[2026년 06월 재분석] Applied Materials Reanalysis After 9 Days: Citi’s $710 Street-High vs. CEO’s $42.5M Insider Sale — Why We Trim to Hold
Applied Materials (AMAT) reanalysis: Citi’s Street-high $710 target and TSMC’s $54B capex hike collide with the CEO’s $42.5M insider sale. We raise targets to $620 / $720 / $440 but downgrade to Hold with disciplined trim.