Скачать или смотреть ADI, MRVL, AMAT, LRCX, KLAC — Full Stock Update + 12-Month Price Targets

ADI, MRVL, AMAT, LRCX, KLAC — Full Stock Update + 12-Month Price Targets

The AI semiconductor supercycle is real — and these 5 stocks are sitting right at the center of it.

In today's video, I'm breaking down the full update on Analog Devices (ADI), Marvell Technology (MRVL), Applied Materials (AMAT), Lam Research (LRCX), and KLA Corporation (KLAC) — covering current stock prices, this morning's pre-market action, key earnings results, analyst upgrades, and 12-month price targets for each name.

Here's why this matters RIGHT NOW:

✅ Bank of America projects global chip sales could hit $1 TRILLION in 2026
✅ TSMC just raised capex by 33% — $38–42B this year alone
✅ Amazon, Google, Meta & Microsoft combined are spending $650B in capex
✅ Applied Materials just beat earnings and STILL fell — and I explain exactly why
✅ Barclays upgraded ADI to Overweight with a $375 target THIS MORNING
✅ Marvell guided for 62% revenue growth — yet the stock is down 30% from its high

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📊 QUICK PRICE TARGETS (Feb 13, 2026)
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ADI → Avg PT $375 | Bull Case $420 (UBS)
MRVL → Avg PT $114 | Bull Case $156 (Evercore ISI)
AMAT → Avg PT $340 | Bull Case $425 (Street High)
LRCX → Avg PT $227 | Bull Case $325 (Susquehanna)
KLAC → Avg PT $1,500 | Bull Case $1,650

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🔔 DON'T MISS THE NEXT ONE
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Drop a comment below 👇 — which of these 5 are you watching most closely right now? I read and reply to every single one.

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⚠️ DISCLAIMER
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This video is for educational and entertainment purposes only. Nothing in this video constitutes financial or investment advice. All data is sourced from public filings and financial data providers as of February 13, 2026. Past performance is not indicative of future results. Always conduct your own research or consult a licensed financial advisor before making any investment decisions.

#semiconductorstocks #AIstocks #stockmarket2026 #ADI #MRVL #AMAT #LRCX #KLAC⚠️

Disclaimer: This video is for educational purposes only. Always do your own research before making investment decisions.

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