APPLIED MATERIALS INC (AP2.DE) Forecast, Price Target & Analyst Ratings

FRA:AP2 • US0382221051

295.6 EUR
+0.3 (+0.1%)
Last: Mar 13, 2026, 11:24 AM

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for APPLIED MATERIALS INC (AP2.DE).

Forecast Snapshot

Consensus Price Target

Price Target
€350.33
+ 18.51% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release DateMay 14, 2026
PeriodQ2 / 2026
EPS Estimate$2.71
Revenue Estimate7.846B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
81.40%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
€350.33
Upside
+ 18.51%
From current price of €295.60 to mean target of €350.33, Based on 43 analyst forecasts
Low
€235.00
Median
€364.61
High
€417.54

Price Target Revisions

1 Month
25.37%
3 Months
59.29%

Price Target Summary

43 Wall Street analysts provided a forecast for the next 12 months for AP2.DE. The average price target is 350.33 EUR. This implies a price increase of 18.51% is expected in the next year compared to the current price of 295.6.
The average price target has been revised upward by 59.29% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

AP2 Current Analyst RatingAP2 Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15 20

Analyst Ratings History

AP2 Historical Analyst RatingsAP2 Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30 40

Analyst Ratings Consensus

ChartMill Buy Consensus
81.40%
AP2.DE was analyzed by 43 analysts. The buy percentage consensus is at 81. So analysts seem to be very confident about AP2.DE.
In the previous month the buy percentage consensus was at a similar level.
AP2.DE was analyzed by 43 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2021-05-21MizuhoMaintains Buy
2021-05-21SusquehannaMaintains Positive
2021-05-21JP MorganMaintains Overweight
2021-05-21Morgan StanleyMaintains Equal-Weight
2021-05-17Morgan StanleyMaintains Equal-Weight
2021-04-16Deutsche BankMaintains Buy
2021-04-07MizuhoMaintains Buy
2021-04-07DA DavidsonMaintains Buy
2021-04-07NeedhamMaintains Buy
2021-04-07KeybancMaintains Overweight
2021-04-07Wells FargoMaintains Overweight
2021-04-07Goldman SachsMaintains Buy
2021-04-07Craig-HallumMaintains Buy
2021-04-05B. Riley FBRMaintains Buy
2021-04-05Credit SuisseMaintains Outperform
2021-03-31BernsteinInitiate Outperform
2021-03-23B of A SecuritiesMaintains Buy
2021-02-22Morgan StanleyMaintains Equal-Weight
2021-02-19NeedhamMaintains Buy
2021-02-19KeybancMaintains Overweight
2021-02-19BarclaysMaintains Equal-Weight
2021-02-19Wells FargoMaintains Overweight
2021-02-19Goldman SachsMaintains Buy
2021-02-19Credit SuisseMaintains Outperform
2021-02-19Morgan StanleyMaintains Equal-Weight

Next Earnings Forecast Details

Next Earnings Details

Release DateMay 14, 2026
PeriodQ2 / 2026
EPS Estimate$2.71
Revenue Estimate7.846B
Revenue Q2Q10.51%
EPS Q2Q13.57%
Number of Analysts29

Next Earnings Revisions

Revenue (1 Month)
10.18%
Revenue (3 Months)
10.49%
EPS (1 Month)
17.31%
EPS (3 Months)
18.31%

Next Earnings Summary

AP2.DE is expected to report earnings on 5/14/2026. The consensus EPS estimate for the next earnings is 2.71 EUR and the consensus revenue estimate is 7.85B EUR.
The next earnings revenue estimate has been revised upward by 10.49% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
AP2.DE revenue by date.AP2.DE revenue by date.
26.517B
2.84%
27.176B
2.49%
28.368B
4.39%
32.06B
13.01%
38.364B
19.66%
41.558B
8.33%
48.362B
16.37%
52.287B
8.12%
EBITDA
YoY % growth
AP2.DE ebitda by date.AP2.DE ebitda by date.
8.169B
-0.72%
8.259B
1.10%
8.905B
7.82%
10.211B
14.67%
12.948B
26.80%
14.751B
13.92%
17.981B
21.90%
19.681B
9.45%
EBIT
YoY % growth
AP2.DE ebit by date.AP2.DE ebit by date.
7.654B
-1.67%
7.867B
2.78%
8.47B
7.66%
9.914B
17.05%
12.716B
28.26%
13.368B
5.13%
10.877B
-18.63%
11.823B
8.70%
Operating Margin
AP2.DE operating margin by date.AP2.DE operating margin by date.
28.86%28.95%29.86%30.92%33.15%32.17%22.49%22.61%
EPS
YoY % growth
AP2.DE eps by date.AP2.DE eps by date.
8.05
4.41%
8.66
7.58%
9.42
8.78%
11.21
19.03%
14.26
27.19%
14.99
5.14%
19.22
28.16%
21.44
11.57%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth
2.71
13.57%
2.90
16.92%
2.78
27.88%
2.94
23.52%
2.95
8.75%
3.02
4.30%
3.07
10.71%
3.06
4.05%
3.07
4.15%
3.14
3.95%
3.22
4.72%
Revenue
Q2Q % growth
7.846B
10.51%
8.253B
13.02%
7.996B
17.59%
8.327B
18.75%
8.392B
6.96%
8.53B
3.36%
8.616B
7.75%
8.559B
2.79%
8.634B
2.88%
8.769B
2.80%
8.866B
2.90%
EBITDA
Q2Q % growth
2.471B
3.95%
2.605B
2.00%
2.662B
14.35%
2.852B
28.30%
2.878B
16.47%
2.899B
11.29%
2.892B
8.64%
2.827B
-0.88%
2.859B
-0.66%
2.909B
0.34%
2.974B
2.84%
EBIT
Q2Q % growth
2.416B
11.39%
2.562B
14.73%
2.512B
32.70%
2.701B
28.86%
2.718B
12.50%
2.74B
6.95%
2.747B
9.36%
2.692B
-0.33%
2.726B
0.29%
2.742B
0.07%
2.784B
1.35%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

AP2.DE Yearly Revenue VS EstimatesAP2.DE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 10B 20B 30B 40B 50B
AP2.DE Yearly EPS VS EstimatesAP2.DE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5 10 15 20

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
16.76%
EPS Next 5 Year
17.88%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
12.99%
Revenue Next 5 Year
12.66%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
19.39%
EBIT Next 5 Year
17.82%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

APPLIED MATERIALS INC / AP2.DE Forecast FAQ

What is the price target for AP2 stock?

43 analysts have analysed AP2.DE and the average price target is 350.33 EUR. This implies a price increase of 18.51% is expected in the next year compared to the current price of 295.6.


When does APPLIED MATERIALS INC (AP2.DE) report earnings?

APPLIED MATERIALS INC (AP2.DE) will report earnings on 2026-05-14, after the market close.


What are the consensus estimates for AP2 stock next earnings?

The consensus EPS estimate for the next earnings of APPLIED MATERIALS INC (AP2.DE) is 2.71 EUR and the consensus revenue estimate is 7.85B EUR.


What is the consensus rating for APPLIED MATERIALS INC (AP2.DE) stock?

The consensus rating for APPLIED MATERIALS INC (AP2.DE) is 81.3953 / 100 . This indicates that analysts generally have a positive outlook on the stock.