Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research, development and engineering

Marketing and selling

General and administrative

Severance and related charges

Deal termination fee

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Applied Materials

Applied Materials, Inc. provides manufacturing equipment, services and software to the semiconductor, display and related industries. It operates through the following segments: Semiconductor Systems, Applied Global Services, and Display & Adjacent Markets. The Semiconductor Systems segment includes semiconductor capital equipment for etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The Applied Global Services segment provides solutions to optimize equipment, performance, and productivity. The Display & Adjacent Markets segment offers products for manufacturing liquid crystal displays, organic light-emitting diodes, equipment upgrades, and other display technologies for TVs, monitors, laptops, personal computers, smart phones, and other consumer-oriented devices. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Applied Materials (AMAT) reports resilient Q1 performance and growth opportunities

Applied Materials (AMAT) showcases strong Q1 performance and resilience in business despite challenges. The company's focus on ICAPS strength, backlog growth, and market positioning bode well for future revenue growth and opportunities in key technology areas.

Applied Materials excels in Q2, eyes China growth opportunities

Applied Materials delivered strong financial results in Q2 2023, with positive revenue and non-GAAP EPS growth. The company is strategically investing in materials engineering and service business growth, while also planning significant R&D collaboration investments. Despite industry challenges, Applied Materials remains optimistic about outperforming markets and capitalizing on growth opportunities.

Applied Materials excels in Q3, eyes growth in IoT and DRAM markets

Applied Materials reported strong financial performance in Q3, with a positive outlook for Q4. The company's focus on innovation, strategic relationships, and growth opportunities in key markets like DRAM and IoT positions it well for future success despite challenges in the semiconductor market.

Applied Materials reports record earnings, eyes growth in key segments

Applied Materials concluded fiscal 2023 with record earnings and revenue, poised for growth in semiconductor systems and services in 2024. The company's outlook includes strong demand in key segments, gradual gross margin improvements, and a focus on gaining market share in strategic areas.

Applied Materials exceeds Q1 expectations, anticipates strong growth in 2024

Applied Materials is poised for growth in 2024 with expectations of stronger foundry logic, stable ICAPS demand, growth in NAND revenues, and continued strength in DRAM business. The company's value creation strategy has led to record equipment sales and strong financial performance, maintaining a positive long-term perspective on the semiconductor industry's growth.

Applied Materials excels in Q2, eyes growth amid China challenges

Applied Materials showcased strong Q2 performance, driven by key innovations and collaborations in semiconductor industry. Despite challenges in China DRAM business and mixed ICAPS end markets, the company remains well-positioned to capitalize on technology trends and drive revenue growth. Opportunities lie in expanding wafer starts, gate-all-around nodes, and eBeam technology.

Applied Materials posts record Q3 revenues, eyes AI leadership

Applied Materials (AMAT) reported strong financial performance in Q3, driven by record revenues and operational excellence.
The company's focus on AI, data center computing, and energy-efficient compute performance positions it well for future growth.
Despite challenges in market trends and leadership transitions, Applied Materials remains committed to innovation and customer collaboration for sustained success.

Applied Materials reports record Q4 earnings, eyes growth opportunities

Applied Materials (AMAT) showcased robust financial performance, strategic strengths, and a focus on future growth areas.
While facing challenges in market dynamics and pricing strategies, the company remains well-positioned for continued success.
Overall, the earnings call highlighted a strong performance, operational excellence, and a positive outlook for fiscal 2025.

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Purchase/sale of investments

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Net change in cash

Free cash flow

Applied Materials shares have dropped 22% since I last wrote about them, but I still believe AI-driven DRAM demand will boost their growth, making the stock a strong buy. New AI models like OpenAI's o3 require more memory, driving up DRAM demand and powering Applied Materials' sales of fabrication and manufacturing equipment. Despite Wall Street's bearish outlook, Applied Materials' valuation is 32% lower than the sector median, yet its forward revenue growth is 10% higher.

Applied Materials: DRAM Will See Significant Growth In 2025

Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It

Applied Materials (AMAT 1.33%) is one of the few stocks related to artificial intelligence (AI) that has retreated this year. Shares are down 37% from their all-time high as of this writing.

Prediction: 1 Struggling AI Stock to Buy in December Could Make Investors a Fortune in 2025

Applied Materials stock has fallen to about break-even return over the last 12 months. Weak consumer demand is causing some short-term pain as OEMs scale back purchase from fabs. Despite short-term fluctuations, AMAT's solid market position and financials make it a compelling long-term investment in the semiconductor manufacturing sector.

Applied Materials: Buy And Hold This Stock For A Long Time

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Applied Materials stock price has nosedived and moved into a technical bear market after falling by over 33% from the highest point this year. AMAT was trading at $170, its lowest level since February 5, meaning that it has largely erased most of the gains made earlier this year.

Applied Materials stock has dived: is it safe to buy the AMAT dip?

ASML Hld

ASML (ASML 0.53%) and Applied Materials (AMAT 0.04%) are two of the world's largest semiconductor equipment makers. ASML is the world's leading producer of lithography systems, which are used to optically etch circuit patterns onto silicon wafers.

Better Chip Stock: ASML vs. Applied Materials

Applied Materials (AMAT 0.16%) has been an incredible long-term winner in the stock market but has retreated significantly from its all-time highs.

Is Applied Materials a Buy?

Lumen Technologies

Opendoor

With the S&P 500 and Nasdaq Composite hovering near their all-time highs, many investors might be reluctant to add new stocks to their portfolios. After all, Warren Buffett famously told investors to "be fearful when others are greedy and greedy when others are fearful," and a lot of greed is driving many stocks to historically high valuations.

3 Top Bargain Stocks Ready for a Bull Run

Applied Materials (AMAT 0.16%), one of the world's largest suppliers of semiconductor manufacturing equipment, has been a great long-term investment. Over the past 10 years, its stock rallied more than 600% and generated a total return of over 700%.

Is Applied Materials Stock a Buy Now?

Applied Materials' discounted valuation and strong tech leadership make it a hold amid market challenges and long-term growth potential.

AMAT Trading at a Discount: Time to Buy, Sell or Hold the Stock?

SANTA CLARA, Calif., Dec. 13, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash dividend of $0.40 per share payable on the company's common stock. The dividend is payable on March 13, 2025 to shareholders of record as of Feb. 20, 2025.

Applied Materials Announces Cash Dividend

The past year has been a somewhat disappointing one for Applied Materials (AMAT -2.15%) investors. Share prices of the semiconductor equipment supplier did gain 15.5%, but they have underperformed the 31.5% gains clocked by the S&P 500 index over the same period.

Where Will Applied Materials Stock Be in 1 Year?

Zacks.com users have recently been watching Applied Materials (AMAT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know

ARM Holdings PLC

Palantir Technologies

Palantir Technologies (PLTR 6.22%) has witnessed a tremendous increase in its market value in 2024 thanks to a remarkable surge of 313% in the company's stock price so far this year.

Prediction: 2 Stocks That Will Be Worth More Than Palantir Technologies 1 Year From Now

Applied Materials, Inc. (NASDAQ:AMAT ) Wells Fargo 8th Annual TMT Summit Conference December 4, 2024 11:45 AM ET Company Participants Brice Hill - CFO Conference Call Participants Joe Quatrochi - Wells Fargo Joe Quatrochi So let's go ahead and get started. I'm Joe Quatrochi, the semi-cap and semis analyst here at Wells Fargo.

Applied Materials, Inc. (AMAT) Wells Fargo 8th Annual TMT Summit Conference (Transcript)

Applied Materials, Inc. (NASDAQ:AMAT ) UBS Global Technology Conference Call December 3, 2024 12:55 PM ET Company Participants Brice Hill - Senior Vice President, Chief Financial Officer and Global Information Services Conference Call Participants Timothy Arcuri - UBS Timothy Arcuri I think we're going to get started. I'm Tim Arcuri.

Applied Materials, Inc. (AMAT) UBS Global Technology Conference - (Transcript)

Chip equipment maker Applied Materials said on Tuesday it was not changing its outlook for the first quarter in response to the U.S. government's latest restrictions on semiconductor exports to China.

Applied Materials outlook unchanged after latest US crackdown on China chip exports

SANTA CLARA, Calif., Dec. 03, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. issued the following statement today regarding updated export regulations for semiconductor technology, announced by the United States government on Dec. 2, 2024:

Applied Materials Issues Statement on Latest U.S. Export Regulations

Lam Research

Shares of semiconductor equipment makers are moving higher Friday, following a Bloomberg report that the Biden Administration is considering more measures to restrict the sale of semiconductor equipment and artificial intelligence (AI) memory chips to China.

2 U.S. Semiconductor Stocks to Watch After China Update

NEW YORK, NY / ACCESSWIRE / November 27, 2024 / Pomerantz LLP is investigating claims on behalf of investors of Applied Materials, Inc. ("Applied Materials" or the "Company") (NASDAQ: AMAT). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.

SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Applied Materials, Inc. - AMAT

Though AMAT's stock dipped 20.8% in six months, robust fundamentals and long-term growth drivers make it worth holding.

Applied Materials Plunges 21% in Six Months: How to Play the Stock?

The market has been infatuated with Nvidia for a few years now. So much so that this month, it has once again become the largest company in the world by market capitalization, with a net worth of more than $3.5 trillion.

Missed Out on Investing in Nvidia? Here's 1 Artificial Intelligence (AI) Chip Stock to Buy on the Dip

SANTA CLARA, Calif., Nov. 21, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today introduced the MAX OLED™ solution, a patented OLED pixel architecture and revolutionary display manufacturing technology designed to bring the superior OLED displays found in high-end smartphones to tablets, PCs and eventually TVs.

Applied Materials Breakthrough To Bring OLED Displays to Tablets, PCs and TVs

Is It Finally Time to Buy This Incredibly Cheap Semiconductor Stock Following Its Latest Crash?

News for Applied Materials Stock (AMAT)