Investment in
Applied Materials (AMAT) is under spotlight following series of recent events and analysis. The opening of a new
Materials-to-Fab Centre with Arizona State University (ASU) could change investment circumstances. Despite outperforming the broader market, Business expansion in
China faces headwinds due to curbs which may cause a potential
$600 million revenue hit by 2026. Analysts at B.Riley Securities and TD Cowen reiterated a buy recommendation, with the latter alongside Goldman Sachs, Bernstein, and Citi raising price targets. Mizuho Securities downgraded the stock to neutral observing strong Q3 results with a reduction in their price target. The stock saw a 27% jump in September despite a dip due to broader chip export curbs. New Semiconductor manufacturing systems were unveiled, aimed to enhance AI chip performance. Meanwhile,
$270 million semiconductor R&D hub opened in Tempe in partnership with ASU. The company maintains an overweight rating amidst perceived modeling missteps with a rather disappointing Q3 2025 earnings preview and negative guidance. Increased emphasis on AI-driven chip demand is anticipated to influence future growth.
Applied Materials AMAT News Analytics from Tue, 08 Jul 2025 07:00:00 GMT to Sat, 11 Oct 2025 20:33:58 GMT -
Rating 4
- Innovation 7
- Information 8
- Rumor -3
