Applied Materials Inc. ($AMAT) Stock Forecast: Up 6.7% Today

What is Applied Materials Inc.?

Asset Applied Materials Inc. (AMAT) is a leading semiconductor equipment manufacturer, providing equipment, services, and software to the semiconductor industry. Today, AMAT experienced a strong bullish movement in the market.

Why is Applied Materials Inc. going up?

AMAT stock is up 6.7% on Feb 6, 2026 20:43

• The bullish movement in AMAT's stock could be attributed to the overall positive sentiment in the semiconductor sector, as evidenced by the surge in Lam Research stock and KLA shares.
• Expectations of increasing chip demand likely contributed to the optimism surrounding semiconductor companies like AMAT.
• The appointment of a new COO at Lam Research, alongside strategic partnerships and leadership restructuring within the semiconductor industry, may have instilled confidence in investors regarding the sector's future growth prospects.
• The upcoming dividend record date for Lam Research and the positive analyst outlook on semiconductor companies could have further fueled investor interest in AMAT and other related stocks.

AMAT Price Chart

AMAT Technical Analysis

AMAT News

Lam Research stock price jumps 7% as chip rebound returns — what investors watch next

Lam Research stock saw a 7% jump in midday trading, mirroring a broader rally in the semiconductor sector. This surge is attributed to expectations of increasing chip demand and positive developments within the company, including a new board member appointment and a planned COO transition. Investors are now closely watching the upcoming COO change on March 6 and the dividend record date of March 4, as well as future updates for clearer demand figures.

https://ts2.tech/en/lam-research-stock-price-jumps-7-as-chip-rebound-returns-what-investors-watch-next/

Lam Research Corporation (NASDAQ:LRCX) Plans $0.26 Quarterly Dividend

Lam Research Corporation (NASDAQ:LRCX) has declared a quarterly dividend of $0.26 per share, payable on April 8th to shareholders of record as of March 4th. The semiconductor company has a history of consistently raising its dividend, with a payout ratio of 25.9% which is well-covered by earnings. Analysts anticipate the company will post $3.71 EPS for the current year.

https://www.marketbeat.com/instant-alerts/lam-research-corporation-nasdaqlrcx-plans-026-quarterly-dividend-2026-02-06/

Buy or Sell Netflix Stock?

Trefis assesses Netflix (NFLX) stock as "Fairly Priced" despite its High valuation, citing strong operating performance, growth, and financial stability. The analysis details strong revenue growth, high profitability margins, low debt-to-equity, and moderate downturn resilience based on past economic shocks. While growth and profitability are strong, the valuation is considered high, leading to a neutral "Fairly Priced" stock opinion.

https://www.trefis.com/stock/nflx/articles2/589953/buy-or-sell-netflix-stock/2026-02-06

Lam Research names new COO as part of leadership restructuring By Investing.com

Lam Research has appointed Sesha Varadarajan as its new Chief Operating Officer, effective March 6, 2026, and expanded Karthik Rammohan's role to Senior Vice President of Global Operations and Enterprise Solutions. These leadership changes aim to accelerate the company's operations in response to increasing semiconductor demand, particularly in the AI era. This restructuring follows strong fiscal results for Lam Research, with analysts raising price targets and the company engaging in strategic partnerships for advanced semiconductor technology.

https://ng.investing.com/news/company-news/lam-research-names-new-coo-as-part-of-leadership-restructuring-93CH-2321583

KLA stock rebounds after ASE flags big advanced-packaging push — what KLAC traders watch next

KLA (KLAC) shares rose 2.3% after Taiwan's ASE Technology projected a doubling of its advanced-packaging segment by 2026 and announced significant machinery investments, including purchases from KLA. This rebound for KLA and other chip-tool stocks comes amidst concerns about AI-driven capital expenditures and follows a recent dip for KLA. Argus maintained a 'buy' rating and raised KLA's price target to $1,750 from $1,400.

https://ts2.tech/en/kla-stock-rebounds-after-ase-flags-big-advanced-packaging-push-what-klac-traders-watch-next/

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Applied Materials Inc. Price History

04.01.2026 - AMAT Stock was down 5.3%

• The decline in AMAT's stock price might be linked to the general downturn in the tech sector and the volatility in chip equipment stocks, similar to KLA's recent performance.
• Market uncertainty due to concerns about a potential government shutdown and tech regulations between the U.S. and China could have negatively impacted AMAT's stock performance.
• While optimistic about the long-term growth prospects for AMAT, short-term market fluctuations and external influences appear to have contributed to the recent decline in the stock.

04.01.2026 - AMAT Stock was down 8.4%

• The recent drop in AMAT's stock value is linked to a sector-wide tech sell-off affecting chip-equipment manufacturers, including Applied Materials, as evidenced by the decline in KLA shares. Concerns over supply chain bottlenecks and macroeconomic factors impacting tech companies have also contributed to this trend.
• Investor confidence may have been eroded by uncertainties surrounding the sustainability of AI-driven demand, increased competition in the software industry, and potential consequences of US export regulations. These factors have added to the volatility observed in the semiconductor industry.
• While analysts maintain a positive long-term outlook on Applied Materials stock, as indicated by a "Strong Buy" consensus rating and optimistic price projections, short-term market fluctuations driven by industry developments, demand signals, and concerns about AI impact can lead to sudden declines in stock prices, exemplified by the 6% decrease in AMAT's shares today.

04.01.2026 - AMAT Stock was down 8.8%

• AMAT stock saw a 6% decrease, aligning with the general downtrend in the semiconductor equipment industry.
• Concerns regarding the long-term sustainability of AI-related demand and escalating competition in the software sector impacted investor outlook, resulting in the stock price decline.
• Despite optimistic evaluations from Wall Street analysts and a "Strong Buy" consensus rating, the semiconductor industry's instability due to AI uncertainties and potential ramifications of US export restrictions influenced the downward trend in AMAT stock.
• The upsurge in global manufacturing PMI and worries about escalating expenses reaching a three-year peak also contributed to overall market sentiment, influencing the bearish movement in AMAT stock.

06.01.2026 - AMAT Stock was up 6.7%

• The bullish movement in AMAT's stock could be attributed to the overall positive sentiment in the semiconductor sector, as evidenced by the surge in Lam Research stock and KLA shares.
• Expectations of increasing chip demand likely contributed to the optimism surrounding semiconductor companies like AMAT.
• The appointment of a new COO at Lam Research, alongside strategic partnerships and leadership restructuring within the semiconductor industry, may have instilled confidence in investors regarding the sector's future growth prospects.
• The upcoming dividend record date for Lam Research and the positive analyst outlook on semiconductor companies could have further fueled investor interest in AMAT and other related stocks.

06.01.2026 - AMAT Stock was up 5.7%

• AMAT stock exhibited a significant bullish surge today.
• This positive sentiment is linked to an analyst increasing the price target for AMAT in anticipation of their upcoming Q1 earnings, with expectations of surpassing consensus results due to heightened spending from major chip manufacturers and strong demand for chipmaking equipment focused on AI.
• The optimistic outlook for AMAT is bolstered by encouraging developments in the semiconductor industry, including leadership changes at one company and an increase in another's stock value related to enhanced packaging efforts, signifying a rising need for semiconductor-centric technologies.
• The market's positive shift is part of a larger trend of heightened investments in semiconductor technologies, spurred by advancements in AI and the industry's overall growth potential, as highlighted by various analysts and investment managers.

06.01.2026 - AMAT Stock was up 7.7%

• Applied Materials (AMAT) experienced a strong bullish movement following an analyst raising the price target to $400 from $250 and reiterating a Buy rating ahead of the company's Q1 earnings report.
• The positive market sentiment can be attributed to expectations of AMAT's results exceeding consensus, driven by increased spending from major foundry and memory chipmakers and strong demand for chipmaking equipment for AI-focused semiconductors.
• The overall bullish trend in the semiconductor industry, as evidenced by developments such as a dividend declaration and leadership restructuring, a stock rebound, and an advanced-packaging push, also likely contributed to AMAT's upward movement.
• The market seems to be responding favorably to the semiconductor sector's growth prospects, strategic partnerships, and increased demand for advanced technology solutions, positioning companies like AMAT for continued success in the market.

05.01.2026 - AMAT Stock was down 5.8%

• The bearish movement in AMAT's stock price today could be attributed to the overvaluation highlighted in the recent analysis, where the discounted cash flow model suggests a significant premium above its intrinsic value.
• The broader chip-tool sector selloff, as seen with KLA's declining shares, has added pressure on semiconductor stocks like AMAT, fueled by investor skepticism towards AI-related tech stocks and industry spending projections.
• The focus on efficient data movement within chips underscores the importance of innovation and scalability in chip design, which could impact companies like AMAT that provide equipment for chip production.

27.00.2026 - AMAT Stock was up 5.1%

• AMAT stock experienced a strong bullish movement today, likely driven by multiple factors:
• Positive investor sentiment and attention towards the company, with a notable +21.4% return in the last month.
• The inauguration of a new 8.06 lakh square-foot workplace in Bengaluru, emphasizing Applied Materials' commitment to India's semiconductor mission and enhancing its capabilities in R&D and product engineering.
• Analysts' positive outlook on the semiconductor industry as a whole, reflected in the bullish sentiment towards related companies like Lam Research and Seagate Technology Holdings PLC.
• Despite recent insider selling by other companies in the semiconductor sector, the overall bullish trend and growth prospects for AMAT likely overshadowed any concerns, leading to the strong upward movement in the stock price.

27.00.2026 - AMAT Stock was up 5.0%

• Applied Materials (AMAT) experienced a strong bullish movement today, likely driven by positive market sentiment and company-specific developments.
• The announcement of a new 8.06 lakh square-foot workplace in Bengaluru by Applied Materials showcases the company's commitment to expanding its capabilities in R&D and product engineering, which could have boosted investor confidence.
• The overall bullish trend in the semiconductor industry, as evidenced by the performance of Israeli chip equipment stocks and Micron's significant investments in memory chip manufacturing plants, may have contributed to the positive momentum in Applied Materials' stock.
• Analysts' bullish outlook on semiconductor companies and the increasing demand for chips, especially in AI development, further support the positive market movement for Applied Materials.

15.00.2026 - AMAT Stock was up 9.7%

• Applied Materials' stock rating was upgraded to Overweight from Equal-Weight by Barclays. This upgrade was driven by increased capital expenditure due to rising demand from memory and logic chipmakers in the AI sector, propelling the company's stock price upward.
• Analysts have expressed positive views on AMAT, with various favorable ratings and an average 12-month price target of $294.43, supporting the bullish trend.
• The optimistic outlook in the semiconductor capital equipment industry, bolstered by projected steady growth and higher investments in new fabs and high-bandwidth memory for AI applications, likely contributed to the strong performance of Applied Materials' stock today.

15.00.2026 - AMAT Stock was up 7.0%

• AMAT stock surged 8.2% after Taiwan Semiconductor Manufacturing Co. (TSMC) announced higher capital spending and a strong revenue growth forecast for 2026, benefiting the entire chip equipment sector.
• Analysts responded positively, raising price targets for AMAT, indicating growing confidence in the company's future prospects.
• Barclays upgraded AMAT stock to Overweight, citing expectations of increased capital expenditure driven by AI-related demand, further boosting investor sentiment and driving the stock price higher.
• AMAT's focus on hybrid bonding technology and strong position in the non-lithography wafer fabrication equipment market are key factors driving its growth and market performance.

30.00.2026 - AMAT Stock was down 5.0%

• Despite positive upgrades and optimistic outlooks from analysts, Applied Materials (AMAT) experienced a strong bearish movement.
• The stock's rapid price increase and high forward P/E ratio may have led to profit-taking by investors, causing the bearish trend.
• The competitive nature of the semiconductor market, coupled with concerns about geopolitical risks and capital cycles, could have also contributed to the downward pressure on AMAT's stock.
• Investors might be reevaluating AMAT's valuation and future growth potential, leading to the bearish market movement despite positive industry tailwinds and analyst recommendations.