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AMAT (Applied Materials, Inc.) News

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• Will EUV Adoption in Logic and DRAM Lift ASML's Margins Over Time?
  ASML Holding's margins are increasingly tied to EUV adoption in logic and DRAM, as higher-priced tools and service revenues lift profitability over time.
  Dec 18, 2025 - $AMAT
• KLA Corporation (KLAC) Stock Is Up, What You Need To Know
  Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 4.6% in the afternoon session after the company was named a top pick for 2026 by Jefferies amid a broader rally in the chip sector.
  Dec 18, 2025 - $AMAT
• Top Semiconductor Stocks for 2026 -- Nvidia and Broadcom Lead Chip Picks
  Nvidia and Broadcom Lead Morgan Stanley's 2026 Chip Picks
  Dec 18, 2025 - $AMAT
• Applied Materials price target raised to $245 from $205 at Mizuho
  Mizuho raised the firm’s price target on Applied Materials (AMAT) to $245 from $205 and keeps a Neutral rating on the shares. The firm sees upside to 2026 wafter fab equipment estimate. The improving WFE outlook is positive for the company, the analyst tells investors in a research note. However, Mizuho sees challenges for Applied Materials given its China share loss and Intel exposure.Claim 70% Off TipRanks This Holiday SeasonUnlock hedge fund-level data and powerful investing tools for smarter
  Dec 18, 2025 - $AMAT
• Applied Materials: Engineering the AI Backbone
  The company is entering a powerful AI-driven up-cycle with record margins and strong execution, yet still trades at an unjustified discount to peers.
  Dec 18, 2025 - $AMAT
• The Chip Equipment Maker That Quietly Turned $1,000 Into $11,280 in a Decade
  Applied Materials has been one of the semiconductor industry’s quietest success stories. While investors obsessed over chipmakers, this equipment supplier positioned itself at the center of every major technology shift in manufacturing. The result? A decade of extraordinary returns driven by secular trends most didn’t see coming. Riding the Infrastructure Wave The company’s transformation accelerated ... The Chip Equipment Maker That Quietly Turned $1,000 Into $11,280 in a Decade
  Dec 18, 2025 - $AMAT
• Can AI-Driven Foundry Demand Drive LRCX's Systems Revenue Growth?
  AI-driven foundry demand lifts Lam Research's systems revenues 48.3% YoY to $3.55B, with foundries comprising 60% of sales in the first quarter of fiscal 2026.
  Dec 17, 2025 - $AMAT
• The Bull Case For Applied Materials (AMAT) Could Change Following Steady Dividend Amid AI Weakness
  Applied Materials, Inc. recently announced that its Board of Directors approved a quarterly cash dividend of US$0.46 per share, payable on March 12, 2026 to shareholders of record as of February 19, 2026. This dividend decision highlights the company’s willingness to return cash to shareholders even as sentiment toward AI infrastructure and semiconductor names has weakened. Next, we’ll consider how maintaining this dividend amid sector-wide AI infrastructure softness shapes Applied...
  Dec 17, 2025 - $AMAT
• AI Chips Can’t Exist Without These 2 Underrated Tech Giants
  Applied Materials and Lam Research supply the essential factory tools required to build the advanced processors driving the global artificial intelligence boom.
  Dec 17, 2025 - $AMAT
• AI boom seen lifting chipmaking equipment sales 9% to $126 billion in 2026
  AMSTERDAM, Dec 16 (Reuters) - Sales of equipment used to make computer chip wafers ​will rise about 9% to $126 billion ‌in 2026 and a further 7.3% to $135 billion in ‌2027, as chipmakers expand capacity for logic and memory chips used in artificial intelligence, industry group SEMI forecast on Tuesday.
  Dec 16, 2025 - $AMAT