4 Top Chip Stocks With Dependable Earnings to Ride the AI Boom
NVIDIA, Applied Materials, TSMC and Lam Research pair strong EPS consistency with durable growth as AI fuels chip and equipment demand.
AMAT - Applied Materials, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$662.87
DETAILS
HIGH:
$900.00
LOW:
$530.00
MEDIAN:
$645.00
CONSENSUS:
$662.87
UPSIDE:
27.32%
Stock News
Zacks Industry Outlook Applied Materials, Lam Research and FormFactor
Applied Materials, Lam Research and FormFactor have been highlighted in this Industry Outlook article.
Applied Materials vs. Nvidia: What Revenue Trends Reveal About These Artificial Intelligence Companies
Nvidia currently generates a higher total revenue volume than Applied Materials, holding a clear numerical lead during all eight of the quarters included in this comparison. Applied Materials maintained mostly stable quarter-over-quarter revenue over the first six periods before recording a recent uptick, while Nvidia demonstrated continuous quarter-over-quarter growth throughout the entire timeframe.
Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X?
Applied Materials' AI-driven WFE exposure, record AGS growth and capacity expansion support its outlook.
Applied Materials vs. Nvidia: Which Chip Stock Is a Better Buy in 2026?
Nvidia generated $96.6 billion in free cash flow last fiscal year on a 55.6% net margin, more than double Applied Materials' 24.7%.
3 Stocks to Buy From the Prospering Semiconductor Industry
The Zacks Electronics - Semiconductors industry players like AMAT, LRCX and FORM gain from the growing proliferation of AI that is driving sustained demand for advanced semiconductors.
Is the Options Market Predicting a Spike in Applied Materials Stock?
Investors need to pay close attention to AMAT stock based on the movements in the options market lately.
Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
Recently, Zacks.com users have been paying close attention to Applied Materials (AMAT). This makes it worthwhile to examine what the stock has in store.
Applied Materials and Intel Collaborate to Accelerate Chipmaking Innovations for AI-Driven Computing
Collaborations at Applied's EPIC Center in Silicon Valley and Intel's R&D campus in Oregon aim to develop breakthroughs in next-generation transistors, interconnects and advanced packaging technologies for AI chips and systems Collaboration builds on the companies' long history of working together to solve complex semiconductor device scaling challenges SANTA CLARA, Calif., Oct. 06, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engineering for the semiconductor industry, today announced it is working with Intel Corporation (Nasdaq: INTC) to accelerate development of chipmaking innovations for next-generation transistors, interconnects and advanced packaging technologies.
Applied Materials, Inc. $AMAT Stock Holdings Boosted by Central Pacific Bank Trust Division
Central Pacific Bank Trust Division lifted its position in shares of Applied Materials, Inc. (NASDAQ: AMAT) by 121.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,172 shares of the manufacturing equipment provider's stock after purchasing an additional 3,940
Eastern Bank Trims Holdings in Applied Materials, Inc. $AMAT
Eastern Bank trimmed its stake in shares of Applied Materials, Inc. (NASDAQ: AMAT) by 4.4% in the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 73,559 shares of the manufacturing equipment provider's stock after selling 3,410 shares during the period. Eastern Bank's holdings in Applied Materials
Applied Materials, Inc. $AMAT Shares Acquired by MassMutual Private Wealth & Trust FSB
MassMutual Private Wealth and Trust FSB increased its stake in Applied Materials, Inc. (NASDAQ: AMAT) by 14.4% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,267 shares of the manufacturing equipment provider's stock after purchasing an additional 1,544 shares during
Applied Materials (AMAT) Outpaces Stock Market Gains: What You Should Know
In the most recent trading session, Applied Materials (AMAT) closed at $540.04, indicating a +2.03% shift from the previous trading day.
Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026?
Applied Materials supplies manufacturing equipment and related services to the companies that fabricate semiconductors. Advanced Micro Devices grew revenue about 34% in 2025, with gains in both its data center segment and its client and gaming segment.
ASML vs. Applied Digital: Which Is the Better Semiconductor Equipment Stock to Own for the Next 1 Year?
ASML plans to raise the company's low-NA EUV capacity by roughly 30% in 2027. Applied Materials is benefiting from multiple AI-driven chipmaking trends.
Applied Materials vs. Broadcom: Which Semiconductor Stock Is a Better Buy in 2026?
Applied Materials maintains a dominant position in providing the essential equipment and materials engineering needed for chip manufacturing. Broadcom offers a diversified revenue stream through its high-margin infrastructure software and specialized artificial intelligence networking chips.
Applied Materials vs. ASML: Which Technology Stock Is a Better Buy in 2026?
Applied Materials provides a broad portfolio of materials engineering tools essential for diverse semiconductor manufacturing stages. ASML maintains a unique global monopoly on extreme ultraviolet lithography systems required for the most advanced chips.
Applied Materials and Besi Expand Strategic Partnership to Advance Next-Generation Packaging for AI Scaling
Besi joins Applied's EPIC Center as an Innovation Partner, extending a collaboration that began in 2020 with the companies' joint Hybrid Bonding Center of Excellence in Singapore Expanded collaboration targets next-generation 3D IC scaling, logic and memory integration, and photonics applications supporting AI infrastructure build-out Partnership expands beyond die-to-wafer hybrid bonding to new hybrid bonding platforms, scaling of thermo-compression bonding (TCB), and new die-on-wafer, die-on-die and die-on-panel architectures SANTA CLARA, Calif. and DUIVEN, The Netherlands, Oct. 01, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT) and BE Semiconductor Industries N.V.
Applied Materials vs. Taiwan Semiconductor Manufacturing: Which Tech Stock Is a Better Buy in 2026?
Applied Materials is a vital provider of materials engineering solutions and semiconductor fabrication equipment. Taiwan Semiconductor Manufacturing is the world's leading dedicated foundry with massive scale and advanced technology.
Applied Materials (AMAT) Recently Broke Out Above the 50-Day Moving Average
Applied Materials (AMAT) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, AMAT broke through the 50-day moving average, which suggests a short-term bullish trend.
Price Targets
Applied Materials price target lowered to $563 from $642 at Morgan Stanley
$563.00
(was $479.74)
Morgan Stanley
Applied Materials price target raised to $695 from $675 at UBS
$695.00
(was $458.39)
Timothy Arcuri
·
UBS
Applied Materials price target lowered to $590 from $650 at Mizuho
$590.00
(was $484.19)
Mizuho Securities
Applied Materials price target raised to $600 from $500 at Argus
$600.00
(was $507.69)
Argus Research
Cantor Fitzgerald Reiterates Overweight Rating on Applied Materials (AMAT)
$850.00
(was $505.20)
UBS
Applied Materials price target raised to $575 from $500 at Seaport Research
$575.00
(was $505.80)
Jay Goldberg
·
Seaport Global
Applied Materials price target raised to $585 from $530 at Craig-Hallum
$585.00
(was $511.19)
Craig-Hallum
Applied Materials price target raised to $600 from $520 at RBC Capital
$600.00
(was $511.40)
RBC Capital
Applied Materials price target lowered to $605 from $680 at Deutsche Bank
$605.00
(was $510.63)
Melissa Weathers
·
Deutsche Bank
Applied Materials price target lowered to $642 from $646 at Morgan Stanley
$642.00
(was $511.90)
Morgan Stanley
Applied Materials price target raised to $700 from $675 at Bernstein
$700.00
(was $534.54)
Bernstein
Applied Materials price target lowered to $675 from $705 at UBS
$675.00
(was $534.54)
UBS
Applied Materials added to US Conviction List at Goldman Sachs
$645.00
(was $507.67)
Goldman Sachs
Applied Materials price target raised to $683 from $522 at HSBC
$683.00
(was $536.25)
HSBC
Applied Materials price target raised to $705 from $570 at UBS
$705.00
(was $589.65)
Timothy Arcuri
·
UBS
Applied Materials (AMAT) PT Raised to $650 at Stifel on 'Improved Financial Performance'Member Login
$650.00
(was $588.66)
Stifel Nicolaus
Applied Materials price target raised to $650 from $540 at Mizuho
$650.00
(was $570.50)
Mizuho Securities
Applied Materials price target raised to $647 from $502 at Morgan Stanley
$647.00
(was $613.08)
Morgan Stanley
Applied Materials price target raised to $900 from $575 at Susquehanna
$900.00
(was $694.64)
Mehdi Hosseini
·
Susquehanna
Applied Materials price target raised to $850 from $650 at Cantor Fitzgerald
$850.00
(was $626.84)
Cantor Fitzgerald