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This is the best Semi Cap Equipment stock to buy into Q2 results: Wolfe

Mon, 13 Jul 2026 12:00:00 -0400

Wolfe Research raised its wafer fabrication equipment forecast and identified its top pick heading into second-quarter semiconductor capital equipment earnings, while flagging limited near-term catalysts despite a strong longer-term outlook.

In a note to clients, analyst Chris Caso raised his calendar year 2027 WFE estimate to $185 billion and set a base case of $225 billion for 2028, representing 22% year-on-year growth.

Caso said much of the 2027 upside is driven by what he described as "rabbit out of hat" capacity, with customers finding creative solutions to physical cleanroom space constraints that he believes create a $200 billion ceiling for 2027

This is the best Semi Cap Equipment stock to buy into Q2 results: Wolfe

Mon, 13 Jul 2026 12:00:00 -0400

In a note to clients, analyst Chris Caso raised his calendar year 2027 WFE estimate to $185 billion and set a base case of $225 billion for 2028, representing 22% year-on-year growth.

This is the best Semi Cap Equipment stock to buy into Q2 results: Wolfe

Mon, 13 Jul 2026 12:00:00 -0400

In a note to clients, analyst Chris Caso raised his calendar year 2027 WFE estimate to $185 billion and set a base case of $225 billion for 2028, representing 22% year-on-year growth.

This is the best Semi Cap Equipment stock to buy into Q2 results: Wolfe

Mon, 13 Jul 2026 12:00:00 -0400

In a note to clients, analyst Chris Caso raised his calendar year 2027 WFE estimate to $185 billion and set a base case of $225 billion for 2028, representing 22% year-on-year growth.

Applied Materials (AMAT) PT Raised to $650 at Stifel on 'Improved Financial Performance'

Fri, 10 Jul 2026 07:17:14 -0400

Stifel analyst Brian Chin raised the price target on Applied Materials (NASDAQ: AMAT) to $650.00 (from $530.00) while maintaining a Buy rating.

The analyst commented, "We view Applied Materials as a high quality/lower-beta semis/tech holding. In our view, the company possesses a better/broader arsenal of products (portfolio) through which to attack/address semi customers’ future technology roadmap scaling/integration challenges. Especially in the current/foreseeable climate limiting additive/external M&A in the sector, Applied has more pathways to SAM expansion/solutions engineering than many of its peers. Ultimately, we see Applied as well on track to establish higher peak revenue/profitability through the ensuing upcycle, and warranting

Applied Materials (AMAT) PT Raised to $650 at Stifel on 'Improved Financial Performance'

Fri, 10 Jul 2026 07:17:14 -0400

Stifel analyst Brian Chin raised the price target on Applied Materials (NASDAQ: AMAT) to $650.00 (from $530.00) while maintaining a Buy rating.

Applied Materials (AMAT) PT Raised to $650 at Mizuho

Thu, 09 Jul 2026 09:11:55 -0400

(Updated - July 9, 2026 9:11 AM EDT)

Mizuho analyst Vijay Rakesh raised the price target on Applied Materials (NASDAQ: AMAT) to $650.00 (from $540.00) while maintaining a Outperform rating.

The analyst commented, "We see upside to WFE estimates in 2027-29E as AI demand support durable ramps for leading edge logic and memory. Key points: 1) raising our ests for global WFE in 2027E to $192B (up 25% y/y following C26E up 23% y/y) and introducing 2028/29E at $221B/$214B (up 15%/down 3% y/y) with upside capex as AI/Memory/foundry drive multi-year ramps, 2) memory spend strong with HBM capex accelerating into 2027-28E as

Applied Materials (AMAT) PT Raised to $650 at Mizuho

Thu, 09 Jul 2026 09:11:55 -0400

(Updated - July 9, 2026 9:11 AM EDT)

Mizuho analyst Vijay Rakesh raised the price target on Applied Materials (NASDAQ: AMAT) to $650.00 (from $540.00) while maintaining a Outperform rating.

Applied Materials surges as CEO signals multi-year chip boom