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NASDAQ:AMAT 26 November 2025 - 11 December 2025

Applied Materials (AMAT) After the Bell on December 10, 2025: Near Record Highs, Fed Cut Tailwind and What to Watch Before the Next Open

Applied Materials (AMAT) After the Bell on December 10, 2025: Near Record Highs, Fed Cut Tailwind and What to Watch Before the Next Open

Applied Materials closed Wednesday at $275.15, up 3% and hitting a new intraday high of $276.10, with trading volume about 20% below average. After-hours, shares slipped to $274.15 as investors reacted to the Federal Reserve’s rate cut and the stock’s 60% one-year return. The company’s market cap stands near $219 billion, with a trailing P/E around 31–32x.
11 December 2025
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Applied Materials (AMAT) Stock on December 10, 2025: AI-Fueled Rally, Fresh Price Targets and 2026 Outlook

Applied Materials (AMAT) Stock on December 10, 2025: AI-Fueled Rally, Fresh Price Targets and 2026 Outlook

Applied Materials shares closed near $273 on December 10, 2025, up 63% year-to-date and near record highs. The stock’s trailing P/E stands at about 30–32x, well above its historical average. Simply Wall St’s DCF model values the stock at $157, suggesting it trades roughly 70% above intrinsic value. Analyst coverage highlights strong AI-driven demand but notes concerns over valuation.
10 December 2025
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Applied Materials (AMAT) Stock on December 10, 2025: AI Supercycle, China Risks and 2026–2028 Price Targets

Applied Materials (AMAT) Stock on December 10, 2025: AI Supercycle, China Risks and 2026–2028 Price Targets

Applied Materials shares traded near $271 on December 10, 2025, with a market cap around $216 billion after a 63% year-to-date rally. Fiscal 2025 revenue rose 4% to $28.37 billion, while GAAP net income slipped 2% to $7.0 billion. Non-GAAP EPS climbed 9% to $9.42. Q4 revenue fell 3% year over year as China’s share of sales dropped to 30%.
10 December 2025
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Semiconductor Stocks Pre-Market Today, December 10, 2025: Nvidia, AMD, Micron and Broadcom Lead a Cautious AI Chip Trade

Semiconductor Stocks Pre-Market Today, December 10, 2025: Nvidia, AMD, Micron and Broadcom Lead a Cautious AI Chip Trade

Nvidia shares dipped 0.14% pre-market Wednesday after President Trump signaled the U.S. will allow H200 AI GPU exports to China if Nvidia gives 25% of related revenue to the government. Micron, AMD, and Broadcom traded slightly higher. ON Semiconductor fell 0.40%. U.S. Tech 100 futures rose 0.13% ahead of the Fed’s policy decision.
10 December 2025
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Applied Materials (AMAT) After the Bell on Dec. 9, 2025 – And What to Watch Before the Open on Dec. 10

Applied Materials (AMAT) After the Bell on Dec. 9, 2025 – And What to Watch Before the Open on Dec. 10

Applied Materials shares dipped 0.4% to $267.14 on December 9, then traded in the mid-$266s after hours, pausing after a 70% three-month rally. Pre-market quotes on December 10 show AMAT down about 1% on light volume. The move tracked a cautious broader market ahead of the Federal Reserve’s rate decision. No major company news broke overnight.
10 December 2025
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Semiconductor Stocks Today (Dec. 9, 2025): Nvidia and Micron in Focus as Fed Decision and China Chip Deal Loom

Semiconductor Stocks Today (Dec. 9, 2025): Nvidia and Micron in Focus as Fed Decision and China Chip Deal Loom

Nvidia shares slipped 0.4% to $184.85 by early afternoon after the U.S. cleared limited AI chip exports to China under new rules, including a 25% fee. The Philadelphia Semiconductor Index was flat near 7,300 as investors awaited the Federal Reserve’s rate decision. Micron and Broadcom outperformed, while Qualcomm and Applied Materials lagged. Futures markets priced in a likely 25-basis-point Fed rate cut.
9 December 2025
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Applied Materials (AMAT) Stock on December 8, 2025: Near Record Highs as TD Cowen Lifts Target to $315 and Momentum Stays Red‑Hot

Applied Materials (AMAT) Stock on December 8, 2025: Near Record Highs as TD Cowen Lifts Target to $315 and Momentum Stays Red‑Hot

Applied Materials traded near $268 midday December 8, just below its record high of $273.59, with a market cap of about $213.5 billion. Shares are up over 60% year-to-date, trading at roughly 31 times trailing earnings and 23 times forward earnings. Cerity Partners and Ossiam increased their stakes, while institutional investors now hold about 80.5% of shares.
8 December 2025
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Applied Materials (AMAT) Stock: 8 Things to Know Before the Market Opens on December 8, 2025

Applied Materials (AMAT) Stock: 8 Things to Know Before the Market Opens on December 8, 2025

Applied Materials closed Friday at $268.00, just below its record high, after a two-week gain of over 21%. New research out over the weekend warns the stock may be more than 70% above fair value, citing a sharp disconnect between price and earnings growth. SEC filings show mixed institutional moves, with some funds increasing stakes and others trimming positions.
8 December 2025
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SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

The VanEck Semiconductor ETF (SMH) has surged about 50% year to date, closing at $364.40 on December 5, 2025, with net assets near $37 billion. The fund is heavily concentrated in Nvidia, TSMC, and Broadcom, which together make up a large share of its holdings. SMH tracks the MVIS US Listed Semiconductor 25 Index and has delivered a 46% one-year return as of late November.
7 December 2025
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Applied Materials (AMAT) Stock Near Record Highs as TD Cowen Sets $315 Target and Analysts Double Down on AI, DRAM and TSMC Upside

Applied Materials (AMAT) Stock Near Record Highs as TD Cowen Sets $315 Target and Analysts Double Down on AI, DRAM and TSMC Upside

Applied Materials shares hit all-time highs near $270 after TD Cowen raised its price target to $315 and named the company a “best idea” for 2026. The firm cited strong demand for AI and DRAM equipment, with new projects at Samsung, Micron, and TSMC expected to boost growth. Morgan Stanley also raised its target to $273. Some analysts warn of export risks and a cooling China market.
4 December 2025
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Applied Materials (AMAT) Stock Outlook – December 4, 2025: TD Cowen Lifts Target to $315 as AI Boom and India Deal Drive New Highs

Applied Materials (AMAT) Stock Outlook – December 4, 2025: TD Cowen Lifts Target to $315 as AI Boom and India Deal Drive New Highs

Applied Materials shares closed near record highs around $269 after a 62% rally in 2025, fueled by AI chip demand and strong earnings. TD Cowen on December 4 raised its price target to $315, calling AMAT its “best idea for 2026.” The company also secured a $540 million contract to modernize India’s state-run chip fab in Mohali. U.S. export controls continue to restrict AMAT’s sales to China.
4 December 2025
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Applied Materials (AMAT) Stock Hits Record Highs on AI Chip Boom – Latest News, Analyst Targets and Forecasts as of December 3, 2025

Applied Materials (AMAT) Stock Hits Record Highs on AI Chip Boom – Latest News, Analyst Targets and Forecasts as of December 3, 2025

Applied Materials shares hit a record near $267 on December 3, up over 60% in 2025 as investors bet on AI chip demand. The stock closed at $265.33 on December 2, with a market cap around $211 billion. Analysts rate AMAT a “Moderate Buy,” but the average 12-month price target sits below current levels. Institutional ownership stands at about 80.5%.
3 December 2025
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Applied Materials (AMAT) Stock Hits New Highs as Wall Street Lifts Targets on AI Boom – December 2, 2025 Outlook

Applied Materials (AMAT) Stock Hits New Highs as Wall Street Lifts Targets on AI Boom – December 2, 2025 Outlook

Applied Materials shares hit a record high near $261.71 on December 2, up about 41% over the past year. The company reported record fiscal 2025 revenue of $28.37 billion and non-GAAP EPS of $9.42. Analysts raised price targets, but AMAT faces a $600 million revenue hit in 2026 from U.S. export controls and is cutting 1,400 jobs.
2 December 2025
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Applied Materials (AMAT) Stock Outlook Before the December 1, 2025 Open: AI Boom, China Curbs and Fresh Forecasts

Applied Materials (AMAT) Stock Outlook Before the December 1, 2025 Open: AI Boom, China Curbs and Fresh Forecasts

Applied Materials closed Friday near $252, just below its all-time high, after a UBS upgrade and strong institutional buying. The company reported record fiscal 2025 revenue of $28.37 billion, but faces U.S. export curbs on China expected to cut $600 million from 2026 sales. Wall Street’s average price target remains below current levels.
30 November 2025
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Applied Materials (AMAT) Stock Near Record Highs as AI Demand Offsets China Export Curbs – November 30, 2025

Applied Materials (AMAT) Stock Near Record Highs as AI Demand Offsets China Export Curbs – November 30, 2025

Applied Materials closed Friday at $252.25, just below its 52-week high, after reporting record annual revenue of $28.37 billion and GAAP EPS of $8.66. The stock is up about 44% over the past year. Management warned of a potential $600 million revenue hit from new U.S. export controls targeting China. The company is cutting 1,400 jobs and booking up to $180 million in restructuring costs.
30 November 2025
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Applied Materials Stock (AMAT) on November 29, 2025: Record Earnings, China Export Hit and an AI‑Fueled Rally

Applied Materials Stock (AMAT) on November 29, 2025: Record Earnings, China Export Hit and an AI‑Fueled Rally

Applied Materials closed at $252 on November 28, 2025, near record highs after reporting record fiscal 2025 results and weathering U.S. export controls on China. Shares have surged about 57% year-to-date, outpacing the S&P 500. Full-year revenue reached $28.37 billion, with GAAP EPS at $8.66. Market capitalization stands near $200 billion, with a P/E ratio around 30.
29 November 2025
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Applied Materials (AMAT) Stock Today, November 28, 2025: Price, AI Tailwinds and Norges Bank Buying Keep Shares Near Highs

Applied Materials (AMAT) Stock Today, November 28, 2025: Price, AI Tailwinds and Norges Bank Buying Keep Shares Near Highs

Applied Materials shares traded near $250.82 midday Friday, just below record highs, after touching $253 in a shortened Black Friday session. Norges Bank disclosed a new $1.6 billion stake, and UBS upgraded the stock to “Buy” with a $285 target earlier this week. AMAT is up about 40% in 2025, doubling from its 52-week low. Trading volume was lighter than usual due to the early market close.
28 November 2025
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Applied Materials (AMAT) Stock Before the November 28 Open: UBS Upgrade, China Curbs and Q4 Earnings

Applied Materials (AMAT) Stock Before the November 28 Open: UBS Upgrade, China Curbs and Q4 Earnings

Applied Materials closed Wednesday at $249.97, just below its 52-week high, after a 3.1% gain and slight after-hours uptick. Shares have surged up to 50% year to date, outpacing peers. Fiscal Q4 revenue reached $6.8 billion, down 3–3.5% from last year, but full-year sales hit a record $28.37 billion. The stock now trades above the average analyst price target.
27 November 2025
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Applied Materials (AMAT) Stock Extends Rally on AI Chip Momentum and Analyst Upgrades – November 26, 2025

Applied Materials (AMAT) Stock Extends Rally on AI Chip Momentum and Analyst Upgrades – November 26, 2025

Applied Materials shares traded near $249 Wednesday, up 2.6% after a 5% surge Tuesday that set a new 52-week high. The stock has gained nearly 50% year-to-date, outpacing semiconductor peers, amid strong AI chip demand and analyst upgrades. Fiscal Q4 revenue reached $6.8 billion, with full-year sales at a record $28.37 billion. U.S. export controls are expected to cut 2026 revenue by $600 million.
26 November 2025
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