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BUZZ-Applied Materials down; Morgan Stanley expects co to grow in line with chipmaking tools

Reuters
02/02
BUZZ-<a href="https://laohu8.com/S/AMAT">Applied</a> Materials down; <a href="https://laohu8.com/S/MSPQL">Morgan Stanley</a> expects co to grow in line with chipmaking tools

** Shares of chipmaking tools supplier Applied Materials AMAT.O down 1.2% at $318.35 premarket

** Morgan Stanley notes current market perception implies AMAT will continue to undergrow wafer fabrication equipment (WFE), but says it expects AMAT to grow roughly in-line with WFE

** Raises PT to $364 from $273, a ~13% upside to stock's last close

** To sustainably outgrow WFE, co would need either a rebound in its ICAPS segment, which covers a broad range of chips including mature and specialty devices, or a material outpeformance in leading-edge logic and DRAM businesses - Brokerage

** Co is scheduled to report Q1 results on February 12 after market close

** AMAT rose ~58% in 2025

(Reporting by Jaspreet Singh in Bengaluru)

((Jaspreet.Singh@thomsonreuters.com ; https://twitter.com/i_jass))

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