AMAT and LRCX Related Headlines

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Jun 11, 2026 05:00AM Buy these 7 stocks as WFE is still in early innings of supercycle: UBS
Jun 10, 2026 10:29AM Barclays raises price targets on chip stocks after raising WFE estimates
May 18, 2026 01:39PM Semicap stocks: Morgan Stanley raises WFE outlook and shifts ratings
May 18, 2026 10:45AM Lynx Equity Defending AMAT and LRCX Amid Stock Pressures: 'Bulled Up'
May 14, 2026 11:00AM Buy this chip stock ahead of today's earnings, analysts say
May 11, 2026 09:52AM Can this massive rally in AI chip stocks continue? Bernstein answers
May 8, 2026 01:39PM Lynx Equity: 'We continue to prefer INTC over AMD'
Apr 28, 2026 01:02PM Chip equipment stocks fall on report of China shipment restrictions
Apr 28, 2026 12:52PM U.S. orders numerous chip equipment companies to halt tool shipments to two facilities of Hua Hong, China's second-largest chipmaker - Reuters
Apr 24, 2026 11:00PM These are the best AI networking stocks: BofA
Apr 15, 2026 10:07PM Elon Musk's Team Seeks Gear From Top Chip Suppliers For Terafab - Bloomberg
Apr 2, 2026 12:38PM US Lawmakers Propose Crackdown On Sales Of Chip Tools To China - Bloomberg
Mar 30, 2026 09:01AM BofA Updates WFE estimates, 'LRCX and AMAT top picks'
Mar 30, 2026 05:22AM RBC: 'Memory pricing strength could extend into 2027'
Mar 23, 2026 08:44AM Bernstein: 'Own Both NVDA and AVGO'
Mar 9, 2026 04:05PM Morgan Stanley: 'Both LAM and AMAT highlighted extended demand visibility'
Mar 6, 2026 06:39PM Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600
Mar 6, 2026 05:28PM Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600
Feb 12, 2026 08:00AM Citi sees 18% upside in this chip stock ahead of its earnings today
Feb 12, 2026 06:38AM Lynx Equity Cautious on Applied Materials (AMAT) into Earnings
Feb 9, 2026 06:33AM Lynx Equity Comments on Amazon (AMZN)
Feb 5, 2026 06:49AM Lynx Equity: 'We will avoid AMD due to the earnings disappointment and entanglement issues with OpenAI'
Jan 27, 2026 05:53AM Lynx Equity on Lam Research (LRCX): 'Under-appreciated earnings potential into 2027'
Jan 15, 2026 07:33AM Chip equipment stocks soar after TSMC’s bullish forecast
Jan 15, 2026 07:29AM Wells Fargo upgrades key chip names; AMD a top pick
Jan 15, 2026 06:11AM RBC launches semiconductor coverage, urges selective exposure as AI momentum cools
Jan 14, 2026 09:18AM Lynx Equity on Taiwan Semi (TSM): 'We expect management to raise its AI CAGR outlook as inference workloads kick in'
Jan 6, 2026 01:42PM Lynx Equity: 'MU/SNDK, LRCX/AMAT and WDC/STX have further to run'
Jan 5, 2026 07:51AM Cantor Fitzgerald: We expect Semiconductors to Outperform in 2026.
Dec 29, 2025 04:12AM Citi Adjusts Large Cap Recommended List, Micron (MU) Removed
Nov 24, 2025 08:00AM These are the best stocks to benefit from DRAM capex upcycle
Nov 14, 2025 04:52AM Applied Materials (AMAT) PT Lowered to $205 at Mizuho
Nov 13, 2025 09:00AM This chipmaker can ease investor concerns after earnings report: M. Stanley
Nov 3, 2025 06:00AM Mixed setup for this chipmaker ahead of earnings, Jefferies says
Oct 7, 2025 03:06PM Applied Materials, ASML Fueled China Chip Production - House Cmte: Bloomberg
Oct 6, 2025 10:00AM ASML downgraded; semicap rally may be running ahead of reality
Oct 2, 2025 04:55PM Lam Research (LRCX) Trades Lower in Sympathy with Applied Materials (AMAT)
Sep 29, 2025 09:02AM Deutsche Bank bullish on Lam Research amid memory demand, its foundry exposure
Sep 29, 2025 07:34AM Bernstein on Semiconductors: 'Own Both NVDA and AVGO; Donald Trump Wants Intel To Go Up?'
Sep 23, 2025 09:25AM Keybanc bearish on Lam Reaserch, positive on Applied Material
Sep 22, 2025 07:41AM Morgan Stanley revisits semicap calls: AMAT, LAM lifted; KLAC downgraded
Sep 18, 2025 10:14AM Intel–Nvidia pact leaves these stocks behind
Sep 18, 2025 08:33AM Chipmakers rally as Nvidia invests $5B in Intel, sector sees broad gains
Sep 12, 2025 06:57AM Mizuho downgrades Applied Materials on China competition risks
Aug 26, 2025 06:54AM Barclays flags risks for chip equipment makers as China demand cools
Aug 25, 2025 07:02AM Cantor Fitzgerald Reiterates Overweight Rating on Applied Materials (AMAT)
Aug 14, 2025 04:10PM Lam Research (LRCX), other Applied Materials (AMAT) peers fall in sympathy
Jul 27, 2025 03:00PM LRCX and KLAC previews: Investor focus is on early 2026 WFE comments, says Citi
Jul 24, 2025 08:53AM ASML best positioned for 2026 in the Semicap pack: New Street Research
Jul 10, 2025 06:56AM Goldman Sachs bullish on LRCX, AMAT, and STX in new semiconductor call
Jul 7, 2025 10:38AM Why Citi is turning more bullish on semi equipment stocks
Jul 7, 2025 09:24AM Citi adds Applied Materials to focus list on valuation gap with peers
Jun 20, 2025 11:03AM Chip equipment stocks fall after US plans to revoke China waivers

AMAT and LRCX Related Press Releases

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Mar 6, 2026 06:39PM Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600

AMAT and LRCX Related SEC Filings

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