
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.
Applied Materials, Inc. is an American corporation that supplies equipment, services and software for the manufacture of semiconductor (integrated circuit) chips for electronics, flat panel displays for computers, smartphones and televisions, and solar products. The company also supplies equipment to produce coatings for flexible electronics, packaging and other applications. The company is headquartered in Santa Clara, California, in Silicon Valley.
| Revenue (TTM) | $30.84B |
| Gross Profit (TTM) | $15.23B |
| EBITDA | $10.15B |
| Operating Margin | 33.70% |
| Return on Equity | 41.10% |
| Return on Assets | 15.50% |
| Revenue/Share (TTM) | $38.83 |
| Book Value | $32.29 |
| Price-to-Book | 13.50 |
| Price-to-Sales (TTM) | 11.70 |
| EV/Revenue | 11.16 |
| EV/EBITDA | 29.84 |
| Quarterly Earnings Growth (YoY) | 42.80% |
| Quarterly Revenue Growth (YoY) | 24.80% |
| Shares Outstanding | $793.60M |
| Float | $790.57M |
| % Insiders | 0.33% |
| % Institutions | 86.40% |
Volatility is currently contracting

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.

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?

The AI trade is bucking the trend Friday.

Applied Materials is benefiting from AI-driven semiconductor demand, with advanced packaging, DRAM and HBM fueling growth as fab investments accelerate globally.

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.

Semiconductor stocks are falling at Tuesday's open as a global bond selloff drives long-term yields higher and forces a rethink of the market's highest-multiple corners.

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 Committee.

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.

Information Network These figures do not mean that all $2.087 billion of quarterly China revenue is threatened by CXMT or Chinese DUV.

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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