Applied Materials Stock Rises to $363.60
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Should l Buy AMAT?
Notable gainers among liquid option names this morning include Applied Materials (AMAT) $363.60 +35.21, Moderna (MRNA) $43.82 +3.71, DexCom (DXCM) $71.03 +5.95, Coinbase (COIN) $153.38 +12.28, and Airbnb (ABNB) $122.94 +6.98.
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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: 396.940
Low
190.00
Averages
288.05
High
425.00
Current: 396.940
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.
Advantest Joins Applied Materials' EPIC Platform for Semiconductor Innovation
- Strategic Partnership: Advantest becomes the first automated test equipment company to join Applied Materials' new EPIC platform, enhancing the connection between front-end manufacturing technologies and back-end chip testing, thereby driving innovation in the semiconductor industry.
- Innovation Center Support: Advantest's recently launched Innovation Center will seamlessly connect with Applied's EPIC Center, providing state-of-the-art labs and research facilities to support R&D for next-generation semiconductor technologies and accelerate the development of testing solutions.
- Addressing Complex Challenges: As the complexity of high-performance computing semiconductor architectures increases, close collaboration between Advantest and manufacturing companies becomes critical to overcoming challenges and delivering innovative testing solutions that enhance efficiency and yield.
- Market Demand Response: Advantest's CEO stated that this partnership will facilitate the joint development of scalable and cost-effective testing methodologies, enabling customers to meet future technology demands and establishing a framework for rapid market response.
See More
Applied Materials Partners with Advantest to Innovate Semiconductor Testing
- Co-Innovation Center: Advantest establishes a new Innovation Center at Applied Materials' R&D campus in Silicon Valley, aiming to enhance collaboration between front-end manufacturing and back-end testing, thereby accelerating the market introduction of chip designs.
- Integration Improvement: By combining Applied's expertise in materials engineering and process control with Advantest's leading capabilities in semiconductor testing and measurement, the companies intend to enhance the integration of chip manufacturing processes, inline metrology, and final device testing efficiency.
- Significant Investment: Applied's new EPIC Center represents the largest-ever U.S. investment in advanced semiconductor equipment R&D, designed to fundamentally reduce the time required to commercialize breakthrough technologies from early-stage research to full-scale manufacturing, with operations expected to commence in 2026.
- Industry Demand Response: As semiconductor technology grows increasingly complex, Advantest emphasizes the critical need for close cooperation with supply chain partners to swiftly respond to industry demands and develop scalable testing methodologies, ensuring next-generation devices can be brought to market efficiently.
See More
US Stocks Dip Slightly as Chipmakers Weigh on Market
- Market Performance: The S&P 500 index fell by 0.15%, the Dow Jones Industrial Average decreased by 0.06%, and the Nasdaq 100 dropped by 0.21%, indicating a slight market pullback after reaching new highs, particularly pressured by weakness in chipmakers.
- Economic Data: Initial jobless claims in the US fell by 11,000 to 207,000, indicating a stronger labor market than the expected 213,000; additionally, the Philadelphia Fed business outlook unexpectedly rose by 8.6 to a 15-month high of 26.7, reflecting potential economic recovery.
- Oil Price Fluctuations: WTI crude oil prices increased by over 1% as the US naval blockade of the Strait of Hormuz enters its fourth day, which could exacerbate global oil and fuel shortages, impacting future energy market stability.
- Earnings Season: Q1 earnings for the S&P 500 are projected to rise by 12% year-over-year, but excluding the technology sector, the earnings growth is only 3%, the lowest in two years, indicating a cautious market outlook on profit growth.
See More
ASML Valuation Anomaly Amid Market Dynamics
- Valuation Anomaly: ASML's relative pricing against US peers has fallen to its lowest level in a decade, currently trading at a forward P/E of 37 times, representing a 17% premium over Applied Materials, indicating a market reassessment of its valuation.
- Market Dynamics Shift: ASML is now priced at about a 5% discount to Lam Research for the first time in 14 years, despite its unique supply position in extreme ultraviolet lithography systems, reflecting cautious market sentiment regarding its future growth.
- Analyst Insights: JPMorgan analyst Sandeep Deshpande highlighted that ASML's valuation may be misaligned with its structural advantages, as the stock has risen 36% year-to-date but lags behind peers like Applied Materials and Lam Research, which have gained over 50%, suggesting that relative underperformance may be driving valuation compression.
- Mixed Market Reaction: Despite ASML raising its full-year sales guidance, the stock declined 4.2% on Wednesday, reflecting concerns over high expectations, while a 2.0% rebound on Thursday suggests that long-term AI-driven demand remains intact, but short-term performance may depend on the relationship between earnings growth and current valuation levels.
See More
Momentum Stocks Surge as Wall Street Optimism Grows
- Record for Momentum ETF: The iShares MSCI USA Momentum Factor ETF (MTUM) hit a new high on Thursday, marking its tenth consecutive winning session, reflecting strong market confidence in growth stocks and suggesting a potential upward trend for the overall market.
- Market Rebound Signs: MTUM, which was down over 7% year-to-date, has now risen 8%, coinciding with the S&P 500's recovery, indicating that the market may be experiencing a broader rebound as investor sentiment turns optimistic.
- Outstanding Stock Performance: Since the onset of the Iran war, Bloom Energy's stock has surged over 40%, while Intel has also risen more than 40%, showcasing the appeal of momentum stocks, particularly following expanded partnerships with major tech companies.
- Momentum Drives Market: Jeff Kilburg, founder of KKM Financial, emphasized that momentum is the primary driver of market gains, predicting that the S&P 500 will reach new all-time highs, with the return of momentum providing strong support for the market.
See More
Microsoft and Stellantis Forge Strategic AI Partnership
- Strategic Partnership: Microsoft and Stellantis have established a five-year strategic partnership aimed at co-developing AI and cybersecurity tools, with plans to launch over 100 AI initiatives, significantly enhancing technological competitiveness in the automotive sector.
- Cloud Migration: Stellantis is shifting its primary tech focus to Microsoft's Azure cloud platform, aiming for a 60% reduction in its physical data center footprint by 2029, which will streamline operations through modernized infrastructure.
- Digital Security Enhancement: The partnership integrates AI-driven analytics across manufacturing sites and connected vehicles to counter emerging cyber threats, thereby protecting the privacy of millions of drivers and enhancing brand trust.
- Positive Market Reaction: Microsoft's stock has surged 10% over the past three days, marking its strongest short-term rally since 2020, with analysts suggesting this indicates growing market confidence in AI integration.
See More
Advantest Joins Applied Materials' EPIC Platform for Semiconductor Innovation
- Strategic Partnership: Advantest becomes the first automated test equipment company to join Applied Materials' new EPIC platform, enhancing the connection between front-end manufacturing technologies and back-end chip testing, thereby driving innovation in the semiconductor industry.
- Innovation Center Support: Advantest's recently launched Innovation Center will seamlessly connect with Applied's EPIC Center, providing state-of-the-art labs and research facilities to support R&D for next-generation semiconductor technologies and accelerate the development of testing solutions.
- Addressing Complex Challenges: As the complexity of high-performance computing semiconductor architectures increases, close collaboration between Advantest and manufacturing companies becomes critical to overcoming challenges and delivering innovative testing solutions that enhance efficiency and yield.
- Market Demand Response: Advantest's CEO stated that this partnership will facilitate the joint development of scalable and cost-effective testing methodologies, enabling customers to meet future technology demands and establishing a framework for rapid market response.
See More
Applied Materials Partners with Advantest to Innovate Semiconductor Testing
- Co-Innovation Center: Advantest establishes a new Innovation Center at Applied Materials' R&D campus in Silicon Valley, aiming to enhance collaboration between front-end manufacturing and back-end testing, thereby accelerating the market introduction of chip designs.
- Integration Improvement: By combining Applied's expertise in materials engineering and process control with Advantest's leading capabilities in semiconductor testing and measurement, the companies intend to enhance the integration of chip manufacturing processes, inline metrology, and final device testing efficiency.
- Significant Investment: Applied's new EPIC Center represents the largest-ever U.S. investment in advanced semiconductor equipment R&D, designed to fundamentally reduce the time required to commercialize breakthrough technologies from early-stage research to full-scale manufacturing, with operations expected to commence in 2026.
- Industry Demand Response: As semiconductor technology grows increasingly complex, Advantest emphasizes the critical need for close cooperation with supply chain partners to swiftly respond to industry demands and develop scalable testing methodologies, ensuring next-generation devices can be brought to market efficiently.
See More
US Stocks Dip Slightly as Chipmakers Weigh on Market
- Market Performance: The S&P 500 index fell by 0.15%, the Dow Jones Industrial Average decreased by 0.06%, and the Nasdaq 100 dropped by 0.21%, indicating a slight market pullback after reaching new highs, particularly pressured by weakness in chipmakers.
- Economic Data: Initial jobless claims in the US fell by 11,000 to 207,000, indicating a stronger labor market than the expected 213,000; additionally, the Philadelphia Fed business outlook unexpectedly rose by 8.6 to a 15-month high of 26.7, reflecting potential economic recovery.
- Oil Price Fluctuations: WTI crude oil prices increased by over 1% as the US naval blockade of the Strait of Hormuz enters its fourth day, which could exacerbate global oil and fuel shortages, impacting future energy market stability.
- Earnings Season: Q1 earnings for the S&P 500 are projected to rise by 12% year-over-year, but excluding the technology sector, the earnings growth is only 3%, the lowest in two years, indicating a cautious market outlook on profit growth.
See More
ASML Valuation Anomaly Amid Market Dynamics
- Valuation Anomaly: ASML's relative pricing against US peers has fallen to its lowest level in a decade, currently trading at a forward P/E of 37 times, representing a 17% premium over Applied Materials, indicating a market reassessment of its valuation.
- Market Dynamics Shift: ASML is now priced at about a 5% discount to Lam Research for the first time in 14 years, despite its unique supply position in extreme ultraviolet lithography systems, reflecting cautious market sentiment regarding its future growth.
- Analyst Insights: JPMorgan analyst Sandeep Deshpande highlighted that ASML's valuation may be misaligned with its structural advantages, as the stock has risen 36% year-to-date but lags behind peers like Applied Materials and Lam Research, which have gained over 50%, suggesting that relative underperformance may be driving valuation compression.
- Mixed Market Reaction: Despite ASML raising its full-year sales guidance, the stock declined 4.2% on Wednesday, reflecting concerns over high expectations, while a 2.0% rebound on Thursday suggests that long-term AI-driven demand remains intact, but short-term performance may depend on the relationship between earnings growth and current valuation levels.
See More
Momentum Stocks Surge as Wall Street Optimism Grows
- Record for Momentum ETF: The iShares MSCI USA Momentum Factor ETF (MTUM) hit a new high on Thursday, marking its tenth consecutive winning session, reflecting strong market confidence in growth stocks and suggesting a potential upward trend for the overall market.
- Market Rebound Signs: MTUM, which was down over 7% year-to-date, has now risen 8%, coinciding with the S&P 500's recovery, indicating that the market may be experiencing a broader rebound as investor sentiment turns optimistic.
- Outstanding Stock Performance: Since the onset of the Iran war, Bloom Energy's stock has surged over 40%, while Intel has also risen more than 40%, showcasing the appeal of momentum stocks, particularly following expanded partnerships with major tech companies.
- Momentum Drives Market: Jeff Kilburg, founder of KKM Financial, emphasized that momentum is the primary driver of market gains, predicting that the S&P 500 will reach new all-time highs, with the return of momentum providing strong support for the market.
See More
Microsoft and Stellantis Forge Strategic AI Partnership
- Strategic Partnership: Microsoft and Stellantis have established a five-year strategic partnership aimed at co-developing AI and cybersecurity tools, with plans to launch over 100 AI initiatives, significantly enhancing technological competitiveness in the automotive sector.
- Cloud Migration: Stellantis is shifting its primary tech focus to Microsoft's Azure cloud platform, aiming for a 60% reduction in its physical data center footprint by 2029, which will streamline operations through modernized infrastructure.
- Digital Security Enhancement: The partnership integrates AI-driven analytics across manufacturing sites and connected vehicles to counter emerging cyber threats, thereby protecting the privacy of millions of drivers and enhancing brand trust.
- Positive Market Reaction: Microsoft's stock has surged 10% over the past three days, marking its strongest short-term rally since 2020, with analysts suggesting this indicates growing market confidence in AI integration.
See More
