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U.S. RESEARCH ROUNDUP-Applied Materials, Coca-Cola, Glacier Bancorp

Wall Street analysts revised ratings and price targets for several U.S.-listed companies, including Applied Materials, Coca-Cola, and Glacier Bancorp. Notable changes include Jefferies raising Applied Materials' target price to $360, Piper Sandler increasing Coca-Cola's target to $87, and KBW upgrading Glacier Bancorp to outperform. Other companies with revised targets include AMC Networks, Atlantic Union Bankshares, and Chevron, among others.

Reuters·
US
KO
+2.04%
US
GBCI
-0.83%
US
AMAT
-4.04%
Reuters·
US
KO
+2.04%
US
GBCI
-0.83%
US
AMAT
-4.04%

Applied Materials (AMAT) Net Margin Decline Tests Bullish Long‑Term Growth Narrative After FY 2025 Results

Applied Materials closed FY 2025 with Q4 revenue of $6.8 billion and EPS of $2.39. Net margin declined to 24.7% from 26.4% a year ago, despite leadership in advanced packaging. Analysts forecast profit margins to reach 28.3% in three years, with earnings growing 8.7% annually. Current P/E is 29.4, above DCF fair value of $157.55, raising concerns about valuation premium amid mid single-digit growth.

Simplywall·
US
AMAT
-4.04%
Simplywall·
US
AMAT
-4.04%

Could Applied Digital be one of the biggest winners of the AI infrastructure boom?

The massive, multiyear AI infrastructure buildout has created a powerful investment opportunity for long-term investors.

MSN·
US
AMAT
-4.04%
US
AI
-4.08%
MSN·
US
AMAT
-4.04%
US
AI
-4.08%

Thrivent Financial for Lutherans Has $155.07 Million Holdings in Applied Materials, Inc. $AMAT

Thrivent Financial for Lutherans reduced its stake in Applied Materials by 7.4% in Q2, owning 847,021 shares worth $155.07 million. Other hedge funds adjusted their holdings, with institutional investors owning 80.56% of the stock. Analysts have mixed ratings, with an average price target of $234.74. Applied Materials reported Q4 earnings of $2.17 per share, beating estimates, with revenue down 3.5% year-over-year.

Market Beat·
US
AMAT
-4.04%
Market Beat·
US
AMAT
-4.04%

Public Sector Pension Investment Board Has $30.57 Million Stake in Applied Materials, Inc. $AMAT

Public Sector Pension Investment Board reduced its stake in Applied Materials, Inc. by 22.7% in Q2, owning 166,981 shares worth $30.57 million. Other investors like State Street Corp and Geode Capital Management increased their holdings. Applied Materials reported Q2 earnings of $2.17 per share, beating estimates, with revenue of $6.80 billion. The company announced a quarterly dividend of $0.46 per share, payable on March 12th.

Market Beat·
US
AMAT
-4.04%
Market Beat·
US
AMAT
-4.04%
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AMAT admits share losses in C25 (up to 200bps but could be more) as some competitors like Lam outperformed WFE by a big margin. Domestic China tool vendor progress and ICAPS (mature nodes) weakness ar...

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TSMC filed for an environmental assessment in the Andong District of Tainan, south Taiwan, putting it on the map as the location of 3 new 2nm fabs the chip giant plans to build, Liberty Times reports,............

TSMC’s certainty over capacity needs now extends 2-years out instead of one, media report, as the chip giant now engages contractors for new chip fabs or packaging plants 2-years ahead of time instead.....................

SK Hynix will build four large-scale semiconductor fabs over 3-years at its main Yongin campus in South Korea, investments that could rise to ₩600 trillion won (US$414 billion). to meet growing AI dem.....................

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