|Bid||46.52 x 3200|
|Ask||46.53 x 900|
|Day's Range||45.96 - 46.66|
|52 Week Range||41.94 - 62.40|
|PE Ratio (TTM)||15.63|
|Earnings Date||Aug 16, 2018|
|Forward Dividend & Yield||0.80 (1.72%)|
|1y Target Est||65.82|
While slightly lowering their price targets for Applied Materials Inc. ( AMAT) and Lam Research Corp. ( LRCX), Morgan Stanley analysts Joseph Moore and Craig Hettenbach are still overweight on the two chip-equipment makers and see at least 25% for both. Whether this is due to technical manufacturing issues or just Samsung looking to manage its supply in order to maintain higher prices, the result is the same—lower spending on WFE.
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This could indicate that investors who seek to profit from falling equity prices are not currently targeting AMAT. Over the last one-month, outflows of investor capital in ETFs holding AMAT totaled $267 million.
WallStEquities.com draws investors' attention to four Semiconductor Equipment and Materials stocks, namely: Ambarella Inc. (NASDAQ: AMBA), Applied Materials Inc. (NASDAQ: AMAT), ASML Holding N.V. (NASDAQ: ASML), and Enphase Energy Inc. (NASDAQ: ENPH). First Research reported that worldwide sales of semiconductor manufacturing equipment were estimated to total nearly $56 billion in 2017, according to Semiconductor Equipment and Materials International, an industry association.
A Wall Street analyst on Monday cut his price targets on four chip gear stocks, saying the market for wafer fabrication equipment, especially for memory chips, has softened recently.
One of the biggest semiconductor shows of the year kicks off in San Francisco tomorrow, Semicon West, and as mentioned previously, there’s some substantial caution heading into this conference by those following stocks of chip equipment makers such as Applied Materials (AMAT), Lam Research (LRCX), and ASML Holding (ASML). Morgan Stanley’s Joseph Moore and Craig Hettenbach today offer some estimate cuts for Applied and Lam in a joint note to clients, and try to gauge what next year looks like. While the analysts maintain Overweight ratings on shares of both, they cut target prices, lowering Applied Materials to $58 from $60, and lowering Lam to $219 from $238.
July 9 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd : * SAYS IT ORDERS EQUIPMENT FOR T$1.3 BILLION ($42.82 million) Source text for Eikon: Further company coverage: ($1 = 30.3610 Taiwan dollars) ...
This could indicate that investors who seek to profit from falling equity prices are not currently targeting AMAT. Over the last one-month, outflows of investor capital in ETFs holding AMAT totaled $4.34 billion.
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A Wall Street analyst on Monday turned cautious on semiconductor equipment stocks ahead of a major industry conference. Needham analyst Edwin Mok cut his price targets on four chip-gear stocks.
NEW YORK, NY / ACCESSWIRE / July 2, 2018 / Major U.S. markets finished higher on Friday, but finished the week lower due to ongoing global trade concerns. The Dow Jones Industrial Average increased 0.23 ...
SANTA CLARA, Calif., July 02, 2018 (GLOBE NEWSWIRE) -- Applied Materials today celebrated the 20th anniversary and 5,000th shipment of the Producer® platform, a manufacturing system that helps make virtually every chip in the world. The Applied Materials Producer® platform is a manufacturing system that helps make virtually every chip in the world. The Producer platform was launched in July of 1998 to help enable chips to run faster by changing their wiring from aluminum to copper, which is a better conductor.
From June 18 to now, the PHLX Semiconductor Sector index has gone from 1,438 to 1,328. At the heart of this, of course, is the battle royal between President Trump and China. China, in turn, has retaliated.
Pilgrim’s Pride and Hi-Crush Partners are stocks on my list that are potentially undervalued. This means their current share prices are trading well-below what the companies are actually worth. There’sRead More...
Among the companies with shares expected to trade actively in Tuesday's session are General Electric, Applied Materials, Intel, Wells Fargo, Bank of America and Amazon.com.
Chips stocks have been falling over the past few weeks as increasing trade tensions have taken hold. Meanwhile, shares of Qualcomm Inc. ( QCOM), Applied Materials Inc. ( AMAT) and ON Semiconductor Corp. ( ON) have all fallen as well, between 4.5% to 10% during the same time. The shares of Qualcomm could be on the verge of a decline of about 13% from its current price around $57.80.
Tariffs announced by China would have only a small impact on US semiconductor equipment makers, Moody's Investors Service says in a new report. For Applied Materials Inc., Lam Research Corp. and KLA-Tencor Corp., which sell equipment used to make semiconductors globally, Chinese customers represent a relatively minor percentage of sales. "China's tariffs and/or trade restrictions would have only a limited impact on Applied Materials Inc., Lam Research Corp. and KLA-Tencor Corp., since indigenous Chinese customers represent just 6%, or $1.8 billion, of their annual aggregate revenue," said Richard Lane, a Moody's Senior Vice President.
SANTA CLARA, Calif., June 25, 2018-- The future of computing, from materials to systems, will be discussed by the following experts at the AI Design Forum in San Francisco on Tuesday, July 10, 2018.. Applied ...
Shares of KLA-Tencor Corp. (klac) are down 3% in Friday morning trading after Needham analyst Y. Edwin Mok downgraded the stock to hold from buy due to "increased risk for slower 7-nanometer/5-nanometer foundry investments" in the second half of 2018. Mok likes the company's long-term outlook, but he is concerned about foundry delays as well as memory pushouts. "With the recent increased chatter on memory pushouts, we believe investors are "hiding" in KLAC on its relatively lower exposure to memory than of its peers," Mok wrote.
Applied Materials Inc (NASDAQ:AMAT) is a stock with outstanding fundamental characteristics. When we build an investment case, we need to look at the stock with a holistic perspective. In theRead More...