Q3 EPS Forecast for Applied Materials Increased by Analyst

Applied Materials, Inc. (NASDAQ:AMAT) – Equities research analysts at William Blair boosted their Q3 2025 earnings estimates for Applied Materials in a note issued to investors on Thursday, February 13th. William Blair analyst J. Dorsheimer now anticipates that the manufacturing equipment provider will post earnings of $2.38 per share for the quarter, up from their prior forecast of $2.36. The consensus estimate for Applied Materials’ current full-year earnings is $9.38 per share. William Blair also issued estimates for Applied Materials’ Q1 2026 earnings at $2.40 EPS, Q2 2026 earnings at $2.40 EPS, Q3 2026 earnings at $2.51 EPS, Q4 2026 earnings at $2.63 EPS and FY2026 earnings at $9.95 EPS.

Applied Materials (NASDAQ:AMAT) last issued its quarterly earnings results on Thursday, February 13th. The manufacturing equipment provider reported $2.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.28 by $0.10. Applied Materials had a net margin of 26.41% and a return on equity of 39.26%.

Other analysts also recently issued research reports about the stock. Cantor Fitzgerald restated an “overweight” rating and set a $250.00 price objective on shares of Applied Materials in a research report on Friday, November 15th. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Applied Materials from $220.00 to $200.00 and set a “hold” rating for the company in a research report on Friday, November 15th. Bank of America reduced their price objective on shares of Applied Materials from $220.00 to $210.00 and set a “buy” rating for the company in a research report on Friday, November 15th. KeyCorp upgraded shares of Applied Materials from a “sector weight” rating to an “overweight” rating and set a $225.00 price objective for the company in a research report on Friday, January 17th. Finally, Barclays reduced their price objective on shares of Applied Materials from $200.00 to $190.00 and set an “equal weight” rating for the company in a research report on Friday, February 14th. One investment analyst has rated the stock with a sell rating, seven have issued a hold rating and fifteen have issued a buy rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $215.38.

Applied Materials Stock Up 1.7 %

Shares of Applied Materials stock opened at $172.00 on Monday. Applied Materials has a 52-week low of $158.96 and a 52-week high of $255.89. The company has a 50 day moving average of $175.31 and a 200 day moving average of $184.12. The company has a quick ratio of 1.87, a current ratio of 2.51 and a debt-to-equity ratio of 0.29. The company has a market capitalization of $139.78 billion, a P/E ratio of 19.98, a P/E/G ratio of 1.86 and a beta of 1.53.

Applied Materials Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 13th. Shareholders of record on Thursday, February 20th will be given a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 0.93%. The ex-dividend date is Thursday, February 20th. Applied Materials’s dividend payout ratio (DPR) is 18.58%.

Institutional Trading of Applied Materials

Large investors have recently bought and sold shares of the company. Crews Bank & Trust acquired a new stake in shares of Applied Materials during the fourth quarter worth approximately $28,000. FPC Investment Advisory Inc. acquired a new stake in shares of Applied Materials during the fourth quarter worth approximately $28,000. YANKCOM Partnership acquired a new stake in shares of Applied Materials during the fourth quarter worth approximately $32,000. MidAtlantic Capital Management Inc. acquired a new stake in shares of Applied Materials during the third quarter worth approximately $37,000. Finally, DT Investment Partners LLC grew its position in shares of Applied Materials by 592.9% during the third quarter. DT Investment Partners LLC now owns 194 shares of the manufacturing equipment provider’s stock worth $39,000 after buying an additional 166 shares in the last quarter. Institutional investors and hedge funds own 80.56% of the company’s stock.

About Applied Materials

Applied Materials, Inc engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. The company operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits.