Applied Materials (AMAT) Positioned for DRAM and TSMC-Driven WFE Growth, Says Morgan Stanley

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Morgan Stanley raised the price target of Applied Materials (AMAT) to $273 due to strong growth expectations, driven by DRAM and TSMC-driven WFE growth, while maintaining an Overweight rating.

Market Impact

Market impact analysis based on bullish sentiment with 81% confidence.

Sentiment
Bullish
AI Confidence
81%

Article Context

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Applied Materials, Inc. (NASDAQ:AMAT) is included among the 15 Dividend Stocks that Outperform the S&P 500. On December 2, Morga‍n‌ Sta‌nley raised its price‌ target on Applied Materials, Inc. (NASDAQ:AMAT) to‌ $273 fr​om $252 on the back of stron‍g⁠ growth expectations, whi⁠le maintaining an Ov‌erweig​ht r‍ating. The firm k‍ept its 2026‌ wafer fab equip‍ment (WFE) […]

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Original article published by Unknown on December 3, 2025.
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