AMAT Applied Materials, Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
05:14
Sep 02
Sep 02
Author maps TSM's packaging verification line to supplier beneficiaries but frames them.
Author maps TSM's packaging verification line to supplier beneficiaries but frames them as watchlist names, not current positions or explicit buy calls.
23:47
Sep 01
Sep 01
Applied Materials buy on weakness staged.
Cramer says Applied Materials is down $300 from its high and investors should buy a little here and add again if it falls another 10% to improve basis, while acknowledging volatility.
MED
17:40
Sep 01
Sep 01
UBS raises WFE forecasts; equipment names flagged.
UBS raises 2026-2028 WFE forecasts (2026 to $158B, +36% Y/Y); semiconductor equipment suppliers are flagged as beneficiaries, with no explicit buy/sell direction.
MED
12:32
Sep 01
Sep 01
Samsung capex commitments imply AMAT tool order inflection
Watch AMAT as Samsung's outstanding capex commitments suggest continued tool orders, but the author frames this as a read-through, not a personal position.
MED
12:30
Sep 01
Sep 01
AMAT watch on Samsung capex inflection
Watch AMAT as Samsung's record capex commitments (KRW 30.5T) and widening memory supply-demand gap signal future tool orders, though author expresses this as an inference rather than a position.
MED
10:44
Sep 01
Sep 01
Watch AMAT on Samsung tool-order inflection.
Watch AMAT as a potential beneficiary of increased Samsung capex and tool-order inflection, driven by expanding memory supply-demand gap and R&D/capex parity.
MED
06:56
Sep 01
Sep 01
Samsung Hynix investment drives semiconductor equipment demand
Samsung Electronics and SK hynix are aggressively expanding HBM and advanced DRAM investment, and global equipment makers ASML, Lam Research, Applied Materials, and Tokyo Electron are hiring engineers and building facilities in Korea to support installation, maintenance, and process optimization. This real-world hiring and investment is a confirmation that semiconductor materials, parts, and equipment demand will improve.
HIGH
15:17
Aug 31
Aug 31
Morgan Stanley's note highlights growth in memory and foundry/logic WFE for 2026-2027.
Morgan Stanley's note highlights growth in memory and foundry/logic WFE for 2026-2027, but the tweet is a research summary without an explicit author position.
LOW
17:28
Aug 27
Aug 27
Author explicitly frames a 51-company AI supply-chain map as research, not a buy list.
Author explicitly frames a 51-company AI supply-chain map as research, not a buy list, so all tickers are indexed as watch despite detailed bullish positioning.
06:54
Aug 27
Aug 27
"AI compute, memory, packaging names listed"
"AI-infrastructure value-chain names across compute, memory, packaging, equipment, and storage are listed as beneficiaries; no explicit directional commitment or trade call."
MED
17:56
Aug 25
Aug 25
Morgan Stanley raises WFE forecasts for 2026-2028.
Morgan Stanley raises WFE forecasts for 2026-2028, but the tweet is a research summary without an explicit author position or trade call.
LOW
12:47
Aug 25
Aug 25
News wire reports a broad list of price target raises and cuts across dozens of stocks.
News wire reports a broad list of price target raises and cuts across dozens of stocks from various banks, with no directional commentary or personal market views expressed.
11:53
Aug 25
Aug 25
Mizuho trims PTs, sees memory tight
Mizuho modestly cuts PTs for MU, SNDK, AMAT, MKSI, LRCX on de-spec uncertainty but still sees memory tight and higher bit demand.
MED
22:46
Aug 23
Aug 23
Author is bullish on the AI buildout over five years.
Author is bullish on the AI buildout over five years, but the tweet is a thematic performance review and forward-looking thesis without explicit current positions, so all tickers are watch.
21:24
Aug 23
Aug 23
Watch Applied Materials for process intensity rise.
Beneficiary of rising HBM process complexity; research map, not author position; watch.
MED
18:01
Aug 23
Aug 23
Goldman lifts WFE outlook: AMAT LRCX ACMR
Goldman Sachs raised WFE spending forecasts for 2026-2028 on foundry/logic and DRAM strength; AMAT, LRCX, and ACMR are the tickers listed in the post, no directional view.
MED
21:00
Aug 22
Aug 22
These large caps look short/long-term decent.
Among large-cap names, Micron, AMD, Exxon Mobil, Lam Research, and Applied Materials look acceptable to hold for both short-term and long-term, according to the speaker's screening of market-cap leaders.
LOW
04:53
Aug 21
Aug 21
Applied Materials said it has made upward revisions to revenue growth forecasts for the third time in three months, citing a large supply-demand gap in advanced chips/DRAM and confidence that 2027 wil
Applied Materials said it has made upward revisions to revenue growth forecasts for the third time in three months, citing a large supply-demand gap in advanced chips/DRAM and confidence that 2027 will be another strong growth year.
Risk: Semiconductor capex cyclicality and memory-led demand could slow if AI infrastructure spending normalizes.
21:47
Aug 20
Aug 20
The author shares a Yole Group list for semiconductor WFE market overview.
The author shares a Yole Group list for semiconductor WFE market overview, presenting it as a research reference rather than a personal trade position.
LOW
12:30
Aug 20
Aug 20
The advanced technology segment saw exceptional 31% organic growth, with management explicitly stating this is the 'peak of the cycle' and they are 'starting to really have legs to the cycle,' implying sustained strength in semiconductor and electronics equipment demand. — Confirms a broadening and durable upcycle in semiconductor capital equipment, specifically in the advanced packaging segment, which is positive for key suppliers like ASML and AMAT.
MED
07:00
Aug 20
Aug 20
Applied Materials and Lam Research ride equipment cycle.
Global semiconductor equipment leaders Applied Materials and Lam Research can keep riding the AI semiconductor expansion because capacity additions are global, including Tesla's announced fab that is starting near Samsung scale of 600k-700k wafers. Equipment cycles are longer than chip cycles because capacity buildouts take time.
MED
05:32
Aug 20
Aug 20
Research summary on AI-driven margin expansion across the semiconductor supply chain.
Research summary on AI-driven margin expansion across the semiconductor supply chain, noting NVDA's 75% gross margin and broader supplier profitability without any explicit position or trade call.
00:27
Aug 18
Aug 18
Memory profit growth drives equipment investment.
Semiconductor equipment manufacturers are expected to benefit directly as the improving profitability of memory semiconductor companies translates into increased capital expenditures and equipment investments.
MED
22:01
Aug 17
Aug 17
The tweet is a factual daily recap of semiconductor sector news and price action.
The tweet is a factual daily recap of semiconductor sector news and price action, listing developments and movers without expressing any personal trade positions or forward-looking calls.
21:59
Aug 17
Aug 17
Semi equipment investment is rising
Applied Materials sold off after good earnings but attracted buy-the-dip demand. Memory and foundry capacity expansion is driving more equipment investment, and semiconductor equipment makers face a key margin test but remain strategically important.
MED
21:07
Aug 17
Aug 17
AI infrastructure demand lifts semiconductor equipment stocks.
Strong demand for AI infrastructure is lifting semiconductor equipment and optical communication stocks, showing clear differentiation from big tech.
HIGH
11:28
Aug 17
Aug 17
A news wire reports a broad list of price target increases across dozens of stocks from various.
A news wire reports a broad list of price target increases across dozens of stocks from various analysts, with no directional commentary or personal market views expressed.
17:35
Aug 16
Aug 16
The author presents a data-driven list of semiconductor and industrial names still far.
The author presents a data-driven list of semiconductor and industrial names still far from 52-week highs but explicitly states it is not a buy list, so all are watch.
LOW
04:50
Aug 16
Aug 16
AMAT advanced packaging growth raised to 70%+
Watch AMAT; advanced packaging revenue growth guidance raised to >70% for 2026 from prior >50%, with customer discussions extending to 2030, and a compelling quarterly revenue ramp from $6.8B to projected $10.25B by Q4 2026. No author position disclosed.
MED
15:01
Aug 15
Aug 15
AMAT stable in DRAM semicap cycle
Speaker notes AMAT is holding stable within the DRAM semicap revenue upcycle, with no directional commitment beyond neutral positioning.
MED
About AMAT Analyst Coverage
Buzzberg tracks AMAT (Applied Materials, Inc.) across 60 sources. 101 bullish vs 5 bearish calls from 115 analysts. Sentiment: predominantly bullish (28%). 349 total trade ideas tracked. Past 7 days: 2 bullish, 8 watch. Latest voices: photoncap, Jim Cramer, pequityresearch.