3 Chip Stocks Set for an Earnings Boost, and 3 to Avoid

Impact · against what's priced in

Goldman Sachs' positive outlook on Applied Materials is not a catalyst because the stock's current valuation already ignores the structural growth cases the bank is likely betting on. The price currently rejects the bull-case revenue acceleration, making a general 'good bet' label redundant.

AMAT+0.10

Challenges what's priced in

The price assumes

The AI-driven structural growth cycle

Goldman Sachs identifies the company as a good bet for earnings, which aligns with the structural AI growth and 30%+ equipment growth the market is currently not paying for.

What AMAT's price assumes · Sep 11

• earnings▲4%
• semiconductors
• AMAT
• chips
• equity research
• goldman sachs

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