Analysts Bullish on Nvidia and ASML Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 01 2026
0mins
Should l Buy AMAT?
Source: Yahoo Finance
- Nvidia's Positive Outlook: Morgan Stanley analysts assert that despite recent pullbacks, Nvidia's fundamentals remain strong, with expectations for earnings exceeding $9 per share in 2026, significantly above the consensus of $7.75, indicating a high likelihood of short-term stock price increases.
- Apple's Margin Pressure: Lynx Equity Strategy warns that Apple may face sharper profitability squeezes due to a breakdown in negotiations with Kioxia, leading to soaring NAND flash prices and potentially forcing Apple to seek supply from Samsung, which could adversely affect its margins.
- ASML's Surge in Orders: Barclays upgraded ASML to Overweight, citing record orders of €13.2 billion, with expectations for 2026 revenue between €34 billion and €39 billion, reflecting strong market demand and potential for further upside.
- Applied Materials Upgrade: Mizuho upgraded Applied Materials to Outperform, anticipating a significant rebound in semiconductor capital spending, with WFE spending projected to grow 13% and 12% in 2026 and 2027, respectively, driving company performance growth.
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Analyst Views on AMAT
Wall Street analysts forecast AMAT stock price to fall
22 Analyst Rating
18 Buy
4 Hold
0 Sell
Strong Buy
Current: 353.800
Low
190.00
Averages
288.05
High
425.00
Current: 353.800
Low
190.00
Averages
288.05
High
425.00
About AMAT
Applied Materials, Inc. is a materials engineering solution company. The Company provides equipment, services and software to the semiconductor, display, and related industries. It operates in three segments: Semiconductor Systems, Applied Global Services (AGS), and Display. The Semiconductor systems segment designs, develops, manufactures and sells a range of primarily 300 mm equipment used to fabricate semiconductor chips, also referred to as integrated circuits (ICs). The AGS segment provides services, spares and factory automation software to customer fabrication plants globally. The AGS segment also manufactures and sells 200mm and other equipment. The Display segment is comprised primarily of products for manufacturing liquid crystal displays (LCDs), organic light-emitting diodes (OLEDs), and other display technologies for televisions, monitors, laptops, personal computers (PCs), tablets, smartphones, and other consumer-oriented devices.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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