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Applied Materials (AMAT) Target Raised, but Mizuho Flags China and Intel Risks
Yahoo Finance· 2025-12-22 15:59
Applied Materials, Inc. (NASDAQ:AMAT) is included among the 13 Top Tech Stocks Paying Consistent Dividends. Applied Materials (AMAT) Target Raised, but Mizuho Flags China and Intel Risks Photo by Dan Dennis on Unsplash On December 17, Mizuho raised its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $245 from $205, while keeping a Neutral rating on the stock. The firm sees more upside heading into 2026 as its outlook for wafer fab equipment spending improves. That stronger WFE backdrop is a pos ...
ASML Stock Rises As Semiconductor Equipment Group Rallies
Investors· 2025-09-16 16:22
公司股价表现 - ASML股价在周二触及52周新高88146美元 当日午盘交易中微涨至87237美元 周一单日大涨66%至86730美元 [1] - IBD分析显示ASML股票处于62周杯形形态 买入点为111009美元 杯形结构内次级买入点为82656美元 [2] 行业地位与评级 - 半导体设备行业在IBD跟踪的197个行业组别中排名第41位 较上月第68位和6个月前第163位显著提升 [2] - ASML的IBD SmartSelect综合评级从91跃升至97 进入精英评级名单 [6][7] 基本面与市场动态 - 摩根大通发布报告认为ASML最坏时期已过 公司专注于芯片光刻设备制造 [3] - 台积电持续强劲的资本设备采购对ASML股价产生积极影响 [4] - 摩根斯坦利预测2025年晶圆厂设备支出将创纪录增长14%至1170亿美元 2026年预计再增5%至1220亿美元 [4][5] 同业表现 - KLA公司(KLAC)和Lam Research(LRCX)等半导体设备股在过去一周同步上涨 [2] - KLA公司获得相对强度评级升级并达到关键阈值 [9]