Recent Investment Analysts’ Ratings Changes for Applied Materials (AMAT)

Several brokerages have updated their recommendations and price targets on shares of Applied Materials (NASDAQ: AMAT) in the last few weeks:

• 7/15/2026 – Applied Materials had its price target raised by UBS Group AG from $570.00 to $705.00. They now have a “buy” rating on the stock.
• 7/10/2026 – Applied Materials had its price target raised by Stifel Nicolaus from $530.00 to $650.00. They now have a “buy” rating on the stock.
• 7/10/2026 – Applied Materials had its price target raised by Needham & Company LLC from $530.00 to $740.00. They now have a “buy” rating on the stock.
• 7/9/2026 – Applied Materials had its price target raised by TD Cowen from $525.00 to $700.00. They now have a “buy” rating on the stock.
• 7/8/2026 – Applied Materials had its price target raised by Mizuho from $540.00 to $650.00. They now have an “outperform” rating on the stock.
• 7/6/2026 – Applied Materials had its price target raised by Morgan Stanley from $502.00 to $647.00. They now have an “equal weight” rating on the stock.
• 7/1/2026 – Applied Materials was upgraded by Zacks Research from “hold” to “strong-buy”.
• 6/30/2026 – Applied Materials had its price target raised by Susquehanna from $575.00 to $900.00. They now have a “positive” rating on the stock.
• 6/29/2026 – Applied Materials had its price target raised by Cantor Fitzgerald from $650.00 to $850.00. They now have an “overweight” rating on the stock.
• 6/29/2026 – Applied Materials was given a new $850.00 price target by HC Wainwright.
• 6/29/2026 – Applied Materials had its price target raised by KeyCorp from $550.00 to $750.00. They now have an “overweight” rating on the stock.
• 6/26/2026 – Applied Materials had its price target raised by B. Riley Financial, Inc. from $550.00 to $790.00. They now have a “buy” rating on the stock.
• 6/26/2026 – Applied Materials had its price target raised by Wells Fargo & Company from $715.00 to $740.00. They now have an “overweight” rating on the stock.
• 6/26/2026 – Applied Materials had its price target raised by Jefferies Financial Group Inc. from $510.00 to $770.00. They now have a “buy” rating on the stock.
• 6/24/2026 – Applied Materials had its “buy (b-)” rating reaffirmed by Weiss Ratings.
• 6/23/2026 – Applied Materials had its price target raised by Bank of America Corporation from $540.00 to $720.00. They now have a “buy” rating on the stock.
• 6/22/2026 – Applied Materials had its price target raised by Wells Fargo & Company from $520.00 to $715.00. They now have an “overweight” rating on the stock.
• 6/17/2026 – Applied Materials had its price target raised by Citigroup Inc. from $550.00 to $710.00. They now have a “buy” rating on the stock.
• 6/11/2026 – Applied Materials had its price target raised by Barclays PLC from $500.00 to $590.00. They now have an “overweight” rating on the stock.
• 6/10/2026 – Applied Materials had its price target raised by UBS Group AG from $515.00 to $570.00. They now have a “buy” rating on the stock.
• 6/10/2026 – Applied Materials had its price target raised by Cantor Fitzgerald from $575.00 to $650.00. They now have an “overweight” rating on the stock.
• 6/10/2026 – Applied Materials was given a new $650.00 price target by Raymond James Financial, Inc..
• 5/28/2026 – Applied Materials was given a new $575.00 price target by Truist Financial Corporation.
• 5/28/2026 – Applied Materials had its “overweight” rating reaffirmed by Cantor Fitzgerald. They now have a $575.00 price target on the stock.
• 5/27/2026 – Applied Materials had its price target raised by Mizuho from $500.00 to $540.00. They now have an “outperform” rating on the stock.

Applied Materials Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.53 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $2.12 dividend on an annualized basis and a yield of 0.4%. Applied Materials’s dividend payout ratio (DPR) is presently 19.91%.

Insider Activity at Applied Materials

In other news, insider Prabu G. Raja sold 10,000 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $633.53, for a total transaction of $6,335,300.00. Following the completion of the sale, the insider owned 346,642 shares in the company, valued at approximately $219,608,106.26. The trade was a 2.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Gary E. Dickerson sold 20,000 shares of the company’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $735.22, for a total transaction of $14,704,400.00. Following the completion of the transaction, the chief executive officer owned 1,599,843 shares of the company’s stock, valued at approximately $1,176,236,570.46. The trade was a 1.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 278,088 shares of company stock valued at $169,654,805 in the last quarter. Company insiders own 0.30% of the company’s stock.

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.