AMAT analyst scorecard · Applied Materials
114 rating actions on AMAT in the last 12 months. Of 153 price targets that resolved, 87 were reached while they stood, 66 were replaced by the same firm first, and 0 fell short at their deadline. Ratings: 93% Buy-type, 7% Hold-type, 0% Sell-type. Consensus target $628, 49% above the last close.
Checked through 2026-10-29 · last close $420.48 (2026-10-29). Rebuilt every morning.
Targets reached while they stood
56.9% 87 of 153
Replaced before the deadline
43.1%
Short at the deadline
0.0%
Ratings vs XLK
15 of 16
Buy / Hold / Sell, 12 mo
93 / 7 / 0%
Consensus target
$628 +49.3%
What the Holds say: 7 Hold-type ratings on AMAT in the last 12 months carried a median target +9% from the price on the day; 43% sat below it.
The 5 upgrades on AMAT came after an average +23.4% move in the 30 days before them.
Firm by firm
| Firm | Latest rating | Date | Latest target | Targets reached | Replaced early | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|---|
| RBC Capital | Outperform | 2026-10-14 | $600 | 3 | 0 | 3 | — |
| Barclays | Overweight | 2026-06-11 | $590 | 5 | 3 | 8 | — |
| UBS | Buy | 2026-09-01 | $695 | 3 | 4 | 7 | — |
| Cantor Fitzgerald | Overweight | 2026-08-14 | $850 | 2 | 10 | 12 | 1 of 1 |
| Citigroup | Buy | 2026-06-17 | $710 | 7 | 4 | 11 | 1 of 1 |
| B. Riley Securities | Buy | 2026-08-14 | $700 | 4 | 4 | 8 | 1 of 1 |
| Wells Fargo | Overweight | 2026-06-26 | $740 | 6 | 7 | 13 | 1 of 1 |
| Morgan Stanley | Equal-Weight | 2026-09-28 | $563 | 7 | 5 | 12 | — |
| Mizuho | Outperform | 2026-08-25 | $590 | 3 | 8 | 11 | — |
| Needham | Buy | 2026-10-16 | $580 | 5 | 5 | 10 | 1 of 1 |
| KeyBanc | Overweight | 2026-08-14 | $750 | 4 | 3 | 7 | 1 of 1 |
| Bank of America | Buy | 2026-08-14 | $650 | 6 | 1 | 7 | 1 of 1 |
| Stifel | Buy | 2026-08-14 | $650 | 5 | 2 | 7 | 0 of 1 |
| TD Cowen | Buy | 2026-08-14 | $700 | 2 | 1 | 3 | 1 of 1 |
| Evercore ISI Group | Outperform | 2026-10-15 | $590 | 2 | 3 | 5 | 1 of 1 |
| Erste Group | Hold | 2026-08-05 | — | — | — | 0 | — |
| Wolfe Research | Outperform | 2026-05-15 | $550 | 2 | 0 | 2 | 1 of 1 |
| Seaport Global | Buy | 2026-05-05 | $500 | 1 | 0 | 1 | — |
| JPMorgan | Overweight | 2026-08-14 | $660 | 3 | 1 | 4 | 1 of 1 |
| Deutsche Bank | Buy | 2026-08-14 | $605 | 3 | 1 | 4 | — |
| Susquehanna | Positive | 2026-06-30 | $900 | 3 | 1 | 4 | — |
| Jefferies | Buy | 2026-06-26 | $770 | 3 | 0 | 3 | 1 of 1 |
| Argus Research | Buy | 2026-08-18 | $600 | 1 | 0 | 1 | — |
| HSBC | Buy | 2026-07-27 | $683 | 1 | 0 | 1 | — |
| Goldman Sachs | Buy | 2026-05-15 | $520 | 3 | 2 | 5 | 1 of 1 |
| Craig-Hallum | Buy | 2026-08-14 | $585 | 0 | 1 | 1 | — |
| Bernstein | Outperform | 2026-08-14 | $700 | 1 | 0 | 1 | 1 of 1 |
Counts for one firm on one stock are small and move together; they are a record, not a grade. Neither the firms nor AMAT carry a letter here. Why →
Every call, last 12 months
| Date | Firm | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-16 | Needham | Buy | maintained | $409.29 | $580 | running to 2027-10-16 | -1.5% |
| 2026-10-15 | Evercore ISI Group | Outperform | maintained | $430.01 | $590 | running to 2027-10-15 | +2.1% |
| 2026-10-14 | RBC Capital | Outperform | reiterated | $446.63 | $600 | running to 2027-10-14 | +5.3% |
| 2026-09-28 | Morgan Stanley | Equal-Weight | maintained | $486.76 | $563 | running to 2028-03-28 | +5.4% |
| 2026-09-01 | UBS | Buy | maintained | $441.85 | $695 | running to 2027-09-01 | -13.0% |
| 2026-08-25 | Mizuho | Outperform | maintained | $480.04 | $590 | running to 2027-08-25 | -10.5% |
| 2026-08-18 | Argus Research | Buy | maintained | $514.33 | $600 | running to 2027-08-18 | -2.9% |
| 2026-08-14 | UBS | Buy | maintained | $507.18 | $675 | replaced 2026-09-01, new $695 | -12.5% |
| 2026-08-14 | Craig-Hallum | Buy | maintained | $507.18 | $585 | running to 2027-08-14 | -12.5% |
| 2026-08-14 | Morgan Stanley | Equal-Weight | maintained | $507.18 | $642 | replaced 2026-09-28, new $563 | -12.5% |
| 2026-08-14 | Bernstein | Outperform | maintained | $507.18 | $700 | running to 2027-08-14 | -12.5% |
| 2026-08-14 | TD Cowen | Buy | reiterated | $507.18 | $700 | running to 2027-08-14 | -12.5% |
| 2026-08-14 | RBC Capital | Outperform | maintained | $507.18 | $600 | running to 2027-08-14 | -12.5% |
| 2026-08-14 | B. Riley Securities | Buy | reiterated | $507.18 | $700 | running to 2027-08-14 | -12.5% |
| 2026-08-14 | JPMorgan | Overweight | maintained | $507.18 | $660 | running to 2027-08-14 | -12.5% |
| 2026-08-14 | Bank of America | Buy | maintained | $507.18 | $650 | running to 2027-08-14 | -12.5% |
| 2026-08-14 | Needham | Buy | reiterated | $507.18 | $740 | replaced 2026-10-16, new $580 | -12.5% |
| 2026-08-14 | Cantor Fitzgerald | Overweight | reiterated | $507.18 | $850 | running to 2027-08-14 | -12.5% |
| 2026-08-14 | Stifel | Buy | reiterated | $507.18 | $650 | running to 2027-08-14 | -12.5% |
| 2026-08-14 | KeyBanc | Overweight | reiterated | $507.18 | $750 | running to 2027-08-14 | -12.5% |
| 2026-08-14 | Deutsche Bank | Buy | maintained | $507.18 | $605 | running to 2027-08-14 | -12.5% |
| 2026-08-05 | Erste Group | Buy → Hold | downgrade | $534.24 | — | no target | -9.9% |
| 2026-07-27 | HSBC | Buy | maintained | $516.89 | $683 | running to 2027-07-27 | -17.5% |
| 2026-07-15 | UBS | Buy | maintained | $579.43 | $705 | replaced 2026-08-14, new $675 | -1.1% |
| 2026-07-10 | Stifel | Buy | maintained | $602.50 | $650 | running to 2027-07-10 | +21.2% |
| 2026-07-10 | Needham | Buy | maintained | $602.50 | $740 | replaced 2026-10-16, new $580 | +21.2% |
| 2026-07-09 | TD Cowen | Buy | maintained | $588.66 | $700 | running to 2027-07-09 | +17.9% |
| 2026-07-09 | Mizuho | Outperform | maintained | $588.66 | $650 | replaced 2026-08-25, new $590 | +17.9% |
| 2026-07-06 | Morgan Stanley | Equal-Weight | maintained | $592.79 | $647 | replaced 2026-08-14, new $642 | +30.9% |
| 2026-06-30 | Susquehanna | Positive | maintained | $723.00 | $900 | running to 2027-06-30 | +60.6% |
| 2026-06-29 | Cantor Fitzgerald | Overweight | maintained | $694.64 | $850 | running to 2027-06-29 | +54.3% |
| 2026-06-29 | KeyBanc | Overweight | maintained | $694.64 | $750 | running to 2027-06-29 | +54.3% |
| 2026-06-26 | Wells Fargo | Overweight | maintained | $626.84 | $740 | running to 2027-06-26 | +39.8% |
| 2026-06-26 | B. Riley Securities | Buy | maintained | $626.84 | $790 | replaced 2026-08-14, new $700 | +39.8% |
| 2026-06-26 | Jefferies | Buy | maintained | $626.84 | $770 | running to 2027-06-26 | +39.8% |
| 2026-06-23 | Bank of America | Buy | maintained | $585.88 | $720 | reached 2026-06-30 | +35.6% |
| 2026-06-22 | Wells Fargo | Overweight | maintained | $640.18 | $715 | replaced 2026-06-26, new $740 | +48.1% |
| 2026-06-17 | Citigroup | Buy | maintained | $592.92 | $710 | reached 2026-06-30 | +43.4% |
| 2026-06-11 | Barclays | Overweight | maintained | $552.64 | $590 | reached 2026-06-17 | +28.2% |
| 2026-06-10 | UBS | Buy | maintained | $497.01 | $570 | reached 2026-06-15 | +12.0% |
| 2026-06-10 | Cantor Fitzgerald | Overweight | maintained | $497.01 | $650 | reached 2026-06-25 | +12.0% |
| 2026-05-28 | Cantor Fitzgerald | Overweight | reiterated | $449.68 | $575 | replaced 2026-06-10, new $650 | +18.0% |
| 2026-05-27 | Mizuho | Outperform | maintained | $448.25 | $540 | reached 2026-06-11 | +10.7% |
| 2026-05-19 | Argus Research | Buy | maintained | $406.91 | $500 | reached 2026-06-03 | +2.5% |
| 2026-05-18 | Morgan Stanley | Overweight → Equal-Weight | downgrade | $413.57 | $502 | reached 2026-06-11 | +4.2% |
| 2026-05-15 | UBS | Buy | maintained | $436.62 | $515 | replaced 2026-06-10, new $570 | +10.7% |
| 2026-05-15 | Citigroup | Buy | maintained | $436.62 | $550 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | Bank of America | Buy | maintained | $436.62 | $540 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | Deutsche Bank | Buy | maintained | $436.62 | $550 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | Evercore ISI Group | Outperform | maintained | $436.62 | $515 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | TD Cowen | Buy | maintained | $436.62 | $525 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | B. Riley Securities | Buy | maintained | $436.62 | $550 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | Wolfe Research | Outperform | maintained | $436.62 | $550 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | JPMorgan | Overweight | maintained | $436.62 | $515 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | Jefferies | Buy | maintained | $436.62 | $510 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | Goldman Sachs | Buy | maintained | $436.62 | $520 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | Barclays | Overweight | maintained | $436.62 | $500 | reached 2026-06-03 | +10.7% |
| 2026-05-15 | Wells Fargo | Overweight | maintained | $436.62 | $520 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | Mizuho | Outperform | maintained | $436.62 | $500 | replaced 2026-05-27, new $540 | +10.7% |
| 2026-05-15 | RBC Capital | Outperform | maintained | $436.62 | $520 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | Cantor Fitzgerald | Overweight | maintained | $436.62 | $575 | replaced 2026-06-10, new $650 | +10.7% |
| 2026-05-15 | KeyBanc | Overweight | maintained | $436.62 | $550 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | Needham | Buy | maintained | $436.62 | $530 | reached 2026-06-11 | +10.7% |
| 2026-05-15 | Morgan Stanley | Overweight | maintained | $436.62 | $502 | reached 2026-06-11 | +10.7% |
| 2026-05-12 | Citigroup | Buy | maintained | $431.20 | $520 | replaced 2026-05-15, new $550 | +7.9% |
| 2026-05-11 | Cantor Fitzgerald | Overweight | maintained | $443.62 | $550 | replaced 2026-05-15, new $575 | +11.1% |
| 2026-05-08 | HSBC | Buy | initiated | $435.44 | $517 | reached 2026-06-11 | +12.9% |
| 2026-05-05 | Morgan Stanley | Overweight | maintained | $410.82 | $454 | replaced 2026-05-15, new $502 | +17.9% |
| 2026-05-05 | Seaport Global | Buy | initiated | $410.82 | $500 | reached 2026-06-03 | +17.9% |
| 2026-05-04 | UBS | Buy | maintained | $391.38 | $480 | replaced 2026-05-15, new $515 | +12.3% |
| 2026-04-13 | B. Riley Securities | Buy | maintained | $395.73 | $485 | replaced 2026-05-15, new $550 | +15.9% |
| 2026-04-09 | Susquehanna | Positive | maintained | $397.81 | $500 | reached 2026-06-03 | +15.0% |
| 2026-02-25 | Morgan Stanley | Overweight | maintained | $394.95 | $432 | replaced 2026-05-05, new $454 | +23.6% |
| 2026-02-17 | Barclays | Overweight | maintained | $359.13 | $450 | replaced 2026-05-15, new $500 | +9.8% |
| 2026-02-13 | Citigroup | Buy | maintained | $354.91 | $420 | reached 2026-05-06 | +17.6% |
| 2026-02-13 | Goldman Sachs | Buy | maintained | $354.91 | $390 | reached 2026-02-25 | +17.6% |
| 2026-02-13 | Stifel | Buy | maintained | $354.91 | $450 | reached 2026-05-26 | +17.6% |
| 2026-02-13 | TD Cowen | Buy | maintained | $354.91 | $450 | replaced 2026-05-15, new $525 | +17.6% |
| 2026-02-13 | Wells Fargo | Overweight | maintained | $354.91 | $435 | reached 2026-05-08 | +17.6% |
| 2026-02-13 | Cantor Fitzgerald | Overweight | maintained | $354.91 | $470 | replaced 2026-05-11, new $550 | +17.6% |
| 2026-02-13 | B. Riley Securities | Buy | reiterated | $354.91 | $450 | replaced 2026-04-13, new $485 | +17.6% |
| 2026-02-13 | Mizuho | Outperform | maintained | $354.91 | $410 | reached 2026-04-24 | +17.6% |
| 2026-02-13 | KeyBanc | Overweight | maintained | $354.91 | $450 | replaced 2026-05-15, new $550 | +17.6% |
| 2026-02-13 | Needham | Buy | maintained | $354.91 | $440 | reached 2026-05-11 | +17.6% |
| 2026-02-10 | RBC Capital | Outperform | reiterated | $329.07 | $385 | reached 2026-02-25 | +9.3% |
| 2026-02-04 | Citigroup | Buy | maintained | $297.60 | $400 | replaced 2026-02-13, new $420 | +4.7% |
| 2026-02-02 | Morgan Stanley | Overweight | maintained | $328.40 | $364 | reached 2026-02-18 | +22.1% |
| 2026-01-28 | Mizuho | Neutral → Outperform | upgrade | $336.75 | $370 | replaced 2026-02-13, new $410 | +28.0% |
| 2026-01-23 | Deutsche Bank | Hold → Buy | upgrade | $322.38 | $390 | reached 2026-02-25 | +23.6% |
| 2026-01-20 | Needham | Buy | maintained | $318.23 | $390 | replaced 2026-02-13, new $440 | +24.1% |
| 2026-01-16 | KeyBanc | Overweight | maintained | $327.01 | $380 | replaced 2026-02-13, new $450 | +31.7% |
| 2026-01-15 | Wells Fargo | Overweight | maintained | $319.08 | $350 | reached 2026-02-13 | +23.3% |
| 2026-01-15 | Barclays | Equal-Weight → Overweight | upgrade | $319.08 | $360 | replaced 2026-02-17, new $450 | +23.3% |
| 2026-01-15 | RBC Capital | Outperform | initiated | $319.08 | $385 | reached 2026-02-25 | +23.3% |
| 2026-01-14 | Stifel | Buy | maintained | $301.89 | $340 | reached 2026-01-29 | +15.6% |
| 2026-01-13 | Bank of America | Buy | maintained | $304.87 | $350 | reached 2026-02-13 | +17.6% |
| 2026-01-12 | Susquehanna | Neutral → Positive | upgrade | $307.24 | $400 | replaced 2026-04-09, new $500 | +18.5% |
| 2026-01-08 | Cantor Fitzgerald | Overweight | maintained | $281.64 | $425 | replaced 2026-02-13, new $470 | +5.4% |
| 2025-12-18 | B. Riley Securities | Buy | maintained | $253.50 | $305 | reached 2026-01-12 | +12.6% |
| 2025-12-17 | Mizuho | Neutral | maintained | $248.27 | $245 | within 5% of price when set | +8.6% |
| 2025-12-15 | Jefferies | Buy | maintained | $261.27 | $360 | reached 2026-02-18 | +15.6% |
| 2025-12-15 | Wells Fargo | Overweight | maintained | $261.27 | $290 | reached 2026-01-06 | +15.6% |
| 2025-12-02 | KeyBanc | Overweight | maintained | $265.33 | $285 | reached 2026-01-06 | +13.8% |
| 2025-11-25 | UBS | Neutral → Buy | upgrade | $242.46 | $285 | reached 2026-01-06 | — |
| 2025-11-14 | Citigroup | Buy | maintained | $226.01 | $250 | reached 2025-11-28 | — |
| 2025-11-14 | Morgan Stanley | Overweight | maintained | $226.01 | $252 | reached 2025-11-28 | — |
| 2025-11-14 | JPMorgan | Overweight | maintained | $226.01 | $260 | reached 2025-12-02 | — |
| 2025-11-14 | Wells Fargo | Overweight | maintained | $226.01 | $255 | reached 2025-12-02 | — |
| 2025-11-14 | Cantor Fitzgerald | Overweight | reiterated | $226.01 | $300 | replaced 2026-01-08, new $425 | — |
| 2025-11-14 | B. Riley Securities | Buy | reiterated | $226.01 | $270 | reached 2025-12-10 | — |
| 2025-11-14 | Mizuho | Neutral | maintained | $226.01 | $205 | replaced 2025-12-17, new $245 | — |
| 2025-11-14 | Craig-Hallum | Buy → Hold | downgrade | $226.01 | $190 | replaced 2026-08-14, new $585 | — |
| 2025-11-14 | Needham | Buy | reiterated | $226.01 | $260 | reached 2025-12-02 | — |
| 2025-11-11 | Stifel | Buy | maintained | $228.67 | $250 | reached 2025-11-28 | — |
Also in Semi Equipment
Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
Get the daily brief
Our take, the S&P 500 Pulse, the Street's calls and today's docket — one email, weekdays, 9 AM ET, 30 minutes before the open.