AMAT stock news · Applied Materials Inc.
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Get alerts for AMATNvidia's business in China is almost gone, and Shay Boloor says this helps local companies.
Bad for AMATApplied Materials’ China revenue share fell to 28% from 35% a year earlier. The global AI boom is helping replace some lost business, but China’s local-equipment rules and suppliers add pressure.
Stocks in the Nasdaq 100 gained almost $500 billion as chip companies fight to recover from a big drop.
Good for AMATThe article says chip equipment makers are sold out and customers offer at least 2 years of order visibility. Chip stocks had fallen amid inflation and AI funding worries, but the long order visibility points to continued demand for Applied Materials' equipment.
A chip expert says the rise of AI has changed how demand works, as TSMC shares record profits.
NeutralApplied Materials is mentioned because Steve Williams worked there for more than 25 years. The story gives no new results or orders for the company, so it does not change its business outlook.
Congressman sold his Applied Materials shares before the stock jumped: Here’s what he lost.
NeutralRep. Josh Gottheimer sold Applied Materials shares weeks after buying them, then the stock rose.
New Jersey Rep. Josh Gottheimer sold as much as $30,000 in stock from Applied Materials.
NeutralApplied Materials' outlook is unchanged: a lawmaker reported a personal stock sale, but the story says sales can happen for many reasons.
Bitcoin breaks past $80,000, while the S&P 500 falls as interest rates hit 5%.
Good for AMATApplied Materials rose with chip-equipment peers; I read this report as a positive signal for Applied's equipment demand.
Applied Materials anticipates several years of growth propelled by advancements in AI.
NeutralApplied Materials has announced a strong outlook for its semiconductor systems revenue, projecting a 40% increase this year driven by AI investments. This positive news, supported by JPMorgan's bullish rating, highlights the company's confidence in future demand and its strategic plans to expand manufacturing capacity.
Applied Materials shares plummet following Q3 performance exceeding expectations, amid concerns over semiconductor outlook.
Good for AMATApplied Materials reported strong Q3 results with significant revenue growth and margin expansion, yet the stock fell due to guidance that did not meet elevated market expectations. Analysts maintained positive ratings but highlighted concerns over the company's future guidance, which may lead to further scrutiny from investors.
Growth outlook for Applied Materials improves compared to 32% earlier; retail sales falter.
NeutralApplied Materials reported earnings that exceeded consensus estimates but did not meet higher whisper numbers, leading to a decline in stock price despite positive revenue projections for the upcoming quarter. This situation highlights the importance of whisper numbers in market reactions.
Applied Materials anticipates a historic 2027, fueled by exceptional AI demand providing ‘unmatched clarity’.
NeutralApplied Materials delivered impressive third-quarter results, surpassing revenue and earnings estimates, which reflects robust demand in the semiconductor sector, particularly driven by AI and DRAM technologies. This performance is likely to boost investor confidence and support the stock price in the immediate term.
Three stocks, including Applied Materials and Globant, are on investors' radar as Friday approaches.
NeutralApplied Materials reported strong earnings and guidance, which is a positive signal for investors, while Globant's mixed results and lowered guidance, along with Bally's expected losses, create a negative sentiment in the market.
Transcript of Applied Materials' Q3 2026 Earnings Conference Call.
NeutralApplied Materials reported a record revenue of $9.1 billion for Q3 2026, up 25% year-over-year, and raised its Q4 guidance, reflecting strong demand in AI and advanced packaging. This positive performance and outlook suggest significant growth potential for the company moving forward.
Q3 earnings from Applied Materials exceed forecasts, with robust outlook citing 'unprecedented' demand.
NeutralApplied Materials reported better-than-expected Q3 earnings and revenue, driven by strong demand in the semiconductor sector, particularly due to AI adoption. The company raised its guidance for Q4 and expressed confidence in continued growth for 2027, which is likely to positively influence investor sentiment and stock performance.
Upcoming earnings report from Applied Materials prompts revisions in forecasts by the most precise analysts.
NeutralApplied Materials is preparing to release its third quarter earnings report, with analysts projecting a substantial increase in earnings per share and revenue compared to the previous year. This positive outlook, coupled with recent analyst upgrades, suggests strong investor interest ahead of the earnings call.
Applied Materials Q3 Outlook: Year-to-date stock gains reach 105%, yet a 25% decline from June's peak raises questions about future performance.
NeutralApplied Materials is set to report its Q3 earnings, with analysts anticipating record revenue and earnings per share. This positive outlook, combined with the stock's significant year-to-date gains, suggests potential for further upward movement as investors position themselves ahead of the earnings announcement.
Following a significant selloff, semiconductors have achieved their strongest four-day surge since March 2020, driven by five leading stocks.
NeutralThe semiconductor sector has rebounded sharply after a significant selloff, with key stocks like Marvell, Applied Materials, and Intel leading the charge. This rally follows a record inflow into the iShares Semiconductor ETF, suggesting strong investor confidence despite previous market volatility.