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Applied Materials Extends Margin Streak to 13 Quarters but Shares Fall

This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) reported record third-quarter revenue of $9.12 billion, up 25% year over year, with non-GAAP diluted earnings of $3.50 per share, both ahead of the analyst consensus of $8.995 billion and $3.40. GAAP EPS came in …

Q3 Earnings Forecast for VECO Issued By Northland Securities

Applied Materials Stock Falls After Earnings Beat -- Here's Why

This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) shares fell about 5% early Friday after the semiconductor equipment maker reported fiscal third-quarter results above Wall Street expectations and lifted its outlook. Revenue increased 25% from a year earlier to $9.12 billion, topping the …

Applied Materials to Participate in Upcoming Investor Conferences

Applied Materials, Inc. SANTA CLARA, Calif., Aug. 14, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of its management team will participate in fireside chats at upcoming investor conferences. Brice Hill, Senior Vice President and CFO, will participate at the Citi …

Applied Materials Quarterly Revenue Guidance Implies Slower Systems Shipment Growth, Morgan Stanley Says

Applied Materials AMAT -Shutterstock Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shipment growth than previously estimated, Morgan Stanley said in a client note Friday. The brokerage was expecting the semiconductor-equipment manufacturer to issue a revenue Silver Upgrade to read this …

Applied Materials Shares Fall as Strong Q3 Results Fail to Meet Elevated Expectations

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 Margins Applied Materials reported third-quarter revenue of $9.12 billion, above analyst estimates of $8.99 billion. Adjusted earnings of $3.50 …

Biggest stock movers Friday: AMAT, NU, and more

[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret Stock futures were largely unchanged early Friday, as investors evaluated cooling inflation data alongside a fresh batch of tech-sector earnings reports. Here are some of Friday's biggest stock movers: BIGGEST STOCK GAINERS * REDDIT …

Applied Materials slips as investors seek faster growth after stellar run

Aug 14 (Reuters) - 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 …

Applied Materials Stock Falls After Earnings Weren’t Quite Good Enough

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

Applied Materials, Globant And 3 Stocks To Watch Heading Into Friday

This article identifies five stocks to watch heading into Friday: Suncrete Inc. (NASDAQ:RMIX), Applied Materials Inc. (NASDAQ:AMAT), Bally’s Corp. (NYSE:BALY), Globant SA (NYSE:GLOB), and Sensus Healthcare Inc. (NASDAQ:SRTS). Each company's recent financial performance and stock movement are highlighted, with Applied Materials reporting strong results …

Applied Materials expects $10.25B Q4 revenue amid projected 2026 packaging growth of more than 70%

Earnings Call Insights: Applied Materials (AMAT) Q3 fiscal 2026 MANAGEMENT VIEW * "In our third fiscal quarter of 2026, Applied Materials delivered another set of record-breaking results, including the highest quarter-on-quarter revenue growth in the company's history," said (President, CEO & Executive Director Gary …

AMAT Stock Slips After-Hours Even As Q4 Revenue, Earnings Outlook Top Expectations

Applied Materials Inc (AMAT) (Q3 2026) Earnings Call Highlights: Record Revenue and AI-Driven ...

This article first appeared on GuruFocus. Revenue: Record revenue of $9.1 billion, up 15% sequentially and 25% year over year. Non-GAAP Gross Margin: Increased to 50.4%, up 40 basis points sequentially and 150 basis points year over year. Non-GAAP Operating Margin: Expanded to a …

5 Insightful Analyst Questions From Kulicke and Soffa’s Q2 Earnings Call

5 Insightful Analyst Questions From Kulicke and Soffa's Q2 Earnings Call Kulicke and Soffa delivered second-quarter results above Wall Street's revenue and profit expectations, but the market reacted negatively, possibly reflecting concerns about sustainability or valuation following strong recent gains. Management attributed the quarter's …

Ultra Clean Holdings (UCTT) Is Up 11.8% After Strong Q2 Profit Return And Higher Q3 Guidance - Has The Bull Case Changed?

Ultra Clean Holdings (UCTT) reported improved Q2 2026 results, returning to profit with US$8.7 million net income and US$644.9 million revenue. The company also issued strong Q3 guidance, projecting US$700 million–US$750 million in revenue and EPS of US$0.83–US$1.03. This positive news supports the near-term …

Applied Materials (AMAT) Stock Looks Fully Priced After A 332% Run

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. 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 …

Kulicke and Soffa Industries (KLIC) Is Up 5.7% After Return To Profitability And Buyback Completion

Earnings call transcript: Applied Materials beats Q3 2026 estimates, shares fall

Camtek Ltd. reported stronger-than-expected Q2 2026 results, surpassing earnings and revenue estimates due to robust demand for advanced packaging tools for AI. Despite the beat, the stock experienced a slight dip, indicating investor focus on valuation and future growth rather than the immediate quarter's …

KLA Corp CFO Bren D. Higgins Sells 31,500 Shares Under Rule 10b5-1 Plan

KLA Corp's EVP and CFO, Bren D. Higgins, sold 31,500 shares of KLA common stock on August 12, 2026, at a price of $209.87 per share. This transaction was carried out under a pre-established Rule 10b5-1 trading plan adopted on May 11, 2026. Following …

Compared to Estimates, Applied Materials (AMAT) Q3 Earnings: A Look at Key Metrics

For the quarter ended July 2026, Applied Materials (AMAT) reported revenue of $9.12 billion, up 24.8% over the same period last year. EPS came in at $3.50, compared to $2.48 in the year-ago quarter. The reported revenue represents a surprise of +1.31% over the …

Applied Materials Shares Fall After Hours as Cash Flow Declines Amid Higher Investment

Applied Materials AMAT -Shutterstock Applied Materials (AMAT) shares fell in after-hours trading Thursday after the semiconductor-equipment manufacturer reported lower free cash flow for the first nine months of the fiscal year as capital expenditures climbed sharply.Free cash flow for the nine months ended July …

Applied Materials (AMAT) Beats Q3 Earnings and Revenue Estimates

Applied Materials (AMAT) came out with quarterly earnings of $3.5 per share, beating the Zacks Consensus Estimate of $3.38 per share. This compares to earnings of $2.48 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an …

ASML (NASDAQ:ASML) Trading Up 2.1% - Here's What Happened

ASML (NASDAQ:ASML) saw its shares trade up 2.1% on Thursday, closing at $1,847.90 with trading volume 34% below its average. The semiconductor company has a "Moderate Buy" consensus rating from analysts, with a target price of $1,970.33. ASML reported quarterly revenue of $10.64 billion …

Applied Materials Q3 Profit Rises As Revenue Jumps 25%

(RTTNews) - Applied Materials, Inc. (AMAT) reported on Thursday a 43% increase in third-quarter profit, driven by strong demand for semiconductor manufacturing equipment fueled by artificial intelligence. Net income rose to $2.54 billion, or $3.17 per share, from $1.78 billion, or $2.22 per share, …

Teradyne Inc. stock outperforms competitors on strong trading day

Shares of Teradyne Inc. advanced by 1.93% to $410.52 on Thursday, outperforming the broader stock market, with the S&P 500 Index rising 0.65% and the Dow Jones Industrial Average rising 0.13%. This marks the third consecutive day of gains for the stock.

Applied Materials posts record Q3 revenue as AI demand boosts chip equipment sales

Investing.com -- Applied Materials reported record third-quarter revenue on Thursday as surging demand for AI-related semiconductors drove strong growth across its chipmaking equipment business, while the company raised its expectations for semiconductor systems revenue for calendar 2026. The chip equipment maker posted revenue of …

Applied Materials Edges Above Views With Fiscal Q3 Results, Outlook

Applied Materials beat analyst estimates for its fiscal third quarter and with its guidance for fiscal Q4. But AMAT stock slid. Continue Reading

Applied Materials (NASDAQ:AMAT) Crushed Earnings Estimates. So Why Did AMAT Stock Drop?

Lam Research Announces Plans to Invest More than $3B to Expand Global Lab Network, Increase Innovation Velocity in the AI Era

Lam Research plans to invest over $3 billion in the next five years to expand its global R&D lab network, aiming to boost experiment capacity by more than 50% and accelerate innovation in the AI era. This expansion will compress product development cycles for …

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

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 …

Applied Materials Forecast Gets Tepid Reaction After Stock Rally

(Bloomberg) -- Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that's key to the AI boom. Most Read from Bloomberg Anthropic in Talks to Buy AI Startup Decart …

Chip equipment maker Lam Research to invest more than $3 billion to expand R&D labs

Aug 13 (Reuters) - Lam Research said on Thursday it intends to invest more than $3 billion in ‌the next five years to expand its ‌global research and development lab network, as it seeks to increase ​experiment capacity and speed up product development. The …