Applied Materials (AMAT) Stock News Today (Dec. 16, 2025): Analyst Price Targets Jump as SEMI Forecasts a Record $156B Equipment Market by 2027
Applied Materials (AMAT) is experiencing increased analyst price targets following SEMI's forecast of a record $156 billion semiconductor equipment market by 2027, driven by AI infrastructure. Despite a slight pullback today, the stock is benefiting from projections of multi-year growth in wafer fab, test, and assembly equipment, particularly in advanced packaging and HBM-related DRAM. Analysts are revising targets upward for 2026, reinforcing Applied Materials' strong position in expanding semiconductor capital expenditure.
https://ts2.tech/en/applied-materials-amat-stock-news-today-dec-16-2025-analyst-price-targets-jump-as-semi-forecasts-a-record-156b-equipment-market-by-2027/