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Technology Stocks : Semi Equipment Analysis

SOXX 289.38

-3.4%

Nov 13 4:00 PM EST

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To: Return to Sender who wrote (94393)	5/16/2025 8:59:58 AM
From: Return to Sender	1 Recommendation Recommended By Sam Read Replies (1) of 95413

Applied Materials price target lowered to $162 from $164 at Morgan Stanley TheFlyMay 16, 2025, 04:26 AM Morgan Stanley analyst Joseph Moore lowered the firm’s price target on Applied Materials ( AMAT) to $162 from $164 and keeps an Underweight rating on the shares. Applied didn’t deliver the modest upside seen at peers KLA Corp. ( KLAC) and Lam Research ( LRCX), but was closer to in line with the firm’s expectations as China declined slightly more than expected, the analyst tells investors in a post-earnings note. Applied Materials price target lowered to $220 from $225 at TD Cowen TD Cowen lowered the firm’s price target on Applied Materials ( AMAT) to $220 from $225 and keeps a Buy rating on the shares. The firm said resultsand gidance were ahead of consensus on the bottom line rather than the top line. There was minimal tariff impact in the April and July quarter. Broad-based product momentum is solid and the company does have some pricing levers to alleviate higher costs but the end demand impact is harder to quantify.

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