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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

The latest trading day saw Applied Materials (AMAT) settling at $168.48, representing a +0.95% change from its previous close.

Applied Materials (AMAT) Exceeds Market Returns: Some Facts to Consider

ASML Hld

KLA-Tencor

Taiwan Semiconductor Manufacturing

United Microelectronics

Semiconductor equipment revenues decreased less than expected in 2023, as a memory downturn pushed 2022 sales into 2023. Imports of equipment used in chip production in China surged by 14% in 2023, reaching nearly $40 billion, pulling in sales from 2024. I estimate the semiconductor equipment market will increase 1% in 2024. Growth will be negative in the first half followed by an uptick in second half.

Semiconductor Equipment Downturn Will Continue Through H1 2024

Analog Devices

Advanced Micro Devices

Broadcom

Alphabet

Intel

Lam Research

Microsoft

Micron Technology

NVIDIA

Palantir Technologies

QUALCOMM

Texas Instruments

Taiwan Semiconductor Manufacturing Co. Ltd. NYSE: TSM stock gapped up nearly 10% on January 18 after trouncing earnings and sales views.

AI growth propels semiconductor stocks to new highs

Applied Materials is a leader in materials engineering solutions for chip and display production. The demand for advanced chips is driving the company's growth. The semiconductor industry is in a down cycle, but experts expect the industry to rebound in 2025.

Buy Applied Materials And Take Advantage Of The Coming Semiconductor Industry Boom

Super Micro Computer

London's New Street Research upgraded AMD stock last night. But more than just AMD, New Street thinks "all names in the data center AI chip sector" could be winners in 2024.

Why AMD, Applied Materials, and Super Micro Computer Popped Wednesday

ON Semiconductor

Semiconductor stocks have been on a tear in the last year, and that momentum is set to continue in 2024. The burgeoning semiconductor industry stands at the forefront of technological innovation.

3 Semiconductor Stocks to Turn $200,000 Into $1 Million: January 2024

Applied Materials (AMAT) reachead $167.05 at the closing of the latest trading day, reflecting a -0.74% change compared to its last close.

Applied Materials (AMAT) Stock Slides as Market Rises: Facts to Know Before You Trade

AutoZone

Fastenal

O'Reilly Automotive

Western Digital

The S&P 500 hit an all-time high on Friday. Since October 2022, the S&P 500 has been in a bull market phase.

6 Stocks That Pushed the S&P 500 ETF to an All-Time High Last Week

Amazon

With the company's AI-optimized advertising and cloud services, Amazon stock is on track to reclaim its 2021 highs. Applied Materials' collaborations and investment in R&D hint at groundbreaking innovations in the years ahead.

3 Artificial Intelligence (AI) Stocks to Buy Today, Still Below Their 2021 Highs

Taiwan Semiconductor had a good day on the market, and these two stocks followed. Optimism is in the air with chipmakers just now.

Why Applied Materials and ASML Holding Stocks Bounced Nearly 5% Higher Today

Adobe

Couchbase

Fiverr

MongoDB

Snowflake

Large language models aka LLMs and generative AI aka GenAI are reshaping various industries and rewriting life as we know it. Monetization of GenAI has primarily focused on B2B revenue streams, but subscription-based models and the "GPT Store" show promise for individual users. Hardware and software design, AI workflow enhancers, and applied AI opportunities are key areas to watch in the GenAI space.

The AI Trends (And Hype) For The Coming Year

Amkor Technology

Camtek

Cadence Design Systems

Dell Technologies

Hewlett Packard

Kulicke & Soffa Industries

Micron Solutions

Marvell Technology

Onto Innovation

Oracle

Synopsys

Nvidia is dominating the artificial intelligence market, and here are some other stocks that can also benefit.

26 Spectacular Semiconductor and Artificial Intelligence (AI) Stocks for 2024 and Beyond

Applied Materials did well in 2023 despite a slowdown in semiconductor equipment spending. The company may have delivered a cautious near-term guidance, but it could deliver much faster growth thanks to new catalysts such as AI.

History Says the Nasdaq Could Soar in 2024: Here's A No-Brainer Artificial Intelligence (AI) Stock to Buy Hand Over Fist Before It Jumps 100%

Intuit

Uber

What will be the top tech stocks of 2024? That question has been on many investors' minds as the new year takes shape.

10 Tech Stocks With a Strong Buy Rating Right Now

The artificial intelligence (AI) trade is alive and kicking. Companies tied to AI are rallying to start 2024 after a brief pullback.

3 Stocks to Buy for a Future Fueled by AI

LAS VEGAS, Jan. 09, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced it is collaborating with Google on advanced technologies for augmented reality (AR).

Applied Materials Collaborating with Google to Advance Next-Generation AR Computing Platforms

Axcelis Technologies

Advanced Semiconductor Engineering

Entegris

Lattice Semiconductor

Microchip Technology

MKS Instruments

Monolithic Power Systems

NXP Semiconductors

Qorvo

Rambus

iShares PHLX Semiconductor ETF

STMicroelectronics NV ADR RegS

Semiconductors Winners And Losers At The Start Of 2024

Applied Materials is positioned to outpace industry growth and gain market share through its strategic approach and commitment to innovation. The stock market and analysts express optimism towards the stock, driven by its leadership position in an attractive and complex industry. I suggest a hold position and considering additional shares only when a discount of more than 10% becomes available, as the stock is currently deemed fairly valued.

Applied Materials: A Solid Business, But My Stance Diverges From The Prevailing Market Sentiment

In the closing of the recent trading day, Applied Materials (AMAT) stood at $162.07, denoting a -0.64% change from the preceding trading day.

Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights

Skyworks Solutions

As you look at semiconductor stock picks for 2024, it's important to understand the state of the sector. Semiconductors are in the early stages of a super cycle that may have several years to run.

Top 7 Semiconductor Stock Picks for the New Year

Investors are on the prowl to find the best no-brainer semiconductor stocks to buy for 2024. The semiconductor industry has been on a tear in 2023, largely driven by the hype of generative AI and LLMs.

3 No-Brainer Semiconductor Stocks Worth All the Fuss

NEW YORK , Dec. 24, 2023 /PRNewswire/ -- WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Applied Materials, Inc. (NASDAQ: AMAT) resulting from allegations that Applied Materials may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Applied Materials securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

ROSEN, A HIGHLY RECOGNIZED LAW FIRM, Encourages Applied Materials, Inc. Investors to Inquire About Securities Class Action Investigation - AMAT

As the world hurtles into an era teeming with technological innovation, the semiconductor industry stands at the forefront of this revolution. In 2024, three juggernauts emerged as pioneers, reshaping the technology landscape.

2024's Market Leaders: 3 Stocks Set to Outperform in the Next Year

In the latest trading session, Applied Materials (AMAT) closed at $162.05, marking a +0.41% move from the previous day.

Why Applied Materials (AMAT) Outpaced the Stock Market Today

News for Applied Materials Stock (AMAT)