AMAT news sentiment

Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough

Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained 21%. Revenue over the trailing twelve months grew 3.3%. Reconciling the triple with the 3.3% is the whole exercise, and the answer is a fab build-out pipeline that has barely begun to land in its revenue. The Trailing Twelve Months Never Justified This Move That growth sits on $29.02 billion of trailing revenue, and while 3.3% is an acceleration against a 3-yea

Zacks Model Flashes Green for Applied Materials Ahead of Earnings

There's an uncomfortable question hanging over Applied Materials heading into Thursday afternoon: how does a company at the center of the AI manufacturing buildout, growing earnings above 30% and beating estimates sixteen quarters running, end up trading 25% below its high? The answer says more about the market's mood than about the business — but it also means this print carries unusual weight. Applied Materials reports fiscal third-quarter results after the closing bell on Thursday, and our proprietary model points to yet another beat. The Setup Is About as Favorable as It Gets Let's start w

What investors need to watch Thursday: PPI, Jobless Claims and Applied Materials earnings

Asking for a Trend Host, Josh Lipton reviews what investors should watch on Thursday, August 13, including results from Applied Materials (AMAT) and key economic data, with July's Producer Price Index and weekly initial jobless claims offering fresh insight into the health of the economy. Video Transcript 00:00 Speaker A Time now for what to watch Thursday, August 13th. Applied materials reporting quarterly results after the markets close, AI chip demand once again in focus. analysts expecting sales to grow both from a year ago and from the prior quarter, driven by continued spending on equipm

Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC h

Applied Materials’ dividends: History, yield & payout ratio explained

Applied Materials has benefited from the latest tech trend in artificial intelligence. The Santa Clara, California-based semiconductor manufacturer builds AI chips used in data centers, and its stock has risen significantly in recent years. The company posted nearly $7 billion in net income on record revenue of $28.4 billion in fiscal 2025, and has returned some of that profit to shareholders through dividends. Here's a closer look at Applied Materials' dividend history and how its payouts increased over the years. Applied Materials dividend quick facts Current quarterly payout: $0.53 per shar

Is Lam Research's AI Surge Quietly Redefining Applied Materials' Competitive Moat (AMAT)?

Applied Materials stock trades near record levels as AI chip demand lifts earnings and outlook

Applied Materials stock holds gains as chip-equipment demand and AI spending underpin outlook