Trump's Comments Weaken Dollar, Favoring Foreign Sales Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 12h ago
0mins
Source: CNBC
- Dollar Weakness Impact: Trump's comments about not minding a weaker dollar could enhance U.S. companies' competitiveness as profits from foreign sales convert into higher dollar-denominated earnings, benefiting their market positions.
- Booking Holdings Advantage: With 90% of its sales generated overseas, Booking Holdings has seen a 9% stock price increase over the past year and maintains a buy rating from Bank of America, which anticipates the launch of more AI functionalities in 2026 to bolster competitiveness.
- Applied Materials Surge: Semiconductor firm Applied Materials has surged 95% in the past year, deriving 89% of its sales from international markets; Mizuho upgraded its rating to outperform and raised the price target from $275 to $370, expecting benefits from accelerating global capital expenditures.
- AI Investment Outlook: Booking Holdings plans to invest $170 million in AI technology in 2025, which is expected to significantly enhance its platform capabilities, further solidifying its market position and attracting more customers.
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: 332.710
Low
190.00
Averages
288.05
High
425.00
Current: 332.710
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.
