Analysts Adjust Expectations Ahead of Applied Materials Earnings

Author: Olivia Taylor Updated: 11-13-2025 12:15 PM

Analysts Revise Forecasts for Applied Materials

Applied Materials, Inc. (NASDAQ: AMAT) is gearing up to release its earnings results for the fourth quarter. Investors are keenly awaiting this report, which is set to come out after the market closes on Thursday.

What Analysts Expect

As the earnings call approaches, analysts anticipate that Applied Materials will report a quarterly earnings per share of $2.10. This is a decrease compared to last year’s figure of $2.32 per share. Furthermore, the projected revenue for the quarter is expected to be around $6.67 billion, down from $7.04 billion in the same quarter last year.

Historical Performance

Notably, Applied Materials has consistently exceeded analyst revenue estimates in nine of the last ten quarters, which positions the company favorably in the current market landscape.

Current Stock Performance

Recently, the company saw its stock rise by 0.9%, closing at $230.73. Such movements reflect investor confidence leading up to the earnings announcement.

Insights from Analysts

As potential investors look toward acquiring AMAT shares, the opinions of analysts can provide valuable insights. Here are some notable ratings and forecast adjustments by various analysts:

Stifel analyst Brian Chin has maintained a Buy rating, raising the price target to $250 from $215.
Barclays analyst Tom O'Malley continues with an Equal-Weight rating and increased the price target from $170 to $250.
Mizuho analyst Vijay Rakesh has a Neutral rating and adjusted the price target from $175 to $215.
B of A Securities' Vivek Arya upgraded the stock from Neutral to Buy, which included a price target hike to $250 from $180.
B. Riley Securities' Craig Ellis upheld a Buy rating with a price target increase from $200 to $265.

Considering AMAT Stock?

If you're in the market to purchase shares of Applied Materials, understanding analyst sentiment regarding the company's future is beneficial. The consistent adjustments reflect how experts view the potential growth and performance of the stock.

Frequently Asked Questions

When will Applied Materials announce its earnings?

Applied Materials plans to announce its earnings after the market closes on Thursday.

What are analysts predicting for the earnings per share?

Analysts expect the earnings per share to be $2.10 for the upcoming quarter.

How has Applied Materials performed in previous quarters?

Applied Materials has beaten analyst revenue estimates in nine of the last ten quarters.

What is the current stock price of Applied Materials?

The stock of Applied Materials closed at $230.73 recently.

What do analysts think about investing in AMAT now?

Many analysts maintain positive ratings toward AMAT, with significant price target increases, signaling confidence in the stock.

About The Author

Olivia Taylor here, a 26-year-old writer and financial advisor. After earning a degree in finance, I worked in the sector for years. I've always loved numbers and had a talent for simplifying difficult financial ideas so that anyone could understand. I wrote my first book because of this passion; it helps readers take charge of their financial futures by fusing real-life stories with useful financial advice.

Whether they are just beginning their careers, preparing for significant life events, or seeking to invest wisely, my goal with my writing is to enable people to make educated financial decisions. The foundation of my work is the conviction that security and freedom of the individual are largely determined by financial literacy. To further financial education, I run workshops and frequently write for financial blogs in addition to my books.

I like to travel, experience other cultures, and find inspiration in daily life when I'm not writing or examining market trends. My passion is utilizing sound financial practices to help people reach their financial objectives and lead the best lives possible.

Contact Olivia Taylor privately here. Or send an email with ATTN: Olivia Taylor as the subject to contact@investorshangout.com.

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