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Applied Materials

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Applied Materials Reports Solid Q3, but Outlook Fails to Dazzle
technology10 days ago

Applied Materials Reports Solid Q3, but Outlook Fails to Dazzle

Applied Materials topped fiscal Q3 with adjusted earnings of $3.50 per share on revenue of $9.12 billion, beating estimates, while GAAP earnings were $3.17 due to a $220 million unrealized investment loss. For Q4, the company guided about $10.25 billion in revenue and $4.02 in adjusted earnings per share, signaling a high bar as AI-driven capital spending remains robust. The stock fell roughly 5% in after‑hours trading as investors weighed the beat against lofty guidance and competitive pressure in the semiconductor‑equipment space.

via Barron's|
#ai#applied-materials#dram
markets11 days ago

AMAT stock climbs as AI-driven fab build-out outpaces shipments

Applied Materials’ stock has surged about 193% in the last year on the back of a massive AI-driven fab capacity build-out, even as trailing revenue sits around $29 billion with modest growth. The company posted a record $7.91 billion in the most recent quarter and guided Q3 2026 revenue to about $8.95 billion (+/- $0.50B), supported by manufacturing-capacity expansions in the US, Europe, and Singapore. Growth is driven by demand for leading-edge logic, DRAM, and advanced packaging, with supply constraints (roughly 2,000 direct suppliers) binding the pace of deliveries more than demand itself.

via Trefis|
#ai-demand#amat#applied-materials
Terafab Bet: How Tesla–SpaceX’s AI Fab Could Boost Chip-Equipment Makers
business17 days ago

Terafab Bet: How Tesla–SpaceX’s AI Fab Could Boost Chip-Equipment Makers

Elon Musk’s Tesla and SpaceX are backing a $16.8 billion Terafab AI semiconductor complex in Grimes County, Texas—spanning over 100 million square feet and aimed at in‑house edge and data‑center AI chips with Intel as a partner. The project could lift demand for chip‑making equipment from suppliers such as KLA, Onto Innovation, Applied Materials and Lam Research, as Terafab covers logic, memory and packaging to accelerate AI initiatives for Tesla and SpaceX.

via Yahoo Finance|
#applied-materials#business#chip-equipment
Burry Bets Against AMAT, Sparking Fresh Scrutiny on Applied Materials
finance19 days ago

Burry Bets Against AMAT, Sparking Fresh Scrutiny on Applied Materials

Michael Burry has reportedly taken a short position in Applied Materials (AMAT), signaling heightened bearish sentiment toward chip-related stocks amid warnings of a potential 1987-style market crash. While the move adds near-term volatility to semiconductor equipment names, long-term demand for AI-driven wafer-fab tooling could support AMAT's fundamentals as investors weigh macro risk against the sector’s secular growth.

via Yahoo Finance|
#amat#applied-materials#finance
Memory Giant SK Hynix’s Nasdaq Raise Ignites AI-Chip Demand Rally
business1 month ago

Memory Giant SK Hynix’s Nasdaq Raise Ignites AI-Chip Demand Rally

SK Hynix plans to raise about $28 billion on the Nasdaq via ADRs, the second-largest stock sale in history, to fund memory-fab expansions in South Korea and to buy ASML EUV lithography machines, signaling a strong AI-capex cycle. The news helped lift chip-related stocks even as leadership names like NVIDIA and Broadcom forecast robust AI/data-center demand and Applied Materials lifted its 2026 equipment-growth outlook to over 30%. Micron and other memory players benefited from AI-driven memory demand, though some analysts warn of froth in the sector as the AI hardware buildout continues.

via 24/7 Wall St.|
#applied-materials#asml#broadcom
Burry Expands Chip Shorts, Targets MU, NVDA and AMAT
business1 month ago

Burry Expands Chip Shorts, Targets MU, NVDA and AMAT

Investor Michael Burry disclosed a new Micron short, adding to his existing bets against Nvidia, Applied Materials and the iShares Semiconductor ETF (SOXX) as he argues the AI‑chip rally looks stretched and a cyclical downturn—potentially around 30%—could unfold. He noted Micron’s 242% YTD surge and its stretch above the 200‑day moving average not seen since 1984, while bullish AI Capex and demand loom in the background. The market will hinge on Micron’s upcoming guidance and evolving AI hardware spending.

via 24/7 Wall St.|
#applied-materials#business#michael-burry
BofA sees multi-year AI growth driver in wafer-fab chip equipment
technology4 months ago

BofA sees multi-year AI growth driver in wafer-fab chip equipment

Bank of America analysts say wafer-fab chip-equipment names such as Lam Research, KLA and Applied Materials are set for multi-year AI-driven growth, lifting 2026–2027 revenue forecasts toward about $140B and $171B, with potential long-run gains as AI workloads, CPUs and memory demand tighten supply and spur continued investment in semiconductor fabrication equipment.

via MarketWatch|
#ai-growth#applied-materials#kla-corp
TSMC's AI Capex Push Sparks Multi-Billion Windfall for Chip Equipment Makers
business7 months ago

TSMC's AI Capex Push Sparks Multi-Billion Windfall for Chip Equipment Makers

Taiwan Semiconductor (TSMC) committed about $56 billion to expanding AI chip manufacturing, funneling orders to equipment suppliers ASML, Applied Materials, and Lam Research. ASML stands to gain from EUV capacity expansion (dozens of machines at $150–$200M each) as TSMC pushes 2nm and beyond, potentially generating $3–$5B in revenue; Applied Materials just posted its 12th straight earnings beat with solid cash flow and profitability, while Lam Research has surged ~192% year over year on the capex cycle. However, valuations are high across these names and orders may be spread over several years, implying multi-quarter to multi-year upside tied to a broader AI-driven semiconductor buildout.

via 24/7 Wall St.|
#applied-materials#asml#business
AI and SaaS Stocks Poised to Outshine Palantir
finance1 year ago

AI and SaaS Stocks Poised to Outshine Palantir

Palantir Technologies has seen a significant stock price surge in 2024, but its high valuation may not be sustainable, with analysts predicting a potential 46% drop in its stock price. This opens the door for Arm Holdings and Applied Materials to potentially surpass Palantir's market valuation in 2025. Arm Holdings benefits from its strong position in the semiconductor market, while Applied Materials is poised for growth due to increased demand for semiconductor equipment driven by AI advancements. Both companies are expected to see substantial revenue and earnings growth, making them attractive investment options.

via The Motley Fool|
#ai#applied-materials#arm-holdings