Applied Materials Inc. ($AMAT) Stock Forecast: Up 7.6% Today

What is Applied Materials Inc.?

Applied Materials (AMAT) is a leading semiconductor equipment company that provides manufacturing solutions for the global electronics industry. The company's products are essential for producing semiconductor chips used in various electronic devices.

Why is Applied Materials Inc. going up?

AMAT stock is up 7.6% on Feb 13, 2026 20:51

• 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.

AMAT Price Chart

AMAT Technical Analysis

AMAT News

Arista Earnings: AI Keeps the Beats and Raises Coming and Gives Investors Opportunity

Arista Networks' Q4 results exceeded expectations, leading to an increased 2026 sales outlook to $11.25 billion and a higher AI revenue guidance of $3.25 billion. The company is benefiting from strong AI infrastructure demand and holds a leadership position in AI Ethernet. Morningstar has raised its fair value estimate for Arista to $175 per share, citing continued stellar growth driven by AI spending.

https://www.morningstar.com/stocks/arista-earnings-ai-keeps-beats-raises-coming-gives-investors-opportunity

Argus upgrades Freeport-McMoRan stock rating to Buy on copper demand

Argus has upgraded Freeport-McMoRan's stock rating to Buy with a price target of $72, citing strong copper demand driven by U.S. and Chinese stockpiling, electrification efforts, and AI build-out. The upgrade also considers Freeport-McMoRan's strengthened balance sheet and a bullish stock pattern. This positive outlook follows the company's strong fourth-quarter 2025 earnings and rising copper prices.

https://www.investing.com/news/analyst-ratings/argus-upgrades-freeportmcmoran-stock-rating-to-buy-on-copper-demand-93CH-4505378

Applied Materials, Arista, Moderna, Coinbase, DraftKings, Steel Dynamics, Rivian, Roku, and More Movers

This article highlights several companies as "movers" in the stock market, including Applied Materials, Arista, Moderna, Coinbase, DraftKings, Steel Dynamics, Rivian, and Roku. The market experienced a modest uplift on Friday, following news that U.S. consumer prices in January rose by 2.4%, which was lower than anticipated by economists.

https://www.barrons.com/articles/stock-movers-9b7eaa16?gaa_at=eafs&gaa_n=AWEtsqdA6byPmpV5f1__7UxtYM4D_UZ3CTX0LuiqyeeT-RWMHjdtx9mpN1O_&gaa_ts=698f37c5&gaa_sig=iyGsizCUauvZ_5ZuuL95HY9Xmvvd5iZu4IbBMe2N91CC54kdKhC5EU-0-f5afZyN76dGdTGERWatGQAZndmpzQ%3D%3D

Here Are Friday’s Top Wall Street Analyst Research Calls: Airbnb, AMD, Broadcom, CrowdStrike, Dollar Tree, Medtronic, Pinterest, Rivian, Roku, Tapestry, and More

This article compiles top Wall Street analyst upgrades, downgrades, and initiations for major stocks on Friday, February 13, 2026. It also provides a market overview, noting pre-market stock futures are lower amidst concerns over the consumer price index report and a significant rotation out of technology stocks. Key market movements for Treasury bonds, oil, gold, and crypto are also discussed.

https://247wallst.com/investing/2026/02/13/here-are-fridays-top-wall-street-analyst-research-calls-airbnb-amd-broadcom-crowdstrike-dollar-tree-medtronic-pinterest-rivian-roku-tapestry-and-more/

Jabil: Transforming Procurement into Strategic Profit Engine

Jabil is transforming its procurement function from a cost-control center into a strategic profit engine, as highlighted in an upcoming webinar. This evolution is exemplified by their partnership with Eagle Harbor Technologies (EHT Semi), focusing on advanced chip production and leveraging Jabil's manufacturing excellence to drive innovation and value beyond traditional cost savings. The webinar will feature Kurt Shafer, Senior Director of Global Procurement at Jabil, discussing this strategic shift and its implications for enterprise value in the semiconductor industry.

https://supplychaindigital.com/news/jabil-transforming-procurement-strategic-profit-engine

Trending Today

Shiba Inu ($SHIB) Crypto Forecast: Up 6.1% Today

Bitcoin ($BTC) Crypto Forecast: Up 5.0% Today

Ethereum ($ETH) Crypto Forecast: Up 6.6% Today

Solana ($SOL) Crypto Forecast: Up 7.9% Today

Albemarle Corporation ($ALB) Stock Forecast: Up 5.8% Today

Sonos Inc. ($SONO) Stock Forecast: Down 5.2% Today

Franco-Nevada Corp. ($FNV) Stock Forecast: Up 5.1% Today

Applied Materials Inc. ($AMAT) Stock Forecast: Up 7.6% Today

Rocket Companies Inc ($RKT) Stock Forecast: Up 5.1% Today

Jetblue Airways Corporation ($JBLU) Stock Forecast: Up 5.4% Today

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.

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.

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.

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.