November 02, 2025 a 08:38 am
AMAT: Analysts Ratings - Applied Materials, Inc.
Applied Materials, Inc. continues to be a significant player in the semiconductor manufacturing industry, with its extensive range of equipment and services. Analysts provide mixed ratings, indicating a stable yet cautious outlook. Reviewing recent recommendations can offer insight into market sentiment, shedding light on future expectations for AMAT's performance.
Historical Stock Grades
The latest analyst consensus for Applied Materials points towards a generally positive outlook, with the majority maintaining a 'Buy' stance. The majority view suggests confidence in the company's growth potential.
| Recommendation | Count | Score Bar |
|---|---|---|
| Strong Buy | 3 | |
| Buy | 20 | |
| Hold | 13 | |
| Sell | 1 | |
| Strong Sell | 0 |
Sentiment development
Over the past months, a consistent theme appears: a leaning towards cautious optimism. The numbers reveal:
- The 'Buy' category has seen minimal fluctuations, indicating sustained confidence.
- A slow decline in 'Strong Buy' ratings suggests minor waning enthusiasm for aggressive accumulation.
- Hold ratings oscillate slightly, reflecting a fluctuating, yet stable sentiment.
Percentage trends
The distribution of analyst ratings shows noticeable adjustments over recent months:
- Strong Buy ratings decreased from around 19% to 12%, while Buy remained steady at approximately 62-65%.
- A Hold trend gently rising, highlighting increased caution.
- Few Sell recommendations, indicating limited negative sentiment.
- Overall, the sentiment shift points to a carefully optimistic approach by analysts.
Latest Analyst Recommendations
Recent analyst recommendations provide clarity on current market expectations. Most updates reflect maintained ratings, suggesting steady confidence.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-20 | Equal Weight | Equal Weight | Barclays |
| 2025-10-16 | Neutral | Neutral | Mizuho |
| 2025-10-13 | Buy | Buy | Stifel |
| 2025-10-13 | Buy | Neutral | B of A Securities |
| 2025-10-10 | Overweight | Overweight | Keybanc |
Analyst Recommendations with Change of Opinion
A look into shifts in analyst opinions reveals updates and actions taken recently:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-13 | Buy | Neutral | B of A Securities |
| 2025-09-22 | Overweight | Equal Weight | Morgan Stanley |
| 2025-09-12 | Neutral | Outperform | Mizuho |
| 2025-08-20 | Neutral | Outperform | Daiwa Capital |
| 2025-08-15 | Neutral | Buy | B of A Securities |
Interpretation
The data exhibits a cautiously optimistic sentiment towards Applied Materials. Analysts are inclined to maintain previous positions, signaling stability. Upgrades and downgrades point to selective adjustments based on market developments, indicating a growing focus on nuanced evaluation rather than radical changes. The persistence of Hold recommendations suggests a cautious market stance amid broader industry conditions.
Conclusion
Applied Materials, Inc. remains a resilient entity in the semiconductor sector, supported by a predominant Buy consensus. The observed traction towards Hold ratings underlines a nuanced view by analysts, balancing between optimism and caution due in part to evolving industry dynamics. Potential risks include competitive pressures and macroeconomic fluctuations, while opportunities rest on innovation and diversification in its offerings. Overall, the sentiment demonstrates a stable yet mindful approach to investing in AMAT, recognizing both underlying strengths and existing uncertainties.