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UNCOVERED: Applied materials - The Untold Story

Bank of America Just Gave Applied Materials Stock a New Street-High Price Target

Applied Materials is riding optimism about growing AI spending, as stronger semiconductor forecasts and Wall Street enthusiasm keep momentum intact.

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Goldman Sachs Predicts 3 Stocks to Benefit Most From $757B AI’s Capex Supercycle

These three stocks give investors three distinct ways to participate in one of the largest technology investment cycles of the decade.

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How Applied Materials Could Become the Next $1 Trillion Chip Stock

This business makes the complicated and expensive hardware needed to produce the latest AI chips. Is Wall Street overpaying or underpaying? Citi thinks it's the latter.

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From Quantum to Clothing: Insider Trades Hit 3 Big Names

See these top names across quantum computing, artificial intelligence and clothing that insiders are buying and selling.

MarketBeat

Why Applied Materials Just Got a New Street-High Price Target

Wells Fargo analysts believe AMAT has more room to run amid the ever-increasing demand for semiconductor equipment and AI infrastructure buildouts.

Barchart

Applied Materials Stock Looks Pricey—Can AI Demand Justify the Rally?

Applied Materials has crossed its dot-com peak on valuation, but with AI-driven demand and analyst targets still climbing, this rally could still have legs.

MarketBeat

Applied Materials Is Now More Expensive Than Its Dot-Com Era Peak. AI Demand Justifies the AMAT Stock Valuation.

Applied Materials is trading at a higher valuation than its late-1990s dot-com era peak as investors price in its central role in AI chip manufacturing.

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These 3 Semiconductor Stocks Just Got a Bullish Nod From Citi. Buy the Dip.

Citi highlighted Broadcom (AVGO), Texas Instruments (TXN), and Applied Materials (AMAT) as attractive buys following the recent semiconductor sector selloff triggered by Broadcom’s Q2 results.

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Applied Materials can respond to rise in demand with eight quarters of lead time, CEO says

Dickerson was speaking at a press conference before the opening of Applied Materials' new facility ‌in Singapore.

The Economic Times

Applied Materials Stock Just Hit New Record Highs. Don’t Count the Rally Out Just Yet.

Applied Materials (AMAT) demonstrates exceptional growth, profitability, and price momentum, recently reaching an all-time high of $462.40. AMAT maintains a 100% “Buy” technical opinion. Shares are up nearly 180% over the past year. Despite valuation concerns, short interest remains low at 2%, and consensus sentiment is predominantly bullish. Today’s Featured...

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Is Applied Materials Stock Outperforming the Nasdaq?

Applied Materials has notably outperformed the Nasdaq Composite over the past year, and analysts are highly optimistic about the stock’s prospects.

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Applied Materials Bets AI Boom Will Drive Logic, DRAM and Packaging Growth

Applied Materials (NASDAQ:AMAT) Chief Executive Officer Gary Dickerson said artificial intelligence is driving a multi-year expansion in semiconductor manufacturing demand, with the company positioned around the areas he described as the fastest-growing parts of wafer fab equipment spending. Speaki

MarketBeat

Upgrade grid to realise AI dream: Applied Materials executive

Applied Materials urges India to modernise its power grid to fuel its AI ambitions, highlighting the need for reliable, clean energy. The company suggests incentives for clean power adoption and planning AI infrastructure as a connected national system, emphasising the critical role of grid modernisation for technological advancement.

The Economic Times

Broadcom’s AI Packaging Bet Gets Bigger. Wall Street Is Betting on More Upside for AVGO Stock.

Broadcom joining Applied Materials’ EPIC platform adds another layer to the AI infrastructure story, as advanced packaging becomes more critical for custom accelerators, networking chips, and next-generation compute systems.

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Behind the Numbers: Why Applied Materials’ Historic Q2 Results Justify New All-Time Highs

Applied Materials beat analyst estimates in its latest quarterly results following a historic bull run.

MarketBeat

Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event

Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C

MarketBeat

Applied Materials Q2 Earnings Call Highlights

Applied Materials (NASDAQ:AMAT) reported record fiscal second-quarter revenue and earnings, with executives saying accelerating demand for artificial intelligence infrastructure is reshaping semiconductor equipment spending toward areas where the company holds leading positions. President and CEO G

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Why Applied Materials (AMAT) Stock Is a Buy Heading Into Its Earnings

AMAT has considerable momentum and a relatively low valuation.

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Dear Applied Materials Stock Fans, Mark Your Calendars for May 14

The upcoming Q2 earnings release for Applied Materials could make or break the ongoing rally that has the stock up 150% over the past year.

MarketBeat

The DRAM Shake-Up: Samsung Stumbles, Micron Chases $1000

Ongoing labor disruptions at competitor Samsung Electronics could create a significant pricing power advantage for U.S.-based memory maker Micron Technology.

Tom’s Hardware

US stops exports of tools to China’s number two chip maker — Hua Hong and Huali Microelectronics reportedly on the cusp of starting a 7-nm fab in Shanghai

Applied Materials, KLA, and Lam Research received letters from the U.S. Department of Commerce preventing them from shipping some of Hua Hong's orders for the latest chipmaking tools. These are reportedly being planned for use on the Chinese company's planned 7-nm fab in Shanghai.

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As OpenAI Drags Down Chip Stocks, Is Applied Materials Stock a Buy, Sell, or Hold?

Applied Materials shares are tanking on reports OpenAI missed revenue and user growth targets. But there are reasons to buy the dip in AMAT stock today.

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Applied Materials Just Joined the Tesla Terafab Project. Does That Make AMAT Stock a Buy?

AMAT stock is riding the AI chip boom, and the Terafab project could mean upside if it actually turns into orders.

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As Lam Research Joins the Tesla Terafab, Should You Buy, Sell, or Hold LRCX Stock?

The Terafab project is tapping Lam Research and others to support chip production.

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Applied Materials Just Launched a New Chipmaking System. Should You Buy AMAT Stock Here?

Applied Materials shares rally after the company launches two new depositions systems. Here’s why Wall Street continues to recommend owning AMAT stock in 2026.

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