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

Posted by Stanley Muller on Aug 7th, 2026

Applied Materials (NASDAQ: AMAT) recently received a number of ratings updates from brokerages and research firms:

8/5/2026 – Applied Materials was downgraded by Erste Group Bank AG from “buy” to “hold”.
8/3/2026 – Applied Materials had its “buy” rating reaffirmed by Citigroup Inc..
8/3/2026 – Applied Materials had its “buy” rating reaffirmed by The Goldman Sachs Group, Inc.. They now have a $645.00 price target on the stock.
8/1/2026 – Applied Materials was downgraded by Wall Street Zen from “buy” to “hold”.
7/27/2026 – Applied Materials had its “buy” rating reaffirmed by HSBC Holdings plc. They now have a $683.00 price target on the stock.
7/15/2026 – Applied Materials had its price target raised by UBS Group AG from $570.00 to $705.00. They now have a “buy” rating on the stock.
7/10/2026 – Applied Materials had its price target raised by Stifel Nicolaus from $530.00 to $650.00. They now have a “buy” rating on the stock.
7/10/2026 – Applied Materials had its price target raised by Needham & Company LLC from $530.00 to $740.00. They now have a “buy” rating on the stock.
7/9/2026 – Applied Materials had its price target raised by TD Cowen from $525.00 to $700.00. They now have a “buy” rating on the stock.
7/8/2026 – Applied Materials had its price target raised by Mizuho from $540.00 to $650.00. They now have an “outperform” rating on the stock.
7/6/2026 – Applied Materials had its price target raised by Morgan Stanley from $502.00 to $647.00. They now have an “equal weight” rating on the stock.
7/1/2026 – Applied Materials was upgraded by Zacks Research from “hold” to “strong-buy”.
6/30/2026 – Applied Materials had its price target raised by Susquehanna from $575.00 to $900.00. They now have a “positive” rating on the stock.
6/29/2026 – Applied Materials had its price target raised by Cantor Fitzgerald from $650.00 to $850.00. They now have an “overweight” rating on the stock.
6/29/2026 – Applied Materials was given a new $850.00 price target by HC Wainwright.
6/29/2026 – Applied Materials had its price target raised by KeyCorp from $550.00 to $750.00. They now have an “overweight” rating on the stock.
6/26/2026 – Applied Materials had its price target raised by B. Riley Financial, Inc. from $550.00 to $790.00. They now have a “buy” rating on the stock.
6/26/2026 – Applied Materials had its price target raised by Wells Fargo & Company from $715.00 to $740.00. They now have an “overweight” rating on the stock.
6/26/2026 – Applied Materials had its price target raised by Jefferies Financial Group Inc. from $510.00 to $770.00. They now have a “buy” rating on the stock.
6/24/2026 – Applied Materials had its “buy (b-)” rating reaffirmed by Weiss Ratings.
6/23/2026 – Applied Materials had its price target raised by Bank of America Corporation from $540.00 to $720.00. They now have a “buy” rating on the stock.
6/22/2026 – Applied Materials had its price target raised by Wells Fargo & Company from $520.00 to $715.00. They now have an “overweight” rating on the stock.
6/17/2026 – Applied Materials had its price target raised by Citigroup Inc. from $550.00 to $710.00. They now have a “buy” rating on the stock.
6/11/2026 – Applied Materials had its price target raised by Barclays PLC from $500.00 to $590.00. They now have an “overweight” rating on the stock.
6/10/2026 – Applied Materials had its price target raised by UBS Group AG from $515.00 to $570.00. They now have a “buy” rating on the stock.
6/10/2026 – Applied Materials had its price target raised by Cantor Fitzgerald from $575.00 to $650.00. They now have an “overweight” rating on the stock.
6/10/2026 – Applied Materials was given a new $650.00 price target by Raymond James Financial, Inc..

Applied Materials Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.53 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $2.12 dividend on an annualized basis and a yield of 0.4%. Applied Materials’s dividend payout ratio is presently 19.91%.

Insider Activity

In other Applied Materials news, SVP Omkaram Nalamasu sold 24,263 shares of Applied Materials stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $593.43, for a total value of $14,398,392.09. Following the sale, the senior vice president owned 146,916 shares of the company’s stock, valued at $87,184,361.88. This trade represents a 14.17% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Prabu G. Raja sold 50,000 shares of the business’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $505.28, for a total value of $25,264,000.00. Following the completion of the sale, the insider owned 356,642 shares in the company, valued at approximately $180,204,069.76. This trade represents a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 278,088 shares of company stock worth $169,654,805. 0.30% of the stock is currently owned by 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.

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

Applied Materials Dividend Announcement

Insider Activity

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