Should I buy Applied Materials (AMAT) stock or is it too late?
⭐ The most reliable of them, either direction: Craig-Hallum — 74% of its targets hit on this sector (87 calls tested). It aims for $585 (+26 %), call made on August 15, 2026, maturing on August 15, 2027 (60 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 +11% |
| Cantor Fitzgerald | 64 % | +78.4 % | 11 | $850 +83% |
| Mizuho | 84 % | +69.5 % | 25 | $590 +27% |
| Wells Fargo | 79 % | +55.3 % | 33 | $740 +59% |
| Keybanc | 82 % | +54.4 % | 17 | $750 +62% |
| Goldman Sachs | 81 % | +53.3 % | 21 | $250 -46% |
| Citigroup | 81 % | +49.9 % | 36 | $710 +53% |
| Stifel | 74 % | +45.1 % | 27 | $650 +40% |
✅ Reasons to believe
- 93% of analysts rate it a buy (Buy consensus, 27 ratings) — a sign of market conviction.
- Median price target $655, i.e. +41% from the current price ($464).
- 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) (+18%) in its most recent call.
- 16 analysts rated reliable (≥55% hit rate, beat their sector) are bullish on the stock.
⚠️ Reasons to hesitate
- The consensus is not unanimous: of 27 ratings, 2 are neutral.
- High valuation (P/E ~40): 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 $655 (+41%) · 27 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: 93% of analysts rate it a buy, median target $655 (+41%), and Wolfe Research (most reliable on AMAT, 100%) targets $550. Weigh that against valuation (P/E ~40) and volatility. This is not personalized advice.
Is it too late to invest in Applied Materials?
Not according to analysts: the median target ($655) is still +41% above the current price ($464) (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 ($464) and its estimated value: analysts target $655 on median (+41%), with 93% 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 27 ratings, 2 are neutral.
→ Go deeper: the full Applied Materials profile (consensus, analyst reliability, price target, performance).