Applied Materials Inc. ($AMAT) Stock Forecast: Up 5.9% Today

What is Applied Materials Inc.?

Applied Materials (AMAT) is a leading provider of equipment, services, and software to the semiconductor industry, playing a crucial role in the manufacturing of advanced chips used in various electronic devices. Today, AMAT experienced a strong bullish movement in the market.

Why is Applied Materials Inc. going up?

AMAT stock is up 5.9% on Feb 18, 2026 15:06

• An increased stake in Intel Corporation by an investment firm and positive industry outlook may have boosted investor confidence in companies like Applied Materials.
• Projected growth in the Epitaxy Deposition Market and emphasis on technological advancements could have fostered positive sentiment towards semiconductor equipment providers like AMAT.
• A buying surge triggered by a market alert may have attracted more investors to AMAT shares, fueling the bullish movement.
• Lam Research's expansion in Boise to support U.S. semiconductor manufacturing, particularly for memory chips, may have signaled sector strength and growth potential, positively influencing companies like Applied Materials.

AMAT Price Chart

AMAT Technical Analysis

AMAT News

Rothschild Investment LLC Buys 25,901 Shares of Intel Corporation $INTC

Rothschild Investment LLC significantly increased its stake in Intel Corporation by purchasing 25,901 additional shares, bringing its total holdings to 56,490 shares valued at $1.895 million. Other institutional investors like Vanguard Group, State Street Corp, and Geode Capital Management also adjusted their positions, while analysts have a mixed outlook on Intel, with a consensus "Reduce" rating and a target price of $45.74. Recent insider transactions show both selling by an EVP and buying by another EVP.

https://www.marketbeat.com/instant-alerts/filing-rothschild-investment-llc-buys-25901-shares-of-intel-corporation-intc-2026-02-18/

Epitaxy Deposition Market to Get an Explosive Growth | Veeco Instruments Inc. • Aixtron SE • MOCVD

The Epitaxy Deposition Market is projected for explosive growth from 2026-2033 due to increasing demand, an expanding customer base, and technological advancements. A comprehensive report from Coherent Market Insights analyzes market trends, competitive landscapes, key players like Veeco Instruments and Aixtron SE, and future opportunities. The study segments the market by application in industries such as semiconductors, LED manufacturing, and solar cells, offering insights for strategic decision-making.

https://www.openpr.com/news/4394733/epitaxy-deposition-market-to-get-an-explosive-growth-veeco

Applied Materials Shares Rise ~4% Following Key Trading Signal

Applied Materials (NASDAQ: AMAT) shares rose approximately 4% after triggering a proprietary "Power Inflow" alert from TradePulse. This signal, issued early in the trading day, indicates a significant shift towards buying activity, suggesting a high probability of bullish price movement. Following the alert, AMAT's stock price increased from $348.36 to an intraday high of $361.52, demonstrating the potential effectiveness of real-time order flow analytics for identifying advantageous buying opportunities.

https://www.benzinga.com/Opinion/26/02/50671176/applied-materials-shares-rise-4-percent-following-key-trading-signal

Axcelis Announces Financial Results for Fourth Quarter and Full Year 2025

Axcelis Technologies, Inc. (Nasdaq: ACLS) announced its financial results for Q4 and the full year ended December 31, 2025, with Q4 revenue of $238 million and diluted EPS of $1.10 (GAAP), and $1.49 (non-GAAP). The company reported a strong finish to 2025, exceeding outlook, driven by record CS&I revenue and improving demand in the memory market. Axcelis also provided a business outlook for Q1 2026, expecting revenues of approximately $195 million and continued progress towards its merger with Veeco.

https://www.prnewswire.com/news-releases/axcelis-announces-financial-results-for-fourth-quarter-and-full-year-2025-302689906.html

Inside Lam Research's Boise bet on America's memory chip hub

Lam Research (NASDAQ: LRCX) has opened a new 9,200 sq. ft. office in Boise, Idaho, to bolster its support for U.S. semiconductor manufacturing, particularly for memory customers like Boise-headquartered Micron. This expansion, housing approximately 150 personnel, is part of a multi-year strategy to accelerate R&D and high-volume manufacturing capabilities for the AI-era chipmaking, building on Lam's three decades of presence in Boise. The move was celebrated with U.S. Senator Jim Risch and Micron representatives, emphasizing the critical role of American-made semiconductors in the economy and national security.

https://www.stocktitan.net/news/LRCX/lam-research-deepens-investment-in-boise-to-support-projected-growth-yk4ptpk0it3x.html

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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.

18.01.2026 - AMAT Stock was up 5.9%

• An increased stake in Intel Corporation by an investment firm and positive industry outlook may have boosted investor confidence in companies like Applied Materials.
• Projected growth in the Epitaxy Deposition Market and emphasis on technological advancements could have fostered positive sentiment towards semiconductor equipment providers like AMAT.
• A buying surge triggered by a market alert may have attracted more investors to AMAT shares, fueling the bullish movement.
• Lam Research's expansion in Boise to support U.S. semiconductor manufacturing, particularly for memory chips, may have signaled sector strength and growth potential, positively influencing companies like Applied Materials.

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.

11.01.2026 - AMAT Stock was up 5.6%

• The bullish movement observed in AMAT stock today could be attributed to optimism and positive sentiment preceding its upcoming earnings.
• Applied Materials' introduction of new transistor and wiring technologies aimed at enhancing chip speed may have bolstered the upwards momentum, underscoring the company's dedication to technological advancement within the semiconductor sector.
• Although analysts anticipate a slight revenue decrease in the forthcoming earnings, this outlook may have already been factored into investors' decisions, shifting focus towards the company's technological progress and future growth prospects.
• The convergence of favorable market sentiment, technological strides, and excitement surrounding the impending earnings is likely propelling the bullish surge in AMAT stock.

13.01.2026 - AMAT Stock was up 9.8%

• The bullish movement in Applied Materials (AMAT) can be attributed to:
• Positive market sentiment towards the semiconductor industry, with Applied Materials benefiting from increased demand for its products and services.
• Applied Materials' gains due to AI investment, showcasing the company's strategic positioning in the tech sector.
• The overall strong performance of the company, leading to investor confidence and positive analyst sentiment.
• The company's ability to capitalize on the growing semiconductor market and technological advancements, driving its stock price higher amidst broader market fluctuations.

13.01.2026 - AMAT Stock was up 7.6%

• Applied Materials (AMAT) experienced a strong bullish movement today, likely driven by positive market sentiment and overall optimism in the semiconductor industry.
• The bullish movement in AMAT could also be influenced by the broader tech sector's performance, as highlighted by the market uplift following positive economic data.
• The upgrades and positive outlook for companies in related industries may have contributed to the positive momentum seen in AMAT.
• Overall, the market's response to various company movements and macroeconomic factors likely played a role in AMAT's bullish performance today, showcasing investor confidence in the semiconductor sector's growth potential.

13.01.2026 - AMAT Stock was up 8.9%

• Applied Materials (AMAT) stock surged significantly, likely influenced by positive sentiment within the semiconductor industry and the broader market.
• Freeport-McMoRan's stock rating was upgraded to Buy by Argus on strong copper demand, possibly bolstering investor confidence in the materials sector and benefiting companies like Applied Materials.
• Lower-than-expected U.S. consumer prices in January prompted a favorable market response, potentially supporting stocks like Applied Materials as reduced inflation levels could alleviate concerns about increasing interest rates.
• Jabil's strategic pivot towards leveraging its procurement function for profitability, especially in advanced chip production, may have indicated growth prospects for semiconductor-related companies such as Applied Materials.