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Applied Materials, Inc. — Wall Street Analyst Estimates & Price Targets

AMAT
NASDAQTechnologySemiconductorsCIK 0000006951appliedmaterials.comAbout AMAT
Last close · Oct 16, 2026409.29−20.72 (−4.82%)
Market cap$324.8B

12 firms' latest targets, last 90 days: median $600.00 ($563.00–$700.00), 47% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker
$200$400$600$800NovJan 2026MarMayJulSep2025-10-20 · Barclays: $2502025-10-31 · Morgan Stanley: $2562025-11-11 · Stifel: $2502025-11-14 · UBS: $2502025-11-14 · Morgan Stanley: $2522025-11-14 · Bernstein: $2502025-11-14 · Mizuho Securities: $2052025-11-14 · Goldman Sachs: $2502025-11-14 · Evercore ISI: $2902025-11-25 · UBS: $2852025-12-02 · Morgan Stanley: $2732025-12-02 · KeyBanc: $2852025-12-15 · Jefferies: $3602025-12-15 · Wells Fargo: $2902025-12-16 · Cantor Fitzgerald: $3502026-01-09 · Goldman Sachs: $3102026-01-09 · Mizuho Securities: $2752026-01-11 · Susquehanna: $4002026-01-12 · Bernstein: $3252026-01-14 · RBC Capital: $3852026-01-14 · Stifel: $3402026-01-15 · Wells Fargo: $3502026-01-15 · Barclays: $3602026-01-16 · KeyBanc: $3802026-01-20 · Needham: $3902026-01-23 · Deutsche Bank: $3902026-01-27 · Mizuho Securities: $3702026-02-02 · UBS: $4052026-02-02 · Morgan Stanley: $3642026-02-13 · Morgan Stanley: $4202026-02-13 · RBC Capital: $4302026-02-13 · Goldman Sachs: $3902026-02-13 · UBS: $4302026-02-13 · Bernstein: $4252026-02-13 · Needham: $4402026-02-13 · Cantor Fitzgerald: $4702026-02-13 · Deutsche Bank: $4502026-02-13 · Craig-Hallum: $4502026-02-13 · Wells Fargo: $4352026-02-13 · Mizuho Securities: $4102026-02-13 · Stifel: $4502026-02-13 · KeyBanc: $4502026-02-13 · Barclays: $4502026-02-13 · KGI Securities: $4252026-04-09 · Susquehanna: $5002026-05-04 · Seaport Global: $5002026-05-04 · UBS: $4802026-05-08 · HSBC: $5172026-05-12 · RBC Capital: $5002026-05-15 · Needham: $5302026-05-15 · Wolfe Research: $5502026-05-15 · Deutsche Bank: $5502026-05-15 · RBC Capital: $5202026-05-15 · UBS: $5152026-05-15 · Stifel: $5302026-05-15 · Cantor Fitzgerald: $5752026-05-15 · KeyBanc: $5502026-05-15 · Mizuho Securities: $5002026-05-15 · Goldman Sachs: $5202026-05-15 · Bernstein: $5252026-05-15 · Wells Fargo: $5202026-05-15 · Morgan Stanley: $5022026-05-15 · Barclays: $5002026-05-15 · Jefferies: $5102026-05-19 · Argus Research: $5002026-05-27 · Mizuho Securities: $5402026-05-28 · Truist: $5752026-06-10 · UBS: $5702026-06-10 · Cantor Fitzgerald: $6502026-06-10 · Raymond James: $6502026-06-11 · Barclays: $5902026-06-22 · Wells Fargo: $7152026-06-26 · Wells Fargo: $7402026-06-26 · Jefferies: $7702026-06-29 · Cantor Fitzgerald: $8502026-06-29 · H.C. Wainwright: $8502026-06-29 · KeyBanc: $7502026-06-30 · Susquehanna: $9002026-07-06 · Morgan Stanley: $6472026-07-08 · Mizuho Securities: $6502026-07-10 · Stifel: $6502026-07-15 · UBS: $7052026-07-27 · HSBC: $6832026-08-03 · Goldman Sachs: $6452026-08-14 · UBS: $8502026-08-14 · Seaport Global: $5752026-08-14 · Craig-Hallum: $5852026-08-14 · RBC Capital: $6002026-08-14 · Deutsche Bank: $6052026-08-14 · Morgan Stanley: $6422026-08-14 · Bernstein: $7002026-08-14 · UBS: $6752026-08-18 · Argus Research: $6002026-08-25 · Mizuho Securities: $5902026-09-01 · UBS: $6952026-09-28 · Morgan Stanley: $5632026-10-15 · Evercore ISI: $590
$200$400$600$800NovFebMayAug

Each firm's latest target

last 90 days · 12 firms
DateFirmTargetPreviousChangeVs price thenVs price now
2026-10-15Evercore ISI$590.00$290.00▲ 103%+40%+44%
2026-09-28Morgan Stanley$563.00$642.00▼ 12%+17%+38%
2026-09-01UBS$695.00$850.00▼ 18%+52%+70%
2026-08-25Mizuho Securities$590.00$650.00▼ 9%+22%+44%
2026-08-18Argus Research$600.00$500.00▲ 20%+18%+47%
2026-08-14Seaport Global$575.00$500.00▲ 15%+14%+40%
2026-08-14Craig-Hallum$585.00$450.00▲ 30%+14%+43%
2026-08-14RBC Capital$600.00$520.00▲ 15%+17%+47%
2026-08-14Deutsche Bank$605.00$550.00▲ 10%+18%+48%
2026-08-14Bernstein$700.00$525.00▲ 33%+31%+71%
2026-08-03Goldman Sachs$645.00$520.00▲ 24%+27%+58%
2026-07-27HSBC$683.00$517.00▲ 32%+27%+67%

Consensus estimates

revenue and EPS by fiscal year · reported years marked
FYRevenueYoYEPSYoYRevenue rangeEPS rangeAnalysts
2023reported$26.5B+3%$8.11+9%est. $26.3B+1%est. $7.9219
2024reported$27.2B+2%$8.61+6%est. $27.1B+0%est. $8.5432
2025reported$28.4B+4%$8.66+1%est. $28.3B+0%est. $9.3720
2026$34.3B+21%$12.81+37%$33.5B–$34.6B$12.77–$12.9927
2027$46.8B+36%$18.75+46%$43.5B–$49.6B$17.18–$20.0827
2028$57.1B+22%$24.51+31%$46.9B–$67.9B$19.94–$30.7124
2029$62.8B+10%$26.76+9%$56.7B–$68.3B$23.37–$29.8412
2030$80.4B+28%$36.10+35%$72.6B–$87.5B$31.53–$40.2512
A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.