AMAT Applied Materials, Inc.

Mentions (100)

• Newszacks.com·3d ago·Positive

  Applied Materials (AMAT) Outpaces Stock Market Gains: What You Should Know In the most recent trading session, Applied Materials (AMAT) closed at $540.04, indicating a +2.03% shift from the previous trading day.

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• Newsglobenewswire.com·5d ago·Neutral

  …-wafer, die-on-die and die-on-panel architectures SANTA CLARA, Calif. and DUIVEN, The Netherlands, Oct. 01, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT) and BE Semiconductor Industries N.V.

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• News (RSS)fool·5d ago·Positive

  Applied Materials vs. Taiwan Semiconductor Manufacturing: Which Tech Stock Is a Better Buy in 2026? Taiwan Semiconductor Manufacturing grew revenue 33%, while Applied Materials posted modest 4% growth -- a stark contrast in momentum.

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• Newsfool.com·5d ago·Positive

  Applied Materials vs. Taiwan Semiconductor Manufacturing: Which Tech Stock Is a Better Buy in 2026? Applied Materials is a vital provider of materials engineering solutions and semiconductor fabrication equipment. Taiwan Semiconductor Manufacturing is the world's leading dedicated foundry with massive scale and advanced technology.

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• Newszacks.com·5d ago·Positive

  Applied Materials (AMAT) Recently Broke Out Above the 50-Day Moving Average Applied Materials (AMAT) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, AMAT broke through the 50-day moving average, which suggests a short-term bullish trend.

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• News (RSS)fool·6d ago·Neutral

  Better Semiconductor Equipment Stock: Applied Materials vs. Lam Research The chipmaking equipment boom has supercharged growth for both companies, and their prospects suggest further upside in their stock prices.

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• Newsglobenewswire.com·6d ago·Neutral

  Applied Materials and KIOXIA Partner at the EPIC Center to Advance Next-Generation Memory Technology SANTA CLARA, Calif., Sept. 29, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor industry, today announced that KIOXIA Corporation, a leading global supplier of flash memory and solid state drives (SSDs), will join Applied's EPIC Center in Silicon Valley as an innovation partner to advance next-generation memory technologies. The…

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• News (RSS)thestreet·6d ago·Neutral

  Morgan Stanley resets AMAT stock price target by $79 Here's what could happen to AMAT shares next.

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• Newszacks.com·7d ago·Positive

  Wall Street Analysts Believe Applied Materials (AMAT) Could Rally 34.23%: Here's is How to Trade The average of price targets set by Wall Street analysts indicates a potential upside of 34.2% in Applied Materials (AMAT). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

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• News (RSS)investing·10d ago·Neutral

  Wafer fabrication equipment outlook: AMAT, LRCX, and KLAC in a structural upcycle

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• Newszacks.com·12d ago·Positive

  3 Top Chip Equipment Stocks to Buy as AI Demand Fuels BofA Optimism Applied Materials, Lam Research and KLA stand to benefit as BofA lifts chip equipment spending forecasts amid surging AI, memory and packaging demand.

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• Newszacks.com·12d ago·Neutral

  Wall Street Bulls Look Optimistic About Applied Materials (AMAT): Should You Buy? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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• Newsseekingalpha.com·13d ago·Positive

  Applied Materials: Opportunity Is Brewing Again (Rating Upgrade) Applied Materials is upgraded to a buy as valuation has corrected while fundamentals have strengthened, creating an attractive risk/reward setup. AI-driven demand is accelerating Applied Materials' growth, with Q3 revenue up 25% YoY and robust Q4 guidance implying 51% YoY growth. Margins continue to expand, with Q3 gross margin up 150 bps and operating margin expected to rise 640 bps YoY in Q4, reflecting strong cost/expense contro…

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• Newszacks.com·13d ago·Neutral

  Here is What to Know Beyond Why Applied Materials, Inc. (AMAT) is a Trending Stock Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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• News (RSS)economictimes·14d ago·Positive

  …4,990 from Rs 4,500 while retaining its Buy rating. The revised target implies 16.1% upside, with the stock already up over 140% in 2026. Goldman sees investments by Applied Materials and Lam Research in India supporting local supplier ecosystems and R&D, potentially driving longer-term growth for Sansera’s ADS component business.

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• News (RSS)yahoo·14d ago·Neutral

  Applied Materials Commits $5 Billion to India as Chip Manufacturing Expands

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• Newsglobenewswire.com·15d ago·Neutral

  Applied Materials to Host Investor Breakfast Presentation During SEMICON West SANTA CLARA, Calif., Sept. 21, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of its executive leadership team will participate in an Investor Breakfast Presentation during SEMICON West on Tuesday, Oct. 13, 2026.

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• News (RSS)fool·16d ago·Positive

  Applied Materials vs. Nvidia: Which Tech Stock Is a Better Buy in 2026? Nvidia's 55.6% net margin dwarfs Applied Materials' 24.7%, but one trades at a steep valuation premium while the other faces customer concentration risk.

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• Newsfool.com·16d ago·Positive

  Applied Materials vs. Nvidia: Which Tech Stock Is a Better Buy in 2026? Applied Materials is a leading provider of engineering solutions for the global semiconductor industry. Nvidia continues to dominate the artificial intelligence infrastructure market with massive revenue growth and high net margins.

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• News (RSS)fool·16d ago·Neutral

  Massive Update for Applied Materials Stock Investors! I revised my estimates higher for this booming semiconductor company.

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• Newsfool.com·16d ago·Neutral

  Massive Update for Applied Materials Stock Investors! Revenue growth is accelerating, with the good times forecasted to last several years.

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• News (RSS)fool·17d ago·Positive

  Applied Materials vs. Broadcom: Comparing Sales Growth Trajectories for These Artificial Intelligence Companies Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains.

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• News (RSS)fool·17d ago·Positive

  Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies Applied Materials has posted three consecutive quarterly gains and now generates $9.1 billion in revenue, while Intel's operating margin sits at half that of its competitor.

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• News (RSS)seekingalpha·19d ago·Neutral

  Applied Materials to invest $5B in India over the next decade

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• News (RSS)investing·19d ago·Neutral

  Applied Materials plans $5 billion India investment over decade

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• News (RSS)investing·19d ago·Neutral

  Applied Materials to invest $5 billion in India as Modi’s flagship chip event kicks off

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• Newsfool.com·19d ago·Positive

  Applied Materials vs. Marvell Technology: Which Tech Stock Is a Better Buy in 2026? Applied Materials is a market leader in providing the engineering equipment and services essential for advanced semiconductor manufacturing. Marvell Technology is experiencing rapid growth by providing high-speed networking and custom silicon solutions for the artificial intelligence infrastructure market.

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• Newsreuters.com·19d ago·Neutral

  Applied Materials to invest $5 billion in India as Modi's flagship chip event kicks off Applied Materials will invest $5 billion in India over the next decade to expand its presence in the country, the US ​semiconductor equipment maker said on Thursday at SEMICON India, the country's ‌flagship chip conference.

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• Newszacks.com·19d ago·Neutral

  AMAT vs. LRCX: Which WFE Stock is a Safer Bet Right Now? Applied Materials and Lam Research benefit from AI-driven semiconductor demand, but broader portfolio makes AMAT a safer choice.

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• News (RSS)fool·20d ago·Positive

  Applied Materials vs. Qualcomm: Which Tech Stock Is a Better Buy in 2026? Applied Materials trades at a steep valuation premium, while Qualcomm's cheaper multiple masks exposure to customer concentration and geopolitical risk.

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• News (Marketaux)finance.yahoo.com·22d ago·Neutral

  Prediction: Applied Materials Books Its First $10 Billion Quarter This Fall Applied Materials (<em[+226 characters]

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• News (RSS)fool·22d ago·Negative

  Prediction: Applied Materials Books Its First $10 Billion Quarter This Fall The company's own forecast leaves room to miss the milestone. I don't expect that to happen.

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• Newsfool.com·22d ago·Negative

  Prediction: Applied Materials Books Its First $10 Billion Quarter This Fall Applied Materials expects fiscal fourth-quarter revenue of $10.25 billion, plus or minus $500 million -- about 51% year-over-year growth at the midpoint. Even the bottom of the guidance range would set a company record without clearing $10 billion.

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• News (RSS)fool·22d ago·Positive

  Applied Materials vs. ASML: Which Tech Stock Is a Better Buy in 2026? One makes the tools; the other controls the bottleneck. Their vastly different risk profiles and valuations reveal why this isn't a simple choice.

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• News (RSS)yahoo·23d ago·Positive

  Jim Cramer Calls Applied Materials (AMAT) a Long-Term Buy

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• News (Marketaux)insidermonkey.com·23d ago·Positive

  Jim Cramer Calls Applied Materials (AMAT) a Long-Term Buy On September 9, a caller asked what Mad [+317 characters]

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• Newsfool.com·24d ago·Positive

  Applied Materials vs. Micron Technology: Which Technology Stock Is a Better Buy in 2026? Applied Materials is a leading provider of the equipment and software essential for manufacturing advanced semiconductors. Micron Technology is a major producer of memory and storage solutions seeing significant growth from data center demand.

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• Newszacks.com·24d ago·Positive

  Is Trending Stock Applied Materials, Inc. (AMAT) a Buy Now? Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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• 4chan /biz/biz·25d ago·Positive

  Btw if you are a semis bull becareful with chippy designers. AI will design better than them in 2 years, the real MOAT is in ASML and chip manufacturing. ASML, AMAT, lamb research, Tokyo Electron and TSMC is the big brain combo

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• News (RSS)businessinsider·25d ago·Neutral

  Applied Materials declares $0.53 dividend

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• News (Marketaux)manilatimes.net·25d ago·Positive

  Applied Materials Announces Cash Dividend ., Sept. 10, 2026 (GLOBE NEWSWIRE) -- <e[+279 characters]

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• News (RSS)yahoo·25d ago·Neutral

  Applied Materials CEO Says the AI Boom Is Nowhere Near Over. His Order Book Is the Proof

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• News247wallst.com·25d ago·Positive

  Applied Materials CEO Says the AI Boom Is Nowhere Near Over. His Order Book Is the Proof Applied Materials CEO Gary Dickerson showed up to a Goldman conference with customer order books stretching years into the future, and the peers corroborating his story make the bullish case harder to dismiss than the skeptics expected.

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• Newsmarketbeat.com·26d ago·Positive

  Applied Materials Eyes Nearly 40% Growth as AI Fuels Chip Equipment Demand Applied Materials NASDAQ: AMAT CEO Gary Dickerson said demand tied to artificial intelligence and data-center computing is strengthening the company's near-term and long-term outlook, with the semiconductor equipment maker now approaching 40% revenue growth for 2026 based on its recent communications.

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• News (RSS)seekingalpha·26d ago·Positive

  Applied Materials, Inc. (AMAT) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

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• Newsseekingalpha.com·26d ago·Positive

  Applied Materials, Inc. (AMAT) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript Applied Materials, Inc. (AMAT) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

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• News (RSS)seekingalpha·27d ago·Positive

  Applied Materials, Inc. (AMAT) Presents at Citi's 2026 Global TMT Conference Transcript

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• Newsseekingalpha.com·27d ago·Positive

  Applied Materials, Inc. (AMAT) Presents at Citi's 2026 Global TMT Conference Transcript Applied Materials, Inc. (AMAT) Presents at Citi's 2026 Global TMT Conference Transcript

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• Newsmarketbeat.com·27d ago·Neutral

  Applied Materials Says AI Boom Is Driving Semiconductor Equipment Demand Higher Applied Materials NASDAQ: AMAT sees continued strength in semiconductor equipment demand as artificial intelligence-related investment drives customer forecasts higher, Chief Financial Officer Brice Hill said at Citi's 2026 Global TMT Conference.

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• Newszacks.com·28d ago·Neutral

  Wall Street Analysts Think Applied Materials (AMAT) Is a Good Investment: Is It? Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

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• 4chan /biz/biz·30d ago·Neutral

  I decided that I'm going to give you guys a portfolio of big compounders, safe ones that you can put all your money into. I'm serious. I'd be comfortable cutting this list in half and putting all my money into 5 of these. to go with my post here >>62664262 GOOGL NVDA AMZN LLY AMP AVGO TJX AMAT GE KO (or BRKB) You will be safe if you just all in one this portfolio. Just equal weight them. They will be a compounding machine that grinds up in most regimes.

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• News (RSS)yahoo·30d ago·Positive

  Jim Cramer Shares His Playbook for Buying Applied Materials (AMAT)

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• Newsinvestopedia.com·31d ago·Neutral

  Memory, Other AI-Related Stocks Lead the Market's Top Performers Friday The AI trade is bucking the trend Friday.

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• 4chan /biz/biz·32d ago·Positive

  M*********** MU, WDC, AMAT GO GREEN NOW BLOODY

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• Newszacks.com·32d ago·Neutral

  AMAT Rides on AI-Led WFE Demand: Can it Sustain the Momentum? Applied Materials is benefiting from AI-driven semiconductor demand, with advanced packaging, DRAM and HBM fueling growth as fab investments accelerate globally.

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• News247wallst.com·33d ago·Neutral

  Applied Materials Just Dropped 14% in a Month. Sell Now, or Buy More? A record quarter and above-consensus guidance haven't been enough to keep Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) shares from sliding through August.

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• 4chan /biz/biz·33d ago·Negative

  >semiconductor equipment manufacturers >AMAT, LRCX, AVGO, etc Just dump after dump after dump. Every f****** day red over and over and over again. What the absolute f***. I feel like I'm going insane.

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• Newszacks.com·33d ago·Neutral

  Should You Buy, Sell or Hold AMAT Stock After a 72.5% YTD Rise? Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.

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• News (RSS)thestreet·34d ago·Positive

  Applied Materials’ stock buybacks: History & investor impact explained Applied Materials has returned shareholder value through its stock repurchase program. Here’s how much the company has bought back in shares over the years.

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• News (RSS)yahoo·35d ago·Positive

  Corning vs. Applied Materials: One Stock Beat the Other by 75 Percentage Points. The Better AI Infrastructure Play Is Clear.

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• News (RSS)yahoo·39d ago·Neutral

  The AI Buildout Is Turning Applied Materials (AMAT) Into A Profit Machine

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• Newsglobenewswire.com·39d ago·Neutral

  Applied Materials Appoints Akash Palkhiwala to Board of Directors SANTA CLARA, Calif., Aug. 27, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the appointment of Akash Palkhiwala to serve on its board of directors. As Chief Financial Officer and Chief Operating Officer of Qualcomm Incorporated, Mr. Palkhiwala brings extensive financial and operational leadership experience in the computing and technology industry. Mr. Palkhiwala has also been appointed to the board's Audit Comm…

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• Newsmarketbeat.com·39d ago·Neutral

  Applied Materials Sees AI Driving Its Biggest Semiconductor Growth Inflection Yet Applied Materials NASDAQ: AMAT President and CEO Gary Dickerson said artificial intelligence is creating what he views as the semiconductor industry's most consequential growth inflection, driving demand for new computing architectures, memory technologies and advanced packaging.

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• News247wallst.com·40d ago·Neutral

  Applied Materials' China Problem Is Getting Worse Information Network These figures do not mean that all $2.087 billion of quarterly China revenue is threatened by CXMT or Chinese DUV.

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• Newszacks.com·40d ago·Positive

  AMAT's AGS Business Gains Momentum: How Long Will it Sustain? Applied Materials' AGS business achieves record revenues and expanding margins, with growth fueled by subscription services, parts demand and rising fab utilization.

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• Newszacks.com·40d ago·Positive

  Does Applied Materials (AMAT) Have the Potential to Rally 34.71% as Wall Street Analysts Expect? The average of price targets set by Wall Street analysts indicates a potential upside of 34.7% in Applied Materials (AMAT). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

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• 4chan /biz/biz·42d ago·Positive

  >>62627177 I wish I had bet everything on memory 1 month ago when it bottomed out Seriously that was dumb, all those companies like STX, AMAT and SNDK pumped.

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• 4chan /biz/biz·42d ago·Neutral

  I also should have held my leveraged AMAT back in may instead of instantly selling it for a profit since it megapumped in june.

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• News (RSS)yahoo·42d ago·Neutral

  Applied Materials (AMAT) Is Positioned to Capture More of the AI Chip Manufacturing Boom

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• Newsseekingalpha.com·45d ago·Positive

  …ultiple. Q3 2026 results reinforce my thesis that AI-driven demand is transforming semiconductor equipment into a structural growth cycle, not just a capacity cycle. AMAT is well-positioned, as leading-edge foundry logic, DRAM, and advanced packaging are set to drive 80% of WFE growth through 2027.

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• Newszacks.com·45d ago·Neutral

  Applied Materials (AMAT) Is Considered a Good Investment by Brokers: Is That True? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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• News (RSS)yahoo·46d ago·Positive

  Applied Materials (AMAT) Beat Estimates and Investors Sold Anyway. Lam Research Corporation (LRCX) Didn’t Have That Problem

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• Newsbenzinga.com·46d ago·Neutral

  Applied Materials Sees Years Of AI-Fueled Growth Ahead Applied Materials Inc. (NASDAQ:AMAT) could see semiconductor systems revenue grow about 40% this year as AI-driven chip investment continues to strengthen, according to JPMorgan.

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• Newszacks.com·46d ago·Neutral

  Can Applied Materials Sustain Its Growth Amid AI-Driven Demand? AMAT's AI-driven semiconductor equipment launches strengthen its advanced packaging position amid rising HBM demand and a memory production ramp-up.

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• News247wallst.com·47d ago·Neutral

  Time to Accumulate Applied Materials Before Foundry Ramps Hit? Shares of Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) have been wobbling alongside the broad semiconductor scene of late.

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• News (RSS)yahoo·47d ago·Negative

  Applied Materials Delivered a Record Quarter. The Stock Fell Anyway

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• 4chan /biz/biz·47d ago·Neutral

  >>62608637 Because it’s a bull market, and bull markets are very kind to bulls. Millennials hold leveraged ETFs and think they're safe, which drives stocks like AMAT to ridiculously overpriced levels. So sox is just slow-dropping while giving gold and biotech a way out. Unfortunately, millennials hate money.

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• Newszacks.com·48d ago·Positive

  Best Momentum Stock to Buy for August 19th AMAT, CHYM and ITRI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 19, 2026.

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• News247wallst.com·48d ago·Positive

  Applied Materials Rockets 98% in 2026: How Does AMAT Compare to Lam Research and KLA as AI Capex Powers Chip Gear Stocks? Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) shares are up 98% year to date (YTD) at $509.29 Tuesday afternoon, a rally that captures how central chip equipment makers have become to the 2026 AI infrastructure trade.

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• News (Marketaux)seekingalpha.com·48d ago·Positive

  Applied Materials Is Priced For Perfection (NASDAQ:AMAT) In my last piece on Applied <em[+296 characters]

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• News (RSS)seekingalpha·48d ago·Neutral

  Applied Materials Is Priced For Perfection

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• Newszacks.com·48d ago·Positive

  Should You Buy, Sell or Hold AMAT Stock After a 31% Rise in 3 Months? Applied Materials' AI-driven growth, strong semiconductor demand and broad portfolio support its bullish outlook despite a premium valuation.

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• Newszacks.com·48d ago·Neutral

  Don't Overlook Applied Materials (AMAT) International Revenue Trends While Assessing the Stock Examine the evolution of Applied Materials' (AMAT) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

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• News (RSS)yahoo·49d ago·Neutral

  Applied Material Falls Despite Posting Above-Average Q3 Results. Why, and What to Do With AMAT Stock Now.

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• Newsseekingalpha.com·49d ago·Neutral

  …en Beating Wall Street Numbers Isn't Enough Applied Materials, Inc. added $1,205M in revenue in July and guides to $1,135M more for October. Sellers knocked 5.1% off AMAT stock anyway. Applied came in at 50.4% non-GAAP gross margin in July and guides October to about 50.4% on roughly $1,135M more revenue. Hill says slow improvement, and I don't see it. Applied grew revenue $1,813M year over year, and about 48% of that came from foundry-logic, about 33% from DRAM. I like foundry-logic more after …

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• News (RSS)yahoo·50d ago·Neutral

  Applied Materials Trades More Than 25% Below Its High With Revenue at a Record

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• News (RSS)fool·50d ago·Neutral

  Applied Materials Trades More Than 25% Below Its High With Revenue at a Record The equipment maker just posted records on nearly every line and guided even higher. The stock is priced as if it won't last.

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• Newsfool.com·50d ago·Neutral

  Applied Materials Trades More Than 25% Below Its High With Revenue at a Record Applied Materials reported record fiscal third-quarter revenue of $9.1 billion, up 25% year over year. Management guided fiscal fourth-quarter revenue to $10.25 billion, which would be up 51% year over year.

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• Newsfinbold.com·50d ago·Neutral

  Here's billionaire Ray Dalio's updated stock portfolio Billionaire investor Ray Dalio's hedge fund, Bridgewater Associates, has disclosed its latest stock holdings, revealing a portfolio valued at approximately $24.4 billion as of June 30, 2026.

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• Newsmarketbeat.com·51d ago·Neutral

  Applied Materials Beat Everything but Wall Street's Expectations for Margins Applied Materials TodayAMATApplied Materials$507.18 -27.36 (-5.12%) As of 08/14/2026 04:00 PM Eastern52-Week Range$154.46▼$739.67Dividend Yield0.42%P/E Ratio43.72Price Target$640.17Add to WatchlistShares of Applied Materials Inc. NASDAQ: AMAT sold off after its Q3 earnings report, despite the largest quarter-over-quarter revenue gain in company history. In fact, the company shredded analysts' top- and bottom-line estima…

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• News (RSS)economictimes·52d ago·Neutral

  US stock: S&P 500 ends lower as investors weigh data, Middle East tensions The S&P 500 closed lower on Friday, dipping from a record high and ​weighed down by Applied Materials, while investors digested weaker-than-expected retail sales data. Applied Materials fell after its upbeat quarterly forecast failed to impress investors. The chip equipment maker's shares have doubled in 2026 due to strong demand related to the buildout of AI data centers.With investors nervous about high valuations ‌of A…

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• Newsseekingalpha.com·52d ago·Negative

  Applied Materials: The Selloff Is Ignoring The AI Equipment Boom Applied Materials, Inc. delivered a record Q3 with $9.12B in revenue, 25% YoY growth, and strong margin expansion, reinforcing the AI infrastructure thesis. Q4 guidance of $10.25B revenue and $4.02 EPS surpassed consensus, highlighting robust demand visibility and continued momentum in AI-driven equipment spending. Semiconductor Systems led performance, with 27% YoY revenue growth and management projecting advanced packaging revenu…

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• Newszacks.com·52d ago·Neutral

  Applied Materials (AMAT) Stock: A Top AI Pick After Record Q3 Results Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.

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• News (RSS)yahoo·52d ago·Neutral

  Stock Market Today: Dow Steady After Surprise Retail Sales; Applied Materials Dives On Earnings (Live Coverage)

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• News (RSS)marketwatch·52d ago·Positive

  Applied Materials shares are down on guidance and margin concerns. Analysts call it time to buy. Analysts see the semiconductor company continuing to grow from a boost in demand amid the race to dominate the artificial-intelligence industry.

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• Newsinvestopedia.com·52d ago·Neutral

  Applied Materials Stock Slides, Despite Solid Results Applied Materials isn't having an easy time impressing investors.

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• News (RSS)zerohedge·52d ago·Neutral

  …s (AEHR) rises 8% after Jefferies started coverage on the semiconductor manufacturing company with a buy rating, citing the firm’s growth profile. Applied Materials (AMAT) falls 5% after the semiconductor capital equipment company’s estimate-topping forecast met with tepid investor reaction following the stock’s frenetic rally this year. ARS Pharmaceuticals (SPRY) sinks 14% after the company pushed back the timeline for the biotech to reach cash-flow breakeven to the end of 2027. The firm’s mana…

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• Newsseekingalpha.com·52d ago·Neutral

  Applied Materials Is Firing On All Cylinders Applied Materials, Inc. delivered record Q3 results, with 25% year-over-year revenue growth and strong margin expansion. Adjusted EPS reached $3.50, up 41% year-over-year, and management guided Q4 revenue and EPS well above consensus, but the outlook was key. AMAT benefits from robust AI infrastructure demand, advanced packaging, and strong customer spending in logic and memory segments, and if this continues is debated.

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• Newsschaeffersresearch.com·52d ago·Neutral

  Applied Materials Shrugs Off Revenue, Earnings Beat Applied Materials (NASDAQ:AMAT) reported record fiscal third-quarter results after Monday's close, posting $9.12 billion in revenue and $3.50 in earnings per share, both topping expectations on strong AI-driven demand.

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• Newszacks.com·52d ago·Neutral

  AMAT Q3 Earnings Call Focuses on AI Demand & FY27 Growth Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.

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