1 month ago
15
Ghazal Ahmed
Tue, February 17, 2026 astatine 6:01 AM CST 1 min read
Applied Materials (NASDAQ:AMAT) is 1 of the AI Stocks to Watch. Applied Materials (NASDAQ:AMAT) is gaining renewed involvement from Wall Street arsenic analysts presumption the banal arsenic well-positioned toward maturation whether the marketplace is market-driven oregon share-driven. On February 13, TD Cowen expert Krish Sankar raised the terms people connected Applied Materials (NASDAQ: AMAT) to $450.00 (from $315.00) portion reiterating its “Buy” rating.
The probe steadfast believes that AMAT is poised to payment from stronger semiconductor instrumentality request successful C26. In particular, it noted implicit 20% strategy maturation for some AMAT and Lam Research, which is supra ASML and KLAC.
With AMAT and LRCX unneurotic representing astir 30% of planetary wafer fabrication instrumentality (WFE), the cardinal question is whether it is the wide WFE marketplace that volition turn 20% oregon stock gains volition beryllium driven by rising deposition and etch strength from DRAM node complexity and GAA foundry transition.
Either way, spot AMAT arsenic good positioned to benefit. PT to $450.
Applied Materials, Inc. (NASDAQ:AMAT) is simply a person successful materials engineering solutions engaged successful the proviso of manufacturing equipment, services, and bundle to the semiconductor, display, and related industries.
While we admit the imaginable of AMAT arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
READ NEXT: 30 Stocks That Should Double successful 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. This nonfiction is primitively published at Insider Monkey.
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