Applied Materials, Inc. (AMAT)

US — Technology Sector
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News

Applied Materials Q3 Earnings Beat Estimates, Revenues Rise Y/Y
AMAT
Published: August 15, 2025 by: Zacks Investment Research
Sentiment: Positive

AMAT's third-quarter fiscal 2025 earnings reflect higher sales, led by Semiconductor Systems and global revenue gains.

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image for news Applied Materials Q3 Earnings Beat Estimates, Revenues Rise Y/Y
Why Applied Materials' latest earnings have investors so spooked
AMAT
Published: August 15, 2025 by: Market Watch
Sentiment: Negative

Analysts wonder if China's recent “overspending” on chip equipment is coming to a halt — and if the company is losing market share to rivals.

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image for news Why Applied Materials' latest earnings have investors so spooked
This semiconductor stock just collapsed; Here's why
AMAT
Published: August 15, 2025 by: Finbold
Sentiment: Negative

Applied Materials (NASDAQ: AMAT) shares plunged on Friday, trading at $164.31 as of market open, a 12.71% drop from Thursday's close of $188.24.

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image for news This semiconductor stock just collapsed; Here's why
Applied Materials Warns Uncertainty Is Slowing Its Business, Especially in China
AMAT
Published: August 15, 2025 by: Investopedia
Sentiment: Negative

Shares of Applied Materials (AMAT) sank 13% in premarket trading Friday, a day after the semiconductor equipment manufacturer gave weaker-than-expected guidance as global economic and tariff worries impact its business, especially in China.

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image for news Applied Materials Warns Uncertainty Is Slowing Its Business, Especially in China
Applied Materials Earnings: Is The Semiconductor Cycle About To Change?
AMAT
Published: August 15, 2025 by: Seeking Alpha
Sentiment: Negative

Applied Materials, Inc. delivered record Q3 results, with strong revenue, EPS, margins, and robust cash flow, highlighting the current strength in the semiconductor cycle. Q4 guidance signals a potential slowdown: projected revenue and EPS are both down year-over-year, with Semiconductor Systems orders showing notable weakness. China digestion, uneven leading-edge demand, and policy uncertainty (including potential tariffs) are creating headwinds and could mark the start of a cyclical downturn.

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image for news Applied Materials Earnings: Is The Semiconductor Cycle About To Change?
Beijing E-Town Semiconductor sues US's Applied Materials over trade secrets infringement
AMAT
Published: August 13, 2025 by: Reuters
Sentiment: Negative

Beijing E-Town Semiconductor Technologies , a semiconductor equipment firm backed by Beijing's government, on Wednesday said it has sued U.S. chip equipment supplier Applied Materials over alleged trade secrets infringement.

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image for news Beijing E-Town Semiconductor sues US's Applied Materials over trade secrets infringement
This Tech Hardware Stock Could Steal the Show
AMAT
Published: August 12, 2025 by: Schaeffers Research
Sentiment: Positive

AMAT's recent pullback from scraping $200 in late July could be the handle of a “cup-and-handle” pattern.

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image for news This Tech Hardware Stock Could Steal the Show
LRCX vs. AMAT: Which Chip-Equipment Stock Is a Better Buy Right Now?
AMAT, LRCX
Published: August 12, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials' diversified portfolio, resilient growth and lower valuation give it the edge over Lam Research in the AI-driven chip boom.

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image for news LRCX vs. AMAT: Which Chip-Equipment Stock Is a Better Buy Right Now?
4 Stocks That May Get a Big Earnings Bump This Week
AMAT, AMCR, QFIN, SE
Published: August 11, 2025 by: MarketBeat
Sentiment: Negative

As Amazon.com Inc. NASDAQ: AMZN reminds us, sometimes it can be difficult to predict how the market will respond to a company's earnings report, even if the firm comes out ahead of analyst expectations for earnings and revenue. Amazon's dip following its latest report, despite top- and bottom-line beats, shows that sometimes details like forward guidance or the suggestion of short-term difficulties can be enough to undo any investor goodwill that may have built.

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image for news 4 Stocks That May Get a Big Earnings Bump This Week
2 Stocks to Buy From the Challenging Semiconductor Industry
AMAT, AVGO
Published: August 11, 2025 by: Zacks Investment Research
Sentiment: Positive

The Zacks Electronics - Semiconductors industry players like AVGO and AMAT gain from the growing proliferation of AI, ML and consumer electronic devices.

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image for news 2 Stocks to Buy From the Challenging Semiconductor Industry
Applied Materials Before Q3 Earnings: How to Play the Stock
AMAT
Published: August 11, 2025 by: Zacks Investment Research
Sentiment: Negative

AMAT's third-quarter fiscal 2025 performance is likely to grow on the back of AI-driven chip demand, but trade tensions can weigh on results.

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image for news Applied Materials Before Q3 Earnings: How to Play the Stock
Heartland's 3 Tactical Q2 Moves: Trimming Risk, Harvesting Losses, And Raising Cash
ADI, AMAT, BDX, MSCI, SXT, TXN
Published: August 11, 2025 by: Seeking Alpha
Sentiment: Neutral

We remain patient and opportunistic, raising cash to capitalize on future volatility and focusing on stocks meeting our 10 Principles of Value Investing™. We initiated a position in Applied Materials, leveraging semiconductor industry weakness, and see secular tailwinds and potential for multiple expansion to the low $300s. Sensient Technologies delivered strong results on natural color demand, but with valuation now higher, the risk-reward is less compelling than at initial purchase.

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image for news Heartland's 3 Tactical Q2 Moves: Trimming Risk, Harvesting Losses, And Raising Cash
Insights Into Applied Materials (AMAT) Q3: Wall Street Projections for Key Metrics
AMAT
Published: August 11, 2025 by: Zacks Investment Research
Sentiment: Positive

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Applied Materials (AMAT), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2025.

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image for news Insights Into Applied Materials (AMAT) Q3: Wall Street Projections for Key Metrics
Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
AMAT
Published: August 08, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
Top 50 High-Quality Dividend Stocks For August 2025
AAPL, ACN, ALLE, AMAT, APH, CTAS, DHI, DKS, DPZ, EOG, FAST, FDS, GGG, GRMN, GWW, HCA, HD, HSY, JKHY, KLAC, LECO, LLY, LRCX, MA, MKTX, MLI, MPWR, MSCI, MSFT, NKE, NTES, NXPI, ODFL, PAYX, POOL, QCOM, RACE, RMD, ROL, ROST, SBUX, SCHD, SPY, TJX, TSCO, TT, TTC, V, WSM, WSO, WST, ZTS
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Positive

My investable universe of 50 high-quality dividend growth stocks aims to identify attractive opportunities based on valuation and future return potential. Currently, 20 stocks offer an estimated future return of at least 10%, with 10 of these also appearing potentially undervalued by my Free Cash Flow model. Top highlighted stocks like MKTX, RACE, RMD, MSCI, and TTC combine strong free cash flow growth, attractive valuations, and double-digit return estimates.

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image for news Top 50 High-Quality Dividend Stocks For August 2025
ASML vs. AMAT: Which Semiconductor Equipment Leader Is a Better Buy?
AMAT, ASML
Published: August 06, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials' broader chip tool lineup, better near-term outlook and lower valuation give it an edge over ASML Holding right now.

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image for news ASML vs. AMAT: Which Semiconductor Equipment Leader Is a Better Buy?
AMAT vs. TSM: Which Semiconductor Stock is the Better Buy?
AMAT, TSM
Published: August 05, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials and Taiwan Semiconductor are key AI chip players, but AMAT's growth outlook and earnings trajectory stand out for investors.

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image for news AMAT vs. TSM: Which Semiconductor Stock is the Better Buy?
Is Applied Materials (AMAT) Stock Outpacing Its Computer and Technology Peers This Year?
AMAT
Published: August 04, 2025 by: Zacks Investment Research
Sentiment: Positive

Here is how Applied Materials (AMAT) and Adyen N.V. Unsponsored ADR (ADYEY) have performed compared to their sector so far this year.

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image for news Is Applied Materials (AMAT) Stock Outpacing Its Computer and Technology Peers This Year?
Here is What to Know Beyond Why Applied Materials, Inc. (AMAT) is a Trending Stock
AMAT
Published: July 28, 2025 by: Zacks Investment Research
Sentiment: Positive

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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image for news Here is What to Know Beyond Why Applied Materials, Inc. (AMAT) is a Trending Stock
Final Trades: Honeywell, Digital Realty, Applied Materials and Carlyle Group
AMAT, CG, DLR, HON
Published: July 24, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee give you their top stocks to watch for the second half.

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image for news Final Trades: Honeywell, Digital Realty, Applied Materials and Carlyle Group
Applied Materials' R&D Investment is Climbing: Can it Deliver Results?
AMAT
Published: July 23, 2025 by: Zacks Investment Research
Sentiment: Positive

AMAT ramps up R&D with new partnerships and a major innovation hub, aiming to boost chipmaking breakthroughs and margins.

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image for news Applied Materials' R&D Investment is Climbing: Can it Deliver Results?
Applied Materials (AMAT) Recently Broke Out Above the 20-Day Moving Average
AMAT
Published: July 22, 2025 by: Zacks Investment Research
Sentiment: Positive

After reaching an important support level, Applied Materials (AMAT) could be a good stock pick from a technical perspective. AMAT surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.

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image for news Applied Materials (AMAT) Recently Broke Out Above the 20-Day Moving Average
The Big 3: FLS, UAL, AMAT
AMAT, FLS, UAL
Published: July 21, 2025 by: Schwab Network
Sentiment: Positive

@ProsperTradingAcademy's Mike Shorr sees air travel picking up speed into the summer months, noting United Airlines (UAL) as a stock investors should keep an eye on. On the industrial front, Mike believes Flowserve (FLS) will muscle a rally in the short-term, while he sees a pullback coming for Applied Materials (AMAT) amid all-time high rallies across the semiconductors.

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image for news The Big 3: FLS, UAL, AMAT
Applied Materials (AMAT) Upgraded to Buy: Here's What You Should Know
AMAT
Published: July 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials (AMAT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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image for news Applied Materials (AMAT) Upgraded to Buy: Here's What You Should Know
Applied Materials: Everyone Looks At Nvidia, But Chips Must Be Built First
AMAT, NVDA
Published: July 21, 2025 by: Seeking Alpha
Sentiment: Positive

Applied Materials is the backbone of chip manufacturing, dominating deposition, etch, and CMP—critical for AI chip production and industry innovation. The stock is undervalued, with demand recovering as foundries like TSMC ramp up orders for next-gen AI and high-performance chips. Earnings are solid, guidance is stable, and catalysts like China export reopening and AI-driven demand are not yet fully priced in.

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image for news Applied Materials: Everyone Looks At Nvidia, But Chips Must Be Built First
Applied Materials Soars 14% in a Month: Time to Buy or Hold the Stock?
AMAT
Published: July 16, 2025 by: Zacks Investment Research
Sentiment: Positive

AMAT jumps 14% in a month as strong chip tool demand, rising margins, and a broad product edge fuel investor interest.

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image for news Applied Materials Soars 14% in a Month: Time to Buy or Hold the Stock?
Is It Worth Investing in Applied Materials (AMAT) Based on Wall Street's Bullish Views?
AMAT
Published: July 16, 2025 by: Zacks Investment Research
Sentiment: Positive

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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image for news Is It Worth Investing in Applied Materials (AMAT) Based on Wall Street's Bullish Views?
Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
AMAT
Published: July 15, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Read More
image for news Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
Goldman Sachs Starts 3 Sizzling Semiconductor Capital Equipment Dividend Stocks With Buy Ratings
AMAT, LRCX, STX
Published: July 10, 2025 by: 24/7 Wall Street
Sentiment: Positive

Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide.

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image for news Goldman Sachs Starts 3 Sizzling Semiconductor Capital Equipment Dividend Stocks With Buy Ratings
AMAT Rides on AI Demand: Will Logic and DRAM Strength Last?
AMAT
Published: July 09, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials gains from booming AI demand, with traction across its foundry, logic and DRAM offerings.

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image for news AMAT Rides on AI Demand: Will Logic and DRAM Strength Last?

About Applied Materials, Inc. (AMAT)

  • IPO Date 1980-03-17
  • Website https://www.appliedmaterials.com
  • Industry Semiconductors
  • CEO Gary E. Dickerson
  • Employees 36000

Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.