Applied Materials (DE:AP2)
XETRA:AP2
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Applied Materials (AP2) Price & Analysis

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AP2 Stock Chart & Stats

€191.98
-€1.06(-0.61%)
At close: 4:00 PM EST
€191.98
-€1.06(-0.61%)

Bulls Say, Bears Say

Bulls Say
AI Buildout OpportunitiesThe company is hopeful for an uptick in equipment orders to serve the AI buildout.
China Export OpportunitiesThe recent suspension of the affiliate rule for exports to China provides an additional revenue opportunity for Applied Materials, contributing to its growth prospects.
Semiconductor Market GrowthThe company remains confident in AI opportunities to offset China softness and stated that it believes the semiconductor market can grow at a compound annual rate of 10%-15% over the next five years.
Bears Say
China Demand WeaknessApplied is still experiencing weaker demand from China as the region absorbs excess capacity and navigates trade restrictions.
China Revenue ExpectationsAMAT's revenue from China is expected to decline, with ongoing headwinds anticipated, but these challenges are largely anticipated by investors.
Revenue DeclineRevenue declined by 7% due to a decrease in foundry/logic and NAND in Semi Systems, although DRAM showed some strength.

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 €209.70 in the past 12 months.
    What is Applied Materials’s market cap?
    Applied Materials’s market cap is €155.16B.
      When is Applied Materials’s upcoming earnings report date?
      Applied Materials’s upcoming earnings report date is Feb 12, 2026 which is in 86 days.
        How were Applied Materials’s earnings last quarter?
        Applied Materials released its earnings results on Nov 13, 2025. The company reported €1.872 earnings per share for the quarter, beating the consensus estimate of €1.822 by €0.05.
          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 €0.398 which represents an annual dividend yield of 0.79%. See more information on Applied Materials dividends here
              What is Applied Materials’s EPS estimate?
              Applied Materials’s EPS estimate is 1.9.
                How many shares outstanding does Applied Materials have?
                Applied Materials has 796,642,460 shares outstanding.
                  What happened to Applied Materials’s price movement after its last earnings report?
                  Applied Materials reported an EPS of €1.872 in its last earnings report, beating expectations of €1.822. 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

                    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

                    73.27%73.27%22.91%3.26%0.57%
                    73.27% Semiconductor Systems
                    22.91% Applied Global Services
                    3.26% Display and Adjacent Markets
                    0.57% Other
                    tipranks

                    AP2 Stock 12 Month Forecast

                    Average Price Target

                    €210.14
                    ▲(9.46% 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 22,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":172.993,"date":1733011200000,"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 27,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":156.684,"date":1735689600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n      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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":133.358,"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":129.679,"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  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style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":154.47,"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 42,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 19, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":135,"date":1756684800000,"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 43,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 18, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      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