应用材料

Applied Materials Corp. Controller Sanders Adam sells 609 shares at $255.53.

TSMC

Applied Materials

Morgan Stanley Raises Price Target on Applied Materials to $273, Expects Strong Growth Driven by DRAM and TSMC Investments

Applied Materials Seen as Undervalued Amid Strong Semiconductor Demand

Applied Materials: Keybanc Maintains Overweight, Raises PT to $285 from $240.

Baidu

Shell

Baidu, Shell, T-Applied Materials Among Top Analyst Picks Amid S&P 500, Nasdaq, Dow Weekly Gains

Catalyst<ul> <li>Most analysts rate AMAT Buy or Strong Buy, showing broad institutional optimism.</li> <li>Fund flows show positive net inflow across all order size buckets indicating strong investor confidence.</li> <li>The company maintains strong interest coverage ratio which signals robust debt servicing ability.</li></ul>Risk<ul> <li>Technical indicators show that the market is in a volatile state and the direction is not clear enough.</li> <li>At least one major firm maintains a Neutral rating, citing valuation concerns.</li></ul>

Key Factors

Morgan Stanley raised its price target on Applied Materials (AMAT) to $273, citing strong growth from DRAM demand and TSMC investments.KeyBanc raised its price target on AMAT to $285, maintaining an Overweight rating amid strong semiconductor demand and AI-driven growth.Applied Materials' Corporate Controller Adam Sanders sold 609 shares at $255.53 on December 1, 2025.

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