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Top Bank Turns More Bullish on Applied Materials as AI Chip Boom Grows

Michael Burry has placed a targeted short against Applied Materials, but Wall Street analysts keep piling on upgrades as memory chip demand surges. Find out whether the Big Short legend has spotted a crack in the cycle or left a critical blind spot exposed.

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best AI Stocks to Buy and Hold for the Next 5 Years. On July 6, Morgan Stanley bumped up its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $647 from $502. The firm maintained an “Equal Weight” rating on the shares. On June 16, Reuters reported […]

Stifel just blew past Wall Street's AMD consensus with a target that would push the chipmaker into trillion-dollar territory, and the conditions required to get there are more specific than most investors realize.

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 30, Susquehanna analyst Mehdi Hosseini bumped up his target on Applied Materials, Inc. (NASDAQ:AMAT) to $900 from $575. The analyst maintained a “Positive” rating on the shares. In an investor note, he noted channel […]

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

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

Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks. On June 11, Barclays raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $590 from $500. It reiterated an Overweight rating on the shares. Analyst Tom O’Malley increased his estimates for wafer fab equipment spending, saying the capital expenditure […]

Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In. On June 10, 2026, Cantor Fitzgerald raised the firm’s price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575 and maintained an Overweight rating on the shares. Cantor said the semiconductor equipment industry is in the “early innings […]

Investing.com -- Barclays lifted its wafer fabrication equipment estimates and raised price targets on Applied Materials, KLA Corporation, and Lam Research in a note on Monday.

Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 27, 2026, Mizuho raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $380 from $330 and maintained an Outperform rating on the shares. Mizuho raised its wafer fab equipment spending estimate for 2026 to $153B […]

Applied Materials heads into this latest update with its existing price targets unchanged, giving you a rare clean read on how the story stands without any fresh revisions. With no new analyst commentary in play, the focus is squarely on how current expectations line up with your own view of the stock. In the sections ahead, you will see how to track these kinds of quiet shifts in the narrative so you can stay aligned with what the market is watching. Stay updated as the Fair Value for...

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls

Eight Wall Street firms hiked their price targets on Applied Materials (NASDAQ:AMAT) in a single coordinated wave on May 15, following the chip equipment giant’s record Q2 FY2026 results. New targets cluster between $500 and $550, with every firm keeping a bullish stance. For long-term investors, the unanimous price target raise signal validates the AI ... Eight Firms Just Piled Into Applied Materials: Wall Street Hikes Price Targets After Record Quarter

Applied Materials (AMAT) has given investors a fresh data point to assess after reporting record quarterly results that beat Wall Street expectations, lifting its outlook for the semiconductor equipment business and widening its role in AI focused chip manufacturing. See our latest analysis for Applied Materials. Those record earnings and new AI focused partnerships have come alongside sharp share price momentum, with a 24.13% 3 month share price return, a 63.86% year to date share price...

If you've ever wondered who makes the machines that build the chips powering artificial intelligence (AI), Applied Materials (AMAT) is a good place to start your education. It doesn't make chips. But it manufactures the equipment that enables chipmaking, and right now, the world can't get enough of ...

HubSpot downgraded, Qualcomm upgraded: Wall Street's top analyst calls

Applied Materials just received a new high price target from Seaport as the company solidifies its role in the AI semiconductor buildout.

Applied Materials, Inc. (NASDAQ:AMAT) has posted YTD gains of 50.5% as of April 27, putting it among the 10 Large-Cap Stocks that are on Fire Right Now. On April 27, Erste Group upgraded Applied Materials, Inc. (NASDAQ:AMAT) to Buy from Hold. The analyst pointed to the ongoing buildout in AI. Investment is flowing into advanced […]