The 30 most recent market catalysts affecting $AMAT, each scored for sentiment and estimated stock impact. Sourced from SEC EDGAR filings and financial news, analysed automatically as they are published.
Sep 18, 2026
Corporate Catalyst
Neutral
Impact 65
What's Going On With Applied Materials Stock Friday?
Applied Materials (AMAT) is investing $5 billion in India over the next decade to expand its semiconductor operations, including research, supply chain, and workforce development. …
Sep 1, 2026
Corporate Catalyst
Bullish
Impact 55
UBS Maintains Buy on Applied Materials, Raises Price Target to $695
UBS analyst Timothy Arcuri has maintained a 'Buy' rating on Applied Materials (AMAT) and raised the price target from $675 to $695. This action signals continued bullish sentiment …
Aug 25, 2026
Corporate Catalyst
Bearish
Impact 55
Mizuho Maintains Outperform on Applied Materials, Lowers Price Target to $590
Mizuho analyst Vijay Rakesh maintained an 'Outperform' rating on Applied Materials, signaling continued confidence in the company's fundamentals. However, the reduction of the pric…
Aug 20, 2026
Corporate Catalyst
Bullish
Impact 75
Applied Materials Sees Years Of AI-Fueled Growth Ahead
JPMorgan's analyst, following a meeting with Applied Materials' IR head, reported that the company anticipates a 40% year-over-year growth in its Semiconductor Systems business, pr…
Aug 14, 2026
Corporate Catalyst
Bearish
Impact 55
UBS Maintains Buy on Applied Materials, Lowers Price Target to $675
UBS analyst Timothy Arcuri maintained a 'Buy' rating on Applied Materials (AMAT) but lowered the price target from $705 to $675. This action signals that while the analyst still se…
Aug 14, 2026
Corporate Catalyst
Bullish
Impact 55
Craig-Hallum Maintains Buy on Applied Materials, Raises Price Target to $585
Craig-Hallum analyst Christian Schwab has maintained a 'Buy' rating on Applied Materials (AMAT) and raised the price target from $530 to $585. This action signals a continued bulli…
Aug 14, 2026
Corporate Catalyst
Bearish
Impact 55
Tiger Global Management Decreases Stake In Applied Matls Inc By 1% To 1,632,210 Shares.
Tiger Global Management's 1% stake decrease in Applied Materials (AMAT) is a relatively small portfolio adjustment. This move is unlikely to be a major market mover for AMAT, as in…
Aug 14, 2026
Corporate Catalyst
Bullish
Impact 55
Bernstein Maintains Outperform on Applied Materials, Raises Price Target to $700
Bernstein analyst Stacy Rasgon maintained an 'Outperform' rating on Applied Materials (AMAT) and raised the price target from $675 to $700. This action signals continued analyst co…
Aug 14, 2026
Corporate Catalyst
Neutral
Impact 75
Applied Materials Has Better Growth Prospects Than It Did 32% Ago; Retail Sales Stumble
Applied Materials (AMAT) reported earnings that surpassed consensus estimates but fell short of 'whisper numbers,' causing its stock to drop 32% from its peak. The analyst argues t…
Aug 14, 2026
Corporate Catalyst
Bearish
Impact 75
Applied Materials shares are trading lower despite reporting better-than-expected Q3 financial results and issuing Q4 adjusted EPS and sales guidance above estimates. B of A Securities lowered its price target on the stock from $720 to $650 and B. Riley Securities lowered its price target From $790 to $700.
This headline indicates a significant disconnect between a company's strong financial performance and its immediate market reaction, driven by analyst sentiment. The downgrades fro…
Aug 14, 2026
Corporate Catalyst
Bullish
Impact 65
RBC Capital Maintains Outperform on Applied Materials, Raises Price Target to $600
RBC Capital's analyst Srini Pajjuri has maintained an 'Outperform' rating on Applied Materials (AMAT) and significantly raised the price target from $520 to $600. This action indic…
Aug 14, 2026
Corporate Catalyst
Bullish
Impact 65
JP Morgan Maintains Overweight on Applied Materials, Raises Price Target to $660
JP Morgan analyst Harlan Sur has maintained an 'Overweight' rating on Applied Materials (AMAT) and raised the price target from $515 to $660. This significant increase in the price…
Aug 14, 2026
Geopolitical Risk
Bearish
Impact 75
Stock Market Today: Dow Jones Futures Slip, S&P 500, Nasdaq 100 Gains as US Says it Can Maintain Iran Blockade 'Indefinitely'—SanDisk, Workday, Applied Materials in Focus (UPDATED)
The core of this filing is the significant geopolitical development regarding the US's 'indefinite' naval blockade and new economic sanctions against Iran, following attacks in the…
Aug 14, 2026
Corporate Catalyst
Bearish
Impact 95
Market-Moving News for August 14th
The filing highlights three distinct corporate catalysts driving significant market movement. AMAT's 5% drop after Q3 results indicates that despite reporting, investor expectation…
Aug 14, 2026
Corporate Catalyst
Neutral
Impact 55
Needham Reiterates Buy on Applied Materials, Maintains $740 Price Target
Needham analyst Charles Shi reiterated a 'Buy' rating and maintained a $740 price target for Applied Materials. This action signals continued analyst conviction in AMAT's business …
Aug 14, 2026
Corporate Catalyst
Bearish
Impact 92
Applied Materials Sees Another Record Year in 2027 As AI Demand Gives It ‘Unprecedented Visibility’
Applied Materials delivered a strong third quarter, exceeding expectations on both top and bottom lines, and demonstrated impressive margin expansion. The key takeaway, however, is…
Aug 14, 2026
Corporate Catalyst
Bearish
Impact 85
Applied Materials, Globant And 3 Stocks To Watch Heading Into Friday
The filing highlights key corporate catalysts for several companies, primarily earnings reports and guidance updates. Applied Materials' strong performance and optimistic outlook a…
Aug 13, 2026
Corporate Catalyst
Bullish
Impact 75
Applied Materials CEO Says Have Strong Pipeline Of New Process Diagnostics And Control Products That Will Fuel Growth In 2027 And Beyond; CFO Says Expect Very Significant Increase In Dram Revenues In Second Half Of Calendar 2026 As Customers Begin To Expand Cleanroom Capacity
This 8-K filing, based on a conference call, provides forward-looking statements from Applied Materials' leadership. The CEO's comments about a strong product pipeline for 2027 and…
Aug 13, 2026
Corporate Catalyst
Bearish
Impact 75
Applied Materials shares are trading lower after the company reported Q3 financial results. Weakness may be related to elevated investor expectations.
The headline indicates a classic 'sell the news' event where Applied Materials' Q3 results, while possibly strong in absolute terms, failed to meet the market's elevated expectatio…
Aug 13, 2026
Corporate Catalyst
Bullish
Impact 85
Applied Materials CEO Says Largest Customers Providing Longer-Term Commitments, Rolling Eight-Quarter Forecasts; Sees Packaging Revenue Growth Over 70%, Process Diagnostics And Control Over 50% In Calendar Year 2026
This headline is a significant positive catalyst for Applied Materials and the broader semiconductor equipment sector. The CEO's remarks about longer-term customer commitments and …
Aug 13, 2026
Corporate Catalyst
Bullish
Impact 95
Applied Materials Beats Q3 Estimates, Issues Strong Guidance — 'Unprecedented' Demand
Applied Materials (AMAT) delivered a record-breaking Q3, surpassing analyst expectations for both revenue and adjusted EPS. The company also issued strong guidance for Q4, projecti…
Aug 13, 2026
Corporate Catalyst
Neutral
Impact 85
Applied Mat Sees Q4 Adj EPS $3.82-$4.22 vs $3.69 Est; Sees Sales $9.750B-$10.750B vs $9.542B Est
Applied Materials (AMAT) has provided Q4 adjusted EPS guidance of $3.82-$4.22, significantly above the analyst estimate of $3.69. Similarly, its sales forecast of $9.750 billion-$1…
Aug 13, 2026
Corporate Catalyst
Bullish
Impact 92
Applied Mat Q3 Adj. EPS $3.50 Beats $3.40 Estimate, Sales $9.115B Beat $8.991B Estimate
Applied Materials (AMAT) announced Q3 adjusted EPS of $3.50, surpassing the $3.40 consensus by 2.94%, and sales of $9.115 billion, beating the $8.991 billion estimate by 1.38%. Thi…
Aug 13, 2026
Corporate Catalyst
Neutral
Impact 65
Applied Materials Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Applied Materials is set to release its Q3 earnings, with analysts forecasting substantial growth in EPS and revenue compared to the prior year. Several 'most accurate' analysts ha…
Aug 12, 2026
Corporate Catalyst
Bearish
Impact 65
Applied Materials Q3 Preview: Stock Up 105% YTD, but Down 25% From June All-Time Highs, What Happens Next
This filing is a preview of Applied Materials' Q3 earnings, detailing analyst consensus for record revenue and EPS. It matters because AMAT's stock has seen a significant run-up th…
Aug 9, 2026
Corporate Catalyst
Bullish
Impact 75
Applied Materials Stock: What to Expect From Q3 Earnings
The filing focuses on Applied Materials' (AMAT) upcoming Q3 earnings report on August 13th, which is a significant corporate catalyst. The stock has recently experienced a 'local b…
Aug 9, 2026
Corporate Catalyst
Neutral
Impact 75
Earnings Volatility Watch: Applied Materials and 10 Other Stocks Could See Double-Digit Moves This Week
This filing identifies 11 companies, led by Applied Materials, that are projected to experience significant stock price volatility (double-digit moves) following their earnings rep…
Jul 22, 2026
Corporate Catalyst
Bullish
Impact 75
3 Semiconductor Stocks to Buy After the Selloff — Bank of America’s Picks
Bank of America is recommending a 'buy' on Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC) following a significant selloff (23-28%) in these stocks. The bank vi…
Jul 15, 2026
Corporate Catalyst
Bullish
Impact 65
UBS Maintains Buy on Applied Materials, Raises Price Target to $705
UBS analyst Timothy Arcuri has maintained a 'Buy' rating on Applied Materials (AMAT) and raised the price target from $570 to $705. This significant increase in the price target, r…
Not financial advice. AI-generated analysis for informational purposes only. Tradow AI LLC is not a registered investment adviser.