AMAT Applied Materials, Inc. Loading... : Bullish and Bearish Analyst Opinions
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12:30
May 21
May 21
The company sees 18% organic backlog growth, with particular strength in the ATS segment, indicating robust demand in semiconductor packaging equipment. — Strong bookings for packaging and test equipment from a diversified supplier suggests ongoing strength and expansion in advanced packaging capacity, which is a key enabler for AI accelerators.
MED
13:30
Feb 19
Feb 19
Nordson's semiconductor packaging customers are investing aggressively, driving 20%+ growth in ATS, and management does not see signs of a slowdown despite tougher comps in the second half. — This suggests strong capex within the semiconductor packaging supply chain, benefiting tool vendors and confirming upstream equipment demand.
MED
About AMAT Analyst Coverage
Buzzberg tracks AMAT (Applied Materials, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Sundaram Nagarajan.