Applied Materials, Inc.

NasdaqGS:AMAT 株式レポート

時価総額：US$345.6b

Applied Materials 将来の成長

Future 基準チェック /36

Applied Materials利益と収益がそれぞれ年間15.6%と13.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に40.1% 16.5%なると予測されています。

主要情報

15.6%

収益成長率

16.55%

EPS成長率

Semiconductor 収益成長25.9%
収益成長率13.3%
将来の株主資本利益率40.09%
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • May 09

Applied Materials: Supplying Intel Comes With Its Perks

Summary Applied Materials, Inc. is a top "picks and shovels" play in the semiconductor equipment space, benefiting from broad chip demand and recent U.S. production catalysts. AMAT stands out for its financial prudence, distributing 90% of excess free cash flow to shareholders and maintaining a robust balance sheet. With a forward P/E near 40x versus a 3-year average of 22x, AMAT stock's valuation is elevated, making pre-earnings entry risky despite strong secular tailwinds. I rate AMAT stock a Buy for long-term investors, but prefer to watch for a potential post-earnings pullback before initiating or adding to a position. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 27

AMAT: Future Packaging Demand And WFE Cycle Strength Will Shape Returns

Applied Materials' updated analyst price target has edged higher, with fair value moving from about $398.73 to $422.97 as analysts factor in slightly stronger revenue growth, a modestly higher profit margin outlook, and a richer future P/E assumption, partly supported by a broad wave of recent price target hikes and upgrades across the Street. Analyst Commentary Recent Street research around Applied Materials has been active, with a long list of price target increases and several rating upgrades clustered around recent results and guidance.
ナラティブ更新 • Apr 13

AMAT: AI Memory And Packaging Upswing Will Support Future Upside

The analyst price target for Applied Materials has been updated from $470 to $500, with analysts citing stronger long term assumptions for revenue growth, profit margins and P/E support, driven by broad based sector target increases across semiconductor equipment peers. Analyst Commentary Recent Street research around Applied Materials points to an increasingly constructive view on the stock, with many bullish analysts revising their models to reflect stronger assumptions for the wafer fab equipment cycle, particularly in DRAM and advanced packaging.
ナラティブ更新 • Mar 30

AMAT: WFE Upswing And AI Memory Deals Will Support Future Upside

Applied Materials' analyst price target has been revised upward by a broad group of firms into a higher $300s to low $400s range, with analysts pointing to stronger multi year wafer fab equipment growth forecasts, increasing AI and DRAM related spending expectations, and a more constructive view on secular WFE demand as key supports for the shift. Analyst Commentary Recent Street research on Applied Materials shows a cluster of higher price targets and rating upgrades, with bullish analysts pointing to wafer fab equipment spending expectations, AI and memory related demand, and a more supportive multi year industry view as key drivers.
新しいナラティブ • Mar 29

AMAT: The "Master Architect" of the $1 Trillion Silicon Era

Applied Materials, Inc. (AMAT) is currently positioned as the indispensable "pick-and-shovel" provider for the global artificial intelligence explosion.
ナラティブ更新 • Mar 16

AMAT: Wafer Equipment Upswing And AI Memory Partnerships Will Support Future Upside

Analysts have raised their average price targets on Applied Materials into a higher $400 plus range, citing stronger wafer fab equipment spending forecasts for 2026 and 2027, along with broad-based target hikes across major firms as key supports for the update. Analyst Commentary Recent Street research on Applied Materials highlights a clear tilt toward more constructive views, with a mix of higher price targets, fresh coverage and several upgrades into more positive rating buckets.
ナラティブ更新 • Mar 02

AMAT: Wafer Equipment Upswing And Services Mix Will Support Future Upside

Our fair value estimate for Applied Materials has been raised from $420.71 to $470.00 as analysts lift long term wafer fab equipment growth expectations and highlight the stock as a top pick in semiconductor production equipment. Analyst Commentary Recent Street research around Applied Materials has been heavily skewed toward positive revisions, with a broad group of bullish analysts lifting price targets and, in several cases, upgrading their ratings.
ナラティブ更新 • Feb 16

AMAT: Future WFE Cycle Strength Will Drive Returns Higher

Analysts have lifted their implied fair value for Applied Materials from about $248 to roughly $399, citing higher assumed revenue growth, stronger profit margins, and a richer future P/E multiple. They link this to a broad wave of price target hikes and upgrades across recent Street research.
ナラティブ更新 • Feb 02

AMAT: Future Multiple Compression Will Likely Follow Aggressive Wafer Equipment Spending Cycle

Our analyst fair value estimate for Applied Materials has moved up by $10 to $190 per share, reflecting updated assumptions on revenue growth, profitability, and long-term P/E, in line with the series of recent price target hikes and upgrades from Street analysts. Analyst Commentary Recent Street research on Applied Materials has been dominated by higher price targets, fresh initiations with constructive views, and several upgrades.
ナラティブ更新 • Jan 19

AMAT: Rising Wafer Equipment Demand And Services Mix Will Drive Upside

Analysts have lifted their fair value estimate for Applied Materials from about $247 to around $421. This reflects higher assumed revenue growth, stronger profit margins, and a richer future P/E multiple in light of a broad wave of recent price target hikes and upgrades across the Street.
ナラティブ更新 • Jan 04

AMAT: Future Multiple Compression Will Likely Pressure Elevated Share Price

Our fair value estimate for Applied Materials has been raised to $180 from $160.41 as analysts lift price targets into the mid to high $200s, citing above-consensus execution, resilient foundry and memory demand, de-risked China exposure, and strengthening recurring services growth. Analyst Commentary Street research has turned more constructive on Applied Materials, with multiple firms lifting price targets into the $250 to $270 range following solid quarterly execution, above-consensus guidance, and stronger visibility into 2026 wafer fab equipment demand.
分析記事 • Jan 03

Investor Optimism Abounds Applied Materials, Inc. (NASDAQ:AMAT) But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 30.5x Applied Materials, Inc. ( NASDAQ:AMAT ) may be sending very bearish...
ナラティブ更新 • Dec 14

AMAT: Future WFE Cycle And China Policy Risks Will Shape Returns

We raise our fair value estimate for Applied Materials to $248.44 from $241.69, reflecting analysts' increased price targets in the mid $200s on stronger than expected execution, slightly higher long term revenue growth and margins, and confidence that China related risks are moderating while wafer fab equipment and services demand in foundry and memory remains robust. Analyst Commentary Street research has turned decisively more constructive on Applied Materials, with multiple firms lifting price targets into the mid to high $200s following better than expected results and guidance.
ナラティブ更新 • Nov 28

AMAT: Future Demand Strength And Industry Competition Will Shape Stock Performance

Applied Materials’ analyst price target has increased from $222.94 to $241.69. Analysts cite stronger-than-expected recent results, improved revenue growth forecasts, and solid ongoing demand in core market segments as the main reasons for the upward revision.
分析記事 • Nov 16

US$238 - That's What Analysts Think Applied Materials, Inc. (NASDAQ:AMAT) Is Worth After These Results

As you might know, Applied Materials, Inc. ( NASDAQ:AMAT ) recently reported its annual numbers. The result was...
ナラティブ更新 • Nov 14

AMAT: Future Equipment Demand And Industry Shifts Will Drive Mixed Performance

The analyst price target for Applied Materials has increased from approximately $218 to $223 per share. Analysts cite above-consensus execution, persistent industry strength, and improved growth outlook as key reasons for the upward revision.
ナラティブ更新 • Oct 31

AMAT: Demand Momentum And China Uncertainty Will Shape Sector Outlook This Year

Applied Materials' analyst price target has increased modestly from $215 to $218, as analysts point to anticipated upside from wafer fab equipment demand and improving order visibility in the semiconductor capital equipment sector. Analyst Commentary Analysts have provided a broad range of perspectives on Applied Materials in recent research, reflecting both optimism around growth drivers and caution about near-term risks within the semiconductor capital equipment sector.
ナラティブ更新 • Oct 17

AI And Advanced Packaging Will Reshape Semiconductor Landscape

Applied Materials' fair value estimate has increased to $215 from $199, as analysts raise price targets. This is due to improving wafer fab equipment demand and greater order visibility in the semiconductor capital equipment industry.
ナラティブ更新 • Oct 03

AI And Advanced Packaging Will Reshape Semiconductor Landscape

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.
分析記事 • Sep 28

Subdued Growth No Barrier To Applied Materials, Inc. (NASDAQ:AMAT) With Shares Advancing 27%

Applied Materials, Inc. ( NASDAQ:AMAT ) shares have had a really impressive month, gaining 27% after a shaky period...
ナラティブ更新 • Sep 04

AI And Advanced Packaging Will Reshape Semiconductor Landscape

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.
分析記事 • Jul 21

Calculating The Fair Value Of Applied Materials, Inc. (NASDAQ:AMAT)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Applied Materials fair value estimate is US$169 Applied...
分析記事 • Jul 05

Applied Materials (NASDAQ:AMAT) Could Easily Take On More Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jun 23

Investors Shouldn't Overlook Applied Materials' (NASDAQ:AMAT) Impressive Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
分析記事 • May 17

Applied Materials, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a good week for Applied Materials, Inc. ( NASDAQ:AMAT ) shareholders, because the company has just released...
分析記事 • May 16

Applied Materials (NASDAQ:AMAT) Will Pay A Larger Dividend Than Last Year At $0.46

Applied Materials, Inc.'s ( NASDAQ:AMAT ) dividend will be increasing from last year's payment of the same period to...
Seeking Alpha • Apr 19

Applied Materials Vs. ASML: The Ideal Pick During This Cyclical Downturn

Summary This article pits two of the most important semiconductor FAB names against one another to determine which is the better value. Both AMAT and ASML are down -40+% from their all-time highs. Both have outstanding balance sheets, with the entire semi-FAB space as their TAM. It boils down to growth versus value in this comparison. Read the full article on Seeking Alpha
新しいナラティブ • Mar 20

Applied Materials to Ride the AI Boom with a 7% Revenue Growth Outlook

Semiconductor Equipment Demand – As AI, cloud computing, and automotive chips grow, chipmakers (TSMC, Intel, Samsung) are increasing fab capacity, boosting demand for AMAT’s semiconductor equipment.
Seeking Alpha • Mar 18

Applied Materials: Massive Share Buyback Is Positive

Summary I reiterate a 'Buy' rating for Applied Materials with a one-year target price of $196 per share, driven by its strong position in AI and energy-efficient computing markets. AMAT reported 6.8% revenue growth and 9.2% adjusted net income growth, with notable strength in its Semiconductor Systems segment. A new $10 billion share repurchase authorization, on top of $7.6 billion remaining, demonstrates management's confidence and is a positive catalyst for the stock. Despite China risks, Applied Materials is poised for 7% organic revenue growth and 20bps margin expansion, supported by its strategic investments and market positioning. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

Applied Materials: Stay On The Sidelines For Now (Technical Analysis)

Summary The chart and moving averages were quite bearish, but the indicators had mixed signals, and so the technicals overall were slightly net bearish. Most recent earnings were mixed, with revenue growth at respectable levels, but cash from operations growth showing concerning signs. The valuation currently looks fair after analyzing the P/S and P/CFO ratios relative to the fundamentals and to peers. I believe Applied Materials is currently a hold for most investors as the technicals are bearish, and the fundamentals are neutral, but the company continues to benefit from AI tailwinds. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:AMAT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
10/31/202843,36613,1029,87111,99914
10/31/202738,32311,4148,66110,61632
10/31/202631,5808,9586,3588,43333
1/25/202628,2147,8396,1948,719N/A
10/26/202528,3686,9985,6987,958N/A
7/27/202528,6136,8325,8237,705N/A
4/27/202528,0896,7585,8617,456N/A
1/26/202527,6356,3435,9357,277N/A
10/27/202427,1767,1777,4878,677N/A
7/28/202426,8547,4506,5657,657N/A
4/28/202426,5017,3056,8057,855N/A
1/28/202426,4857,1587,7078,755N/A
10/29/202326,5176,8567,5948,700N/A
7/30/202326,5436,4436,9828,002N/A
4/30/202326,6386,4895,9136,888N/A
1/29/202326,2536,4504,0815,011N/A
10/30/202225,7856,5254,6125,399N/A
7/31/202225,1596,6464,9205,690N/A
5/1/202224,8356,7565,2105,907N/A
1/30/202224,1726,5505,9886,679N/A
10/31/202123,0635,8884,7745,442N/A
8/1/202121,6285,3074,9855,609N/A
5/2/202119,8274,4324,2164,790N/A
1/31/202118,2023,8573,7974,238N/A
10/25/202017,2023,6193,3823,804N/A
7/26/202016,2683,1862,9583,315N/A
4/26/202015,4352,9162,8723,235N/A
1/26/202015,0172,8272,9903,400N/A
10/27/201914,6082,706N/A3,247N/A
7/28/201914,6132,765N/A3,498N/A
4/28/201915,2133,210N/A3,344N/A
1/27/201916,2533,644N/A3,155N/A
10/28/201816,7053,038N/A3,787N/A
7/29/201816,9153,263N/A3,419N/A
4/29/201816,4973,172N/A4,163N/A
1/28/201815,4642,896N/A4,463N/A
10/29/201714,6983,519N/A3,789N/A
7/30/201713,8653,062N/A3,877N/A
4/30/201712,9422,642N/A3,481N/A
1/29/201711,8462,138N/A3,051N/A
10/30/201610,8251,721N/A2,566N/A
7/31/20169,8961,447N/A2,140N/A
5/1/20169,5651,271N/A1,493N/A
1/31/20169,5571,315N/A1,310N/A
10/25/20159,6591,377N/A1,163N/A
7/26/20159,5551,297N/A1,099N/A

アナリストによる今後の成長予測

収入対貯蓄率: AMATの予測収益成長率 (年間15.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: AMATの収益 ( 15.6% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: AMATの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: AMATの収益 ( 13.3% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: AMATの収益 ( 13.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AMATの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 40.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 04:00
終値2026/05/11 00:00
収益2026/01/25
年間収益2025/10/26

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Applied Materials, Inc. 33 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。53

アナリスト機関
James FontanelliArete Research Services LLP
Brett SimpsonArete Research Services LLP
James KelleherArgus Research Company