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Applied Materials Inc (AMAT)

Technology
$529.00
LAST CLOSE · OCT 1

Applied Materials Inc (AMAT) is a Technology stock tracked by StreetAlpha. It last closed at $529.00 on Oct 1. AMAT reports earnings on Thu, Nov 12, 2026. The average 12-month price target from 13 analysts is $648.69 (+22.6% from the last close), with a high of $740.00 and a low of $563.00. Analyst consensus is Strong Buy, based on the latest ratings from 13 firms (12 buy, 1 hold, 0 sell). Over the past 90 days StreetAlpha recorded 86 whale options trades in AMAT, 49% of them bullish and 51% bearish. In the past 30 days there were 66 dark pool prints totaling $74.7M, the largest $7.9M.

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Next report
Nov 12
2026 · Time not announced
Consensus EPS forecast
$4.06
$10.31B revenue est.
Year-ago EPS
$2.17
Same quarter last year
Options-implied move
—
Posted about a week before
Analyst consensus
Strong Buy
Based on 13 analyst ratings (90 days)
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Analyst Ratings & Price Targets

Analyst Ratings →
Consensus · 90 days
Strong Buy
13firms
12 Buy1 Hold0 Sell
Each firm's latest rating on AMAT in the past 90 days
Average 12-month target
$648.69
▲ 22.6% upside

Based on 13 analysts who set a price target on AMAT in the past 90 days. The average target is $648.69, with a high of $740.00 and a low of $563.00, compared with the last close of $529.00.

$389$515$640$766PAST 91 TRADING DAYS12-MONTH TARGETSHIGH $740AVG $648.69LOW $563May 22LAST CLOSE+12 MO$389$515$640$766PAST 91 DAYSTARGETSHIGH $740AVG $648.69LOW $563May 22LAST CLOSE+12 MO
Highest target$740.00
Average target$648.69
Lowest target$563.00
Latest rating changes
Morgan StanleyTarget lowered
Sep 28Hold$642 → $563
UBSTarget raised
Sep 1Buy$675 → $695
MizuhoTarget lowered
Aug 25Buy$650 → $590
Argus ResearchTarget raised
Aug 18Buy$500 → $600
UBSTarget lowered
Aug 14Buy$705 → $675
DateFirmActionRatingPrice target
Sep 28Morgan StanleyTarget loweredHold$642 → $563
Sep 1UBSTarget raisedBuy$675 → $695
Aug 25MizuhoTarget loweredBuy$650 → $590
Aug 18Argus ResearchTarget raisedBuy$500 → $600
Aug 14UBSTarget loweredBuy$705 → $675
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Whale Options Flow

90D
Total alerts
86
Bullish
42
49%
Bearish
44
51%
Date span
Jul 6 – Sep 29
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Dark Pool

30D
Prints
66
Notional
$74.7M
Largest print
$7.9M
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FLEX Options Activity

FLEX Flow →
Notable FLEX trades
0
Validated
0 of 0 resolved
0 still open
FLEX prints · 30D
30
$23.0M premium
Latest report
Oct 1

FLEX options are customized, exchange-listed contracts used mostly by institutions. StreetAlpha scans the daily Cboe FLEX report for unusually large, long-dated positions.

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AI Auto Pilots

Paper trading

StreetAlpha runs four autonomous AI traders powered by Anthropic's Claude. Each one reads options flow, dark pool prints, insider filings, sentiment, macro signals and technicals, then makes its own trading decisions in a paper portfolio. Every decision is logged and every trade is tracked, so you can see whether AMAT is in one of them and how their past AMAT trades turned out.

AMAT in the AI portfolios
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Macro & Market News

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For informational purposes only. Not financial advice. Options flow and dark pool data are delayed and may be incomplete.