Applied Materials Stock - Analyst consensus and AI demand in focus
22.06.2026 - 06:00:28 | ad-hoc-news.de
Edited by ad hoc news Analyst & Consensus Desk. Verified prior to publication on 06/22/2026, 05:58 CET. Details in the imprint.
Applied Materials (US0382221051) is drawing sustained attention from Wall Street as a key beneficiary of AI-related chip-equipment demand. Recent analyst data highlight a broadly positive consensus on the stock, with most houses rating it Buy and pointing to robust earnings momentum.
All news and data on Applied Materials stock
Key figures, analyst views and company information help frame the current valuation of Applied Materials.
What the analysts are saying
According to a recent MarketBeat consensus overview, 27 analysts currently rate Applied Materials stock as Buy, while 8 assign a Hold rating, resulting in an overall "Moderate Buy" stance.
The same data set cites an average analyst price target of about $489.16 for Applied Materials shares, reflecting expectations for continued earnings and cash-flow strength in the AI-driven chip-equipment upcycle.
Consensus and valuation picture
MarketBeat also reports that Applied Materials shares trade at a price-to-earnings ratio of roughly 57.9 and a price-to-earnings-growth ratio around 1.7, with a reported beta of 1.67.
On the technical side, the stock’s 50-day moving average is indicated at $451.05, while the 200-day moving average stands near $364.90, underscoring how strongly shares have re-rated over recent months.
What the latest numbers show
For its most recently reported quarter, Applied Materials posted earnings per share of $2.86, beating the consensus estimate of $2.68 by $0.18, according to the same analyst aggregation.
Quarterly revenue reached about $7.91 billion versus an expected $7.68 billion, while return on equity was cited at 36.97% and the net margin at 29.31%, highlighting a very profitable business even in a cyclical industry.
Why AI and services matter
The MarketBeat summary notes that investors increasingly focus on Applied Materials’ AGS services business, which is framed as a long-term growth engine with AI-enabled services, expanding margins and a higher share of recurring revenue.
This mix of advanced wafer-fabrication tools and growing services exposure is central to the bullish narrative that many analysts use to justify premium valuation metrics across the cycle.
The product behind the stock
Applied Materials generates most of its revenue by selling semiconductor manufacturing equipment such as deposition, etch and inspection systems used in chip fabs worldwide, alongside software-controlled process tools and a growing installed-base services and spare-parts business.
Where the stock trades today
Applied Materials shares (US0382221051) trade on Nasdaq at $475.00 as of 06/21/2026, 22:00 ET.
Key facts on Applied Materials stock
- Company: Applied Materials Inc.
- ISIN: US0382221051
- WKN: 865177
- Ticker: AMAT
- Venue: Nasdaq
- Price (as of 06/21/2026, 22:00 ET): 475.00 USD
- Market cap: 489.96 billion USD (as of 06/21/2026)
- Sector / Industry: Information Technology / Semiconductor Equipment
- Index membership: S&P 500, Nasdaq-100
- Next earnings date: not officially scheduled
This article was AI-assisted and editorially reviewed. Price and company data without warranty; prices and dates may change at short notice. No investment advice, no buy or sell recommendation. Trading securities involves risk up to total loss of capital.
