Next Wed. 9/27 AMAT will host Analyst's Day meeting... Huge new share buyback?? Div. increase?? ____________fill in the blank??
Guys. Buy $RCON. Double soon. IMO.
Will add $126B.... This issue of Nanochip Fab Solutions celebrates the chip industry’s new Golden Age, with a special focus on how Applied tools and service offerings are helping customers meet ever-growing market demand. An article on "wireless everywhere" introduces connectivity as the core driver behind the new era, and explains why connected content from IoT, robotics, augmented reality, connected cars, and more will add $126B to the semiconductor industry over the next four years. Another article explores how high-density OLED displays are turning ordinary smartphones into the single most important device in virtual reality (VR) systems—and allowing VR to reach mass adoption because smartphones are so ubiquitous.
RBC raises price target to $55
from 5 to 47. Now what?
Wisconsin Gov. Scott Walker plans to sign into law a $3 billion incentive package for electronics giant Foxconn Technology Group. Time to get that third shift ready AMAT!
Ok we closed above $46... now let's get this party going
No dividend increase for 4 1/2 years!
Could Bitcoin mining be the next huge growth driver for AMAT? NVDA was up $10 on a bullish price target increase to $250, I see demand for the chips needed to mine these crypto coins as another arrow in the quiver for AMAT to push much, much higher!
Remember, AMAT makes the equipment that makes OLED displays There is HUGE shortish of OLED smartphone displays right now Every single smartphone manufacturer is trying to get as many as they can AMAT is going much much higher ! Buy Universal display too, OLED, they have all the key OLED patents
AMAT is on fire and still relatively unknown in the tech sector compared to all the semi-chips AMAT, ASML, LRCX and KLA-TECOR make possible, but AMAT is "best in class" and is the ultimate "pick & shovel" play in tech right now. It's a gold mine.
If we traded at ASML's PE of 32, this would be a $90 stock!
AMAT has just seen the last of the selling. Looks like a potential push higher is in store. Not sure how awe-some_sto-cks finds all these incredible trade ideas but im happy.
All you need to know... Bottom Line for AMAT Stock Right now, there is shift going with display makers – phones, TVs, monitors, cars, etc – from LED (light emitting diodes) to higher resolution, lower power consumption OLEDs (organic light emitting diodes). And AMAT is one of the leading companies in this transition. This will be a multi-year trend according to research consulting group Technavio. It expects the OLED market to grow at a compounded annual growth rate (CAGR) of 22% through 2021. A report from UBI Research projects that the OLED market will hit $89 billion by 2020. This kind of long-term growth would do a lot to help AMAT stay on a steady growth track and help AMAT stock keep its strong upward path.
A blog around how my disease and depression have caused me to lose everything in life, bringing pain to my family , and is in search of hope
"Goldman Sachs Upgrades Applied Materials (AMAT) to Buy, Multiple Compression Creates Buying Opportunity" From today's Streetinsider-
Goldman Sachs upgraded Applied Materials (NASDAQ: AMAT) from Neutral to Buy with a price target of $52.00 (from $49.00).
Analyst Toshiya Hari wants clients to buy the stock following a strong YTD run-up in price. The analyst offers a couple reasons to buy the stock now:
potential upside to 2018 consensus expectations on better-than-feared spending in the memory complex and recent compression in next twelve month multiples creates opportunity to buy the stock. Toshiya expects the company to gain market share in Semi Cap Equipment and Display, expand GMs and maintain OpEx discipline as well as improve shareholder returns and drive industry leading top- & bottom-line growth.
FY 2017 EPS estimate remains at $3.23, FY 2018 EPS estimate remains at $3.89 and FY 2019 EPS estimate rises form $4.26 to $4.33.