Applied Materials, Inc. (NASDAQ: AMAT) has surged 78% in the past year, driven by recent upgrades from Mizuho and Deutsche Bank, which boosted their price targets significantly. The stock is now rated 'Outperform' and 'Buy' following a strong earnings report for Q4 fiscal 2025 that exceeded expectations and a positive Q1 fiscal 2026 topline forecast of $6.85 billion. Analysts project continued growth, citing rising demand for semiconductor manufacturing equipment and increased capital expenditures from key clients like TSMC.
“Applied Materials, Inc. (NASDAQ:AMAT) · is one of the largest · semiconductor manufacturing equipment providers · in the world”
“Applied Materials, Inc. (NASDAQ:AMAT) · is up · 78% · over the past year”
“Applied Materials, Inc. (NASDAQ:AMAT) · is up · 19% · year-to-date”
“Mizuho · upgraded · Applied Materials, Inc. (NASDAQ:AMAT) · to Outperform from Neutral”
“Mizuho · raised the share price target for · Applied Materials, Inc. (NASDAQ:AMAT) · to $370 from $275”
“Deutsche Bank · upgraded · Applied Materials, Inc. (NASDAQ:AMAT) · to Buy from Hold”
“Deutsche Bank · raised the share price target for · Applied Materials, Inc. (NASDAQ:AMAT) · to $390 from $275”
“Jim Cramer · discussed · the Deutsche upgrade · and wondered whether it was too late for optimism”
“Jim Cramer · believes there is · no problem with demand · despite Intel going down”
“Applied Materials · has gained · about 77% · over the past year”
“Mizuho analysts · think · the upside potential · is far from over”
“Analyst Vijay Rakesh · raised · AMAT stock’s rating · from “Neutral” to “Outperform””
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