Applied Materials: Little Opportunity Left After A Monstrous Run [Seeking Alpha]
Applied Materials, Inc. (AMAT)
Last applied materials, inc. earnings: 2/12 04:01 pm
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US:NASDAQ Investor Relations:
appliedmaterials.com/company/investor-relations
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Source: Seeking Alpha
Q2 guidance is notably strong, projecting 8% revenue growth and 10% EPS growth, with DRAM and new product launches likely to be key drivers. China remains a significant risk, with 27% of sales being in that market and regulatory headwinds from both U.S. and Chinese authorities. Despite positive fundamentals, AMAT stock trades at a premium valuation, leading me to maintain a Hold rating as risk/reward appears unattractive for new entry. BING-JHEN HONG/iStock Editorial via Getty Images Back in September 2025, I downgraded Applied Materials, Inc. ( AMAT ) from a buy to a hold rating as I cited soft guidance and China risks as justifications for a modestly low This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other
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AMAT
News
- Applied Materials (NASDAQ:AMAT) had its price target raised by analysts at Citigroup Inc. from $400.00 to $420.00. They now have a "buy" rating on the stock.MarketBeat
- Applied Materials (NASDAQ:AMAT) was given a new $430.00 price target on by analysts at UBS Group AG.MarketBeat
- Applied Materials (NASDAQ:AMAT) was given a new $420.00 price target on by analysts at Morgan Stanley.MarketBeat
- Applied Materials (NASDAQ:AMAT) was given a new $430.00 price target on by analysts at Royal Bank Of Canada.MarketBeat
- Applied Materials (NASDAQ:AMAT) had its "outperform" rating reaffirmed by analysts at Sanford C. Bernstein.MarketBeat
AMAT
Earnings
- 2/12/26 - Beat
AMAT
Sec Filings
- 2/12/26 - Form 8-K
- 2/12/26 - Form 8-K
- 1/28/26 - Form ARS
- AMAT's page on the SEC website