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Applied Materials (DE:AP2)
XETRA:AP2

Applied Materials (AP2) Price & Analysis

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AP2 Stock Chart & Stats

€274.95
-€1.06(-0.61%)
At close: 4:00 PM EST
€274.95
-€1.06(-0.61%)

Bulls Say, Bears Say

Bulls Say
AI Product Portfolio PositioningExpansion of AI-focused equipment and strong exposure to memory and advanced packaging technologies positions the company to capture AI-driven tool demand and supports higher valuation expectations.
Capital Spending And DemandIncreased capital spending by major foundry and memory customers, combined with foundries operating near full capacity, should drive stronger orders for process and wafer fabrication equipment and improve revenue visibility.
Earnings Momentum And GuidanceA recent beat-and-raise quarter and improved customer visibility raise the likelihood of upward analyst estimate revisions and a guidance trajectory closer to industry growth levels.
Bears Say
Capacity Bottlenecks And Memory Peak RiskLimited cleanroom capacity is creating bottlenecks that can cap equipment suppliers' growth, and a potential peak in memory capital spending could make current valuation multiples appear stretched.
China Exposure And Regulatory RiskPersistent China-related uncertainties, including capacity digestion and export license delays, create downside risk to revenue and order cadence.
Market Share And CompetitionLoss of market share to competitors and an unfavorable product mix suggest continued pressure on growth and help explain a valuation discount versus peers.

Applied Materials News

AP2 FAQ

What was Applied Materials’s price range in the past 12 months?
Applied Materials lowest stock price was €103.20 and its highest was €291.70 in the past 12 months.
    What is Applied Materials’s market cap?
    Applied Materials’s market cap is $216.30B.
      When is Applied Materials’s upcoming earnings report date?
      Applied Materials’s upcoming earnings report date is Feb 12, 2026 which is in 2 days.
        How were Applied Materials’s earnings last quarter?
        Applied Materials released its earnings results on Nov 13, 2025. The company reported €1.835 earnings per share for the quarter, beating the consensus estimate of €1.786 by €0.049.
          Is Applied Materials overvalued?
          According to Wall Street analysts Applied Materials’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Applied Materials pay dividends?
            Applied Materials pays a Quarterly dividend of €0.399 which represents an annual dividend yield of 0.7%. See more information on Applied Materials dividends here
              What is Applied Materials’s EPS estimate?
              Applied Materials’s EPS estimate is 1.87.
                How many shares outstanding does Applied Materials have?
                Applied Materials has 792,943,360 shares outstanding.
                  What happened to Applied Materials’s price movement after its last earnings report?
                  Applied Materials reported an EPS of €1.835 in its last earnings report, beating expectations of €1.786. Following the earnings report the stock price went down -0.187%.
                    Which hedge fund is a major shareholder of Applied Materials?
                    Currently, no hedge funds are holding shares in DE:AP2
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Applied Materials

                      Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It 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. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.

                      Applied Materials (AP2) Earnings & Revenues

                      AP2 Company Deck

                      AP2 Earnings Call

                      Q4 2025
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      Applied Materials reported a record year with strong growth in revenue and technology leadership, particularly in AI-driven segments. However, the company faced significant challenges due to trade restrictions impacting its market share and revenue in China. The outlook for 2026 is positive, with anticipated growth in leading-edge and DRAM segments, though the ICAPS market presents potential headwinds.View all DE:AP2 earnings summaries

                      AP2 Net sales Breakdown

                      73.32%73.32%22.51%4.18%
                      73.32% Semiconductor Systems
                      22.51% Applied Global Services
                      4.18% Corporate and Other
                      tipranks

                      AP2 Stock 12 Month Forecast

                      Average Price Target

                      €304.58
                      ▲(10.78% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 34,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":150.081,"date":1740787200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 32,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":133.092,"date":1743465600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":129.421,"date":1746057600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 40,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":135.534,"date":1748736000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 38,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":154.162,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 45,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":154.162,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 49,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":201.248,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 67,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":216.95,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 72,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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