Applied Materials Aktie News

Shares of Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) climbed 3.8% on Tuesday afternoon after UBS upgraded the chip-equipment maker to Buy from Neutral, citing a strengthening memory recovery and raising its 12-month price target to $285 from $250. UBS analysts said they now expect a “significantly more bullish outlook” for wafer fabrication equipment (WFE) in 2026 and 2027, driven largely b...

Just yesterday, analysts at Bernstein reiterated an “outperform” rating on NVDA, stating that the data center opportunity remains significant and early, with further upside likely.

UBS upgrades the semiconductor equipment stock to Buy from Neutral.

Semiconductor stock Applied Materials Inc (NASDAQ:AMAT) is up 1.7% to trade at $235.81 at last check, on the heels of an upgrade to "buy" from "neutral" at UBS.

Despite delivering a total return of 40%, some may feel that Applied Materials' NASDAQ: AMAT 2025 performance has been underwhelming. This comes as the tech stock has significantly underperformed many of its semiconductor equipment manufacturing peers.

SANTA CLARA, Calif., Nov. 17, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Brice Hill, Senior Vice President and CFO, will participate in a fireside chat at the UBS Global Technology and AI Conference on Tuesday, Dec. 2 beginning at 7:55 a.m. PT / 10:55 a.m. ET.

Applied Materials expects the first half of next year to be relatively flat, but some analysts say AI-driven demand for leading edge chips and DRAM should lead to acceleration in the latter half.

Shares of Applied Materials Inc   (NASDAQ:AMAT) are down 2.3% to trade at $218.16 at last glance, brushing off better-than-expected results for the fiscal fourth-quarter.