AMAT
Applied Materials, Inc. · Technology · Semiconductor Equipment & Materials
ZACKSBuyTECHStrong Buy
R500#26 today
TARGET+21%
$529.30
+3.50% today · +11.61% 1W
Oct 1 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- AMAT +3.50% on the last session vs SPY +0.18%: +3.3 pts of stock-specific move.
- 7 Reddit mentions in the past 24 hours, 75% positive over the week · today's pace is 1.4× its recent daily average.
- 1 analyst action in the past 10 days (0 positive, 1 negative); latest: Morgan Stanley maintained Equal-Weight, lowered target $642 → $563.
- 1 insider or congressional trade in the past 30 days, including 1 insider sale not under a 10b5-1 plan.
- Market backdrop (Wed): Core PCE Price Index m/m 0.2% vs 0.3% expected (cooler); Final GDP q/q 2.2% vs 1.5% expected (stronger); S&P futures +0.18%, 10-year yield +0bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Mean target
$638.94
+20.7% upside
Median target
$650.00
+22.8% upside
Target range
358.00–900.00
low to high
Analysts
40
as of Oct 1
Price vs. targets
Low $358
Mean $639
High $900
Now $529.30
Consensus
Strong buy 4Buy 29Hold 7Sell 0Strong sell 0
Rating and target changes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Sep 28, 2026 | Morgan Stanley | Lowered target | Equal-Weight | $642.00 → $563.00 |
| Sep 1, 2026 | UBS | Raised target | Buy | $675.00 → $695.00 |
| Aug 25, 2026 | Mizuho | Lowered target | Outperform | $650.00 → $590.00 |
| Aug 18, 2026 | Argus Research | Raised target | Buy | $500.00 → $600.00 |
| Aug 14, 2026 | Deutsche Bank | Reiterated | Buy | $605.00 |
| Aug 14, 2026 | Keybanc | Reiterated | Overweight | $750.00 |
| Aug 14, 2026 | Stifel | Reiterated | Buy | $650.00 |
| Aug 14, 2026 | Cantor Fitzgerald | Reiterated | Overweight | $850.00 |
| Aug 14, 2026 | Needham | Reiterated | Buy | $740.00 |
| Aug 14, 2026 | B of A Securities | Lowered target | Buy | $720.00 → $650.00 |
| Aug 14, 2026 | JP Morgan | Raised target | Overweight | $515.00 → $660.00 |
| Aug 14, 2026 | B. Riley Securities | Lowered target | Buy | $790.00 → $700.00 |
| Aug 14, 2026 | RBC Capital | Raised target | Outperform | $520.00 → $600.00 |
| Aug 14, 2026 | TD Cowen | Reiterated | Buy | $700.00 |
| Aug 14, 2026 | Bernstein | Raised target | Outperform | $675.00 → $700.00 |
| Aug 14, 2026 | Morgan Stanley | Lowered target | Equal-Weight | $646.00 → $642.00 |
| Aug 14, 2026 | Craig-Hallum | Raised target | Buy | $530.00 → $585.00 |
| Aug 14, 2026 | UBS | Lowered target | Buy | $705.00 → $675.00 |
| Aug 5, 2026 | Erste Group | Downgrade | Buy → Hold | — |
| Jul 27, 2026 | HSBC | Raised target | Buy | $522.00 → $683.00 |
| Jul 15, 2026 | UBS | Raised target | Buy | $570.00 → $705.00 |
| Jul 10, 2026 | Needham | Raised target | Buy | $530.00 → $740.00 |
| Jul 10, 2026 | Stifel | Raised target | Buy | $530.00 → $650.00 |
| Jul 9, 2026 | Mizuho | Raised target | Outperform | $540.00 → $650.00 |
| Jul 9, 2026 | TD Cowen | Raised target | Buy | $525.00 → $700.00 |
| Jul 6, 2026 | Morgan Stanley | Raised target | Equal-Weight | $502.00 → $647.00 |
| Jun 30, 2026 | Susquehanna | Raised target | Positive | $575.00 → $900.00 |
| Jun 29, 2026 | Keybanc | Raised target | Overweight | $550.00 → $750.00 |
| Jun 29, 2026 | Cantor Fitzgerald | Raised target | Overweight | $650.00 → $850.00 |
| Jun 26, 2026 | Jefferies | Raised target | Buy | $510.00 → $770.00 |
| Jun 26, 2026 | B. Riley Securities | Raised target | Buy | $550.00 → $790.00 |
| Jun 26, 2026 | Wells Fargo | Raised target | Overweight | $715.00 → $740.00 |
| Jun 23, 2026 | B of A Securities | Raised target | Buy | $540.00 → $720.00 |
| Jun 22, 2026 | Wells Fargo | Raised target | Overweight | $520.00 → $715.00 |
| Jun 17, 2026 | Citigroup | Raised target | Buy | $550.00 → $710.00 |
| Jun 11, 2026 | Barclays | Raised target | Overweight | $500.00 → $590.00 |
| Jun 10, 2026 | Cantor Fitzgerald | Raised target | Overweight | $575.00 → $650.00 |
| Jun 10, 2026 | UBS | Raised target | Buy | $515.00 → $570.00 |
| May 28, 2026 | Cantor Fitzgerald | Reiterated | Overweight | $575.00 |
| May 27, 2026 | Mizuho | Raised target | Outperform | $500.00 → $540.00 |
Source: Yahoo Finance analyst data, collected daily.