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Lynx Equity on Applied Materials (AMAT): 'We would be enthusiastic buyers of the stock'
May 15, 2026 7:16 AM EDTLynx Equity on Applied Materials (NASDAQ: AMAT): 'We would be enthusiastic buyers of the stock'.
The analyst comments "AMAT management provided what we were looking for: 1) guided July Q up 13%, ahead of consensus and inline with LRCXs guidance, 2) raised Semi Systems 2026 outlook from > 20% to >30%, 3) provided a peek into 2027 by characterizing Semi Systems profile as similar to 2026, and 4) implied 2028 could... More
