Applied Materials/$AMAT

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About Applied Materials

Applied Materials is the largest semiconductor wafer fabrication equipment, or WFE, manufacturer in the world. Applied Materials has a broad portfolio spanning nearly every corner of the WFE ecosystem. Specifically, Applied Materials holds a market share leadership position in deposition, which entails the layering of new materials on semiconductor wafers. It is more exposed to general-purpose logic chips made at integrated device manufacturers and foundries. It counts the largest chipmakers in the world as customers, including TSMC, Intel, and Samsung.

Ticker

$AMAT
Primary listing

Industry

Semiconductors & Semiconductor Equipment

Employees

35,700

ISIN

US0382221051

AMAT Metrics

BasicAdvanced
$147B
22.33
$8.22
1.70
$1.66
1.00%

What the Analysts think about AMAT

Analyst ratings (Buy, Hold, Sell) for Applied Materials stock.

Bulls say / Bears say

Applied Materials has introduced the Centura Sculpta patterning system, which reduces EUV double-patterning steps, potentially saving approximately $250 million in capital costs and $50 per wafer in manufacturing costs. This innovation enhances efficiency and reduces environmental impact, positioning the company favorably in the semiconductor industry. (stocktitan.net)
The company has announced a 15% increase in its quarterly cash dividend to $0.46 per share and a new $10 billion share repurchase authorization, reflecting strong financial health and a commitment to returning value to shareholders. (stocktitan.net)
Applied Materials has acquired a 9% stake in BE Semiconductor Industries, strengthening their collaboration in hybrid bonding technology. This strategic investment underscores the company's commitment to advancing semiconductor packaging solutions, crucial for AI applications. (stocktitan.net)
Applied Materials forecasts Q2 revenue at $7.1 billion, slightly below analyst estimates of $7.21 billion, indicating potential challenges in meeting market expectations. (reuters.com)
U.S. restrictions on chipmaking technology exports are expected to reduce the company's 2025 revenue by approximately $400 million, highlighting the impact of geopolitical factors on its financial performance. (reuters.com)
Sales to China accounted for about 31% of Applied Materials' total Q1 sales, down from approximately 45% a year ago, reflecting a significant decline in a key market segment. (reuters.com)
Data summarised monthly by Lightyear AI. Last updated on 23 Jun 2025.

AMAT Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

AMAT Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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Upcoming events

Aug21
Applied Materials
Dividend·Ex-dividend
Sept11
Applied Materials
Dividend·Payment
$0.46Per share
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