Applied Materials eine Chance ?!

https://www.ariva.de/chart/images/...940x420~Uquarter~VCandleStick~W1  

https://www.thestreet.com/investing/...repurchase-deadline-on-kokusai
announced a new $7.5 billion stock buyback authorization on Monday, and the semiconductor equipment maker also set a Friday deadline for its share purchase agreement to acquire Kokusai Electric Corp.

https://www.bnnbloomberg.ca/...kokusai-deal-to-fall-through-1.1580650
Bloomberg) -- Applied Materials Inc. said it expects a planned $3.5 billion acquisition of KKR & Co.-owned Kokusai Electric Corp. to fall through since it has yet to receive regulatory approval in China.  

https://www.ariva.de/chart/images/...940x420~Uquarter~VCandleStick~W1
weder die erhöhteDividende noch die massiven Aktiemrückkäufe noch die gepalnten Subventionen für Semiconductor Firmen ?  

Kursziel 150 Dollar wurden heute ausgerufen. Markus Koch hat es in seiner Opening Bell verkündet.  

https://www.it-times.de/news/...offenbar-an-china-genehmigung-138288/  

für Applied Materials. Die Rahmenbedingungen könnten besser kaum sein.  Auch charttechnisch.
Es werden welweit Chip-Fabriken benötigt.
Nach Beendigung der Marktkorrektur wären Kurse über 200 $ dieses Jahr für mich keine Überraschung.
 

..In recent trading, shares of Applied Materials, Inc. (Symbol: AMAT) have crossed above the average analyst 12-month target price of $125.00, changing hands for $128.64/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. ... perhaps it is time for that target price to be raised.
There are 16 different analyst targets contributing to that average for Applied Materials, Inc., but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $56.00. And then on the other side of the spectrum one analyst has a target as high as $150.00.
...investors in AMAT have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $125.00 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table?
derzeit 11 Strong Buy Ratings

https://www.nasdaq.com/articles/...es-analyst-target-price-2021-03-29  

Applied Materials is the world's largest supplier of semiconductor manufacturing equipment, providing materials engineering solutions to help make nearly every chip in the world. The firm's systems are used in nearly every major process step with the exception of lithography.
https://www.nasdaq.com/market-activity/stocks/amat  

https://www.lynxbroker.de/boerse/boerse-kurse/...d-materials-analyse/
"..Hinter ASML Holdings ist der US-amerikanische Konzern derzeit die Nummer 2 im Business der Zulieferer für die Chipindustrie. Gemessen an der relativen Stärke ist die Applied Materials-Aktie derzeit die Nummer eins aus dem Nasdaq 100.
Von den großen Titeln hat sich keine Aktie derart weit vom 200-Tage-Durchschnitt entfernt und die Rallye ging dieser Tage wieder munter weiter. Dabei sah die Lage im März erstmals etwas angeschlagen aus. Chipaktien korrigierten und die Nasdaq in den USA verlor den Aufwärtstrend.
Die Aktie konnte in dieser Phase den so wichtigen 50-Tage-Durchschnitt halten und ging ebenfalls in eine Seitwärtsphase über. Diese konnte nun vor wenigen Tagen nach oben durchbrochen werden und die Bullen stürzen sich erneut bereitwillig auf das Papier.Aktuell befindet sich der Indikator bei ca. 120 USD – Tendenz steigend. Rückläufe sollten hier genau beobachtet werden und wer noch nicht bei der Party dabei ist, könnte sich eventuell bei der nächsten Gelegenheit anschließen. Wir bleiben vorerst bullisch auf die Aktie."  

https://www.nasdaq.com/articles/...the-nasdaqs-new-leaders-2021-04-01
....Amid all the gains on the Nasdaq, semiconductor companies really stood out. Among the biggest processor chip makers, NVIDIA (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) were both up around 3% on the day. Qualcomm (NASDAQ: QCOM) picked up 4%.

Companies more closely related to commodity areas like memory chips and similar semiconductor products saw even bigger gains. Applied Materials (NASDAQ: AMAT) jumped 5%, while Micron Technology (NASDAQ: MU) weighed in with a 4% rise.Equipment makers got in on the fun as well. Lam Research (NASDAQ: LRCX) posted a 6% gain Thursday afternoon. KLA (NASDAQ: KLAC) saw a 4% rise  

Shares of Applied Materials (NASDAQ:AMAT) rose 13% in March, according to data provided by S&P Global Market Intelligence.
The leading semiconductor equipment company by revenue continued to benefit as the global race in advanced chip production heated up, amid severe semiconductor shortages across a broad range of applications.Applied Materials had already been up strongly on the year, amid a blowout February earnings report, as well as increased spending forecasts from large customer Taiwan Semiconductor Manufacturing (NYSE:TSM) in January. Widespread reports of a severe semiconductor shortage this year have also pushed sentiment higher for Applied as well.
The good news kept on coming in March, when Intel (NASDAQ:INTC) held an event updating investors on its future production strategy. Intel has struggled with its 7-nanometer chip production in recent years, ...
That means there will be another large buyer for Applied Materials' machines, as companies and countries around the world seek to own significant in-country chip production.

https://www.fool.com/investing/2021/04/04/...erials-rose-13-in-march/  

"...There's a shortage of semiconductors around the world, and Applied Materials is one of the companies that can help bring more supply into the market. Applied Materials supplies semiconductor manufacturing equipment to foundries, which then use it to fabricate chips and circuits.

Not surprisingly, Applied Materials has witnessed a sharp acceleration in demand for its equipment over the past year, reflected in its terrific results quarter after quarter. The company delivered record revenue and non-GAAP earnings for the first quarter of fiscal 2021. Revenue shot up 24% year over year to $5.16 billion, while adjusted earnings jumped 42% to $1.39 per share.
Applied Materials is on track to sustain such impressive growth for a long time to come as the company is witnessing a continued spike in demand for chips across different verticals. For 2021, Applied Materials sees higher capital spending in the memory market and increased investment in foundry capacity. .....
https://www.nasdaq.com/articles/...an-buy-and-hold-forever-2021-04-17  

https://www.godmode-trader.de/analyse/...d-wieder-interessant,9365322  

https://ch.marketscreener.com/kurs/aktie/...en-Dollar-Traum-32905417/
Applied kontrolliert ein Fünftel des Marktes
Applied ist nach Umsatz der größte von allen Halbleiterausrüstern. Laut Analyst Stacy Rasgon von Bernstein heimst er etwa 20 Cent von jedem Dollar ein, den Chip-Hersteller für ihre Maschinen ausgeben. Deshalb ist das Unternehmen in einer erstklassigen Position, um von den Wachstumsaussichten der Branche zu profitieren, auch ohne dabei anderen Marktanteile abjagen zu müssen. Applied schätzt sogar, dass das Geschäft künftig weniger zyklisch sein wird als in der Vergangenheit. Finanzvorstand Dan Durn sprach am Dienstag mit Blick auf die langfristige Umsatzentwicklung von "höheren Höhepunkten und höheren Tiefpunkten", die es künftig geben werde.Investoren ist eine Dosis Vorsicht für den Sektor dennoch anzuraten. Staatliche Subventionen sind noch längst nicht ausgemacht, und selbst wenn sie kämen, könnte dies am Ende unbeabsichtigte Konsequenzen nach sich ziehen....Überdies haben die Spannungen mit China bereits zu Exportkontrollen für Chip-Ausrüstung geführt, ein Problem, das so bald nicht abklingen dürfte....

Dennoch sehen die Aussichten für Applied Materials und seine Konkurrenten gut aus. VLSI Research geht davon aus, dass die Ausgaben für Wafer-Fertigungsanlagen in diesem Jahr um 22 Prozent auf 77,6 Milliarden Dollar steigen werden, .....
https://ch.marketscreener.com/kurs/aktie/...en-Dollar-Traum-32905417/
 

https://seekingalpha.com/article/...-is-optimistic-market-thinks-amat
https://static.seekingalpha.com/uploads/2021/4/11/...11975_origin.png  

jetzt auch mit an Board. Viel Konkurrenz dürfte es hier auch nicht geben...

Der Rücksetzer hat gepasst....  

und Deutsche Bank am 14.04. mit Buy KZ 160....
https://www.marketbeat.com/stocks/NASDAQ/AMAT/price-target/  

https://www.ariva.de/news/...er-den-anteilsschein-von-applied-9396911  

Citi selects Applied Materials (NASDAQ:AMAT) as its top semiconductor equipment pick as the firm now expects both memory and logic wafer fab equipment spending to grow evenly this year versus the prior prediction for outsized memory spend.
Applied Materials has the most balanced memory and logic mix among its WFE peers, says Citi.
Citi expects all of the WFE companies to benefit from the capex wars among the foundry giants and the $50B in domestic semiconductor investments included in President Biden's $2T infrastructure plan.
Applied Materials shares are down 3.4% with the broader semiconductor pullback after a bearish Susquehanna note and UK action against the Nvidia-Arm deal.
https://seekingalpha.com/news/...uipment-pick-at-citi-on-balanced-mix  

Shares of semiconductor companies, including Xilinx, Inc., Applied Materials, Inc. Broadcom Inc  and ON Semiconductor Corp  and NVIDIA Corporation , are all trading higher amid reports of price hikes from chipmakers.

Additionally, Intel's CEO recently said global chip shortages could last two more years.
https://www.benzinga.com/trading-ideas/long-ideas/...-materials-today  

 

https://www.lynxbroker.de/boerse/boerse-kurse/...d-materials-analyse/
"....In den letzten Wochen war eine Zwischenkonsolidierung erkennbar, welche wieder einmal von den Bullen für Einstiege genutzt wurde. Im gestrigen Handel bildete sich erneut ein klares Kaufsignal und die Korrektur scheint vorerst beendet zu sein...."  

ASML..Applied Materials ...Lam Research..
https://www.nasdaq.com/articles/...he-global-chip-shortage-2021-04-29
"Applied Materials (AMAT) also provides lithography equipment, as well as other machinery used in fabs like gas pumps and inspection machines. AMAT also has a business segment dedicated to the ultra-high definition OLED display manufacturing industry, providing another area of exposure to some of the highest-growth areas of the tech world.
Service revenue also features prominently here at just under one-quarter of sales. Software is again the key as the company helps its customers increase the output and utility of their fab equipment.

AMAT is not growing nearly as fast as ASML is. Revenue increased "only" 24% year over year in its latest quarter, and the company is anticipating a 36% rise during the next one. However, it too is enjoying an even faster pace of earnings growth as its customers buy new equipment and complementary software."  

"...AMAT will be looking to display strength as it nears its next earnings release. On that day, AMAT is projected to report earnings of $1.50 per share, which would represent year-over-year growth of 68.54%. Our most recent consensus estimate is calling for quarterly revenue of $5.39 billion, up 36.27% from the year-ago period.
Looking at the full year, our Zacks Consensus Estimates suggest analysts are expecting earnings of $5.98 per share and revenue of $21.68 billion. These totals would mark changes of +43.41% and +26.01%, respectively, from last year...."
https://www.zacks.com/stock/news/1458015/...ains-what-you-should-know  

"..The shares have come under selling pressure since hitting its high on April 5 at $146. This action has repeated over the past several months as the price has dipped to its 50-day line on three separate occasions before proceeding to new highs. The result has been a textbook bullish staircase pattern with a series of higher highs.
If the market remains healthy, we view this as another consolidation phase that could lead to new highs. Its relative strength remains strong and it’s trading above both its 50 and 200-day lines.."
https://www.moneyshow.com/articles/...er-chips-and-casino-chips/?qm=1