Applied Materials (AMAT) continues to chart a robust growth course supported by advancements in the semiconductor sector. Their recent stock performance exemplifies this, with reports showing a 2% rise, extending its gains streak to six days. A significant highlight is a projected reduction in foreign chip reliance as the U.S bolsters its domestic production - a move likely to benefit AMAT. Favorable analyst sentiments have also fueled the stock's climb, with many upgrading their ratings based on AMAT's strong DRAM and AI demand momentum. Notably, Morgan Stanley increased its price target for AMAT. However, amid these encouraging factors, concerns over challenges in the Chinese market are casting a cloud. Competition appears to be mounting in this market, with concerns of a slowdown causing a downgrade in AMAT's stock rating. An additional concern is Mizuho Securities' decision to reduce its PT, downgrading AMAT's rating to Neutral. Despite poor Q4 guidance, most Wall Street analysts are optimistic about AMAT's prospects, with Goldman Sachs commencing its Applied Materials' coverage with a Buy rating.
Applied Materials AMAT News Analytics from Tue, 17 Jun 2025 07:00:00 GMT to Sat, 27 Sep 2025 20:02:46 GMT -
Rating 6
- Innovation 5
- Information 6
- Rumor 4
