Investment Analysts’ Recent Ratings Updates for Applied Materials (AMAT)

by · The Cerbat Gem

A number of firms have modified their ratings and price targets on shares of Applied Materials (NASDAQ: AMAT) recently:

  • 1/23/2026 – Applied Materials was upgraded by analysts at Deutsche Bank Aktiengesellschaft from a “hold” rating to a “buy” rating. They now have a $390.00 price target on the stock, up previously from $275.00.
  • 1/20/2026 – Applied Materials had its price target raised by analysts at Needham & Company LLC from $260.00 to $390.00. They now have a “buy” rating on the stock.
  • 1/20/2026 – Applied Materials had its price target raised by analysts at Needham & Company LLC from $260.00 to $390.00. They now have a “buy” rating on the stock.
  • 1/16/2026 – Applied Materials had its price target raised by analysts at KeyCorp from $285.00 to $380.00. They now have an “overweight” rating on the stock.
  • 1/15/2026 – Applied Materials had its “buy” rating reaffirmed by analysts at B. Riley.
  • 1/15/2026 – Applied Materials had its price target raised by analysts at Wells Fargo & Company from $290.00 to $350.00. They now have an “overweight” rating on the stock.
  • 1/15/2026 – Applied Materials was upgraded by analysts at Barclays PLC from an “equal weight” rating to an “overweight” rating. They now have a $360.00 price target on the stock, up previously from $250.00.
  • 1/14/2026 – Applied Materials is now covered by analysts at Royal Bank Of Canada. They set an “outperform” rating and a $385.00 price target on the stock.
  • 1/14/2026 – Applied Materials had its price target raised by analysts at Stifel Nicolaus from $250.00 to $340.00. They now have a “buy” rating on the stock.
  • 1/14/2026 – Applied Materials was upgraded by analysts at Royal Bank Of Canada to a “moderate buy” rating.
  • 1/13/2026 – Applied Materials had its price target raised by analysts at Bank of America Corporation from $300.00 to $350.00. They now have a “buy” rating on the stock.
  • 1/12/2026 – Applied Materials had its “market perform” rating reaffirmed by analysts at Sanford C. Bernstein. They now have a $325.00 price target on the stock.
  • 1/11/2026 – Applied Materials was upgraded by analysts at Susquehanna from a “neutral” rating to a “positive” rating. They now have a $400.00 price target on the stock, up previously from $180.00.
  • 1/9/2026 – Applied Materials had its “buy” rating reaffirmed by analysts at The Goldman Sachs Group, Inc.. They now have a $310.00 price target on the stock.
  • 1/9/2026 – Applied Materials was given a new $275.00 price target on by analysts at Mizuho.
  • 12/29/2025 – Applied Materials was upgraded by analysts at Weiss Ratings from a “hold (c+)” rating to a “buy (b-)” rating.
  • 12/22/2025 – Applied Materials had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
  • 12/18/2025 – Applied Materials had its price target raised by analysts at B. Riley from $270.00 to $305.00. They now have a “buy” rating on the stock.
  • 12/17/2025 – Applied Materials had its price target raised by analysts at Mizuho from $205.00 to $245.00. They now have a “neutral” rating on the stock.
  • 12/16/2025 – Applied Materials had its “overweight” rating reaffirmed by analysts at Cantor Fitzgerald. They now have a $350.00 price target on the stock.
  • 12/15/2025 – Applied Materials had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
  • 12/15/2025 – Applied Materials had its price target raised by analysts at Jefferies Financial Group Inc. from $260.00 to $360.00. They now have a “buy” rating on the stock.
  • 12/15/2025 – Applied Materials had its price target raised by analysts at Wells Fargo & Company from $255.00 to $290.00. They now have an “overweight” rating on the stock.
  • 12/8/2025 – Applied Materials had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
  • 12/4/2025 – Applied Materials had its “buy” rating reaffirmed by analysts at TD Cowen.
  • 12/4/2025 – Applied Materials had its price target raised by analysts at TD Cowen from $260.00 to $315.00. They now have a “buy” rating on the stock.
  • 12/2/2025 – Applied Materials had its “overweight” rating reaffirmed by analysts at Morgan Stanley. They now have a $273.00 price target on the stock.
  • 12/2/2025 – Applied Materials had its price target raised by analysts at KeyCorp from $240.00 to $285.00. They now have an “overweight” rating on the stock.
  • 12/1/2025 – Applied Materials had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.

Applied Materials Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a dividend of $0.46 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $1.84 dividend on an annualized basis and a dividend yield of 0.6%. Applied Materials’s dividend payout ratio is currently 21.20%.

Insiders Place Their Bets

In related news, SVP Teri A. Little sold 4,000 shares of the stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $238.24, for a total value of $952,960.00. Following the transaction, the senior vice president directly owned 84,351 shares of the company’s stock, valued at approximately $20,095,782.24. This trade represents a 4.53% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Adam Sanders sold 609 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $255.53, for a total value of $155,617.77. Following the transaction, the chief accounting officer directly owned 4,413 shares in the company, valued at $1,127,653.89. This trade represents a 12.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 8,609 shares of company stock worth $2,044,898. 0.24% of the stock is owned by company insiders.

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.

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