Semiconductor Equipment Spending Expected to Exceed Expectations in 2026, SentinelOne Stock Poised for Recovery
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: NASDAQ.COM
- Semiconductor Equipment Growth: SEMI forecasts semiconductor equipment sales to rise from $133 billion last year to $145 billion in 2026, indicating strong demand for chipmaking equipment that could drive Applied Materials' performance beyond expectations.
- AI Cybersecurity Market Expansion: Global AI cybersecurity spending is expected to reach $51 billion in 2026, nearly doubling, positioning SentinelOne to capture a larger share of this rapidly growing market with its AI-driven product platform.
- SentinelOne Financial Improvement: The company reported a 23% year-over-year revenue increase to $259 million in Q3 of fiscal 2026, with remaining performance obligations (RPO) rising 35% to $1.3 billion, indicating strong business momentum and potential to exceed market expectations.
- Optimistic Market Expectations: Analysts set a 12-month median price target of $20.50 for SentinelOne, suggesting a 48% upside from current levels, reflecting confidence in its potential within the AI cybersecurity sector.
Analyst Views on AMAT
Wall Street analysts forecast AMAT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMAT is 288.05 USD with a low forecast of 190.00 USD and a high forecast of 425.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
18 Buy
4 Hold
0 Sell
Strong Buy
Current: 318.785
Low
190.00
Averages
288.05
High
425.00
Current: 318.785
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.
