Shared on03 Oct 25Fair value Increased 2.09%
Applied Materials' analyst price target has increased by approximately $4 to $199, as analysts cite stabilizing risk and reward dynamics and expectations for improving revenue growth, despite ongoing concerns about demand headwinds and China exposure. Analyst Commentary Recent research reflects a divided outlook on Applied Materials, with both supportive and cautious perspectives emerging from the Street.
Shared on04 Sep 25Fair value Increased 0.17%
Applied Materials’ consensus price target remains unchanged at $194.58, as analysts weigh near-term earnings headwinds from China-related volatility and export restrictions against long-term strength in AI-driven demand and wafer fab investments. Analyst Commentary Consensus among analysts is that Applied Materials’ near-term earnings outlook is weaker than expected due to volatility and digestion in China and reduced leading-edge foundry/logic spending, with guidance for the October quarter notably below consensus.
Shared on30 Apr 25Fair value Increased 2.90%
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Shared on23 Apr 25Fair value Decreased 0.44%
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Shared on16 Apr 25Fair value Decreased 1.28%
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Shared on09 Apr 25
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Shared on02 Apr 25Fair value Increased 0.15%
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Shared on26 Mar 25
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Shared on17 Mar 25Fair value Increased 0.83%
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Shared on10 Mar 25Fair value Increased 3.10%
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