantor FitzgeraldAnalyst unavailable$850$626.84 +87.2%Jun 29, 2026
H.C. WainwrightAnalyst unavailable$850$626.84 +87.2%Jun 29, 2026
KeyBancAnalyst unavailable$750$626.84 +65.2%Jun 29, 2026
Wells FargoAnalyst unavailable$740$668 +63.0%Jun 26, 2026
JefferiesAnalyst unavailable$770$668 +69.6%Jun 26, 2026
Wells FargoAnalyst unavailable$715$617.11 +57.5%Jun 22, 2026
BarclaysTom O'Malley$590$497.01 +30.0%Jun 11, 2026
UBSTimothy Arcuri$570$524.88 +25.6%Jun 10, 2026
Cantor FitzgeraldAnalyst unavailable$650$499.21 +43.2%Jun 10, 2026
Raymond JamesAnalyst unavailable$650$499.21 +43.2%Jun 10, 2026
Truist FinancialAnalyst unavailable$575$455.51 +26.7%May 28, 2026
Mizuho SecuritiesVijay Rakesh$540$454.89 +18.9%May 27, 2026
Argus ResearchJim Kelleher$500$401.1 +10.1%May 19, 2026
NeedhamAnalyst unavailable$530$433.41 +16.7%May 15, 2026
Wolfe ResearchAnalyst unavailable$550$433 +21.1%May 15, 2026
Deutsche BankAnalyst unavailable$550$431.82 +21.1%May 15, 2026
RBC CapitalAnalyst unavailable$520$430.96 +14.5%May 15, 2026
UBSAnalyst unavailable$515$431.74 +13.4%May 15, 2026
Stifel NicolausAnalyst unavailable$530$429.59 +16.7%May 15, 2026
Cantor FitzgeraldAnalyst unavailable$575$440.56 +26.7%May 15, 2026
KeyBancAnalyst unavailable$550$440.56 +21.1%May 15, 2026
Mizuho SecuritiesAnalyst unavailable$500$440.56 +10.1%May 15, 2026
Goldman SachsJames Schneider$520$440.56 +14.5%May 15, 2026
BernsteinStacy Rasgon$525$440.56 +15.6%May 15, 2026
Wells FargoAnalyst unavailable$520$440.56 +14.5%May 15, 2026
Morgan StanleyAnalyst unavailable$502$440.56 +10.6%May 15, 2026
BarclaysTom O'Malley$500$440.56 +10.1%May 15, 2026
JefferiesAnalyst unavailable$510$440.56 +12.3%May 15, 2026
RBC CapitalSrini Pajjuri$500$420.95 +10.1%May 12, 2026
HSBCAnalyst unavailable$517$410.64 +13.9%May 8, 2026
Seaport GlobalAnalyst unavailable$500$391.38 +10.1%May 4, 2026
UBSAnalyst unavailable$480$391.31 +5.7%May 4, 2026
SusquehannaAnalyst unavailable$500$397.81 +10.1%Apr 9, 2026
Morgan StanleyShane Brett$420$356.92 -7.5%Feb 13, 2026
RBC CapitalAnalyst unavailable$430$357.23 -5.3%Feb 13, 2026
Goldman SachsJames Schneider$390$357.28 -14.1%Feb 13, 2026
UBSAnalyst unavailable$430$360.71 -5.3%Feb 13, 2026
BernsteinAnalyst unavailable$425$358.92 -6.4%Feb 13, 2026
NeedhamAnalyst unavailable$440$362.63 -3.1%Feb 13, 2026
Cantor FitzgeraldAnalyst unavailable$470$361.84 +3.5%Feb 13, 2026
Deutsche BankAnalyst unavailable$450$362 -0.9%Feb 13, 2026
Craig-HallumChristian Schwab$450$328.39 -0.9%Feb 13, 2026
Wells FargoAnalyst unavailable$435$328.39 -4.2%Feb 13, 2026
Mizuho SecuritiesAnalyst unavailable$410$328.39 -9.7%Feb 13, 2026
Stifel NicolausBrian Chin$450$328.39 -0.9%Feb 13, 2026
KeyBancSteve Barger$450$328.39 -0.9%Feb 13, 2026
BarclaysTom O'Malley$450$328.39 -0.9%Feb 13, 2026
KGI SecuritiesLeon Chen$425$328.39 -6.4%Feb 13, 2026
UBSTimothy Arcuri$405$327.39 -10.8%Feb 2, 2026
Morgan StanleyAnalyst unavailable$364$322.32 -19.8%Feb 2, 2026
Mizuho SecuritiesVijay Rakesh$370$332.71 -18.5%Jan 27, 2026
Deutsche BankMelissa Weathers$390$318.78 -14.1%Jan 23, 2026
NeedhamCharles Shi$390$327.01 -14.1%Jan 20, 2026
KeyBancAnalyst unavailable$380$319.08 -16.3%Jan 16, 2026
Wells FargoAnalyst unavailable$350$326.3 -22.9%Jan 15, 2026
BarclaysTom O'Malley$360$301.89 -20.7%Jan 15, 2026
RBC CapitalAnalyst unavailable$385$301.89 -15.2%Jan 14, 2026
Stifel NicolausBrian Chin$340$304.87 -25.1%Jan 14, 2026
BernsteinAnalyst unavailable$325$307.44 -28.4%Jan 12, 2026
SusquehannaAnalyst unavailable$400$301.18 -11.9%Jan 11, 2026
Goldman SachsJames Schneider$310$281.64 -31.7%Jan 9, 2026
Mizuho SecuritiesVijay Rakesh$275$281.64 -39.4%Jan 9, 2026
Cantor FitzgeraldAnalyst unavailable$350$258 -22.9%Dec 16, 2025
JefferiesAnalyst unavailable$360$259.11 -20.7%Dec 15, 2025
Wells FargoAnalyst unavailable$290$259.11 -36.1%Dec 15, 2025
Morgan StanleyAnalyst unavailable$273$260.94 -39.9%Dec 2, 2025
KeyBancAnalyst unavailable$285$254.75 -37.2%Dec 2, 2025
UBSTimothy Arcuri$285$230.91 -37.2%Nov 25, 2025
UBSTimothy Arcuri$250$223.22 -44.9%Nov 14, 2025
Morgan StanleyAnalyst unavailable$252$220.35 -44.5%Nov 14, 2025
BernsteinStacy Rasgon$250$219.28 -44.9%Nov 14, 2025
Mizuho SecuritiesVijay Rakesh$205$223.23 -54.8%Nov 14, 2025
Goldman SachsJames Schneider$250$223.23 -44.9%Nov 14, 2025
Evercore ISIMark Lipacis$290$223.23 -36.1%Nov 14, 2025
Stifel NicolausBrian Chin$250$235.08 -44.9%Nov 11, 2025
Morgan StanleyAnalyst unavailable$256$236.6 -43.6%Oct 31, 2025
BarclaysTom O'Malley$250$224.99 -44.9%Oct 20, 2025
Mizuho SecuritiesVijay Rakesh$215$227.58 -52.6%Oct 16, 2025
Stifel NicolausAnalyst unavailable$215$209.95 -52.6%Oct 13, 2025
KeyBancSteve Barger$240$220.3 -47.1%Oct 10, 2025
Wells FargoAnalyst unavailable$250$211.56 -44.9%Oct 8, 2025
Morgan StanleyShane Brett$209$190.1 -54.0%Sep 22, 2025
Stifel NicolausBrian Chin$180$166.35 -60.4%Aug 15, 2025
Stifel NicolausBrian Chin$195$190.39 -57.0%Aug 13, 2025
BarclaysTom O'Malley$170$185.69 -62.6%Jul 28, 2025
Cantor FitzgeraldAnalyst unavailable$220$180.18 -51.5%Jun 24, 2025
Mizuho SecuritiesVijay Rakesh$195$165.57 -57.0%May 16, 2025
Morgan StanleyJoseph Moore$162$165.57 -64.3%May 16, 2025
Wells FargoJoe Quatrochi$200$165.57 -55.9%May 16, 2025
SusquehannaMehdi Hosseini$165$198.71 -63.7%Jan 22, 2025
Wolfe ResearchChris Caso$230$173.02 -49.3%Nov 15, 2024
NeedhamQuinn Bolton$225$172.54 -50.4%Nov 15, 2024
Goldman SachsToshiya Hari$230$186 -49.3%Nov 15, 2024
Evercore ISIMark Lipacis$250$186 -44.9%Nov 15, 2024
Deutsche BankMelissa Weathers$200$186 -55.9%Nov 15, 2024
Raymond JamesSrini Pajjuri$245$213.89 -46.0%Oct 15, 2024
Mizuho SecuritiesVijay Rakesh$225$196.71 -50.4%Sep 20, 2024
CitigroupAtif Malik$217$188.47 -52.2%Sep 16, 2024
NeedhamCharles Shi$260$203.75 -42.7%Aug 16, 2024
Wells FargoJoseph Quatrochi$280$209.72 -38.3%Aug 15, 2024
CitigroupAtif Malik$240$181.81 -47.1%Aug 5, 2024
BarclaysTom O'Malley$225$212.22 -50.4%Jun 5, 2024
Goldman SachsToshiya Hari$240$213.56 -47.1%May 17, 2024
B.Riley FinancialCraig Ellis$255$214.03 -43.8%May 17, 2024
Stifel NicolausBrian Chin$240$214.03 -47.1%May 17, 2024
Mizuho SecuritiesVijay Rakesh$245$214.03 -46.0%May 17, 2024
Berenberg BankTammy Qiu$250$214.03 -44.9%May 17, 2024
UBSTimothy Arcuri$235$214.03 -48.2%May 17, 2024
Wells FargoJoe Quatrochi$255$214.03 -43.8%May 17, 2024
Evercore ISIMark Lipacis$260$214.03 -42.7%May 17, 2024
SusquehannaMehdi Hosseini$185$217.49 -59.3%May 16, 2024
JefferiesBlayne Curtis$210$209.73 -53.7%May 13, 2024
Deutsche BankMelissa Weathers$225$209.25 -50.4%Apr 11, 2024
NeedhamCharles Shi$180$141.14 -60.4%Oct 13, 2023
SusquehannaMehdi Hosseini$128$148.77 -71.8%Aug 21, 2023
Mizuho SecuritiesVijay Rakesh$158$139.66 -65.2%Aug 18, 2023
Wells FargoJoseph Quatrochi$150$125.62 -67.0%May 19, 2023
Goldman SachsToshiya Hari$120$125.7 -73.6%May 18, 2023
BernsteinStacy Ragson$140$114.5 -69.2%Feb 17, 2023
Loop Capital MarketsScott Graham$125$119.46 -72.5%Feb 16, 2023
Cowen & Co.Cowen Cowen$135$104.7 -70.3%Nov 21, 2022
Evercore ISIAnalyst unavailable$120$105.28 -73.6%Nov 18, 2022
CitigroupAnalyst unavailable$135$104.22 -70.3%Nov 17, 2022
Mizuho SecuritiesVijay Rakesh$90$75.32 -80.2%Oct 18, 2022
Morgan StanleyJoseph Moore$99$79.42 -78.2%Oct 13, 2022
J.P. MorganHarlan Sur$115$79.42 -74.7%Oct 13, 2022
Mizuho SecuritiesVijay Rakesh$150$76.01 -67.0%Oct 12, 2022
BarclaysAnalyst unavailable$85$84.15 -81.3%Sep 28, 2022
Mizuho SecuritiesVijay Rakesh$150$90.29 -67.0%Sep 6, 2022
Morgan StanleyAnalyst unavailable$109$89.63 -76.0%Sep 6, 2022
CitigroupAnalyst unavailable$150$102.9 -67.0%Aug 22, 2022
Morgan StanleyJoseph Moore$115$104.2 -74.7%Aug 19, 2022
Craig-HallumAnalyst unavailable$126$104.63 -72.2%Aug 19, 2022
D.A. DavidsonAnalyst unavailable$155$104.57 -65.9%Aug 19, 2022
Deutsche BankAnalyst unavailable$115$105.13 -74.7%Aug 19, 2022
Goldman SachsAnalyst unavailable$109$106.38 -76.0%Aug 19, 2022
Stifel NicolausPatrick Ho$184$108.27 -59.5%Aug 19, 2022
NeedhamAnalyst unavailable$125$108.27 -72.5%Aug 19, 2022
Wells FargoJoseph Quatrochi$125$108.27 -72.5%Aug 19, 2022
SusquehannaMehdi Hosseini$115$108.27 -74.7%Aug 19, 2022
Goldman SachsToshiya Hari$95$101.26 -79.1%Jul 27, 2022
BarclaysAnalyst unavailable$95$101.67 -79.1%Jul 25, 2022
Deutsche BankAnalyst unavailable$110$95.35 -75.8%Jul 18, 2022
UBSTimothy Arcuri$100$91.19 -78.0%Jul 11, 2022
DaiwaLouis Miscioscia$120$106.62 -73.6%May 25, 2022
Goldman SachsAnalyst unavailable$133$106.46 -70.7%May 23, 2022
CitigroupAnalyst unavailable$160$106.46 -64.8%May 23, 2022
D.A. DavidsonThomas Diffely$170$106.46 -62.6%May 22, 2022
Morgan StanleyJoseph Moore$133$106.46 -70.7%May 21, 2022
Craig-HallumAnalyst unavailable$145$103.09 -68.1%May 20, 2022
Deutsche BankAnalyst unavailable$135$110.74 -70.3%May 20, 2022
Mizuho SecuritiesAnalyst unavailable$160$110.74 -64.8%May 20, 2022
NeedhamAnalyst unavailable$130$110.74 -71.4%May 20, 2022
B.Riley FinancialCraig Ellis$145$110.48 -68.1%May 16, 2022
BarclaysBlayne Curtis$150$114.63 -67.0%Apr 29, 2022
Deutsche BankSidney Ho$145$114.84 -68.1%Apr 18, 2022
Stifel NicolausPatrick Ho$197$116.24 -56.6%Apr 11, 2022
Stifel NicolausPatrick Ho$190$123.64 -58.1%Mar 11, 2022
UBSTimothy Arcuri$160$133.35 -64.8%Feb 20, 2022
J.P. MorganHarlan Sur$174$136.22 -61.7%Feb 17, 2022
B.Riley FinancialCraig Ellis$175$131.62 -61.5%Feb 14, 2022
Wells FargoJoseph Quatrochi$180$132.25 -60.4%Feb 11, 2022
JefferiesMark Lipacis$197$166.7 -56.6%Jan 14, 2022
BarclaysBlayne Curtis$165$159.26 -63.7%Jan 12, 2022
Morgan StanleyJoseph Moore$160$153.38 -64.8%Dec 15, 2021
Deutsche BankSidney Ho$180$153.38 -60.4%Dec 15, 2021
Cowen & Co.Krish Sankar$190$152.46 -58.1%Dec 10, 2021
Evercore ISIC J Muse$185$149.52 -59.3%Nov 19, 2021
D.A. DavidsonThomas Diffely$175$149.52 -61.5%Nov 19, 2021
New StreetPierre Ferragu$140$132.44 -69.2%Sep 28, 2021
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