Mizuho Maintains Outperform on Applied Materials, Lowers Price Target to $590
Mizuho analyst Vijay Rakesh maintains Applied Materials (NASDAQ:AMAT) with a Outperform and lowers the price target from $650 to $590.
Read original at benzingaStocks · News reference
Top-performing stocks in first half of 2026, like SanDisk and Intel, have lost a quarter of their value in July on average.
Reference details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Mizuho analyst Vijay Rakesh maintains Applied Materials (NASDAQ:AMAT) with a Outperform and lowers the price target from $650 to $590.
Read original at benzingaApplied Materials positions for strong growth as AI drives 80% of chip equipment demand. JPMorgan reiterates an Overweight rating.
Read original at benzingaWhile Bloom Energy has surged 321% over the past year with strong 2026 guidance, its valuation has become stretched at 18.5x sales and 265x earnings. The article recommends the Global X Hydrogen ETF (HYDR) at $43 as a more prudent alternative, offering diversified exposure to Bloom Energy and other hydrogen industry players like Plug Power and FuelCell Energy.
Read original at the-motley-foolBloom Energy is rising Thursday, extending a 16% monthly climb on fuel cell demand, backlog strength and recent institutional support.
Read original at benzingaBernstein analyst Sunaina Ocalan reiterates Bloom Energy (NYSE:BE) with a Market Perform and maintains $282 price target.
Read original at benzingaWhile both Bloom Energy and Nvidia are strong AI plays, analyst Leo Sun argues Bloom Energy offers better upside potential. Bloom develops solid oxide fuel cells for data center power, with a $20 billion backlog and backing from Brookfield Asset Management. Despite trading at 36x forward EBITDA versus Nvidia's 12x, Bloom's projected 70% revenue CAGR and 120% EBITDA CAGR (2025-2028) exceed Nvidia's 48% and 52% growth rates, while Nvidia faces increasing competition from AMD, Broadcom, and others.
Read original at the-motley-fool