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Applied Materials (AMAT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
I keep hitting the buy button on Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) because one truth about the AI build-out has become impossible to ignore: NVIDIA (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and custom ASIC designers cannot ship a single next-gen AI chip without advanced wafer fab packaging, and Applied sells the etch, deposition, and CMP tools that make Through-Silicon Vias and Chip-on-Wafer-on-Substrate stacking possible in the first place.
At $534.24, Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) sits at a decision point heading into the August 13 earnings report.
At $534, Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) is a Buy for investors willing to underwrite binary event risk into the August 13 earnings report.
Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) currently trades at $534.24, while the average Wall Street price target sits at $629.09.