Bernstein Applied Materials · AMAT

Bernstein Raises Applied Materials Price Target to $325

Analyst: Stacy Rasgon 1 min read Reproduced verbatim
Rating
Outperform
Target
$325
from $260 (+25%)
Outcome
Reached
on January 16, 2026

Bernstein’s latest target on Applied Materials is now $600 (Nov 13, 2026); the median of 10 firms is $620. Bernstein has reached 80% of its year-old targets (25 scored).

Bernstein and Applied Materials logos

What the analyst said

Bernstein SocGen Group analyst Stacy Rasgon raised the price target on Applied Materials (NASDAQ: AMAT) to $325.00 (from $260.00) while maintaining an Outperform rating.

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

AMAT trades at $381. The 10 analysts who set a target in the last 3 months range from $500 to $850, with a median of $620. This $325 target is 48% below the median, the lowest on the Street.

Since the note AMAT has moved +26% (from $301). 12-month window: day 305 of 365, closes on January 12, 2027.

Track record

This call✓ Target reached on January 16, 2026, 4 days after the note.

Firm track recordBernstein: 80% of its 25 targets at least a year old were reached within 12 months (#10 of 26 firms). Accuracy ranking →

Bernstein on Applied Materials

Bernstein price targets on Applied Materials

4 calls from January 12, 2026 to November 13, 2026. The target went from $325 to $600 (+85%). The rating stayed Buy.

Bernstein targetAMAT share price
  1. November 13, 2026Target cut from $675 (−11%)Buy$600
  2. August 10, 2026Target raised from $390 (+73%)Buy$675
  3. February 9, 2026Target raised from $325 (+20%)Buy$390
  4. January 12, 2026 This noteEarliest call shownBuy$325
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Other analysts on Applied Materials

MizuhoBuy Cut price target −14%, kept ratingCut target Nov 13 $510from $590−14% UBSBuy Cut price target −8%, kept ratingCut target Nov 13 $640from $695−8% Bank of AmericaBuy Cut price target −20%, kept ratingCut target Nov 13 $520from $650−20% KeyBancBuy Kept rating and price targetReiterated Nov 13 $750maintained TD CowenBuy Cut price target −29%, kept ratingCut target Nov 13 $500from $700−29%
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.