Semiconductor News & Analysis Feed
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2026-05-31
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2026-05-29
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2026-05-29
Quiver Quantitative
Analyst Upgrade: Recent social media chatter centers on a fresh Mizuho note that lifted the price target for Applied Materials to $540 while keeping an Outperform rating. Observers point to rising wafer fab equipment forecasts tied to AI-driven capacity builds at major foundries. The move has drawn attention to potential earnings upside through 2027.
Sector Performance: Participants also note the
2026-05-29
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2026-05-29
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2026-05-29
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-26
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2026-05-26
Insider Monkey
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2026-05-25
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2026-05-25
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2026-05-25
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2026-05-25
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2026-05-23
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2026-05-23
Quiver Quantitative
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2026-05-23
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2026-05-23
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United States/Semiconductors/NasdaqGS:AMAT
Will Broadcom Joining EPIC Platform Reshape Applied Materials' (AMAT) Advanced Packaging and AI Narrative?
May 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in May 2026, Applied Materials reported second-quarter sales of US$7.91 billion and net income of US$
2026-05-23
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2026-05-23
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2026-05-23
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2026-05-23
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2026-05-22
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2026-05-22
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2026-05-22
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