Applied Materials (AMAT) – Investment Analysts’ Weekly Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Applied Materials (NASDAQ: AMAT) in the last few weeks:

• 2/17/2026 – Applied Materials was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating.
• 2/16/2026 – Applied Materials was upgraded by analysts at DZ Bank AG to a “hold” rating.
• 2/13/2026 – Applied Materials was given a new $420.00 price target on by analysts at Morgan Stanley.
• 2/13/2026 – Applied Materials was given a new $430.00 price target on by analysts at Royal Bank Of Canada.
• 2/13/2026 – Applied Materials had its price target raised by analysts at The Goldman Sachs Group, Inc. from $310.00 to $390.00. They now have a “buy” rating on the stock.
• 2/13/2026 – Applied Materials was given a new $430.00 price target on by analysts at UBS Group AG.
• 2/13/2026 – Applied Materials had its “outperform” rating reaffirmed by analysts at Sanford C. Bernstein. They now have a $425.00 price target on the stock.
• 2/13/2026 – Applied Materials had its “overweight” rating reaffirmed by analysts at Cantor Fitzgerald. They now have a $470.00 price target on the stock.
• 2/13/2026 – Applied Materials had its price target raised by analysts at TD Cowen from $315.00 to $450.00. They now have a “buy” rating on the stock.
• 2/13/2026 – Applied Materials had its “buy” rating reaffirmed by analysts at Deutsche Bank Aktiengesellschaft. They now have a $450.00 price target on the stock.
• 2/13/2026 – Applied Materials had its price target raised by analysts at Wells Fargo & Company from $350.00 to $435.00. They now have an “overweight” rating on the stock.
• 2/13/2026 – Applied Materials had its price target raised by analysts at Stifel Nicolaus from $340.00 to $450.00. They now have a “buy” rating on the stock.
• 2/13/2026 – Applied Materials had its price target raised by analysts at KeyCorp from $380.00 to $450.00. They now have an “overweight” rating on the stock.
• 2/13/2026 – Applied Materials had its price target raised by analysts at Barclays PLC from $360.00 to $450.00. They now have an “overweight” rating on the stock.
• 2/13/2026 – Applied Materials was upgraded by analysts at KGI Securities to an “outperform” rating. They now have a $425.00 price target on the stock.
• 2/13/2026 – Applied Materials had its price target raised by analysts at Citigroup Inc. from $400.00 to $420.00. They now have a “buy” rating on the stock.
• 2/13/2026 – Applied Materials had its “buy” rating reaffirmed by analysts at B. Riley Financial, Inc.. They now have a $450.00 price target on the stock, up previously from $400.00.
• 2/13/2026 – Applied Materials was upgraded by analysts at Summit Insights from a “hold” rating to a “buy” rating.
• 2/13/2026 – Applied Materials had its price target raised by analysts at Mizuho from $370.00 to $410.00. They now have an “outperform” rating on the stock.
• 2/13/2026 – Applied Materials had its price target raised by analysts at Needham & Company LLC from $390.00 to $440.00. They now have a “buy” rating on the stock.
• 2/10/2026 – Applied Materials had its “outperform” rating reaffirmed by analysts at Royal Bank Of Canada. They now have a $385.00 price target on the stock.
• 2/9/2026 – Applied Materials had its “buy” rating reaffirmed by analysts at B. Riley Financial, Inc.. They now have a $450.00 price target on the stock, up previously from $400.00.
• 2/4/2026 – Applied Materials had its price target raised by analysts at Citigroup Inc. from $250.00 to $400.00. They now have a “buy” rating on the stock.
• 2/2/2026 – Applied Materials had its “buy” rating reaffirmed by analysts at UBS Group AG. They now have a $405.00 price target on the stock.
• 2/2/2026 – Applied Materials had its price target raised by analysts at Morgan Stanley from $273.00 to $364.00. They now have an “overweight” rating on the stock.
• 1/27/2026 – Applied Materials was given a new $370.00 price target on by analysts at Mizuho. They now have an “outperform” rating on the stock.
• 1/27/2026 – Applied Materials was upgraded by analysts at Mizuho from a “hold” rating to an “outperform” rating. They now have a $370.00 price target on the stock, up previously from $275.00.
• 1/23/2026 – Applied Materials was upgraded by analysts at Deutsche Bank Aktiengesellschaft from a “hold” rating to a “buy” rating. They now have a $390.00 price target on the stock, up previously from $275.00.
• 1/20/2026 – Applied Materials had its price target raised by analysts at Needham & Company LLC from $260.00 to $390.00. They now have a “buy” rating on the stock.
• 1/20/2026 – Applied Materials had its price target raised by analysts at Needham & Company LLC from $260.00 to $390.00. They now have a “buy” rating on the stock.
• 1/16/2026 – Applied Materials had its price target raised by analysts at KeyCorp from $285.00 to $380.00. They now have an “overweight” rating on the stock.
• 1/15/2026 – Applied Materials had its “buy” rating reaffirmed by analysts at B. Riley Financial, Inc..
• 1/15/2026 – Applied Materials had its price target raised by analysts at Wells Fargo & Company from $290.00 to $350.00. They now have an “overweight” rating on the stock.
• 1/15/2026 – Applied Materials was upgraded by analysts at Barclays PLC from an “equal weight” rating to an “overweight” rating. They now have a $360.00 price target on the stock, up previously from $250.00.
• 1/14/2026 – Applied Materials is now covered by analysts at Royal Bank Of Canada. They set an “outperform” rating and a $385.00 price target on the stock.
• 1/14/2026 – Applied Materials had its price target raised by analysts at Stifel Nicolaus from $250.00 to $340.00. They now have a “buy” rating on the stock.
• 1/14/2026 – Applied Materials was upgraded by analysts at Royal Bank Of Canada to a “moderate buy” rating.
• 1/13/2026 – Applied Materials had its price target raised by analysts at Bank of America Corporation from $300.00 to $350.00. They now have a “buy” rating on the stock.
• 1/12/2026 – Applied Materials had its “market perform” rating reaffirmed by analysts at Sanford C. Bernstein. They now have a $325.00 price target on the stock.
• 1/11/2026 – Applied Materials was upgraded by analysts at Susquehanna from a “neutral” rating to a “positive” rating. They now have a $400.00 price target on the stock, up previously from $180.00.
• 1/9/2026 – Applied Materials had its “buy” rating reaffirmed by analysts at The Goldman Sachs Group, Inc.. They now have a $310.00 price target on the stock.
• 1/9/2026 – Applied Materials was given a new $275.00 price target on by analysts at Mizuho.
• 12/29/2025 – Applied Materials was upgraded by analysts at Weiss Ratings from a “hold (c+)” rating to a “buy (b-)” rating.
• 12/22/2025 – Applied Materials had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.

Applied Materials Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be given a $0.46 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $1.84 dividend on an annualized basis and a dividend yield of 0.5%. Applied Materials’s dividend payout ratio is currently 18.83%.

Insider Activity

In other news, CFO Brice Hill sold 5,000 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $361.21, for a total value of $1,806,050.00. Following the transaction, the chief financial officer owned 138,565 shares in the company, valued at approximately $50,051,063.65. This represents a 3.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Teri A. Little sold 4,000 shares of the business’s stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $238.24, for a total value of $952,960.00. Following the sale, the senior vice president owned 84,351 shares of the company’s stock, valued at approximately $20,095,782.24. The trade was a 4.53% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 9,609 shares of company stock worth $2,914,628. 0.30% of the stock is currently owned by corporate insiders.

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.