Applied Materials Aktie News

Semiconductor stock Applied Materials (AMAT) succumbed to sector pressure this week, particularly after Advanced Micro Device's (AMD) disappointing outlook. Falling sharply from a Jan. 29 record high of $344.60, AMAT is down 12.3% in the last five trading days.

Applied Materials has experienced exceptional rallies, achieving gains of over 30% in less than two months on 14 separate occasions, especially in 2020 and 2025. On four instances, its stock jumped more than 50% within a comparable timeframe, showcasing strong upward momentum.

Applied Materials earns a Buy rating due to fair valuation, strong recurring revenues, and resilient industry positioning ahead of the next earnings report. AMAT's Semiconductor Systems segment drives growth, while the Applied Global Services segment provides stable, high-margin, recurring revenue supporting Capex and buybacks. 2025 earnings were impacted by a one-time tax provision, but normal...

Applied Materials stock (NASDAQ:AMAT), a leading global provider of semiconductor manufacturing equipment, now behaves like a monopoly. Within just six months, the stock nearly tripled from a low of approximately $161 in July 2025 to an unprecedented peak of around $330+.

As earnings season picks up for semiconductor stocks, investors will want to assess which companies might be best positioned for a bump. Outside of the biggest players like NVIDIA Corp. NASDAQ: NVDA and TSMC NYSE: TSM, the field is crowded with players across market capitalizations.

Semiconductor capital equipment spending is likely to exceed market expectations in 2026, potentially paving the way for further upside at one of the companies discussed. Spending on artificial intelligence (AI) cybersecurity could double this year, which is why it may be a good time to buy this beaten-down cybersecurity stock.

Capital expenditures by chipmakers are set to soar. TSMC just announced much higher than expected capex plans.

Applied Materials remains a 'strong buy' due to its ability to monetize increasing chip manufacturing complexity and structural industry shifts. AMAT's Applied Global Services segment delivers stable, recurring revenue as chip complexity drives higher maintenance and upgrade needs. FY26 is expected to be back-end loaded, with three soft quarters followed by a strong Q4; management and consensus...