Bullish
Our verdict — Mizuho ranks #36 of 64 in our leaderboard: 84% hit rate on Applied Materials (25 scored calls on this stock), 18.4% average gain per call, +4 pts vs its sector.
Applied Materials (AMAT) price target — analyst by analyst
Applied Materials · Information Technology · ref. ETF XLK · price $482.36
By Rédaction JPI Invest · updated
In short — 29 price targets published on Applied Materials over 90 days: 27 bullish, 0 bearish (93% positive), median target $700. The highest-ranked firm to weigh in is B. Riley Securities (rank 6, 67% hit rate). For each call below we show the firm's real track record — not just its opinion.
The last 29 analyst calls on AMAT
Newest first. The "verdict" is our read on the firm, based on its past calls replayed against actual prices.
Bullish
Our verdict — UBS ranks #27 of 64 in our leaderboard: 60% hit rate on Applied Materials (5 scored calls on this stock), 17% average gain per call, +5 pts vs its sector.
Bullish
Our verdict — Craig-Hallum ranks #15 of 64 in our leaderboard: 85.7% hit rate on Applied Materials (7 scored calls on this stock), 37.3% average gain per call, +9 pts vs its sector.
Neutral
Our verdict — Morgan Stanley ranks #49 of 64 in our leaderboard: 25% hit rate on Applied Materials (4 scored calls on this stock), 12.2% average gain per call, +3 pts vs its sector.
Bullish
Our verdict — Bernstein ranks #50 of 64 in our leaderboard: 50% hit rate on Applied Materials (4 scored calls on this stock), 13.5% average gain per call, +3 pts vs its sector.
Bullish
Our verdict — TD Cowen ranks #60 of 64 in our leaderboard: 80% hit rate on Applied Materials (5 scored calls on this stock), 14% average gain per call, 0 pts vs its sector.
Bullish
Our verdict — RBC Capital ranks #62 of 64 in our leaderboard: 50% hit rate on Applied Materials (4 scored calls on this stock), 9% average gain per call, -2 pts vs its sector.
Bullish
Our verdict — B. Riley Securities ranks #6 of 64 in our leaderboard: 61.1% hit rate on Applied Materials (18 scored calls on this stock), 31.9% average gain per call, +13 pts vs its sector.
Bullish
Our verdict — JP Morgan ranks #37 of 64 in our leaderboard: 76.5% hit rate on Applied Materials (17 scored calls on this stock), 15.8% average gain per call, +4 pts vs its sector.
Bullish
Our verdict — B of A Securities ranks #31 of 64 in our leaderboard: 69.2% hit rate on Applied Materials (13 scored calls on this stock), 17.5% average gain per call, +5 pts vs its sector.
Bullish
Our verdict — Needham ranks #14 of 64 in our leaderboard: 72.4% hit rate on Applied Materials (29 scored calls on this stock), 33.4% average gain per call, +10 pts vs its sector.
Bullish
Our verdict — UBS ranks #27 of 64 in our leaderboard: 60% hit rate on Applied Materials (5 scored calls on this stock), 17% average gain per call, +5 pts vs its sector.
Bullish
Our verdict — Stifel ranks #20 of 64 in our leaderboard: 73.9% hit rate on Applied Materials (23 scored calls on this stock), 21.6% average gain per call, +6 pts vs its sector.
Bullish
Our verdict — Needham ranks #14 of 64 in our leaderboard: 72.4% hit rate on Applied Materials (29 scored calls on this stock), 33.4% average gain per call, +10 pts vs its sector.
Bullish
Our verdict — TD Cowen ranks #60 of 64 in our leaderboard: 80% hit rate on Applied Materials (5 scored calls on this stock), 14% average gain per call, 0 pts vs its sector.
Bullish
Our verdict — Mizuho ranks #36 of 64 in our leaderboard: 84% hit rate on Applied Materials (25 scored calls on this stock), 18.4% average gain per call, +4 pts vs its sector.
Neutral
Our verdict — Morgan Stanley ranks #49 of 64 in our leaderboard: 25% hit rate on Applied Materials (4 scored calls on this stock), 12.2% average gain per call, +3 pts vs its sector.
Bullish
Our verdict — Susquehanna ranks #23 of 64 in our leaderboard: 55.6% hit rate on Applied Materials (9 scored calls on this stock), 24.3% average gain per call, +6 pts vs its sector.
Bullish
Our verdict — Cantor Fitzgerald ranks #11 of 64 in our leaderboard: 60% hit rate on Applied Materials (10 scored calls on this stock), 37.1% average gain per call, +12 pts vs its sector.
Bullish
Our verdict — Keybanc ranks #35 of 64 in our leaderboard: 80% hit rate on Applied Materials (15 scored calls on this stock), 18.5% average gain per call, +4 pts vs its sector.
Bullish
Our verdict — Wells Fargo ranks #47 of 64 in our leaderboard: 78.1% hit rate on Applied Materials (32 scored calls on this stock), 14.5% average gain per call, +3 pts vs its sector.
Bullish
Our verdict — B. Riley Securities ranks #6 of 64 in our leaderboard: 61.1% hit rate on Applied Materials (18 scored calls on this stock), 31.9% average gain per call, +13 pts vs its sector.
Bullish
Our verdict — Jefferies ranks #30 of 64 in our leaderboard: 66.7% hit rate on Applied Materials (3 scored calls on this stock), 16.5% average gain per call, +5 pts vs its sector.
Bullish
Our verdict — B of A Securities ranks #31 of 64 in our leaderboard: 69.2% hit rate on Applied Materials (13 scored calls on this stock), 17.5% average gain per call, +5 pts vs its sector.
Bullish
Our verdict — Wells Fargo ranks #47 of 64 in our leaderboard: 78.1% hit rate on Applied Materials (32 scored calls on this stock), 14.5% average gain per call, +3 pts vs its sector.
Bullish
Our verdict — Citigroup ranks #24 of 64 in our leaderboard: 83.9% hit rate on Applied Materials (31 scored calls on this stock), 20.1% average gain per call, +5 pts vs its sector.
Bullish
Our verdict — Barclays ranks #52 of 64 in our leaderboard: 0% hit rate on Applied Materials (3 scored calls on this stock), 10.6% average gain per call, +2 pts vs its sector.
Bullish
Our verdict — UBS ranks #27 of 64 in our leaderboard: 60% hit rate on Applied Materials (5 scored calls on this stock), 17% average gain per call, +5 pts vs its sector.
Bullish
Our verdict — Cantor Fitzgerald ranks #11 of 64 in our leaderboard: 60% hit rate on Applied Materials (10 scored calls on this stock), 37.1% average gain per call, +12 pts vs its sector.
⚠️ Price targets as published by the firms, timestamped at their publication date. The upside shown is vs the price on the day of the call, not today's price. Informational data, not investment advice.
Frequently asked questions
What are analysts saying about AMAT right now?
Over the last 90 days, 29 price targets were published on Applied Materials: 27 bullish and 0 bearish (93% positive). The median target is $700. The latest call is from August 25, 2026.
Should you trust these price targets?
Not blindly — that's the point of this page: next to each call we show the firm's real track record — its rank among 64 tracked firms, its hit rate and its average gain per call. An ambitious target from a firm that is wrong 6 times out of 10 is not worth the same as one from a consistent firm.
Which firm covering AMAT is the most reliable?
Among the firms that published on Applied Materials in the last 90 days, our highest-ranked is B. Riley Securities (rank 6 of 64, 67% hit rate, 31.9% average gain per call).
Where does this data come from?
From analyst price targets, timestamped at publication then replayed against the actual price. Firm rankings come from our analyst leaderboard. Updated daily.
💬 A question about Applied Materials? The JPI assistant answers using our backtest data.