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Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More
24/7 Wall St.90d agoneutral
Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with ... Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow,

Applied Materials AMAT Q2 2026 Earnings Transcript
Motley Fool92d agoneutral
Applied Materials AMAT Q2 2026 Earnings Transcript

Gary Dickerson: Thank you, Mike. In our second fiscal quarter, Applied Materials delivered record revenue and earnings, along with our highest gross margin in more than 25 years. With rising demand and increasing long-term visibility from customers, we see an exceptionally strong foundation for sustained multiyear revenue and profit growth.

Eight Firms Just Piled Into Applied Materials: Wall Street Hikes Price Targets After Record Quarter
24/7 Wall St.93d agoneutral
Eight Firms Just Piled Into Applied Materials: Wall Street Hikes Price Targets After Record Quarter

Eight Wall Street firms hiked their price targets on Applied Materials (NASDAQ:AMAT) in a single coordinated wave on May 15, following the chip equipment giant’s record Q2 FY2026 results. New targets cluster between $500 and $550, with every firm keeping a bullish stance. For long-term investors, the unanimous price target raise signal validates the AI ... Eight Firms Just Piled Into Applied Materials: Wall Street Hikes Price Targets After Record Quarter

Applied Materials Slips Despite Record Quarter and Strong Outlook (AMAT)
InvestorsHub93d agoneutral
Applied Materials Slips Despite Record Quarter and Strong Outlook (AMAT)

Applied Materials (NASDAQ:AMAT) reported record fiscal second-quarter revenue on Thursday and issued third-quarter guidance ahead of Wall Street expectations, supported by continued heavy investment in artificial intelligence infrastructure and data centers that is driving demand for semiconductor manufacturing equipment. AI Infrastructure Spending Continues to Boost DemandThe Santa Clara-based chip equipment maker said it expects current-quarter revenue of approximately $8.

AI Demand Pushes Applied Materials To Highest Margins In 25 Years
Benzinga93d agoneutral
AI Demand Pushes Applied Materials To Highest Margins In 25 Years

Applied Materials, Inc. (NASDAQ:AMAT) shares fell in premarket trading Friday after the chip equipment maker issued strong third-quarter guidance despite reporting better-than-expected second-quarter results driven by AI-related semiconductor demand. Applied Materials shares have gained more than 150% over the past year and were trading near their 52-week high of $448.45 ahead of the earnings release, reflecting elevated investor expectations. Following the announcement of second-quarter results