Applied Materials Aktie News

Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector continues to do better than most, although lately gains are driven by fewer stocks with many more lagging behind. Artificial intelligence or AI continues to underpin the semiconductor sector, but t...

The semiconductor trade was mostly riding high on Monday as enthusiasm for the artificial-intelligence boom carried into the new year.

Investors might be well served to look beyond semiconductor makers to take part in the AI boom — and more toward the companies that make manufacturing and testing equipment for the chip industry.

Applied Materials (AMAT) stock achieved a 7-day winning streak, with total gains over this time period reaching 6%. The company's market capitalization has increased by approximately $12 Billion over the past 7 days, and now stands at $209 Billion.

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Applied Materials faces headwinds from reduced China exposure and cyclical weakness in key segments, tempering recent growth. 2026 is expected to favor AMAT's strengths, with leading-edge foundry/logic, DRAM, and advanced packaging driving anticipated growth. Valuation appears stretched; reverse DCF implies aggressive 23.9% FCF growth needed to justify the current price.

Applied Materials has been one of the semiconductor industry's quietest success stories.

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.