Applied Materials (AMAT) – Among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires

Mizuho expert Vijay Rakesh raised the firm’s terms proposal connected Applied Materials, Inc. (NASDAQ:AMAT) to $540 from $500 connected May 27. He reiterated an Outperform standing connected the shares. The steadfast besides accrued its wafer fab instrumentality spending forecast for 2026 to $153 cardinal from $142 cardinal and for 2027 to $190 cardinal from $163 billion. In a probe note, Rakesh said the net estimates for Lam Research, Applied Materials, and MKS look understated fixed the improving manufacture outlook. According to Mizuho, the wafer fab instrumentality marketplace continues to payment from NAND node transitions, spending by TSMC, and spot successful DRAM and high-bandwidth representation pricing.

Earlier successful the month, connected May 19, Argus raised the firm’s terms extremity connected Applied Materials to $500 from $420. It maintained a Buy standing pursuing the company’s second-quarter net beat. Analyst Jim Kelleher said Applied Materials appears well-positioned for semipermanent growth, supported by a operation of cyclical, demographic, and secular trends. The expert noted that immoderate of the industry’s newest maturation drivers see surging request for ample CPU and GPU configurations utilized to powerfulness ample connection models for generative AI and, much recently, agentic AI. Argus besides pointed to the increasing absorption connected home semiconductor manufacturing, which is progressively viewed arsenic a nationalist information priority.

Applied Materials, Inc. (NASDAQ:AMAT) is simply a materials engineering solutions institution that provides equipment, services, and bundle to the semiconductor, display, and related industries.

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