Should I buy Applied Materials (AMAT) stock or is it too late?
⭐ The most reliable of them, either direction: Craig-Hallum — 73% of its targets hit on this sector (86 calls tested). It aims for $585 (+21 %), call made on August 15, 2026, maturing on August 15, 2027 (13 d ago).
Firm-by-firm track record on Applied Materials
| Firm | % right | Gain vs sector | Calls | Aims for |
|---|---|---|---|---|
| Evercore ISI Group | 86 % | +101.7 % | 7 | $515 +7% |
| Cantor Fitzgerald | 60 % | +71.3 % | 10 | $850 +76% |
| Mizuho | 84 % | +69.5 % | 25 | $590 +22% |
| Wells Fargo | 78 % | +52.9 % | 32 | $740 +53% |
| Citigroup | 81 % | +49.9 % | 36 | $710 +47% |
| Goldman Sachs | 80 % | +49.1 % | 20 | $520 +8% |
| Stifel | 74 % | +45.1 % | 27 | $650 +35% |
| Keybanc | 80 % | +43.4 % | 15 | $750 +55% |
✅ Reasons to believe
- 96% of analysts rate it a buy (Buy consensus, 26 ratings) — a sign of market conviction.
- Median price target $650, i.e. +35% from the current price ($482).
- The most reliable firm on AMAT, Wolfe Research (100% hit rate, 2 scored calls), targets $550 (call made on May 15, 2026, maturing on May 15, 2027) (+14%) in its most recent call.
- 18 analysts rated reliable (≥55% hit rate, beat their sector) are bullish on the stock.
⚠️ Reasons to hesitate
- The consensus is not unanimous: of 26 ratings, 1 is neutral.
- High valuation (P/E ~41): strong growth is already "priced in", leaving little room for error.
- A 12-month target is not a guaranteed path: the price can fall in the meantime.
- Volatile stock: sharp swings — including steep drops — are part of its profile.
- Negligible dividend (0.3% yield): your return depends mostly on price appreciation.
The analyst consensus on AMAT
Median target $650 (+35%) · 26 ratings · Buy consensus
⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.
Frequently asked questions
Should you invest in Applied Materials now?
We won't decide for you. The facts: 96% of analysts rate it a buy, median target $650 (+35%), and Wolfe Research (most reliable on AMAT, 100%) targets $550. Weigh that against valuation (P/E ~41) and volatility. This is not personalized advice.
Is it too late to invest in Applied Materials?
Not according to analysts: the median target ($650) is still +35% above the current price ($482) (most reliable on AMAT: Wolfe Research, 100%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.
Is Applied Materials still worth investing in?
It depends on the gap between the price ($482) and its estimated value: analysts target $650 on median (+35%), with 96% buys (most reliable on AMAT: Wolfe Research, 100%). Cross-check with their real reliability on AMAT and the cautions above. Information, not advice.
What's the main risk in buying AMAT?
The consensus is not unanimous: of 26 ratings, 1 is neutral.
→ Go deeper: the full Applied Materials profile (consensus, analyst reliability, price target, performance).