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 Q1 2021

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

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.

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 recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Wall Street Analysts See Applied Materials (AMAT) as a Buy: Should You Invest?

ASML Hld

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SANTA CLARA, Calif., July 08, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today introduced materials engineering innovations designed to increase the performance-per-watt of computer systems by enabling copper wiring to scale to the 2nm logic node and beyond.

Applied Materials Unveils Chip Wiring Innovations for More Energy-Efficient Computing

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Thermo Fisher Scientific

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Broadcom

Super Micro Computer

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NVIDIA

Arista Networks

Constellation Energy Corp

CrowdStrike

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First Solar

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KLA-Tencor

Eli Lilly

Micron Technology

NRG Energy

NetApp

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Western Digital

This has been a very good year for the stock market as a whole, although the performance of broad U.S. indexes also underscores how important the weighting of an index can be.

Super Micro and Nvidia lead the S&P 500 this year. These stocks follow.

Lam Research

Applied Materials and Lam Research saw their shares rise after memory-chip maker Micron forecast a sizable increase in capital spending.

Chip Gear Stocks Rise On Micron's Capex Plans

Airbnb

Amazon

Coinbase

Hewlett Packard

T-Mobile US

Technology stocks continue to outperform. Despite predictions that a great rotation into value and small-cap stocks is coming, the reality is that large-cap tech stocks continue to drive the market higher.

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Taiwan Semiconductor Manufacturing

Nanotech stocks are among the hottest plays in the market right now, thanks to analysts predicting astronomical growth for the market. For example, Fortune Business Insights forecasted the market would grow to $91.18 billion in 2024 and reach $332.73 billion by 2032.

You've Been Warned! 3 Nanotech Stocks to Buy Now or Regret Forever

GlobalFoundries

Pixelworks

QUALCOMM

SkyWater Technology

While it's easy to get locked into semiconductor stocks to buy thanks to the mercurial rise of Nvidia (NASDAQ: NVDA ), there's more to the sector than just one enterprise focused on artificial intelligence. Fundamentally, the chip-manufacturing ecosystem is enticing because it represents the building blocks of innovation.

7 Semiconductor Stock Superstars to Make Your Portfolio Sizzle

• Company's latest Sustainability Report outlines efforts to reduce the semiconductor industry's carbon emissions

Applied Materials Reports Progress on Net Zero 2040 Playbook

I believe revenue and EPS growth estimates over the next year are too conservative, making AMAT stock a strong buy. Applied Materials has shown strong revenue and EPS growth over the past 10 years, with revenue increasing by 353% from 2014 to 2024. Consensus revenue estimates suggest continued growth, with revenue projected to increase from $26.94 billion in fiscal 2024 to $37.36 billion in fiscal 2028.

Applied Materials: Strong AI Compounder

The strong growth outlook for the Semiconductor - WFE industry and its relative stability in uncertain times have led investors to pile into the shares.

Semi Equipment Still Overpriced: 3 Stocks on the Radar

As Nvidia's (NASDAQ: NVDA ) growth goes hyperbolic, the semiconductor industry seems left behind. After all, much of Nvidia's excitement and value generation comes from its dominance in the graphic process unit sector of semiconductor technology.

3 Semiconductors to Buy as Nvidia Insiders Take Profits

Applied Materials, Inc. (NASDAQ:AMAT ) BofA Securities Global Technology Conference June 6, 2024 11:40 AM ET Company Participants Brice Hill - SVP & CFO Conference Call Participants Vivek Arya - Bank of America Vivek Arya Very good morning. Welcome to this session.

Applied Materials, Inc. (AMAT) Management presents at BofA Securities Global Technology Conference (Transcript)

Applied Materials stock has had a solid year thus far, rising by over 31% year-to-date. In comparison, Applied's semiconductor industry peer Texas Instruments stock has gained about 14% over the same period.

Applied Materials Stock Surges 30% This Year As Semiconductor Market Looks Up. Is The Stock Attractive?

Barclays upgraded Applied Materials stock today and raised its price target on Taiwan Semiconductor Manufacturing Company as well. Chinese orders for chips manufacturing equipment are ticking higher.

Why Applied Materials, ASML Holding, and Taiwan Semiconductor Stocks All Popped on Wednesday

A wave of new chip fabs is getting ready to come online, and they'll be in need of new equipment. Applied Materials has a broad portfolio of machinery needed for advanced chipmaking.

1 Top Semiconductor Stock for Massive AI Growth

Applied Materials, Inc. (NASDAQ:AMAT ) Bernstein's 40th Annual Strategic Decisions Conference May 30, 2024 2:30 PM ET Company Participants Gary Dickerson - President and Chief Executive Officer Conference Call Participants Stacy Rasgon - Bernstein Stacy Rasgon Thank you for coming. Good afternoon, I'm Stacy Rasgon, I cover the U.S. Semiconductor and semi cap equipment space here at Bernstein.

Applied Materials, Inc. (AMAT) Bernstein's 40th Annual Strategic Decisions Conference

Entegris

At this point, directly betting against semiconductor stocks – especially if they're named Nvidia (NASDAQ: NVDA ) – should first come with a warning. The sector continues to defy gravity, with demand seemingly pointing to a limitless ceiling.

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W. R. Berkley

We explain why selling cash-covered puts and covered calls are relatively safe choices for earning a high income. We will discuss how to formulate a sustainable and repeatable income strategy for Options. In this monthly series, we present how to select the right kind of stocks for options income. We present two lists of 10 stocks with multiple scenarios: PUT options and deep-in-the-money CALL options.

Monthly Options Series: Earn A Potentially Consistent 10% Income (June 2024)

Applied Materials received a subpoena from the U.S. Commerce department's Bureau of Industry and Security in May, it disclosed in a filing on Thursday.

Applied Materials says received subpoena from US commerce department

The semiconductor industry is heading into a massive cyclical upturn as demand for artificial intelligence soars.

Should Investors Buy Intel Stock Instead of Applied Materials Stock?

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News for Applied Materials Stock (AMAT)