Applied Materials, Inc.
377.24USD
+1.6600 (+0.44%)
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Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $4.06▲ | $3.64 | 0 | 1 |
| Next quarter | $4.21▲ | $3.79 | 3 | 0 |
| Current year | $12.79▲ | $12.28 | 0 | 1 |
| Next year | $18.49▲ | $16.9 | 3 | 0 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-07-31 | $3.39 | $3.5 | +0.11 (+3.1%) |
| 2026-04-30 | $2.69 | $2.86 | +0.17 (+6.5%) |
| 2026-01-31 | $2.21 | $2.38 | +0.17 (+7.9%) |
| 2025-10-31 | $2.09 | $2.17 | +0.08 (+3.6%) |
666 ratings from 49 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Needham | Maintained | Buy | $740 $580 | Oct 16, 2026 |
| Evercore ISI Group | Maintained | Outperform | $700 $590 | Oct 15, 2026 |
| RBC Capital | Reiterated | Outperform | $600 | Oct 14, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $642 $563 | Sep 28, 2026 |
| UBS | Maintained | Buy | $675 $695 | Sep 1, 2026 |
| Mizuho | Maintained | Outperform | $650 $590 | Aug 25, 2026 |
| Argus Research | Maintained | Buy | $500 $600 | Aug 18, 2026 |
| UBS | Maintained | Buy | $705 $675 | Aug 14, 2026 |
| Craig-Hallum | Maintained | Buy | $530 $585 | Aug 14, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $646 $642 | Aug 14, 2026 |
| Bernstein | Maintained | Outperform | $675 $700 | Aug 14, 2026 |
| TD Cowen | Reiterated | Buy | $700 | Aug 14, 2026 |
| RBC Capital | Maintained | Outperform | $520 $600 | Aug 14, 2026 |
| B. Riley Securities | Reiterated | Buy | $790 $700 | Aug 14, 2026 |
| JP Morgan | Maintained | Overweight | $515 $660 | Aug 14, 2026 |
| B of A Securities | Maintained | Buy | $720 $650 | Aug 14, 2026 |
| Needham | Reiterated | Buy | $740 | Aug 14, 2026 |
| Cantor Fitzgerald | Reiterated | Overweight | $850 | Aug 14, 2026 |
| Stifel | Reiterated | Buy | $650 | Aug 14, 2026 |
| Keybanc | Reiterated | Overweight | $750 | Aug 14, 2026 |
| Deutsche Bank | Maintained | Buy | $605 | Aug 14, 2026 |
| Erste Group | Downgraded from Buy | Hold | — | Aug 5, 2026 |
| HSBC | Maintained | Buy | $522 $683 | Jul 27, 2026 |
| UBS | Maintained | Buy | $570 $705 | Jul 15, 2026 |
| Stifel | Maintained | Buy | $530 $650 | Jul 10, 2026 |
76 filings from 20 insiders · 5 buy / 13 sell over 6m
Officers and directors of AMAT, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Sanders AdamOfficer, Corp. Controller & CAO | Sell | 725 | $544.56 | $395k | Oct 2, 2026 |
| Sanders AdamOfficer, Corp. Controller & CAO | Tax | 269 | $529.30 | $142k | Oct 1, 2026 |
| Deane Timothy MOfficer, SVP, Applied Global Services | Tax | 2.6k | $529.30 | $1.40M | Oct 1, 2026 |
| BRUNER JUDYDirector | Sellindirect | 1.0k | $465.00 | $465k | Sep 8, 2026 |
| Palkhiwala Akash J.Director | Grant | 279 | — | — | Aug 27, 2026 |
| HILL BRICEChief Financial Officer | Sell | 7.5k | $479.25 | $3.59M | Aug 25, 2026 |
| DICKERSON GARY EChief Executive Officer | Sell | 78.3k | $700.21 | $55.55M | Jun 30, 2026 |
| RAJA PRABURAM G.Officer | Sellindirect | 10.0k | $633.53 | $6.34M | Jun 18, 2026 |
| DICKERSON GARY EChief Executive Officer | Gift | 17.0k | — | — | Jun 16, 2026 |
| IANNOTTI THOMAS JDirector | Gift | 750 | — | — | Jun 16, 2026 |
| DICKERSON GARY EChief Executive Officer | Sell | 83.0k | $590.03 | $49.24M | Jun 16, 2026 |
| NALAMASU OMKARAMChief Technology Officer | Sell | 35.0k | $590.20 | $20.75M | Jun 16, 2026 |
| IANNOTTI THOMAS JDirector | Sell | 9.3k | $599.77 | $5.55M | Jun 16, 2026 |
| DEANE TIMOTHY MOfficer | Gift | 1.5k | — | — | Jun 15, 2026 |
| DEANE TIMOTHY MOfficer | Sell | 8.6k | $590.76 | $5.09M | Jun 15, 2026 |
| RAJA PRABURAM G.Officer | Sellindirect | 50.0k | $504.66 | $25.26M | Jun 4, 2026 |
| HILL BRICEChief Financial Officer | Sell | 2.5k | $498.86 | $1.25M | Jun 3, 2026 |
| BRUNER JUDYDirector | Sellindirect | 1.1k | $450.00 | $508k | May 26, 2026 |
| SANDERS ADAMOfficer | Sell | 268 | $434.22 | $116k | May 22, 2026 |
| DE GEUS AART JDirector | Gift | 17.9k | — | — | May 21, 2026 |
No analyst notes on AMAT yet.
Analyst Ratings
36 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 5 | 29 | 6 | 0 | 0 | Buy2.02 |
| 1 mo ago | 4 | 29 | 7 | 0 | 0 | Buy2.08 |
| 2 mo ago | 4 | 28 | 7 | 0 | 0 | Buy2.08 |
| 3 mo ago | 4 | 28 | 7 | 0 | 0 | Buy2.08 |
Members whose judged calls on AMAT have played out most reliably.
No settled calls on AMAT yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
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A member’s prediction, judged on price history · not investment advice