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AMAT

Applied Materials

$51.96

2.41 (4.86%)

06:08
02/15/18
02/15
06:08
02/15/18
06:08

Applied Materials price target raised to $70 from $65 at Deutsche Bank

Deutsche Bank analyst Sidney Ho raised his price target for Applied Materials to $70 saying the company last night delivered a beat and raise as he expected. While management did not provide a point estimate for 2018 WFE, their comment that a WFE of $50B or more in the near term is consistent with peers, Ho tells investors in a post-earnings research note. He raised his estimates for Applied Materials and keeps a Buy rating on the shares.

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    Feb

  • 30

    May

AMAT Applied Materials
$51.96

2.41 (4.86%)

01/29/18
STFL
01/29/18
NO CHANGE
Target $66
STFL
Buy
Applied Materials 'bear' concerns overblown, says Stifel
Stifel analyst Patrick Ho believes some of the "bear" concerns about Applied Materials and the semiconductor capital equipment industry are "overblown and even misguided," as he contends that industry "cycles" are a thing of the past given the consolidation of chipmakers and the emergence of new markets driving wafer fab equipment. Despite bears' persistent view, he also continue to argue that 2018 will not see a memory oversupply situation, he tells investors. Ho, who sees Applied as well positioned to outperform the industry, keeps a Buy rating and $66 price target on the shares and views the pullback in the stock as a buying opportunity.
01/30/18
DADA
01/30/18
NO CHANGE
Target $100
DADA
Buy
Advanced Energy customers'' comments suggest strong Q4, sayst DA Davidson
DA Davidson analyst Thomas Diffely previews Advanced Energy's (AEIS) Q4 earnings expected out this week, saying that "bullish industry comments" from the company's largest customers - Applied Materials (AMAT) and Lam Research (LRCX) - suggest that the "record 2017" year had a strong finish and 2018 is shaping up even better. Diffely contends that the shipments guidance from Lam Research and the recent strong equipment orders from TSMC (TSM) all bode well for the core semiconductor business, keeping his Buy rating and $100 price target on Advanced Energy.
01/30/18
STFL
01/30/18
NO CHANGE
STFL
Buy
Stifel remains bullish on Applied Materials, sees buying opportunity
Stifel analyst Patrick Ho notes that Tokyo Electron, a leading supplier of semiconductor and display equipment, reported December quarter results and not surprisingly provided industry forecasts that once again support his view of a strong WFE and display equipment spending environment. The analyst is also incrementally more positive on these trends continuing into 2019, and believes the continued pullback in the group represents a buying opportunity for some of his most preferred names. On the large cap side, Ho continues to favor Applied Materials (AMAT), while on the small cap side, his most preferred name is MKS Instruments (MKSI). The analyst reiterates a Buy rating on both names.
02/02/18
STFL
02/02/18
NO CHANGE
STFL
Apple won't be dominant catalyst for semi, display spending, says Stifel
Stifel analyst Patrick Ho believes Apple (AAPL) will remain a key catalyst, but not the dominant catalyst, for semiconductor and display spending, citing the emerging market opportunities in many different markets, such as data centers, artificial intelligence, autonomous driving, cryptocurrency, and VR/AR. Ho said he remains "steadfast" in the view that Applied Materials (AMAT) is the best positioned company to benefit from these emerging semi and display trends, given its positioning in terms of 3D NAND and strength in the foundry segment. He also sees Lam Research (LRCX) benefiting on the memory front and KLA-Tencor (KLAC) on the advanced foundry/logic front and views suppliers like MKS Instruments (MKSI) and Entegris (ENTG) as also poised to benefit.

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CATS

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ADIL

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AAPL

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