Applied Materials (AMAT) News Today

Applied Materials, Inc. (NASDAQ:AMAT) – News Summary

• Positive Sentiment: B. Riley raised its price target on AMAT to $220.00 while maintaining a Buy rating. Price Target Raised to $220.00
• Positive Sentiment: A separate brokerage action lifted AMAT’s price objective to $172.00, reflecting continued confidence in long-term growth. Price Target Raised to $172.00
• Positive Sentiment: MarketBeat named Applied Materials one of three Manufacturing Stocks To Consider, underscoring its appeal in the capital-goods sector. Manufacturing Stocks To Consider - August 17th
• Positive Sentiment: Benzinga highlights Applied Materials among top Consumer Tech performers for its strong earnings release, suggesting resilience amid market volatility. Consumer Tech News (August 11–August 15)
• Neutral Sentiment: Zacks advises investors to monitor Applied Materials’ international revenue trends as a key factor in upcoming earnings cycles. Don't Overlook International Revenue Trends
• Neutral Sentiment: Cantor Fitzgerald trimmed its FY2026 EPS estimate for AMAT but kept an Overweight rating with a $200 target. FY2026 EPS Estimate Reduced by Analyst
• Neutral Sentiment: B. Riley also cut its earnings forecast slightly for FY2025 but maintained a Buy rating and a $215 target. B. Riley Reduces Earnings Estimates
• Neutral Sentiment: Bank of America reiterated its Neutral rating on AMAT, signaling a wait-and-see approach. Neutral Rating Reiterated at Bank of America
• Negative Sentiment: CNBC reports that strategists like Jim Lebenthal have been selling AMAT, indicating some institutional caution. Jim Lebenthal Sells Applied Materials
• Negative Sentiment: AMAT shares slid sharply last week on disappointing guidance, analyst downgrades and broader semiconductor‐equipment concerns. Semiconductor Supplier Dropped Sharply
• Negative Sentiment: William Blair cut its Q4 2025 EPS estimate for AMAT from $2.40 to $2.11, reflecting near-term margin pressures. William Blair Pessimistic Q4 Outlook
• Negative Sentiment: Multiple firms—including Wolfe Research, UBS, Wells Fargo, Citigroup, TD Cowen, Summit Insights, Cantor Fitzgerald and Stifel Nicolaus—cut AMAT price targets into the $180–205 range and downgraded ratings. Wolfe Research Cuts Price Target UBS Cuts Price Target Wells Fargo Cuts Price Target Citigroup Cuts Price Target TD Cowen Lowers Price Target Summit Insights Rating Lowered Cantor Fitzgerald Lowers Price Target Stifel Nicolaus Price Target DZ Bank Cuts to Sell
• Negative Sentiment: Shares of AMAT traded down over 13% and gapped lower after these analyst downgrades. Trading Down 13.6% Shares Gap Down
• Negative Sentiment: Benzinga flagged AMAT as one of the top 10 large-cap losers last week, reflecting broader sector weakness. Top 10 Large Cap Losers Last Week