Applied Materials consensus in focus, Wall Street views on the stock
26.06.2026 - 20:31:02 | ad-hoc-news.de
By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-26, 20:30.
Applied Materials (US0382221051) currently trades on the NASDAQ as one of the key suppliers to the semiconductor industry. Recent analyst reports compiled by market data providers indicate that most brokers keep positive ratings on the shares with room between the average target and the latest price, according to consensus data.
What the analysts are saying
Applied Materials is widely covered by major Wall Street houses such as Goldman Sachs, JPMorgan, and Morgan Stanley, with the majority of current ratings sitting in the Buy or Overweight range according to aggregated broker overviews on financial data platforms that track analyst opinions for the NASDAQ listing.
Consensus data sets the average 12-month price target above the latest closing price in New York, implying potential upside from current levels while still reflecting the cyclical risks around wafer fab equipment spending that also affect peers like Lam Research and ASML Holding in the semiconductor equipment space.
How consensus has developed
Over the past several months, the number of Sell ratings on Applied Materials has remained low, while Hold and Buy recommendations have adjusted only gradually as analysts update their models for the latest sector demand signals in memory and logic chips, as well as for the company's order flow and backlog.
Several brokers in recent weeks have reiterated positive views on the long-term positioning of Applied Materials in areas such as advanced etch and deposition tools, pointing to structural demand drivers including artificial intelligence, high-performance computing, and automotive semiconductors, which influence capital expenditure plans at major chipmakers that order equipment.
All news and analysis on the Applied Materials shares
Track further headlines and regulatory disclosures on Applied Materials alongside broader semiconductor sector coverage.
What the company sells
Applied Materials generates most of its revenue from semiconductor systems used in wafer fabrication, complemented by services and software that support equipment uptime, process optimization, and factory productivity at chipmakers around the world.
Where the stock trades today
Applied Materials shares trade on the NASDAQ in US dollars, with the latest available quote reflecting the current valuation investors assign to the semiconductor equipment group relative to peers and the broader US technology sector.
