Recent Analysts’ Ratings Updates for Applied Materials (AMAT)

A number of research firms have changed their ratings and price targets for Applied Materials (NASDAQ: AMAT):

• 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 Cowen Inc.
• 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.
• 11/25/2025 – Applied Materials had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 11/25/2025 – Applied Materials was upgraded by analysts at UBS Group AG from a “neutral” rating to a “buy” rating. They now have a $285.00 price target on the stock, up previously from $250.00.
• 11/19/2025 – Applied Materials had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 11/17/2025 – Applied Materials was upgraded by analysts at BNP Paribas to a “hold” rating.
• 11/14/2025 – Applied Materials had its “neutral” rating reaffirmed by analysts at UBS Group AG. They now have a $250.00 price target on the stock.
• 11/14/2025 – Applied Materials had its “buy” rating reaffirmed by analysts at Cowen Inc.
• 11/14/2025 – Applied Materials had its price target lowered by analysts at Morgan Stanley from $256.00 to $252.00. They now have an “overweight” rating on the stock.
• 11/14/2025 – Applied Materials had its “overweight” rating reaffirmed by analysts at Cantor Fitzgerald. They now have a $300.00 price target on the stock.
• 11/14/2025 – Applied Materials had its “outperform” rating reaffirmed by analysts at Sanford C. Bernstein. They now have a $250.00 price target on the stock.
• 11/14/2025 – Applied Materials had its price target raised by analysts at Citigroup Inc. from $205.00 to $250.00. They now have a “buy” rating on the stock.
• 11/14/2025 – Applied Materials had its “buy” rating reaffirmed by analysts at The Goldman Sachs Group, Inc.. They now have a $250.00 price target on the stock.
• 11/14/2025 – Applied Materials had its “outperform” rating reaffirmed by analysts at Evercore ISI. They now have a $290.00 price target on the stock.
• 11/14/2025 – Applied Materials was upgraded by analysts at DZ Bank AG from a “strong sell” rating to a “hold” rating.
• 11/14/2025 – Applied Materials had its price target raised by analysts at JPMorgan Chase & Co. from $220.00 to $260.00. They now have an “overweight” rating on the stock.
• 11/14/2025 – Applied Materials had its price target raised by analysts at Wells Fargo & Company from $250.00 to $255.00. They now have an “overweight” rating on the stock.
• 11/14/2025 – Applied Materials had its “buy” rating reaffirmed by analysts at B. Riley. They now have a $270.00 price target on the stock, up previously from $265.00.
• 11/14/2025 – Applied Materials had its “buy” rating reaffirmed by analysts at Needham & Company LLC. They now have a $260.00 price target on the stock.
• 11/14/2025 – Applied Materials had its “hold” rating reaffirmed by analysts at Craig Hallum. They now have a $190.00 price target on the stock.
• 11/14/2025 – Applied Materials had its price target lowered by analysts at Mizuho from $215.00 to $205.00. They now have a “neutral” rating on the stock.
• 11/13/2025 – Applied Materials had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 11/11/2025 – Applied Materials had its price target raised by analysts at Stifel Nicolaus from $215.00 to $250.00. They now have a “buy” rating on the stock.

Applied Materials Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a $0.46 dividend. This represents a $1.84 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 19th. Applied Materials’s dividend payout ratio (DPR) is 21.20%.

Insider Transactions at Applied Materials

In other news, CAO Adam Sanders sold 609 shares of the firm’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $255.53, for a total value of $155,617.77. Following the completion of the sale, the chief accounting officer directly owned 4,413 shares of the company’s stock, valued at approximately $1,127,653.89. This trade represents a 12.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Teri A. Little sold 4,000 shares of Applied Materials stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $238.24, for a total transaction of $952,960.00. Following the sale, the senior vice president directly owned 84,351 shares in the company, valued at $20,095,782.24. The trade was a 4.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 8,609 shares of company stock worth $2,044,898 in the last 90 days. Corporate insiders own 0.24% of the company’s stock.

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.