Wafer fabrication equipment outlook: AMAT, LRCX, and KLAC in a structural upcycle
Covered in this story
What has happened since
- Applied Materials is down 16.5% since this was published, 25 days ago.
- Lam Research is down 16.4% since this was published, 25 days ago.
- KLA Corporation is down 13.9% since this was published, 25 days ago.
Price move measured from the close nearest publication to the latest quote.
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.
Call it yourself
No member calls on $AMAT yet. A scorecard is a price target with a date and the working behind it — tracked, settled and scored in public.
Make the first call on Applied Materials →Summary aggregated from Investing.com's public RSS feed. The full reporting belongs to Investing.com — please read it on their site.