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Just this morning, UBS upgraded AMAT to a buy rating with a $285 price target. They pointed to a much more optimistic outlook for wafer manufacturing equipment over the next two years.
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TD Cowen says he is even more optimistic about Nvidia after meeting with the company’s management team.
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As JPMorgan analysts noted, Apple is well positioned following a report on its CEO succession plans.
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UBS is bullish on Applied Materials (NASDAQ:AMAT).
Just this morning, the company upgraded AMAT to a buy rating with a $285 price target. They pointed to a much more optimistic outlook for wafer manufacturing equipment over the next two years.
Rising demand for memory means that (analyst Timothy) Arcuri now expects WFE to rise more than 20% year-over-year to reach $136.5 billion in 2026. This figure could approach $145 billion in 2027, a level “well above current Street expectations,” he said, quoted by CNBC.
TD Cowen says he’s even more bullish on Nvidia (NASDAQ: NVDA) after meeting with the company’s management team.
“We had the opportunity to meet with Nvidia’s Executive Vice President and Chief Financial Officer, Colette Kress, on our semiconductor, semi-cap and networking bus tour. We came away from our meeting increasingly confident in the company’s growth prospects for C2026+,” the company said, as quoted by CNBC.
Just yesterday, analysts at Bernstein reiterated an “outperform” rating on NVDA, stating that the data center opportunity remains significant and early, and further gains are likely.
Analysts at Bank of America reiterated their buy rating on NVDA, leaving it as one of the sector’s top picks as demand for AI continues to rise.
As noted According to analysts at JPMorgan, Apple (NASDAQ: AAPL) is well positioned after a report on its CEO succession plans.
According to the company, “While the changing of the guard at the helm will draw additional scrutiny from long-term investors who will want similar execution, we believe the elevation of a product/hardware-focused executive to the top job will likely be taken as a sign of a greater emphasis on innovation and focus toward launching new product categories,” as quoted by CNBC.
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