Applied Materials Set to Outperform as AI Drives Sustained Demand for Wafer Fab Equipment
SAN FRANCISCO, Oct. 13, 2026 (GLOBE NEWSWIRE) -- At its 2026 SEMICON West Investor Breakfast Presentation held today, Applied Materials, Inc. presented its longer-term growth expectations and outlined how its leadership in materials engineering positions the company to outperform the wafer fab equipment (WFE) market over the coming years.
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Analyst targets on Applied Materials
- Morgan Stanley: $512 → $563 by Sep 2027 · Equal-weight via Yahoo Finance
- Cantor Fitzgerald: $507 → $850 by Aug 2027 · Overweight via Investing.com
Published targets verified against independent reporting and tracked to their dates. Not recommendations from Dalsna Finance.
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