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Applied Materials Sees Another Record Year in 2027 As AI Demand Gives It ‘Unprecedented Visibility’
Benzinga1d agoneutral
Applied Materials Sees Another Record Year in 2027 As AI Demand Gives It ‘Unprecedented Visibility’

Applied Materials, Inc. (NASDAQ:AMAT) stock fell in premarket trading Friday after the chip equipment maker reported third-quarter results after Thursday’s market close.Applied Materials Posts Record MarginsApplied Materials reported third-quarter revenue of $9.12 billion, above analyst estimates of $8.99 billion. Adjusted earnings of $3.50 per share also topped estimates of $3.40. Revenue rose 15% sequentially and 25% from a year earlier. Adjusted gross margin reached a record 50.4%, up 150 bas

Applied Materials slips as investors seek faster growth after stellar run
Reuters1d agoneutral
Applied Materials slips as investors seek faster growth after stellar run

Applied Materials shares fell about 5% in premarket trading on Friday, as the ‌chip equipment maker's upbeat outlook failed to ‌soothe investors worried about the threat from intensifying competition. The muted reaction ​illustrates the high bar chip stocks have to clear and suggests that investors have little tolerance for any hint that a company may be falling behind peers. After a ‌sharp rally that ⁠has more than doubled Applied's shares this year, investors want clearer signals that the ⁠company's growth is outpacing rivals in the wafer-fab-equipment market.

Stocks to Watch: Reddit, Applied Materials, Innventure
The Wall Street Journal1d agoneutral
Stocks to Watch: Reddit, Applied Materials, Innventure

↗️ Reddit (RDDT): The social-media platform was selected to join the S&P 500 index. Shares jumped 12% following the news. ↘️ Applied Materials (AMAT): The semiconductor-equipment maker reported higher third-quarter net income and increased revenue, but failed to impress investors.

Applied Materials (AMAT) Stock Looks Fully Priced After A 332% Run
Simply Wall St.1d agoneutral
Applied Materials (AMAT) Stock Looks Fully Priced After A 332% Run

Applied Materials stock has surged over the past few years and is now trading near US$534, yet the company only scores well on a small fraction of Simply Wall St's valuation checks. After such a strong run, the question is whether recent enthusiasm for AI chip infrastructure has left Applied Materials looking more expensive than its fundamentals justify. Applied Materials has returned about 331.5% over the past 5 years, which puts long term holders in a very strong position but raises the...

Applied Materials Q3 Earnings Call Highlights
MarketBeat2d agoneutral
Applied Materials Q3 Earnings Call Highlights

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 (NASDAQ:AMAT) Surprises With Q2 Sales But Stock Drops
StockStory2d agobearish
Applied Materials (NASDAQ:AMAT) Surprises With Q2 Sales But Stock Drops

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter’s revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP profit of $3.50 per share was 3.1% above analysts’ consensus estimates.

Applied Materials (NASDAQ:AMAT) Posts Better-Than-Expected Sales In Q2
StockStory2d agoneutral
Applied Materials (NASDAQ:AMAT) Posts Better-Than-Expected Sales In Q2

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter’s revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP profit of $4.02 per share was 18.4% above analysts’ consensus estimates.

Applied Materials forecasts quarterly revenue above estimates
Reuters2d agobearish
Applied Materials forecasts quarterly revenue above estimates

Applied Materials forecast ‌fourth-quarter revenue ‌above Wall Street expectations ​on Thursday, betting that unabated demand for ‌advanced AI ⁠chips will continue to ⁠fuel robust spending on ​its semiconductor ​manufacturing ​equipment. The company ‌forecast quarterly revenue of around $10.25 billion, plus or minus $500 million, compared ‌with ​analysts' average ​estimate ​of $9.54 ‌billion, according to data ​compiled ​by LSEG.