Semiconductor News & Analysis Feed

ASML, a leading global semiconductor equipment manufacturer, has seen its investment rating downgraded by Wall Street Zen from 'Buy' to 'Hold,' although the overall analyst consensus remains 'Moderate Buy' with a target price of $1,970.33. Despite reporting strong quarterly earnings of $8.65 per sha

Applied Materials (NASDAQ:AMAT) received an upgrade to a 'buy' rating from Wall Street Zen, previously holding a 'hold' stance, reflecting growing confidence in its semiconductor equipment business. The company reported strong Q3 results with $9.12 billion in revenue, exceeding the consensus estimat

On July 4, 2026, Wall Street Zen downgraded NVIDIA (NASDAQ:NVDA) from a 'strong-buy' to a 'buy' rating, although the broader analyst consensus remains constructive with a 'Buy' rating and a price target of $303.84. NVIDIA reported strong quarterly results, with EPS of $1.87 versus estimates of $1.76