Applied Materials, Inc.
468.85USD
-3.9400 (-0.83%)
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▲ | $3.59 | 25 | 0 |
| Next quarter | $4.18▲ | $3.7 | 21 | 0 |
| Current year | $12.8▲ | $12.22 | 29 | 1 |
| Next year | $18.47▲ | $16.16 | 28 | 1 |
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%) |
662 ratings from 49 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| 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 |
| Needham | Maintained | Buy | $530 $740 | Jul 10, 2026 |
| TD Cowen | Maintained | Buy | $525 $700 | Jul 9, 2026 |
| Mizuho | Maintained | Outperform | $540 $650 | Jul 9, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $502 $647 | Jul 6, 2026 |
72 filings from 18 insiders · 14 buy / 11 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 |
|---|---|---|---|---|---|
| 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 |
| MCGREGOR SCOTT ADirector | Grant | 741 | — | — | Mar 12, 2026 |
| DE GEUS AART JDirector | Grant | 741 | — | — | Mar 12, 2026 |
| BRUNER JUDYDirector | Grant | 741 | — | — | Mar 12, 2026 |
| ANDERSON JAMES ROBERTDirector | Grant | 741 | — | — | Mar 12, 2026 |
No analyst notes on AMAT yet.
Analyst Ratings
35 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 4 | 28 | 7 | 0 | 0 | Buy2.08 |
| 1 mo ago | 4 | 28 | 7 | 0 | 0 | Buy2.08 |
| 2 mo ago | 4 | 28 | 7 | 0 | 0 | Buy2.08 |
| 3 mo ago | 4 | 28 | 6 | 0 | 1 | Buy2.13 |