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Applied Materials (DE:AP2)
XETRA:AP2

Applied Materials (AP2) Price & Analysis

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AP2 Stock Chart & Stats

€316.50
-€1.06(-0.61%)
At close: 4:00 PM EST
€316.50
-€1.06(-0.61%)

Bulls Say, Bears Say

Bulls Say
Demand ReaccelerationManagement's beat-and-raise quarter and analyst commentary point to a re-acceleration in equipment demand, with customers accelerating orders and requesting earlier deliveries.
Margin Expansion And Services GrowthA shift toward higher-margin systems combined with stepped-up services activity as customers ramp output should support gross margin improvement and stronger profitability.
Market Leadership In Memory And Advanced PackagingCompany's leading position in high-bandwidth memory, advanced packaging and leading-edge logic positions it to capture elevated customer spending as firms add capacity for rapid technology transitions.
Bears Say
China Revenue Normalization RiskA substantial share of revenue tied to China and expectations of market normalization create a revenue mix headwind that could limit upside from regional demand.
Cleanroom Capacity ConstraintsLimited cleanroom availability at customer fabrication facilities may restrict shipments and act as a bottleneck that slows the pace of supply growth despite strong orders.
Market Share And Customer Concentration ConcernsPersistent risks from loss of equipment share to competitors and reliance on a dominant customer could justify a valuation discount and weigh on share performance.

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 €337.80 in the past 12 months.
    What is Applied Materials’s market cap?
    Applied Materials’s market cap is $250.58B.
      When is Applied Materials’s upcoming earnings report date?
      Applied Materials’s upcoming earnings report date is May 14, 2026 which is in 72 days.
        How were Applied Materials’s earnings last quarter?
        Applied Materials released its earnings results on Feb 12, 2026. The company reported €2.012 earnings per share for the quarter, beating the consensus estimate of €1.866 by €0.146.
          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 2.25.
                How many shares outstanding does Applied Materials have?
                Applied Materials has 793,609,860 shares outstanding.
                  What happened to Applied Materials’s price movement after its last earnings report?
                  Applied Materials reported an EPS of €2.012 in its last earnings report, beating expectations of €1.866. Following the earnings report the stock price went up 8.938%.
                    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

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed a generally positive outlook driven by robust AI-related demand, a DRAM/HBM-led recovery, momentum in advanced packaging and metrology, and improving supply-chain actions. Headwinds include mixed China demand due to export controls, a slower NAND recovery, an elevated backlog with a book-to-bill near 1.0, and modest OpEx growth. Overall, positives (demand strength, technology differentiation, margin/cash generation, and operational improvements) outweigh the listed challenges.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

                      €362.89
                      ▲(14.66% 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":149.894,"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":132.926,"date":1743465600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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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":153.97,"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":153.97,"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":200.997,"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":216.679,"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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