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Materials Posted Robust Systems Shipment Growth in Q3, but Likely Faces Mix Headwinds, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2659409921","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659409921?lang=en_us&edition=fundamental","pubTime":"2026-08-14 22:56","pubTimestamp":1786719369,"startTime":"0","endTime":"0","summary":"Applied Materials  posted robust systems shipment growth in fiscal Q3, but the company's guide for flat sequential October-quarter gross margin growth reflects mix headwinds and accelerating employee hiring, Morgan Stanley said in a Friday research report.Morgan Stanley lowered its 2026 systems shipment growth forecast to 42% from 44%, the analysts said.Despite DRAM and 3-nanometer logic being material growth drivers in 2026, the investment firm said that the company's outgrowth versus wafer fab equipment looks narrower than expected, according to the note.Morgan Stanely reiterated its equalweight rating on the stock and adjusted its price target to $642 per share from $646.Price: 510.35, Change: -24.19, Percent Change: 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Stock Price Forecast: Morgan Stanley and UBS Both Boost Holdings in 13F Filings, Strong Buy Consensus, Could Stock Return to $1,000?","url":"https://stock-news.laohu8.com/highlight/detail?id=2659406311","media":"TradingKey","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659406311?lang=en_us&edition=fundamental","pubTime":"2026-08-14 22:29","pubTimestamp":1786717769,"startTime":"0","endTime":"0","summary":"US stock 13F filings have been released recently, disclosing the second-quarter holdings of Wall Street investment banks such as Morgan Stanley and UBS. Notably, the reports show that Micron (MU) was among the top five increased positions for both 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How Far it Could Go.","url":"https://stock-news.laohu8.com/highlight/detail?id=2659448131","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659448131?lang=en_us&edition=fundamental","pubTime":"2026-08-14 21:00","pubTimestamp":1786712400,"startTime":"0","endTime":"0","summary":"Micron Technology shares were surging back toward $1,000 early Friday. Wall Street is confident the memory-chip maker has further to go.Micron stock was up 2.8% at $976.38 in premarket trading. 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Street Upgrades Micron Technology to Buy From Neutral, Adjusts PT to $1,250 From $470","url":"https://stock-news.laohu8.com/highlight/detail?id=2659414149","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659414149?lang=en_us&edition=fundamental","pubTime":"2026-08-14 20:50","pubTimestamp":1786711838,"startTime":"0","endTime":"0","summary":"Micron Technology (MU) has an average rating of buy and mean price target of $1,549.19, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major 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