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Morgan Stanley Raises its Price Target on Applied Materials, Inc. (AMAT) to $420 and Keeps an Overweight Rating
21.02.2026 11:11
Applied Materials, Inc. (NASDAQ:AMAT) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 13, 2026, Morgan Stanley analyst Shane Brett raised the price target on Applied Materials, Inc. (NASDAQ:AMAT) to $420 from $364 and kept an Overweight rating. Shane Brett said a beat-and-raise quarter, combined with 20%+ systems guidance, marks a […]
Applied Materials (AMAT) Is Considered a Good Investment by Brokers: Is That True?
20.02.2026 14:30
Based on the average brokerage recommendation (ABR), Applied Materials (AMAT) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
NVTS to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?
19.02.2026 12:43
Navitas Semiconductor heads into Q4 with steep revenue declines expected, as its AI pivot contrasts with China weakness and a rich valuation.
Analog Devices Q1 Earnings Beat Estimates, Revenues Rise Y/Y
19.02.2026 12:38
ADI tops Q1 estimates as revenues jump 30% Y/Y and margins expand, with upbeat Q2 guidance signaling continued momentum.
The Zacks Analyst Blog Applied Materials, McDonald's, Texas Instruments and Lulu's Fashion Lounge
19.02.2026 08:50
Applied Materials leads Zacks' top research picks as semiconductor strength fuels gains, alongside fresh insights on McDonald's, Texas Instruments and LVLU.
5 Revealing Analyst Questions From Applied Materials’s Q4 Earnings Call
19.02.2026 05:39
Applied Materials closed the fourth quarter with better-than-expected results, as the market responded positively to strength in its AI, foundry-logic, and memory segments. Management attributed these results to ongoing customer investment in advanced node transitions and 3D scaling, as well as operational execution in supply chain and cost controls. CEO Gary Dickerson highlighted that “customers continue to accelerate node migrations and new 3D scaling approaches,” expanding opportunities for A
International Markets and Applied Materials (AMAT): A Deep Dive for Investors
18.02.2026 14:15
Explore how Applied Materials' (AMAT) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
18.02.2026 14:00
Zacks.com users have recently been watching Applied Materials (AMAT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Samsung Electronics Leans Into AI Memory, Circular Devices And R&D Upside
18.02.2026 10:21
Samsung Electronics (KOSE:A005930) has started mass production of industry first HBM4 memory for high performance computing and AI workloads. The company has partnered with Getmobil to expand a second hand and refurbished electronics program in Turkey. Samsung has joined Applied Materials' planned US$5b EPIC Center to collaborate on next generation semiconductor process R&D. For you as an investor, these moves touch three core parts of Samsung Electronics' business: memory, devices, and...
Semiconductor Manufacturing Equipment Research Report 2025: Market to More than Double to Reach $344.36 Billion by 2032, Driven by Proliferation of AI, HPC, and Data-Centric Workloads
18.02.2026 10:04
The global semiconductor manufacturing equipment market is expected to surge from USD 166.35 billion in 2025 to USD 344.36 billion by 2032, boasting a CAGR of 11.0%. Driving this growth is the rapid expansion of the automotive semiconductor sector, fueled by trends like EVs, autonomous driving, and enhanced connectivity. OSAT companies are forecasted to achieve the highest CAGR due to their role in advanced packaging, while testing equipment remains dominant in the back-end segment. Meanwhile, C
Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat
16.02.2026 19:07
The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%. While equipment makers and foundries showed strength, chip designers faced headwinds as investors digested recent earnings and positioned ahead of key reports. Let’s dive into the biggest storylines if you’re a chip investor. Winners included Applied Materials (Nasdaq: AMAT) and Taiwan ... Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat
Amtech's Weak SFS Demand Continues: Is Profit Growth at Risk?
16.02.2026 16:57
ASYS faces profit growth risks as SFS revenues drop 12.4% and losses mount, with FY26 tagged as an investment year.
Samsung HBM4 Ramp And EPIC Center Role In AI Memory Story
16.02.2026 12:10
Samsung Electronics has started mass production and commercial shipment of its industry first HBM4 high bandwidth memory. The company has also joined Applied Materials' new EPIC Center, a planned ₩5,000,000,000,000 class R&D collaboration focused on advanced semiconductor materials and processes. Both developments are aimed at next generation memory and manufacturing technologies that are important for AI and datacenter applications. For investors watching KOSE:A005930, this news comes with...
2 High-Flying Stocks to Consider Right Now and 1 We Turn Down
16.02.2026 04:33
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.
Samsung HBM4 Breakthrough And Applied Materials Alliance Test Valuation Story
15.02.2026 10:08
Samsung Electronics has begun mass production and commercial shipments of its industry first HBM4 memory for high performance computing and AI workloads. The company has also joined Applied Materials' new EPIC Center in Silicon Valley, a $5b semiconductor R&D hub focused on next generation chip manufacturing processes. These moves highlight Samsung's push to secure a stronger position in high bandwidth memory and leading edge process technology. For investors watching KOSE:A005930, these...
Applied Materials Clears US Probe As Samsung EPIC Partnership Refocuses Growth
15.02.2026 09:10
Applied Materials (NasdaqGS:AMAT) has resolved a major US government investigation into past exports to China, paying a settlement and receiving confirmation that the Department of Justice and SEC will not pursue further action. The settlement closes a lengthy regulatory chapter and clarifies the company’s position on US export control compliance. Separately, Applied Materials announced that Samsung will join its new EPIC Center in Silicon Valley, described as the world’s largest...
Applied Materials Surges On 20% Growth Guidance, Is The Stock Now Fully Valued?
14.02.2026 08:00
Applied Materials surges on 20% growth guidance as AI chip fab equipment demand accelerates. Check out why AMAT stock is a hold
Applied Materials Clears Export Probe And Deepens Samsung Alliance On AI Chips
14.02.2026 05:16
Applied Materials resolved a US export compliance investigation tied to prior shipments to China, agreeing to a $252.5 million settlement. The company announced a major semiconductor R&D alliance with Samsung centered on its new EPIC Center in the US. The partnership targets faster development and commercialization of next generation chipmaking technologies. For investors watching NasdaqGS:AMAT, these updates come at a time when the stock price is $354.91, with a 1 year return of 111.9% and...
Stock Market Today: Dow Slips After CPI Inflation Surprise; Applied Materials Jumps (Live Coverage)
13.02.2026 15:32
Stock Market Today: The Dow Jones index dropped Friday on a surprise CPI inflation report. DraftKings plunged on earnings.