Applied Materials (AMAT) – Analysts’ Recent Ratings Changes

Applied Materials (NASDAQ: AMAT) has recently received a number of price target changes and ratings updates:

• 10/20/2026 – Applied Materials had its “overweight” rating reaffirmed by Cantor Fitzgerald.
• 10/16/2026 – Applied Materials had its price target lowered by Needham & Company LLC from $740.00 to $580.00. They now have a “buy” rating on the stock.
• 10/15/2026 – Applied Materials was given a new $590.00 price target by Evercore.
• 10/15/2026 – Applied Materials was downgraded by Zacks Research from “strong-buy” to “hold”.
• 10/14/2026 – Applied Materials had its “outperform” rating reaffirmed by Royal Bank Of Canada. They now have a $600.00 price target on the stock.
• 10/13/2026 – Applied Materials had its “outperform” rating reaffirmed by Cantor Fitzgerald.
• 9/28/2026 – Applied Materials had its price target lowered by Morgan Stanley from $642.00 to $563.00. They now have an “equal weight” rating on the stock.
• 9/26/2026 – Applied Materials was upgraded by Wall Street Zen from “hold” to “buy”.
• 9/12/2026 – Applied Materials was downgraded by Wall Street Zen from “buy” to “hold”.
• 9/9/2026 – Applied Materials was downgraded by Weiss Ratings from “buy (b)” to “buy (b-)”.
• 9/1/2026 – Applied Materials had its price target raised by UBS Group from $675.00 to $695.00. They now have a “buy” rating on the stock.

Applied Materials Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 0.5%. Applied Materials’s dividend payout ratio (DPR) is presently 18.28%.

Insider Activity

In other news, Director Judy Bruner sold 1,000 shares of Applied Materials stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $465.00, for a total transaction of $465,000.00. Following the completion of the transaction, the director directly owned 25,544 shares of the company’s stock, valued at $11,877,960. The trade was a 3.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Adam Sanders sold 725 shares of the business’s stock in a transaction on Friday, October 2nd. The shares were sold at an average price of $544.56, for a total transaction of $394,806.00. Following the completion of the transaction, the chief accounting officer owned 3,181 shares of the company’s stock, valued at approximately $1,732,245.36. This represents a 18.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 9,225 shares of company stock valued at $4,454,181 in the last three months. 0.30% of the stock is currently owned by corporate insiders.

Applied Materials, Inc is a technology company that supplies equipment, services and software used to manufacture semiconductors and advanced displays. Its products help customers fabricate the integrated circuits and other components used in computers, mobile devices, data centers, automobiles and a range of connected technologies.

The company’s offerings include systems for materials engineering, wafer fabrication, inspection and process control, along with equipment and services designed to improve manufacturing productivity and yield.