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Jim Cramer Says “I’ll Go for AMAT”
Insider Monkey52d agoneutral
Jim Cramer Says “I’ll Go for AMAT”

Applied Materials, Inc. (NASDAQ:AMAT) was among the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors. Cramer started the list with the stock, as he stated: I want to study what people still want in this miserable environment, so when things get better, we know what they’re going to […]

Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
Insider Monkey52d agoneutral
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald

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 […]

Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Insider Monkey54d agoneutral
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)

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 […]

Applied Materials (AMAT) Stock Valuation Check After Powerful 1-Year Run
Simply Wall St.55d agoneutral
Applied Materials (AMAT) Stock Valuation Check After Powerful 1-Year Run

Applied Materials stock snapshot Applied Materials (AMAT) has drawn fresh attention after recent trading, with the stock last closing at US$552.64. For investors, the focus now is on how this price lines up with fundamentals, recent returns and valuation signals. See our latest analysis for Applied Materials. The latest move to US$552.64 follows a strong run, with a 1-day share price return of 11.19% and a 30-day share price return of 28.16%. The 1-year total shareholder return of 218.11% and...

Is Applied Materials (AMAT) A Good Stock to Buy Now?
Insider Monkey55d agobullish
Is Applied Materials (AMAT) A Good Stock to Buy Now?

Applied Materials, Inc. (NASDAQ:AMAT) rose more than 17% in May 2026, driven by record-breaking FQ2 2026 earnings and growing AI-driven demand. The stock was held by 138 hedge funds in Q1 2026, and 32 out of 40 analysts covering the stock maintain a Buy rating. Applied Materials, Inc. (NASDAQ:AMAT) is also among our Good Stocks […]

2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
StockStory55d agoneutral
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down

Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 147% has outpaced the S&P 500’s 6.4% return.

Marvell Names Dan Durn CFO As AI Infrastructure Growth Meets Rich Valuation
Simply Wall St.55d agoneutral
Marvell Names Dan Durn CFO As AI Infrastructure Growth Meets Rich Valuation

Marvell Technology (NasdaqGS:MRVL) has appointed former Adobe CFO Dan Durn as its new Chief Financial Officer. Durn will succeed Willem Meintjes and is stepping down from Marvell's board to move into the executive role. Marvell focuses on semiconductor solutions for data infrastructure, with exposure to data centers, carrier networks, enterprise hardware, and other high performance computing uses. Investor attention around the company has increased as AI infrastructure build outs have...

Reuters56d agoneutral
Marvell names Adobe's Dan Durn as finance chief amid growing AI demand

Marvell Technology on Thursday named Adobe's Dan Durn as chief financial ‌officer, succeeding Willem Meintjes, who is stepping ‌down after more than three years in the role. Durn ​will take charge at Marvell starting June 15, while Meintjes will remain with the semiconductor company in an advisory role through April 2027 to ‌support the transition. The ⁠appointment comes as Marvell looks to benefit from a surge in spending on ⁠AI-related data center infrastructure, which has boosted demand for advanced networking and custom chip technologies.

Applied Materials (AMAT) Is One Of the Best High-Bandwidth Memory Stocks To Buy
Insider Monkey56d agobullish
Applied Materials (AMAT) Is One Of the Best High-Bandwidth Memory Stocks To Buy

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 4, Evercore ISI analyst Mark Lipacis reiterated a Buy rating on Applied Materials Inc. (NASDAQ:AMAT) and also assigned a target price of $515 to the stock. In addition to Evercore, two […]

Applied Materials’ (AMAT) Result Signals Clear Growth Inflection
Insider Monkey56d agoneutral
Applied Materials’ (AMAT) Result Signals Clear Growth Inflection

Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Innovators Fund”. A copy of the letter is available to download here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In Q1 […]