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

Brooks Automation

Intel

KLA-Tencor

Our theme on Stocks That Benefit From The Semiconductor Shortage, which includes companies that produce machinery and tools for chipmaking and semiconductor players with their own fab capacity, has returned about 26% year-to-date, outperforming the Nasdaq-100 which has returned about 15% over the.

Semiconductor Stocks That Stand To Gain Through The Chip Shortage And Beyond

Shares of semiconductor, chip and memory companies, including Applied Materials, Inc. (NASDAQ: AMAT) are trading lower in sympathy with Micron, which issued first-quarter EPS and sales guidance below estimates. Shares of tech companies at large are also trading lower this week amid a rise in bond yields, which has weighed on growth stock valuations.

Why Applied Materials Shares Are Falling

Salesforce

Microsoft

ServiceNow

NVIDIA

QUALCOMM

We have selected six U.S. technology giants that are currently trading at 5% or more discount to their 52-week high prices. These are: NVDA, MSFT, QCOM, AMAT, NOW and CRM.

Tech is a Long-Term Bullish Sector: Be Patient to Book Profits

Applied Materials, Inc. (NASDAQ: AMAT) shares are trading lower after New Street Research analyst Pierre Ferragu downgraded the stock from Buy to Neutral and announced a $140 price target. The stock could also possibly be trading lower in sympathy with the overall technology sector amid a rise in bond yields, which has weighed on growth stock valuations.

Why Applied Materials Shares Are Trading Lower

The shares of Applied Materials, Inc. (NASDAQ:AMAT) are down 3.4% to trade at $137.96 at last check, after a downgrade from New Street Research to "neutral" from "buy," citing the stock's high valuation and limited upside.

Applied Materials Stock Slips on Downgrade, Sector Pressure

Shares of semiconductor manufacturers are sliding as rising Treasury yields pressure fast-growing tech shares.

Applied Materials Stock Slides After Downgrade, Chip Sector Tumbles, Too

Applied Materials, Inc. (AMAT) Management Presents at J.P. Morgan 12th Annual U.S. All Stars Conference (Transcript)

Alphabet

Companies look set to increase their spending on AI to reap its myriad benefits, making it wise to look at names like NVIDIA (NVDA), Microsoft (MSFT), Applied Materials (AMAT) and Alphabet (GOOGL).

4 Stocks to Benefit From Continued Demand for AI

Cirrus Logic

Investors looking for growth stocks trading on the cheap should take a closer look at these two companies.

2 Bargain Stocks to Buy and Hold for the Next 5 Years

Accenture Plc

Bank of New York Mellon

Blackrock Inc

Comcast

Canadian National Railway Company

Cintas Corp

Expeditors International of Washington

General Dynamics

Home Depot

Hershey

Lockheed Martin

Lowe's

Mastercard

Northrop Grumman

Roper Technologies

Royal Bank of Canada

Charles Schwab

Toronto-Dominion Bank

T. Rowe Price Group

U.S. Bancorp

Visa

West Pharmaceutical Services

Dividend Growth Stock Watchlist - September 2021

Advanced Energy Industries

Lam Research

Teradyne

Semiconductor equipment stocks slipped after analyst warned of moderating earnings growth and a less favorable risk/reward profile for some companies.

Semiconductor Equipment Stocks Slip. An Analyst Says It's Time to Take Profits.

When a stock breaks out above the 50-Day simple moving average, good things could be on the horizon. How should investors react?

Applied Materials (AMAT) Recently Broke Out Above the 50-Day Moving Average

Applied Materials is likely to see strong demand for multiple years as the demand for semiconductors will be needed for numerous applications. Applied Materials is poised to achieve above-average revenue and earnings growth over the next year.

Applied Materials: Stock Likely To Benefit From The Chip Shortage

II-VI Incorporated

While not thought of as electric vehicle companies, these two stocks will nonetheless benefit from soaring EV growth over the next decade.

2 Value Stocks to Buy Before the EV Revolution Takes Them Higher

Deutsche Bank

Applied Materials, Inc. (AMAT) Management presents at Deutsche Bank Technology Conference 2021 (Transcript)

Our theme on Stocks That Benefit From The Semiconductor Shortage, which includes companies that produce machinery and tools for chipmaking and semiconductor players with their own fab capacity, has returned about 25% year-to-date, outperforming the broader S&P 500.

Semiconductor Shortage Is Far From Over, But These Stocks Stand To Gain

Applied Materials Inc (NASDAQ: AMAT) has announced new products to enable the global silicon carbide (SiC) chipmakers to transition from 150mm to 200mm production, which doubles die output per wafer plug to satisfy the growing demand for premium electric vehicle powertrains. To fuel the computer revolution, chipmakers moved to ever-larger wafer sizes, dramatically increasing chip output to satisfy burgeoning global demand, Applied Materials VP Sundar Ramamurthy said.

Applied Materials Focuses On Improved EV Chip Production To Tap Likes Of Tesla

Is (AMAT) Outperforming Other Computer and Technology Stocks This Year?

Has Applied Materials (AMAT) Outpaced Other Computer and Technology Stocks This Year?

Applied Materials on Wednesday released two new tools aimed at improving the efficiency of making a new class of chips for electric vehicles.

Applied Materials aims to improve chip production for electric vehicles

SANTA CLARA, Calif., Sept. 08, 2021 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today introduced new technologies and capabilities designed to help its customers accelerate their technology roadmaps for heterogeneous chip design and integration.

Applied Materials Introduces New Technologies and Capabilities for Accelerating the Semiconductor Industry's Heterogeneous Integration Roadmap

SANTA CLARA, Calif., Sept. 08, 2021 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced new products that help enable the world's leading silicon carbide (SiC) chipmakers transition from 150mm wafer production to 200mm production, which approximately doubles die output per wafer, to help satisfy the world's growing demand for premium electric vehicle powertrains.

New Applied Materials Technologies Help Leading Silicon Carbide Chipmakers Accelerate the Transition to 200mm Wafers and Increase Chip Performance and Power Efficiency

AMAT will deliver solid long-term performance, even if there are some bumps and bruises along the way.

Applied Materials: Capitalizing On The (Secular) Winds Of Change; 25% Upside

Apple

Texas Instruments

We have select technology bigwigs (market cap > $100 billion) as these companies have a globally established business model and internationally acclaimed brand value. These are: AAPL, MSFT, NVDA, AMAT, QCOM and TXN.

Tech Sector Thriving for Six Months: Will the Rally Last?

ASML Hld

The booming demand for semiconductors could help these companies deliver massive upsides.

These Stocks Turned $100,000 Into $1 Million, and They Could Do It Again

Arista Networks

After their last earnings reports, Applied Materials, Arista Networks, and Nvidia are still great long-term buys.

News for Applied Materials Stock (AMAT)