Why analysts are watching it
Analysts are watching AMAT, suggesting it could be a beneficiary in the current market environment. On April 5, 2026, Ticker Symbol: YOU stated in his video "The Iran War Will Make Millionaires (Here's How)" that "and Applied Materials, ticker symbol AMAT, would end up on the winning side of this story." This sentiment was echoed by BWB - Business With Brian on April 1, 2026, in his video "The Iran War is About to Make (More) Millionaires," where he listed Applied Materials alongside other key industry players like ASML. Additionally, Couch Investor noted on May 8, 2026, in his video "4 Stocks I'm Buying in May Here's Why" that "applied materials is up six as well." Risks include geopolitical instability and shifts in semiconductor demand.
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Source clips
"and Applied Materials, ticker symbol AMAT, would end up on the winning side of this story."
— The Iran War Will Make Millionaires (Here's How)
"Think ASML, Lam Research, Applied Materials, and KLA."
— The Iran War is About to Make (More) Millionaires