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

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Home Depot

Lowe's

Mastercard

Microsoft

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Thermo Fisher Scientific

T. Rowe Price Group

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Visa

Vanguard Dividend Appreciation ETF

There are 20 stocks on my dividend growth watchlist for October 2022. The majority of the stocks on my watchlist are currently undervalued based on dividend yield theory.

Dividend Growth Stock Watchlist - October 2022

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In a disappointing year for stock markets around the world, few hedge funds can say they are doing well. Yet Bridgewater Associates, the investment firm founded by Ray Dalio (Trades, Portfolio) in 1975, saw its flagship Pure Alpha II macro fund advance 4.8% in June, bringing its return for the first half of 2022 to 32%.

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Akamai Technologies

Broadcom

Micron Technology

STMicroelectronics NV ADR RegS

Skyworks Solutions

The stock market is now creating an opportunity for investors. Long-term tech stocks to buy abound, following some seriously negative sentiment and declining stock prices over the last month.

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KLA-Tencor

Semiconductor equipment stocks struggled Friday after memory-chip maker Micron slashed its planned spending on new chip gear. The post Semiconductor Equipment Stocks Hit As Memory-Chip Market Downturn Deepens appeared first on Investor's Business Daily.

Semiconductor Equipment Stocks Hit As Memory-Chip Market Downturn Deepens

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Intel

Monolithic Power Systems

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Synopsys

Seagate Technology Holdings PLC

Western Digital

We end the July quarter having written about 20 of our favorite semiconductor names, and this article studies how our ratings played out. We got a lot of backlash on our bearish stance on, NVDA, AMD, WDC, and MU, among others, but the stocks did drop, consistent with our belief.

Back To The Future: Review Of Our Semis Work

Applied Materials Inc. stock (NASDAQ: AMAT) is down 16% in the past month, strongly underperforming the S&P 500 which was itself down 9% over this period.

Can Applied Materials Stock Bounce After Shedding 16% Last Month?

AMAT is in a terrific position to benefit from the growth of the semiconductor industry. AMAT is one of the few companies that can keep up with the increasing complexity demanded from semiconductor manufacturing equipment companies.

Applied Materials Is Doing Better Than Its Share Price Suggests

We forecasted the Applied Materials, Inc.'s revenue growth of each segment based on historical growth and estimated a revenue opportunity reaching $53,245 mln by 2026. In terms of margins, we modeled its gross margin, EBIT margin, and net margin to stabilize at 47.19%, 27.38% and 23.58%, respectively, in 2022.

Applied Materials: Stronger Financials Across The Board

AMETEK

Deere & Company

Lincoln Electric Hlds

Union Pacific

The economic banishment of all things Russian. Tariffs on Chinese imports.

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Amazon

Alphabet

Technology stocks sold off again over the past month, but in the long term, innovation will win out. Now's the time to take advantage.

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A bad inflation report crushed semiconductor stocks across the board.

Why Advanced Micro Devices, Applied Materials, and Micron Technology Fell Today

Applied Materials, Inc. (NASDAQ:AMAT ) Goldman Sachs Communacopia + Technology Conference September 12, 2022 11:15 AM ET Company Participants Gary Dickerson - President and CEO Conference Call Participants Toshiya Hari - Goldman Sachs & Co. Toshiya Hari Okay. I think we're on.

Applied Materials, Inc. (AMAT) Presents at Goldman Sachs Communacopia + Technology Conference (Transcript)

Despite short-term disappointments, the semiconductor industry is undergoing various secular shifts, and WFE is a key enabler. In this article we summarise the market positioning of six WFE vendors, compare financials and financial trends, and conduct valuations.

WFE Investment Analysis: KLA Tencor, Applied Materials, And Others

Applied Materials, Inc. (NASDAQ:AMAT ) Citi 2022 Global Technology Conference September 7, 2022 3:15 PM ET Company Participants Brice Hill - Chief Financial Officer Conference Call Participants Atif Malik - Citi Atif Malik Good afternoon, everyone. Welcome to day one of Citi Global Technology Conference.

Applied Materials, Inc. (AMAT) Presents at Citi 2022 Global Technology Conference (Transcript)

Applied Materials reported strong earnings, but a hawkish Federal Reserve was enough to send these cyclical stocks lower.

Why ASML Holdings, Lam Research, and Applied Materials Fell More Than 10% in August

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AbbVie

Vail Resorts

Tractor Supply

These top dividend stocks are attractive at these levels and lower, and they add excellent diversity to a long-term investing portfolio.

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Applied Materials, Inc. (NASDAQ: AMAT) shares are trading lower by 4.03% to $90.28 Thursday morning. Shares of several chips and semiconductors companies are trading lower after the U.S. government imposed export restrictions on the chipmakers.

Applied Materials (AMAT) – Why Applied Materials Stock Is Trading Lower

Alarm.com

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News for Applied Materials Stock (AMAT)