Applied Materials Inc. ($AMAT) Stock Forecast: Up 5.1% Today

What is Applied Materials Inc.?

Applied Materials, Inc. (AMAT) is a leading provider of equipment, services, and software to the semiconductor industry. The company has been gaining significant investor attention recently, outperforming the market and holding a positive Zacks Rank #2 (Buy).

Why is Applied Materials Inc. going up?

AMAT stock is up 5.1% on Jan 27, 2026 16:40

• AMAT stock experienced a strong bullish movement today, likely driven by multiple factors:
• Positive investor sentiment and attention towards the company, with a notable +21.4% return in the last month.
• The inauguration of a new 8.06 lakh square-foot workplace in Bengaluru, emphasizing Applied Materials' commitment to India's semiconductor mission and enhancing its capabilities in R&D and product engineering.
• Analysts' positive outlook on the semiconductor industry as a whole, reflected in the bullish sentiment towards related companies like Lam Research and Seagate Technology Holdings PLC.
• Despite recent insider selling by other companies in the semiconductor sector, the overall bullish trend and growth prospects for AMAT likely overshadowed any concerns, leading to the strong upward movement in the stock price.

AMAT Price Chart

AMAT Technical Analysis

AMAT News

Lam Research (NASDAQ:LRCX) Reaches New 1-Year High After Analyst Upgrade

Lam Research (NASDAQ:LRCX) stock reached a new 52-week high after Evercore ISI and other firms raised their price targets, indicating strong analyst confidence with a "Moderate Buy" consensus. Despite positive analyst outlooks, recent insider selling by CFO Douglas Bettinger and Director Bethany Mayer has been observed. The company also recently announced a quarterly dividend of $0.26, yielding 0.4% annually.

https://www.marketbeat.com/instant-alerts/lam-research-nasdaqlrcx-reaches-new-1-year-high-after-analyst-upgrade-2026-01-27/

Seagate Technology Holdings PLC $STX Position Decreased by Stablepoint Partners LLC

Stablepoint Partners LLC reduced its holdings in Seagate Technology Holdings PLC by 21.6% in the third quarter, making STX its ninth-largest holding. Despite this institutional selling, other major investors like Norges Bank and Boston Partners increased their stakes. Analysts maintain a bullish outlook on Seagate, with an average price target of $356.09, while company insiders have been net sellers in recent months.

https://www.marketbeat.com/instant-alerts/filing-seagate-technology-holdings-plc-stx-position-decreased-by-stablepoint-partners-llc-2026-01-27/

Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know

Applied Materials (AMAT) has gained significant investor attention, returning +21.4% in the last month, outperforming the S&P 500. The company holds a Zacks Rank #2 (Buy) due to positive earnings estimate revisions, with expected EPS growth of +1.3% for the current fiscal year and +21.3% for the next. While revenue growth is also projected, its D grade on the Zacks Value Style Score suggests it may be trading at a premium to peers.

https://sg.finance.yahoo.com/news/investors-heavily-search-applied-materials-140004003.html

Applied Materials announces new 8.06 lakh square-foot workplace in Bengaluru

Applied Materials has inaugurated a new 8.06 lakh square-foot workplace in Bengaluru, underscoring its commitment to India's semiconductor mission and setting standards for sustainable and inclusive workplace design. This investment reinforces Karnataka's position as a leading ESDM and chip design hub. The facility will strengthen Applied Materials' capabilities in R&D, product engineering, and co-innovation within India's rapidly advancing semiconductor ecosystem.

https://www.varindia.com/news/applied-materials-announces-new-8-06-lakh-square-foot-workplace-in-bengaluru

MACOM Technology Solutions Holdings, Inc. $MTSI Shares Purchased by Strs Ohio

Strs Ohio increased its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 19.8% in the third quarter, acquiring an additional 8,535 shares. This purchase brings their total holdings to 51,613 shares valued at approximately $6.43 million. Other institutional investors like Invesco Ltd. and Norges Bank have also significantly increased their positions, contributing to institutional ownership of 76.14% in the company.

https://www.marketbeat.com/instant-alerts/filing-macom-technology-solutions-holdings-inc-mtsi-shares-purchased-by-strs-ohio-2026-01-27/

Trending Today

Coterra Energy Inc. ($CTRA) Stock Forecast: Up 5.1% Today

Manhattan Associates, Inc. ($MANH) Stock Forecast: Down 6.6% Today

Workday Inc. ($WDAY) Stock Forecast: Down 9.1% Today

United Rentals Inc. ($URI) Stock Forecast: Down 16.1% Today

Altria Group Inc. ($MO) Stock Forecast: Down 5.0% Today

Super Micro Computer Inc ($SMCI) Stock Forecast: Down 5.0% Today

Palo Alto Networks Inc. ($PANW) Stock Forecast: Down 5.4% Today

Oracle Corporation ($ORCL) Stock Forecast: Down 5.8% Today

Synopsys Inc. ($SNPS) Stock Forecast: Down 6.4% Today

Microsoft Corporation ($MSFT) Stock Forecast: Down 11.9% Today

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.

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.

27.00.2026 - AMAT Stock was up 5.1%

• AMAT stock experienced a strong bullish movement today, likely driven by multiple factors:
• Positive investor sentiment and attention towards the company, with a notable +21.4% return in the last month.
• The inauguration of a new 8.06 lakh square-foot workplace in Bengaluru, emphasizing Applied Materials' commitment to India's semiconductor mission and enhancing its capabilities in R&D and product engineering.
• Analysts' positive outlook on the semiconductor industry as a whole, reflected in the bullish sentiment towards related companies like Lam Research and Seagate Technology Holdings PLC.
• Despite recent insider selling by other companies in the semiconductor sector, the overall bullish trend and growth prospects for AMAT likely overshadowed any concerns, leading to the strong upward movement in the stock price.

27.00.2026 - AMAT Stock was up 5.0%

• Applied Materials (AMAT) experienced a strong bullish movement today, likely driven by positive market sentiment and company-specific developments.
• The announcement of a new 8.06 lakh square-foot workplace in Bengaluru by Applied Materials showcases the company's commitment to expanding its capabilities in R&D and product engineering, which could have boosted investor confidence.
• The overall bullish trend in the semiconductor industry, as evidenced by the performance of Israeli chip equipment stocks and Micron's significant investments in memory chip manufacturing plants, may have contributed to the positive momentum in Applied Materials' stock.
• Analysts' bullish outlook on semiconductor companies and the increasing demand for chips, especially in AI development, further support the positive market movement for Applied Materials.

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.