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Applied Materials Inc. diskutieren

Applied Materials Inc.

WKN: 865177 / Symbol: AMAT / Name: Applied Materials / Aktie / Halbleiter / Large Cap /

220,70 €
-4,37 %

Einschätzung Buy
Rendite (%) -24,47 %
Kursziel 245,43
Veränderung
Endet am 16.08.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Stifel Nicolaus from $275.00 to $270.00. They now have a "buy" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) -4,56 %
Kursziel 210,50
Veränderung
Endet am 31.08.25

Hey there, fellow investor! I've been keeping a close eye on Applied Materials lately, and I've gotta say, I'm pretty excited about this stock. Sure, it's had a bit of a rollercoaster ride recently, dipping about 9% in the last month. But you know what they say - one investor's dip is another's opportunity, right? Here's the deal: AMAT is right at the heart of the AI revolution. They're not just riding the wave; they're helping build the surfboard! Their tech is crucial for making those fancy AI chips that everyone's buzzing about. And let me tell you, business is booming. They're projecting $27 billion in revenue for FY24 - that's not chump change! Now, I know what you're thinking. 'What about all this US-China tension?' Yeah, it's a valid concern. But here's my take: AMAT's got its fingers in many pies. They're not just relying on one market. Plus, their valuation right now? It's like finding a designer suit at a thrift store price. Sure, there are some headwinds. The Fed's interest rate shenanigans and recession whispers are giving everyone the jitters. But when I look at AMAT's innovation pipeline and their position in the market, I can't help but feel optimistic. They're outperforming in the wafer fab equipment space, and with AI only getting bigger, that's like having a front-row seat at the hottest show in town. So, while I can't tell you what to do with your money (that's your call, champ!), I'm feeling pretty bullish about AMAT. It's like they've got a golden ticket to the AI party, and I think this ride's just getting started. Just remember, in the stock market, nothing's a sure thing - but AMAT sure looks like it's got some serious potential.

Einschätzung Buy
Rendite (%) -12,95 %
Kursziel 195,08
Veränderung
Endet am 16.09.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Citigroup Inc. from $240.00 to $217.00. They now have a "buy" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) -6,12 %
Kursziel 201,44
Veränderung
Endet am 20.09.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Mizuho from $245.00 to $225.00. They now have an "outperform" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 3,47 %
Kursziel 212,93
Veränderung
Endet am 03.10.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Wells Fargo & Company from $260.00 to $235.00. They now have an "overweight" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 2,20 %
Kursziel 220,00
Veränderung
Endet am 08.10.25

Hey there, fellow investor! I've been keeping a close eye on Applied Materials lately, and I've got to say, I'm pretty excited about this stock. Despite some recent volatility, AMAT's fundamentals look solid. They're killing it in the semiconductor equipment space, with strong revenue growth and impressive earnings. The AI boom is definitely working in their favor, and their focus on cutting-edge tech like module integration and advanced packaging is super promising. Sure, there are some headwinds in the industry, but AMAT seems well-positioned to weather the storm and come out stronger. With analysts projecting earnings growth and a potential market recovery by 2026, I think this stock has room to run. It's trading at a reasonable valuation compared to peers, and that juicy 20% upside potential is hard to ignore. Just remember, the semiconductor industry can be a wild ride, so buckle up and keep an eye on those market trends!

Einschätzung Buy
Rendite (%) 2,61 %
Kursziel 227,68
Veränderung
Endet am 08.10.25

Applied Materials, Inc. (NASDAQ: AMAT) had its "overweight" rating re-affirmed by analysts at Cantor Fitzgerald. They now have a $250.00 price target on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 13,31 %
Kursziel 235,48
Veränderung
Endet am 12.11.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Stifel Nicolaus from $270.00 to $250.00. They now have a "buy" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 22,19 %
Kursziel 217,76
Veränderung
Endet am 15.11.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at TD Cowen from $250.00 to $230.00. They now have a "buy" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 22,19 %
Kursziel 213,03
Veränderung
Endet am 15.11.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Needham & Company LLC from $240.00 to $225.00. They now have a "buy" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 21,92 %
Kursziel 198,98
Veränderung
Endet am 15.11.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Bank of America Co. from $220.00 to $210.00. They now have a "buy" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 21,92 %
Kursziel 208,45
Veränderung
Endet am 15.11.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Wells Fargo & Company from $235.00 to $220.00. They now have an "overweight" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 21,92 %
Kursziel 236,88
Veränderung
Endet am 15.11.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Evercore ISI from $260.00 to $250.00. They now have an "outperform" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 21,44 %
Kursziel 237,28
Veränderung
Endet am 15.11.25

Applied Materials, Inc. (NASDAQ: AMAT) had its "overweight" rating re-affirmed by analysts at Cantor Fitzgerald. They now have a $250.00 price target on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 4,05 %
Kursziel 165,00
Veränderung
Endet am

Buy mit Kursziel 165,0

Einschätzung Buy
Rendite (%) 30,39 %
Kursziel 198,74
Veränderung
Endet am 29.11.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Sanford C. Bernstein from $220.00 to $210.00. They now have an "outperform" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 41,49 %
Kursziel 198,43
Veränderung
Endet am 06.12.25

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Wells Fargo & Company from $220.00 to $210.00. They now have an "overweight" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Sell
Rendite (%) -3,21 %
Kursziel 155,00
Veränderung
Endet am 09.12.25

Hey there, fellow investor! I've been keeping an eye on Applied Materials, and I've got to say, I'm feeling a bit uneasy. It's like watching a high-wire act without a safety net. Sure, they've been performing well, beating earnings expectations last quarter. But here's the kicker: their outlook is as mixed as a bag of trail mix. The recent downgrade by Morgan Stanley is like a yellow flag on the racetrack - it's time to slow down and reassess. With the ongoing U.S.-China chip tensions, it's like trying to navigate a minefield. Applied Materials is caught in the crossfire, potentially losing out on the Chinese market. It's a bit like trying to bake a cake without flour - you might manage, but it won't be as good. The company's efforts to cut off Chinese suppliers could lead to higher costs, eating into their profits like termites in a wooden house. While there's some hope with easing U.S.-China chip fears, I'm not convinced it's enough to offset the risks. At the current price, it feels a tad overvalued, like paying for a five-star meal at a fast-food joint. I'd suggest taking some chips off the table (pun intended) and waiting for a better entry point.

Einschätzung Buy
Rendite (%) 33,93 %
Kursziel 197,37
Veränderung
Endet am 10.01.26

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $230.00 to $202.00. They now have a "buy" rating on the stock.
Ratings data for AMAT provided by MarketBeat

Einschätzung Buy
Rendite (%) 33,37 %
Kursziel 204,94
Veränderung
Endet am 10.01.26

Applied Materials, Inc. (NASDAQ: AMAT) had its price target lowered by analysts at Mizuho from $220.00 to $210.00. They now have an "outperform" rating on the stock.
Ratings data for AMAT provided by MarketBeat