Entegris Is Poised for Long-Term Growth on Rising Global Semiconductor Production and Advanced Chips
Entegris, a leading supplier of purification solutions and specialty chemicals for the semiconductor industry, is anticipated to experience long-term growth. This growth is driven by the increasing global semiconductor production and the rising demand for advanced chips. The company holds strong market positions in key areas of semiconductor fabrication, including filtration and chemical mechanical planarization slurries.
Linde plc Stock: Quiet Climate Giant Wall Street Is Betting On
Linde plc, a major industrial gas company, is gaining attention in US markets as an infrastructure play for climate tech and AI. Analysts highlight its stable earnings, role in clean hydrogen and AI data centers, and long-term contracts as reasons for its appeal. While not a "meme stock," Linde is seen as a "defensive growth" option for long-term investors seeking exposure to key industrial trends.
Ex-Otis Americas president Tracy Embree joins Kirby board
Kirby Corporation (NYSE: KEX) has appointed Tracy A. Embree, the retired President of Otis Americas, as a new independent director to its Board, effective February 16, 2026. Embree brings over 25 years of global leadership experience in industrial operations, manufacturing, distribution, and power generation, which management believes will strengthen Kirby's expertise. She currently serves on the boards of Lennox International and KLA Corporation.
Kirby Corporation Announces New Director of the Board Tracy A. Embree
Kirby Corporation (NYSE: KEX) has appointed Tracy A. Embree as a new independent member of its Board of Directors, effective February 16, 2026. Ms. Embree, the retired President of Otis Americas, brings over 25 years of leadership experience in industrial operations, manufacturing, distribution, and services, notably in power generation. Her appointment is expected to strengthen the expertise on Kirby's board and support the company's continued success.
Prakash Investment Advisors LLC Sells 5,500 Shares of Lam Research Corporation $LRCX
Prakash Investment Advisors LLC reduced its stake in Lam Research Corporation (NASDAQ:LRCX) by 50.9% in the third quarter, selling 5,500 shares and holding 5,300 shares valued at $710,000. Other institutional investors like Gilliland Jeter Wealth Management LLC and Gold Investment Management Ltd. increased their positions in the semiconductor company. Analyst ratings for Lam Research are predominantly "Buy" or "Strong Buy", with an average target price of $244.88, reflecting a positive outlook despite some recent insider selling by a director.
Lam Research Corporation $LRCX Stock Position Decreased by Jupiter Asset Management Ltd.
Jupiter Asset Management Ltd. reduced its stake in Lam Research Corporation (NASDAQ:LRCX) by 13.9% in the third quarter, selling 106,579 shares. Despite this, other major institutional investors like Vanguard Group Inc. and State Street Corp increased their holdings in the semiconductor company. Lam Research posted strong Q4 earnings, surpassing analyst estimates, and announced a quarterly dividend.
Camtek Ltd. (NASDAQ:CAMT) Q4 2025 Earnings Call Transcript
Camtek Ltd. (NASDAQ:CAMT) reported record Q4 and full-year 2025 results, with revenues reaching $128 million for Q4 and $496 million for the full year, driven significantly by AI-related products. The company expects continued double-digit growth in 2026, particularly in the second half, supported by increased orders, improved visibility, and the strong performance of their Hawk and Eagle Gen 5 systems, especially as the industry transitions to HBM4. Camtek also anticipates an improvement in gross margins throughout 2026 due to efficiency measures and increased volume, alongside strategic R&D investments.
What Are Wall Street Analysts' Target Price for KLA Corporation Stock?
KLA Corporation (KLAC) has seen significant stock growth, driven by strong fundamentals and investments in AI, outperforming both the S&P 500 and the technology sector. Despite a drop following its Q2 fiscal 2026 earnings due to component shortages, analysts maintain a "Moderate Buy" consensus, with Citi raising its price target to $1,800, expecting continued upside driven by a wafer fab equipment upcycle. The mean price target suggests a 15.9% upside, with a Street-high target indicating 32.6% potential growth.
What Are Wall Street Analysts' Target Price for KLA Corporation Stock?
KLA Corporation (KLAC) has seen its stock soar over the past year due to strong fundamentals and investments in AI infrastructure, outperforming the S&P 500 and its sector. Despite a recent drop after Q2 2026 results due to component shortages, analysts maintain a "Moderate Buy" rating, with a mean price target of $1,703.44, indicating a 15.9% upside. This bullish sentiment is driven by expectations of an upcycle in wafer fab equipment and alignment with peer industry commentary.
Analog Devices Stock Rises After Earnings. Chip Maker’s Strong Year Continues.
Analog Devices saw its stock rise after reporting stronger-than-expected fiscal first-quarter earnings. The chip maker also provided robust guidance for the current second quarter. This performance continues a strong start to 2026 for Analog Devices and other analog semiconductor companies.
Epitaxy Deposition Market to Get an Explosive Growth | Veeco Instruments Inc. • Aixtron SE • MOCVD
The Epitaxy Deposition Market is projected for explosive growth from 2026-2033 due to increasing demand, an expanding customer base, and technological advancements. A comprehensive report from Coherent Market Insights analyzes market trends, competitive landscapes, key players like Veeco Instruments and Aixtron SE, and future opportunities. The study segments the market by application in industries such as semiconductors, LED manufacturing, and solar cells, offering insights for strategic decision-making.
Inside Lam Research's Boise bet on America's memory chip hub
Lam Research (NASDAQ: LRCX) has opened a new 9,200 sq. ft. office in Boise, Idaho, to bolster its support for U.S. semiconductor manufacturing, particularly for memory customers like Boise-headquartered Micron. This expansion, housing approximately 150 personnel, is part of a multi-year strategy to accelerate R&D and high-volume manufacturing capabilities for the AI-era chipmaking, building on Lam's three decades of presence in Boise. The move was celebrated with U.S. Senator Jim Risch and Micron representatives, emphasizing the critical role of American-made semiconductors in the economy and national security.
KLA stock steadies on ex-dividend day as chip-tool names track Fed-rate bets
KLA stock saw a slight increase of 0.7% to $1,473.71 on its ex-dividend day, mirroring gains in other chip equipment stocks like Lam Research and Applied Materials, as investors tracked Federal Reserve interest rate expectations. The stability in chip-tool names is seen as a key indicator for the AI expansion and the impact of financial conditions. Despite the ex-dividend trading and recent Fed signals suggesting sustained tight policy, KLA's previous strong earnings and outlook continue to support its position in the market.
KLA (KLAC) Is Considered a Good Investment by Brokers: Is That True?
This article examines brokerage recommendations for KLA (KLAC), noting its average brokerage recommendation (ABR) of 1.77, suggesting a "Buy." However, it cautions against relying solely on ABR due to inherent positive bias in sell-side analyst ratings. Instead, it advocates for combining ABR validation with the Zacks Rank, a proprietary stock rating tool based on earnings estimate revisions, which currently rates KLA as a "Strong Buy."
Heartland Advisors Inc. Sells 9,894 Shares of Lam Research Corporation $LRCX
Heartland Advisors Inc. significantly reduced its stake in Lam Research Corporation by 14.2%, selling 9,894 shares and now holding 59,909 shares valued at $8.02 million. This comes as Lam Research reported strong quarterly earnings, beating expectations with $1.27 EPS and $5.34 billion in revenue, and issued optimistic Q3 2026 guidance. Despite a director selling 35,000 shares, analysts largely maintain a "Moderate Buy" consensus rating with an average target price of $244.88, with some analysts raising their price targets to $300.
Applied Materials (AMAT) Seen Winning Whether WFE Growth Is Market- or Share-Driven
Applied Materials (AMAT) is gaining significant attention from Wall Street analysts who believe the company is well-positioned for growth in the wafer fabrication equipment (WFE) market. TD Cowen recently raised its price target for AMAT to $450, anticipating stronger semiconductor equipment demand. Analysts expect AMAT to benefit from either overall WFE market expansion or increased deposition and etch intensity driven by evolving DRAM and foundry technologies.
Applied Materials (AMAT) Seen Winning Whether WFE Growth Is Market- or Share-Driven
Applied Materials (AMAT) is gaining renewed attention from Wall Street analysts who believe it's well-positioned for growth, irrespective of whether the wafer fabrication equipment (WFE) market is driven by overall market expansion or by market share gains. TD Cowen recently raised its price target on AMAT to $450, reiterating a "Buy" rating, citing expectations for stronger semiconductor equipment demand. The company is seen benefiting from increased deposition and etch intensity due to DRAM node complexity and GAA foundry transitions.
Hardware is King: Applied Materials Defies AI Software Slump with Massive Breakout
Applied Materials (NASDAQ: AMAT) experienced a significant breakout, with its shares surging over 8.1% to a record $354.91, amidst a broader "SaaSpocalypse" affecting AI software companies. This surge was driven by strong Q1 fiscal earnings, which beat analyst expectations, and positive forward-looking guidance, including a projected 20% growth for the semiconductor equipment business in 2026. The company also resolved a long-standing regulatory risk with a $252.5 million settlement, marking a shift in market sentiment towards hardware infrastructure providers over AI software services due to increasing ROI skepticism and automation concerns.
Teradyne Surges 88% in Three Months: Time to Buy the Stock?
Teradyne (TER) shares have surged 87.9% in the last three months, outperforming its sector and peers, driven by strong AI infrastructure demand. The company is benefiting from AI-related investments in its semiconductor test and robotics divisions, with AI-driven applications accounting for a significant portion of its revenue. Teradyne's positive Q1 2026 guidance, expanding portfolio, and a Zacks Rank #1 (Strong Buy) suggest continued growth, despite its current premium valuation.
Amtech's Weak SFS Demand Continues: Is Profit Growth at Risk?
Amtech's profit growth outlook is uncertain due to persistent weakness in its Semiconductor Fabrication Solutions (SFS) segment, which saw revenues fall and an operating loss in Q1 fiscal 2026. This weakness, driven by soft demand for PR Hoffman products and cost pressures, is making the company's growth uneven despite rising AI-driven equipment demand in its Thermal Processing Solutions segment. The company carries a Zacks Rank #5 (Strong Sell) and faces intense pressure from rivals like Applied Materials and KLA Corporation.
STMicroelectronics Stock: 2.25% Decline in Late Afternoon Following a Marked Weekly Rally
STMicroelectronics' stock saw a 2.25% decline in late afternoon trading, currently priced at 27.81 euros, attributed partly to profit-taking as it neared a technical resistance level. Despite this dip, the company maintains a significantly positive trajectory over three months and one year, with its price well above its 50-day moving average. Upcoming Q1 2026 results on April 23, 2026, will be a key event for shareholders, with the stock's future performance tied to the semiconductor sector's economic environment and demand in automotive and industrial markets.
3 Big Reasons to Love KLA Corporation (KLAC)
KLA Corporation (KLAC) has seen its stock price surge by 65.2% in the last six months, reaching $1,459 per share, driven by strong quarterly results. The article highlights three key reasons for optimism: impressive 16% compounded annual sales growth over five years, an elite 60.7% gross profit margin, and an excellent 32.8% free cash flow margin. These factors suggest KLAC is a robust business with strong pricing power and reinvestment potential in the cyclical semiconductor industry.
Teradyne Surges 88% in Three Months: Time to Buy the Stock?
Teradyne (TER) shares have surged 88% in the last three months, outperforming competitors and the sector, largely due to strong demand for AI infrastructure. The company benefits from increased AI-driven applications in its semiconductor test and robotics divisions, and it expects continued growth with positive Q1 2026 guidance. Despite trading at a premium valuation, its strong growth prospects and diversified portfolio have earned it a Zacks Rank #1 (Strong Buy).
Teradyne Surges 88% in Three Months: Time to Buy the Stock?
Teradyne (TER) shares have surged 88% over the past three months, driven by strong AI-related demand, outperforming its competitors and the broader market. The company is benefiting significantly from AI infrastructure demand across its semiconductor test and robotics divisions, with AI-driven applications projected to account for up to 70% of revenues in Q1 2026. Despite trading at a premium valuation, its robust portfolio and positive Q1 guidance have earned it a Zacks Rank #1 (Strong Buy).
Teradyne Surges 88% in Three Months: Time to Buy the Stock?
Teradyne (TER) shares have surged 87.9% in the last three months, outperforming the sector due to strong AI-related demand, particularly in its Semiconductor Test and Robotics divisions. The company's focus on AI-driven applications, strategic acquisitions, and a new joint venture with MultiLane are key growth drivers, leading to positive guidance for Q1 2026 and a "Strong Buy" Zacks Rank, despite its current premium valuation.
Teradyne Surges 88% in Three Months: Time to Buy the Stock?
Teradyne (TER) shares have surged 87.9% in the last three months, outperforming peers and the sector, driven by strong AI-related demand across its semiconductor test and robotics divisions. The company is benefiting from strategic acquisitions and a joint venture aimed at accelerating high-speed test solutions for AI data centers. Despite trading at a premium, Teradyne projects robust revenue and earnings growth for Q1 2026, earning it a Zacks Rank #1 (Strong Buy).
Applied Materials reportedly fined $252m for unlicensed shipments to China’s SMIC
Applied Materials is reportedly facing a $252 million fine from the U.S. Department of Commerce for illegally shipping semiconductor manufacturing equipment to China's SMIC. The company allegedly routed ion implanters through a South Korean subsidiary to SMIC without the required export licenses, even after SMIC was placed on the U.S. Entity List. This penalty comes amidst ongoing U.S. efforts to restrict China's access to advanced semiconductor technologies due to national security concerns.
How Strong 2025 Results and Kim Family Share Sale Will Impact Amkor Technology (AMKR) Investors
Amkor Technology (AMKR) recently reported strong Q4 and full-year 2025 results, alongside a secondary offering of shares by a Kim family investment vehicle. Despite the share sale, the Kim family retains over 49% ownership and a 180-day lock-up, signaling continued control. The article discusses how these factors, combined with Amkor's role in semiconductor packaging and testing, shape the company's investment outlook, emphasizing earnings delivery and the impact of the concentrated ownership on governance.
KLA's (NASDAQ:KLAC) Investors Will Be Pleased With Their Fantastic 366% Return Over the Last Five Years
KLA Corporation (NASDAQ:KLAC) has delivered a robust 366% total shareholder return over the last five years, outperforming its share price return due to dividends. The company's earnings per share growth of 32% per year closely mirrors its 35% annual share price gain, indicating stable market sentiment. Recent results show a 97% TSR over the past year, reflecting continued strong performance.
Lam Research Corporation $LRCX Shares Sold by PNC Financial Services Group Inc.
PNC Financial Services Group Inc. reduced its holdings in Lam Research Corporation ($LRCX) by 0.6% in the third quarter of last year, selling 18,679 shares, though still holding over 3 million shares worth about $409.2 million. This news comes as director Eric Brandt also sold a significant amount of shares, reducing his stake by over 12%. Despite internal selling, Lam Research reported stronger-than-expected earnings and received multiple analyst price target increases, indicating positive sentiment from research firms.
Shell Asset Management Co. Has $2.35 Million Position in Lam Research Corporation $LRCX
Shell Asset Management Co. significantly reduced its stake in Lam Research Corporation ($LRCX) by 74.9% in the third quarter, bringing its total holdings to $2.35 million. Despite this reduction, other institutional investors increased their positions in the semiconductor company. The article also details recent insider selling by Director Eric Brandt and highlights various analyst ratings, with an average "Moderate Buy" rating for LRCX.
LSV Asset Management Has $17 Million Holdings in Lam Research Corporation $LRCX
LSV Asset Management increased its stake in Lam Research Corporation (NASDAQ:LRCX) by 31.9% in the third quarter, bringing their total holdings to 126,948 shares valued at $16,998,000. Other institutional investors also adjusted their positions in the semiconductor company. Analysts have a "Moderate Buy" rating on LRCX with a consensus price target of $244.88, following several price target increases and "buy" ratings.
KLA Corp: Metrology Powerhouse Rides AI Chip Wave As Wall Street Lifts Targets
KLA Corp's stock has surged to new highs, driven by strong earnings, positive guidance, and high demand for AI and advanced logic chips. Analysts expect further growth as the company, a leader in metrology and process control, is critical for next-generation chip manufacturing. The company's strategic position in the semiconductor industry, coupled with robust capital returns, underpins its strong performance and positive outlook despite some market risks.
KLA Corp: Metrology Powerhouse Rides AI Chip Wave As Wall Street Lifts Targets
KLA Corp's stock has reached new highs, outperforming the semiconductor sector due to strong earnings, positive guidance, and high demand from AI and advanced logic chips. Analysts anticipate further growth as KLA Corp plays a crucial role in enabling next-generation chip manufacturing. The company's consistent performance, strong free cash flow, and strategic investments underline its transformation from a cyclical supplier to a key player in the AI era.
KLA stock in focus: KLAC heads into holiday week after $400 million India R&D pact
KLA Corp (KLAC) closed up 0.92% after announcing a $400 million R&D and innovation campus in Chennai, India, focusing on software and AI-powered semiconductor innovation. This development comes as the semiconductor industry sees a boost from AI-fueled demand, influencing chip equipment stocks. Investors are watching KLA's long-term play in India and the broader market's reaction to semiconductor spending after the holiday weekend.
American Chip Major KLA Signs $400 Million Deal With Tamil Nadu
KLA Corporation, a leading US-based semiconductor company, is investing $400 million to build a massive research and development and innovation campus in Chennai, Tamil Nadu. This new 12-acre facility is expected to create up to 4,000 high-skilled jobs and will serve as KLA's largest integrated R&D presence outside its US headquarters. The campus will focus on advanced research in high-performance computing, process control engineering software, and AI-driven semiconductor technologies, significantly boosting Tamil Nadu's semiconductor sector.
Lam Research Corporation $LRCX Shares Acquired by Assetmark Inc.
Assetmark Inc. has increased its stake in Lam Research Corporation (NASDAQ:LRCX) by 5.3% in the third quarter, bringing its total holdings to 284,257 shares valued at approximately $38.06 million. This accumulation by Assetmark Inc. and other institutional investors, who collectively own 84.61% of the company, follows strong Q3 earnings where Lam Research beat analyst estimates and issued positive Q3 2026 guidance. The stock currently holds a consensus "Moderate Buy" rating with a target price of $244.88, despite a recent insider sale by Director Eric Brandt.
Big Boost for Tamil Nadu: US chip giant KLA bets Rs. 3,600 crore on Chennai
US chip giant KLA Corporation has signed an MoU with the Government of Tamil Nadu to invest $400 million (approximately ₹3,600 crore) in a new R&D and Innovation Campus in Chennai. This initiative is expected to create up to 4,000 high-skilled jobs and will serve as KLA’s largest integrated R&D presence outside its global headquarters, focusing on advanced research in high-performance computing, process control engineering software, and AI-driven semiconductor innovation. Tamil Nadu Industries Minister T. R. B. Rajaa highlighted this as a significant step in building the state's semiconductor ecosystem and reinforcing investor confidence.
AMAT - Applied Materials Inc Stock Price and Quote
This article provides detailed stock information for Applied Materials Inc. (AMAT), including its latest stock price, financial metrics, analyst ratings, and recent news. Key highlights include a significant stock price increase, bullish analyst upgrades citing AI demand, and insider trading activity.
Why PDF Solutions (PDFS) Is Up 18.8% After Record 2025 Sales And 2026 Growth Outlook - And What's Next
PDF Solutions (PDFS) saw its stock rise 18.8% following the announcement of record 2025 revenue of US$219.02 million, despite a slight net loss. The company also indicated a 20% revenue growth outlook for 2026, aligning with its long-term target as it transitions to a broader semiconductor execution platform boosted by the SecureWise acquisition. Investors are now focusing on how this shift impacts profitability and whether the company can maintain growth while improving margins.
Ex-Dividend Reminder: KLAC, Jabil and Wabtec
KLA Corp (KLAC), Jabil Inc (JBL), and Wabtec Corp (WAB) will all trade ex-dividend on February 17, 2026, for their upcoming quarterly dividends. KLA Corp will pay $1.90, Jabil Inc will pay $0.08, and Wabtec Corp will pay $0.31. Investors should expect their stock prices to open slightly lower on the ex-dividend date, reflecting the dividend payout.
Peregrine Investment Management Inc. Trims Stock Position in Lam Research Corporation $LRCX
Peregrine Investment Management Inc. significantly reduced its stake in Lam Research Corporation (LRCX) by 58.5% in Q3, now holding 42,080 shares valued at $5.635 million. Despite insider selling by Director Eric Brandt, analysts maintain a "Moderate Buy" consensus for LRCX, with an average target price of $244.88, driven by positive quarterly earnings, raised guidance, and strong industry tailwinds in the semiconductor sector. The company also declared a quarterly dividend of $0.26, payable on April 8th.
US Tech Giant KLA Corporation To Invest Rs 3,600 Crore To Set Up R&D And Innovation Campus In Chennai
KLA Corporation, a US-based semiconductor tech giant, has announced an investment of $400 million (Rs 3,600 crore) over the next decade to establish a new research and development campus in Chennai, India. This expansion, formalized through an MoU with the Tamil Nadu government, will create up to 4,000 jobs and significantly bolster the region's role in the global semiconductor industry. The campus will be one of KLA's largest innovation hubs, focusing on semiconductor process control and AI-led innovation.
Jabil: Transforming Procurement into Strategic Profit Engine
Jabil is transforming its procurement function from a cost-control center into a strategic profit engine, as highlighted in an upcoming webinar. This evolution is exemplified by their partnership with Eagle Harbor Technologies (EHT Semi), focusing on advanced chip production and leveraging Jabil's manufacturing excellence to drive innovation and value beyond traditional cost savings. The webinar will feature Kurt Shafer, Senior Director of Global Procurement at Jabil, discussing this strategic shift and its implications for enterprise value in the semiconductor industry.
KLA to invest $400 million in Tamil Nadu expansion
KLA Corporation will invest $400 million over the next decade to establish a new research and development and innovation campus in Chennai, Tamil Nadu. This expansion is set to strengthen KLA's presence in semiconductor process control and AI-led engineering in India, creating up to 4,000 jobs. The facility will become one of KLA’s largest global innovation hubs, reinforcing Tamil Nadu's position in the semiconductor value chain and supporting India's broader electronics and chip strategy.
Semicon tools maker KLA to invest up to $400 mn in Tamil Nadu, open R&D campus
KLA Corporation will invest up to $400 million over 10 years to establish a new R&D and innovation campus in Chennai, Tamil Nadu. This move underscores KLA's commitment to India as a strategic hub for semiconductor innovation and is expected to create up to 4,000 jobs. The facility will be one of KLA's largest innovation hubs, expanding its existing operations and global R&D capabilities.
Applied Materials stock rating upgraded to Buy by Summit Insights
Summit Insights upgraded Applied Materials (NASDAQ: AMAT) from Hold to Buy, citing expectations for increased logic/foundry and DRAM spending driven by advancements in AI, smartphones, PCs, and IoT in 2026. The firm anticipates strong AI-related wafer fabrication equipment (WFE) spending to continue into the first half of 2027, positioning Applied Materials and the semiconductor capital equipment sector to outperform their peers. This outlook follows a strong Q1 fiscal year 2026 earnings report for Applied Materials, which exceeded EPS expectations.
Assessing MKS Instruments (MKSI) Valuation After A Powerful Multi‑Month Share Price Rally
MKS Instruments (MKSI) has experienced a significant share price rally, increasing 29% in the last month and 75% in the last three months, bringing its one-year return to 142.22%. Despite this strong performance, the stock is currently trading above both the average analyst price target and its modeled intrinsic value of $180.92, suggesting it might be overvalued. The article advises investors to consider if the recent rally leaves room for further growth or if the current valuation is already stretched, especially given the stock's dependence on cyclical semiconductor demand and high leverage.
Does Ichor Holdings’ (ICHR) Upbeat 2026 Guidance Validate Its New Higher-Value Product Strategy?
Ichor Holdings (ICHR) reported Q4 2025 results and provided optimistic Q1 2026 guidance, projecting revenue between US$240 million and US$260 million and near break-even GAAP diluted earnings per share. This guidance reflects progress under new CEO Phil Barros, particularly a strategic shift towards higher-value proprietary products and diversification into the commercial space. While the upbeat outlook supports the company's new strategy, investors are cautioned about ongoing margin risks and execution challenges.
KLA (KLAC) stock slips as chip-tool shares cool — traders eye late-session catalysts
KLA Corp (KLAC) stock experienced a 1.1% dip to $1,463.28 amidst a broader tech decline, influencing other chip-equipment stocks like Applied Materials, ASML, and Lam Research. Investors are cautiously assessing the market, especially with upcoming catalysts including Applied Materials' earnings report and Friday's U.S. consumer price index (CPI) data, which could further impact the semiconductor sector. Concerns about AI's immediate impact and potential new U.S. export restrictions on China add to the market's unease.
