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The earnings outlook improved, but the multiple just fell

Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.

Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares fell about 4% on Friday even after the chipmaking equipment supplier beat Wall Street estimates on both revenue and profit for its fiscal third quarter and issued fourth-quarter guidance above expectations. The Santa Clara,...

While several analysts praised the results and long-term outlook, others said expectations had been higher, citing gross-margin commentary, near-term guidance, and the pace of systems growth.

Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting results this Thursday after the bell. Here’s what to expect.

The semiconductor equipment maker posted $9.12 billion in third-quarter revenue and guided for up to $10.75 billion in the current quarter

Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shi

Applied Materials Inc (AMAT) posts record Q3 results with revenue up 25% year over year, driven by strong AI infrastructure demand and raised guidance for Q4.

Applied Materials (NASDAQ:AMAT) reported record fiscal third-quarter 2026 results, with revenue, operating profit and non-GAAP earnings per share reaching new highs as demand for AI-related semiconductor manufacturing equipment continued to strengthen. President and CEO Gary Dickerson said the comp

Applied Materials posted record third-quarter results and delivered a stronger-than-expected fourth-quarter forecast.

Applied Materials reports better-than-expected earnings for its fiscal third quarter, but investors aren’t impressed.

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

Applied Materials shares rise as AI boom fuels high-stakes earnings showdown

Options pricing suggests Applied Materials shares will sink after Q2 earnings on Aug. 13. Here’s why the derivatives market recommends caution on AMAT stock.

Applied Materials is due to report earnings Thursday after markets close, with traders anticipating a big swing in the semiconductor equipment maker’s stock.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

S&P 500 companies' quarterly earnings growth rate eased from a week ago amid a drop in the healthcar

ACM Research's Q2 earnings and revenues beat estimates, while strong orders and new products support growth and lifted 2026 guidance.

Wall Street futures pointed moderately higher pre-bell Monday as traders awaited developments in the

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap.

nLIGHT's Q2 2026 earnings and revenues beat estimates as record aerospace and defense demand fueles strong product sales and margin gains.

TEAM tops Q4 earnings and revenue estimates as subscription, cloud and AI platform growth fuel enterprise momentum and support fiscal 2027 outlook.

MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.

CoreWeave stock is stuck in neutral amid strong top-line growth as its second-quarter earnings report approaches. Nebius is also due.

Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.

Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.