Analyst Price Targets Jump as SEMI Forecasts a Record $156B Equipment Market by 2027
Applied Materials, Inc. (NASDAQ: AMAT) is back in the spotlight on December 16, 2025, as fresh industry forecasts and a wave of Wall Street price-target increases reinforce a central narrative for semiconductor equipment investors: the AI buildout is pulling forward demand for leading-edge logic, memory (especially HBM-related DRAM), and advanced packaging—exactly the mix where Applied Materials has been positioning its portfolio.
As of the latest available quote on December 16, AMAT shares traded around $257, down roughly 1.6% on the day, after moving between roughly $256 and $262.
AMAT stock price action: what the market is signaling on Dec. 16
Applied Materials’ pullback Tuesday comes after the stock recently traded near its 52-week…
