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BofA Securities Maintains Applied Materials(AMAT.US) With Buy Rating, Cuts Target Price to $190
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Applied Materials Inc. Stock Slips 5.0%, Underperforms Competitors
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Applied Materials Is Maintained at Buy by B of A Securities
B of A Securities Maintains Buy on Applied Mat, Lowers Price Target to $190
Express News | Applied Materials Inc : BofA Global Research Cuts Price Objective to $190 From $205
Stifel has lowered the Target Price for Applied Materials to $195.
Stifel has lowered the Target Price of Applied Materials from $235 to $195, maintaining a Buy rating. (Gelonghui)
Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
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Trump Tariffs Could Cost Chipmakers More Than $1 Billion - Report
Trump's tariffs harm both others and oneself! Industry insiders estimate that American chip equipment companies will lose over 1 billion dollars annually.
① The new tariffs imposed by President Trump of the USA could cost USA semiconductor equipment manufacturers over 1 billion dollars annually. ② The three largest chip equipment manufacturers in the USA—Applied Materials, Lam Research, and KLA—might each incur losses of about 0.35 billion dollars in the coming year.
Citi Maintains Applied Materials(AMAT.US) With Buy Rating
Craig-Hallum Maintains Applied Materials(AMAT.US) With Buy Rating
Stifel Maintains Applied Materials(AMAT.US) With Buy Rating, Cuts Target Price to $195
Express News | Exclusive-U.S. Chip Equipment Makers Calculate Trump Administration Tariffs Could Cost Them More Than $1 Billion a Year, Sources Say
Analyst Expectations For Applied Mat's Future