Goldman Sachs has initiated coverage on Applied Materials, Inc. (NASDAQ: AMAT) with a “Buy” rating and a price objective of $225.00, citing the company’s strong position to benefit from the semiconductor industry’s shift towards 3D architectures. Despite competition from Chinese manufacturers, Applied Materials remains focused on accelerating semiconductor innovation to meet the demand for high-performance, energy-efficient AI computing. The company delivered strong Q2 2025 results with revenue growth, gross margin expansion, and record EPS, driven by investments in AI-enabling semiconductors. Applied Materials is a key player in providing semiconductor manufacturing equipment for AI chips and high-performance computing hardware.

Vltava Fund recently added Applied Materials, Inc. (NASDAQ: AMAT) to its portfolio, recognizing the company as a technology leader in the semiconductor devices and materials industry. The fund views technology companies based on their use of technologies and processes to create value and sustain competitive advantage. Applied Materials and Lam Research are considered essential technology companies, playing a crucial role in driving innovation and market competitiveness.

Read more at Yahoo Finance: Goldman Sachs Begins Coverage on Applied Materials (AMAT) Stock With Buy Rating