
Applied Materials stock forecast: Besi deal meets $10.25B guide
Applied Materials expanded its Besi partnership, but disclosed no new orders. TECHi tests the October AMAT outlook against Q4 guidance and valuation.
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TECHi reporting and analysis covering Stock Forecast. 19 articles, newest first.

Applied Materials expanded its Besi partnership, but disclosed no new orders. TECHi tests the October AMAT outlook against Q4 guidance and valuation.

Tesla's Q3 delivery consensus is 461,974 while storage is expected at 15.9 GWh. TECHi maps the October valuation cases and their limits.

TECHi's October MSTR forecast weighs Bitcoin reserve value against common-share issuance and preferred claims, with transparent bull, base and bear cases.

TECHi's October PLTR forecast weighs fast earnings-estimate revisions against an even faster share-price rise, with clear bull, base and bear scenarios.

Apple stock forecast after Beats 360: assess AAPL valuation, Siri AI, iPhone 18 demand, Services growth and scenarios through September 2027.

AMD crossed $1 trillion and reached Wall Street's central target. TECHi maps the bull, base and bear cases using Q2 growth and the Q3 outlook.

ARM stock jumped 17% to $322.90, above Wall Street's base target. TECHi maps the bull, base and bear cases after the agentic-AI CPU rally.

Intel stock jumped 11.6% to $121.21. See the INTC forecast, $110-$145 analyst targets, Q3 catalysts, risks and price levels after the rally.

Oracle reports June 10. OCI backlog is huge, but the real ORCL earnings test is AI capex, cloud margin, debt and lease-funded capacity.

SMCI is rising with Dell, but Dell's AI-server blowout raises a harder question about credit, cash conversion, trust and enterprise scale.

Dell stock surged on AI server orders and backlog. The harder question now is whether margins, cash flow and backlog conversion can justify the move.

HPE reports June 1 with Juniper-led networking now central to the AI thesis, not just servers. Here is what investors should watch.

C3.ai reports June 3 with Tom Siebel back as CEO, restructuring under way, cash burn still heavy and enterprise AI on trial.

Credo reports Q4 FY26 earnings on June 1 with CRDO near record highs, AI interconnect demand surging and valuation now the main risk.

MongoDB reports Q1 FY27 after the close. Here is the MDB stock setup, live quote data, Atlas growth test, AI product angle, and tomorrow scenarios.

Okta reports Q1 FY27 after the close. Here is the OKTA stock setup, live TECHi quote data, cRPO test, AI identity thesis, and tomorrow scenarios.

NetApp reports Q4 FY26 after the close. Here is the NTAP stock setup, live quote data, Q4 guidance, AI storage thesis, and tomorrow scenarios.

Dell reports Q1 FY27 after the close. Here is the DELL stock setup, live TECHi quote data, AI server backlog risk, and tomorrow scenario map.

APP is surging above $600. TECHi maps AppLovin stock for Friday, May 29, and the next year using quote data, Q1 results, and forecast signals.