Applied Materials Inc. ($AMAT) Stock Forecast: Up 7.0% Today

What is Applied Materials Inc.?

Applied Materials (AMAT) is a leading provider of equipment, services, and software to the semiconductor industry. The company has been experiencing strong bullish momentum in the market.

Why is Applied Materials Inc. going up?

AMAT stock is up 7.0% on Jan 15, 2026 20:43

• AMAT stock surged 8.2% after Taiwan Semiconductor Manufacturing Co. (TSMC) announced higher capital spending and a strong revenue growth forecast for 2026, benefiting the entire chip equipment sector.
• Analysts responded positively, raising price targets for AMAT, indicating growing confidence in the company's future prospects.
• Barclays upgraded AMAT stock to Overweight, citing expectations of increased capital expenditure driven by AI-related demand, further boosting investor sentiment and driving the stock price higher.
• AMAT's focus on hybrid bonding technology and strong position in the non-lithography wafer fabrication equipment market are key factors driving its growth and market performance.

AMAT Price Chart

AMAT Technical Analysis

AMAT News

Applied Materials (AMAT) Stock Trades Up, Here Is Why

Shares of Applied Materials (AMAT) surged 8.2% after Taiwan Semiconductor Manufacturing Co. (TSMC), a key customer, announced higher capital spending and a strong revenue growth forecast for 2026, boosting the entire chip equipment sector. Analysts from Stifel and RBC Capital responded positively, raising price targets for AMAT to $340 and $385, respectively. The stock has been volatile but is up 21.4% year-to-date, reaching a new 52-week high.

https://www.theglobeandmail.com/investing/markets/stocks/AMAT/pressreleases/37068030/applied-materials-amat-stock-trades-up-here-is-why/

Applied Materials FY25 HBM Revenues Hit $1.5B: A New Growth Driver?

Applied Materials (AMAT) achieved $1.5 billion in HBM revenues in fiscal 2025 and aims to double this to $3 billion in the next few years, driven by its leadership in hybrid bonding technology, including its new Kinex system. Despite 2025 revenues being flat year-over-year, the company anticipates strong future growth due to increasing demand for advanced chip packaging. Applied Materials holds a strong position in the non-lithography wafer fabrication equipment market, while competitors like ASML Holding and Lam Research also play significant roles in the HBM space.

https://www.theglobeandmail.com/investing/markets/stocks/LRCX/pressreleases/37065843/applied-materials-fy25-hbm-revenues-hit-15b-a-new-growth-driver/

What Do Analysts Think About KLA Corporation (KLAC)?

Cantor Fitzgerald recently reiterated its "Overweight" rating for KLA Corporation (KLAC) and raised its price target to $1,750, citing high conviction due to anticipated solid secular growth in wafer fabrication equipment through 2028. The firm expects the semiconductor capital equipment sector to be in the early stages of an investment cycle, further bolstered by the burgeoning AI era. KLA Corporation is set to review its second-quarter fiscal year 2026 earnings on January 29.

https://finviz.com/news/277796/what-do-analysts-think-about-kla-corporation-klac

Applied Materials jumps after Barclays lifts rating on AI-driven spending outlook

Barclays upgraded Applied Materials (AMAT) stock to Overweight from Equal-Weight, citing expectations of increased capital expenditure driven by AI-related demand from memory and logic chipmakers. The firm raised its price target to $220, predicting robust spending trends through 2025 as the industry invests in new fabs and high-bandwidth memory for AI. This positive outlook led to a significant jump in Applied Materials' stock price.

https://www.msn.com/en-us/money/topstocks/applied-materials-jumps-after-barclays-lifts-rating-on-ai-driven-spending-outlook/ar-AA1UhRJN?ocid=finance-verthp-feeds

Analog Devices stock hits all-time high at 303.29 USD

Analog Devices (ADI) stock has reached an all-time high of $303.29, marking a 40.19% surge over the past year with a market capitalization of $147.3 billion. Though currently trading at a high P/E ratio of 64.68 and potentially overbought, the company's strong performance across sectors and consistent dividend payments have fueled investor confidence. Several analysts have reiterated or upgraded their ratings and price targets for ADI, citing positive outlooks for industrial and communication segments.

https://www.investing.com/news/company-news/analog-devices-stock-hits-alltime-high-at-30329-usd-93CH-4450049

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Applied Materials Inc. Price History

02.00.2026 - AMAT Stock was down 1.1%

• The bearish movement in AMAT's stock today could be attributed to the recent drop in fiscal 2026 revenue caused by new U.S. export curbs, as highlighted in an investor letter.
• The upcoming CES 2026 keynote by AMD CEO Lisa Su and the U.S. jobs report are anticipated events that could impact the semiconductor market sentiment, potentially affecting AMAT's stock performance.
• While the Semiconductor Material Control System (MCS) market is predicted to experience strong growth, the volatility in the semiconductor industry due to various factors like export regulations and market events might have contributed to the bearish movement in AMAT's stock today.

25.10.2025 - AMAT Stock was up 5.4%

• Analysts have recently turned bullish on AMAT, indicating a positive sentiment towards the company's future prospects.
• The stock has shown a significant rise of 42.3% in the past 6 months, driven by AI-driven product momentum and margin gains.
• Despite export curbs and chip-market pressures, the optimism surrounding AMAT's products and performance has contributed to the bullish movement in the stock today.

05.00.2026 - AMAT Stock was up 1.7%

• AMAT stock reached an all-time high of $277.89, reflecting strong investor confidence and robust market performance.
• The surge in the stock price can be attributed to the company's consistent growth, with a 59.69% increase over the past year and a 41.41% surge in the last six months.
• Analysts revising earnings estimates upward and the recent announcement of the eighth consecutive year of dividend increases have further fueled investor optimism in AMAT.
• The overall positive sentiment in the semiconductor industry, as indicated by the projected growth in markets like Chemical Vapor Deposition and Semiconductor Packaging, could also be contributing to AMAT's bullish movement.

26.10.2025 - AMAT Stock was up 5.3%

• AMAT's margins are expanding due to its high-margin chip tools and tighter cost controls, driving the bullish movement in the stock.
• Analysts turning bullish on AMAT and upgrades in ratings are likely boosting investor confidence and pushing the stock price higher.
• The stock's impressive 42.3% rise in the last 6 months is attributed to the company's AI-driven product momentum and margin gains, despite challenges such as export curbs and pressures in the chip market, fueling further buying interest in the stock.

06.00.2026 - AMAT Stock was up 5.7%

• AMAT stock surged 6.7% to reach a new intraday high, supported by the increasing demand for memory chips driven by artificial intelligence.
• The positive market movement in the chipmaking equipment sector, including gains in companies like KLA Corporation, contributed to this bullish trend.
• Investor optimism was fueled by favorable supply-chain updates, analyst upgrades, and excitement surrounding Nvidia's CES keynote, which emphasized semiconductor factory investments and artificial intelligence hardware requirements.
• Despite potential challenges such as U.S. export restrictions to China and concerns about overvaluation, AMAT's robust performance underscores market confidence in the company's growth potential and industry dynamics.

20.10.2025 - AMAT Stock was down 5.6%

• AMAT's stock experienced a bearish movement despite reporting better-than-expected fourth-quarter financial results. This could be attributed to:
• The market reacting negatively to the year-over-year decline in earnings and key segments, despite beating revenue estimates.
• Investors may have been disappointed by the fall in revenues compared to the previous year, despite the positive earnings per share.
• The participation of AMAT's CFO in the UBS Global Technology and AI Conference may not have provided the anticipated positive outlook for the stock, leading to the bearish sentiment.
• The overall market sentiment towards semiconductor stocks or specific industry challenges could have influenced the bearish movement in AMAT's stock price.

15.00.2026 - AMAT Stock was up 8.9%

• The reduction in MicroStrategy's price target due to a lowered Bitcoin yield may have indirectly impacted AMAT's bullish movement, as it reflects a cautious sentiment towards companies heavily involved in cryptocurrencies.
• Despite institutional selling from Oversea Chinese Banking Corp Ltd, the overall positive sentiment from analysts and the company's strong financial health likely contributed to AMAT's bullish movement.
• The diverse range of sentiments from analysts on AMAT, coupled with positive market performance despite a general downturn, could have created a favorable environment for the stock to thrive.
• The positive quarterly results reported by KLA, another company in the technology sector, may have also influenced investor optimism towards semiconductor stocks like AMAT.

15.00.2026 - AMAT Stock was up 9.7%

• Applied Materials' stock rating was upgraded to Overweight from Equal-Weight by Barclays. This upgrade was driven by increased capital expenditure due to rising demand from memory and logic chipmakers in the AI sector, propelling the company's stock price upward.
• Analysts have expressed positive views on AMAT, with various favorable ratings and an average 12-month price target of $294.43, supporting the bullish trend.
• The optimistic outlook in the semiconductor capital equipment industry, bolstered by projected steady growth and higher investments in new fabs and high-bandwidth memory for AI applications, likely contributed to the strong performance of Applied Materials' stock today.

15.00.2026 - AMAT Stock was up 9.1%

• Applied Materials (AMAT) stock experienced a strong bullish movement due to multiple analyst upgrades and price target increases, reflecting confidence in the company's growth potential.
• The rise in chip stocks, including Applied Materials, was influenced by a positive investment outlook from Taiwan Semiconductor Manufacturing (TSMC), benefiting the semiconductor sector as a whole.
• Analyst recommendations, emphasizing the company's capacity to address technology complexities and its appealing valuation relative to peers, likely played a role in the positive momentum of Applied Materials stock.
• Despite a slight decline in quarterly revenue year-over-year, the growth in net profit and the company's dedication to enhancing shareholder value through dividend hikes have strengthened investor trust in Applied Materials.

15.00.2026 - AMAT Stock was up 7.0%

• AMAT stock surged 8.2% after Taiwan Semiconductor Manufacturing Co. (TSMC) announced higher capital spending and a strong revenue growth forecast for 2026, benefiting the entire chip equipment sector.
• Analysts responded positively, raising price targets for AMAT, indicating growing confidence in the company's future prospects.
• Barclays upgraded AMAT stock to Overweight, citing expectations of increased capital expenditure driven by AI-related demand, further boosting investor sentiment and driving the stock price higher.
• AMAT's focus on hybrid bonding technology and strong position in the non-lithography wafer fabrication equipment market are key factors driving its growth and market performance.

09.00.2026 - AMAT Stock was up 6.0%

• Several analysts revised their price targets for Applied Materials, with one setting it at $275, reflecting positive sentiment and confidence in the company's performance.
• The stock saw a 4% slide amidst a trend of investors being more selective with tech and AI-linked stocks, possibly indicating profit-taking and a shift in investment focus.
• Market rotation out of the technology sector, influenced by profit-taking and a move into defense stocks following a proposed $1.5 trillion defense budget, impacted various tech companies, including Applied Materials, KLA Corporation, Lam Research, Seagate Technology, and Western Digital.
• Investors should keep an eye on upcoming events such as the U.S. payrolls report and Applied Materials' quarterly results in February for further insights into market dynamics and stock performance.

09.00.2026 - AMAT Stock was up 5.2%

• AMAT experienced a strong bullish movement despite a broader market trend of profit-taking and rotation out of the technology sector.
• The slide in AMAT's stock price was part of a larger trend where investors became more selective with tech and AI-linked stocks after previous gains.
• Despite a price target increase for AMAT, market movement indicates investor caution, with attention shifting towards upcoming events like the U.S. payrolls report and Applied's quarterly results in February.
• The market's response reflects a change in investor interest from high-growth tech stocks, particularly those in artificial intelligence, towards sectors like defense, influenced by broader economic and geopolitical factors.