Applied Materials Inc
Semiconductors
Applied Materials Inc (AMAT) Stock News
The latest AMAT headlines and market coverage — 5 recent stories, updated throughout the day.
- Zacks Investment Research·
Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
Applied Materials (AMAT) has gained significant investor attention, returning +19.3% over the past month compared to the S&P 500's +0.8%. The chipmaking equipment maker shows strong fundamentals with expected earnings growth of +35.8% for the current fiscal year and +43.1% for the next fiscal year. The company has consistently beaten consensus estimates over the trailing four quarters. However, AMAT is trading at a premium valuation relative to peers, receiving an F grade on the Zacks Value Style Score. Despite the high valuation, the stock holds a Zacks Rank #2 (Buy) rating, suggesting potential near-term outperformance.
- Zacks Investment Research·
Wall Street Bulls Look Optimistic About Applied Materials (AMAT): Should You Buy?
Applied Materials (AMAT) has an average brokerage recommendation of 1.46 (Strong Buy/Buy) from 37 firms, with 73% Strong Buy ratings. However, the article cautions that brokerage recommendations often carry positive bias due to vested interests. The company's Zacks Rank #2 (Buy) rating is based on a 0.5% increase in consensus earnings estimates to $12.78, suggesting analyst optimism about near-term price movement.
- Zacks Investment Research·
Applied Materials (AMAT) Stock Moves 1.77%: What You Should Know
Applied Materials (AMAT) closed at $472.46, up 1.77% in the latest session. The company is expected to report earnings on November 12, 2026, with analysts projecting $4.05 EPS (86.64% YoY growth) and $10.29B quarterly revenue (51.28% YoY growth). AMAT holds a Zacks Rank #2 (Buy) with a Forward P/E of 36.31, slightly above its industry average of 36.01.
- Zacks Investment Research·
AMAT vs. LRCX: Which WFE Stock is a Safer Bet Right Now?
Applied Materials (AMAT) and Lam Research (LRCX) are compared as investment picks in the wafer fabrication equipment market. AMAT benefits from AI-driven demand across foundry-logic, DRAM, and advanced packaging, with strong revenue growth and a broader portfolio. LRCX also benefits from AI investment but faces material risks from China trade restrictions, which accounted for 26% of recent revenues. Both stocks carry Zacks Rank #2 (Buy) ratings, though AMAT is positioned as the safer pick due to its diversified portfolio.
- Zacks Investment Research·
Wall Street Analysts Think Applied Materials (AMAT) Is a Good Investment: Is It?
Applied Materials (AMAT) has an average brokerage recommendation of 1.50 (Strong Buy/Buy) from 38 firms, with 71.1% Strong Buy ratings. However, the article cautions that brokerage recommendations often carry positive bias due to vested interests. The company's Zacks Rank #2 (Buy) rating is supported by a 4.9% increase in consensus earnings estimates over the past month to $12.76, suggesting legitimate near-term upside potential.