Sentiment chart

AMAT

2025-11-29

How Analyst Views on Applied Materials Are Shifting With New Growth and Competitive Risks

Publish Time: 2025-11-29 12:12:32

Description: Applied Materials stock has recently seen its consensus analyst price target rise from $222.94 to $241.69. This change suggests heightened expectations for future performance. The upward revision is supported by an improved revenue growth projection and a slightly lower discount rate, which reflects increased optimism and a marginally reduced perception of risk among experts. Stay tuned for insights on how to follow these evolving shifts in analyst sentiment as the narrative continues to...

Sentiments: Positive: 0.9185 Neutral: 0.0121 Negative: 0.0693

UBS Raises AMAT Outlook as 2026–2027 WFE Market Accelerates

Publish Time: 2025-11-29 05:24:20

Description: Applied Materials, Inc. (NASDAQ:AMAT) is one of the AI Stocks on the Market’s Radar. On November 25, UBS upgraded the stock from Neutral to “Buy” and raised its price target to $285 from $250. Firm analysts see significant upside for AMAT driven by WFE growth and underappreciated China demand heading into 2026–2027. UBS’s holds a bullish […]

Sentiments: Positive: 0.9415 Neutral: 0.0307 Negative: 0.0278

2025-11-28

No news ...

2025-11-27

No news ...

2025-11-26

A comprehensive list of 2025 tech layoffs

Publish Time: 2025-11-26 14:28:05

Description: A complete list of all the known layoffs in tech, from Big Tech to startups, broken down by month throughout 2024.

Sentiments: Positive: 0.0078 Neutral: 0.9121 Negative: 0.0801

Applied Materials' Margins Expand: Will the Momentum Sustain?

Publish Time: 2025-11-26 10:12:00

Description: AMAT's high-margin chip tools and tighter cost controls are helping sustain margin gains even as R&D spending climbs.

Sentiments: Positive: 0.9538 Neutral: 0.0203 Negative: 0.0259

Stock Index Futures Gain on Fed Rate-Cut Optimism, U.S. Economic Data on Tap

Publish Time: 2025-11-26 06:15:01

Description: December S&P 500 E-Mini futures (ESZ25) are up +0.34%, and December Nasdaq 100 E-Mini futures (NQZ25) are up +0.42% this morning, buoyed by rising expectations for a Federal Reserve rate cut next month, while investors await a new round of U.S. economic data.

Sentiments: Positive: 0.9357 Neutral: 0.0351 Negative: 0.0292

Applied Materials (AMAT): Valuation in Focus After Fresh Earnings Beat and New Revenue Guidance

Publish Time: 2025-11-26 05:11:11

Description: Applied Materials (AMAT) just released its latest quarterly and annual financial results, along with fresh revenue guidance for the upcoming quarter. Investors have been watching closely as they review updates on profitability and forward expectations. See our latest analysis for Applied Materials. Applied Materials’ fresh quarterly update and revenue outlook have clearly resonated with investors, with shares up 5.0% in a single day. An impressive 47.5% three-month share price return signals...

Sentiments: Positive: 0.9523 Neutral: 0.0185 Negative: 0.0292

How Is Applied Materials’ Stock Performance Compared to Other Semiconductor Stocks?

Publish Time: 2025-11-26 04:31:44

Description: Applied Materials has significantly outperformed the broader semiconductor space over the past year, and analysts remain optimistic about the stock’s longer-term prospects.

Sentiments: Positive: 0.9432 Neutral: 0.0367 Negative: 0.0201

TD Cowen Raises Applied Materials (AMAT) Price Target to $260, Maintains Buy Rating

Publish Time: 2025-11-26 00:37:30

Description: Applied Materials, Inc. (NASDAQ:AMAT) is included among the 15 Best Stocks to Buy for Medium Term. On November 14, TD Cowen​ raised i‍ts price target on Applied Materials, Inc. (NASDAQ:AMAT) to $260 from $2‍50 and ma‌inta​ined a Buy​ rating on the​ shares.‍ The firm​ noted that the c⁠ompany’s guidance came s‍l​i‍ghtl⁠y above consensus and aligne‍d​ […]

Sentiments: Positive: 0.9359 Neutral: 0.0185 Negative: 0.0456

2025-11-25

Applied Materials Stock Pops After UBS Upgrade and Street-High DRAM Forecast

Publish Time: 2025-11-25 11:46:47

Description: Applied Materials Stock Climbs as UBS Predicts Explosive DRAM Spending Boom

Sentiments: Positive: 0.1779 Neutral: 0.7705 Negative: 0.0516

This Morning, Wall Street is Bullish on AMAT, NVDA and AAPL

Publish Time: 2025-11-25 11:40:09

Description: UBS is bullish on Applied Materials (NASDAQ: AMAT). Just this morning, the firm upgraded AMAT to a buy rating with a price target of $285. They pointed to a far more bullish outlook for wafer fab equipment over the next two years. Rising demand for memory means that [analyst Timothy] Arcuri now expects WFE to ... This Morning, Wall Street is Bullish on AMAT, NVDA and AAPL

Sentiments: Positive: 0.9376 Neutral: 0.016 Negative: 0.0464

Applied Materials to Reap Benefits of Upcoming Demand Surge for DRAM Wafer Fab Equipment, UBS Says

Publish Time: 2025-11-25 10:55:17

Description: Applied Materials (AMAT) will be a major beneficiary of an upcoming surge in spending for dynamic ra

Sentiments: Positive: 0.9134 Neutral: 0.0115 Negative: 0.0751

Applied Materials: UBS turns bullish on DRAM-led upswing

Publish Time: 2025-11-25 10:19:38

Description: Investing.com -- UBS upgraded Applied Materials to Buy, citing what it calls a “significantly more bullish outlook” for the wafer fab equipment market over the next two years.

Sentiments: Positive: 0.9468 Neutral: 0.0199 Negative: 0.0333

Applied Materials Stock Rises on Upgrade. This ‘Spending Surge’ Makes It a Buy.

Publish Time: 2025-11-25 10:15:00

Description: UBS upgraded shares of Applied Materials to Buy from Neutral and lifted its price target to $285 from $250 in a research note, arguing the company will outpace the already-hot wafer fabrication equipment, or WFE, market over the next two years. “Given AMAT’s stock underperformance YTD, we believe investors hold little confidence around the company’s ability to outperform its served market,” UBS analyst Timothy Arcuri wrote. Applied Materials is a top supplier for memory and logic chips, as well as dynamic random-access memory, or DRAM, hardware.

Sentiments: Positive: 0.8989 Neutral: 0.0388 Negative: 0.0623

Brinker upgraded, Coinbase downgraded: Wall Street's top analyst calls

Publish Time: 2025-11-25 09:36:21

Description: Brinker upgraded, Coinbase downgraded: Wall Street's top analyst calls

Sentiments: Positive: 0.1662 Neutral: 0.2361 Negative: 0.5977

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, CDW, Exact Sciences, Harley-Davidson, Oshkosh, ServiceNow and More

Publish Time: 2025-11-25 09:17:16

Description: Pre-Market Stock Futures: The futures are lower on Tuesday after traders kicked off the holiday-shortened trading week with a massive Monday rally, with all major indices finishing the day higher. A combination of an oversold market, a big bounce-back rally on Friday that saw follow-through on Monday, and some positive AI/Data Center/Hyperscaler commentary to help ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, CDW, Exact Sciences, Harley-Davidson, Oshkosh, Serv

Sentiments: Positive: 0.0245 Neutral: 0.9001 Negative: 0.0754

Lam Research Soars 109% YTD: Is LRCX Stock Still Worth Buying?

Publish Time: 2025-11-25 08:02:00

Description: LRCX's 109% YTD surge, strong financials and AI-driven chip demand momentum position the stock firmly in buy territory.

Sentiments: Positive: 0.9465 Neutral: 0.0164 Negative: 0.0371

2025-11-24

Impinj, FormFactor, Amkor, Teradyne, and Applied Materials Shares Skyrocket, What You Need To Know

Publish Time: 2025-11-24 17:15:59

Description: A number of stocks jumped in the afternoon session after renewed enthusiasm for Alphabet reinvigorated the artificial intelligence trade, propelling a market rebound heading into the Thanksgiving holiday. The Nasdaq index jumped 2.6% and the S&P 500 gained 1.6%, driven by a 5% rally in Alphabet following the announcement of its upgraded Gemini 3 AI model. This optimism spilled over into the broader tech sector, lifting shares of Broadcom, Micron, and Palantir significantly. The rally built on mo

Sentiments: Positive: 0.942 Neutral: 0.0239 Negative: 0.0341

AMAT Stock Rises 42.3% in 6 Months: Should You Buy, Sell or Hold?

Publish Time: 2025-11-24 08:58:00

Description: AMAT's AI-driven product momentum and margin gains fuel optimism, even as export curbs and chip-market pressures temper the outlook.

Sentiments: Positive: 0.9406 Neutral: 0.033 Negative: 0.0264

2025-11-23

Assessing Applied Materials After Recent Partnerships and a 36.7% Year-to-Date Stock Rally

Publish Time: 2025-11-23 08:12:27

Description: Wondering if Applied Materials is a smart buy at today's price? Let’s break down whether this tech leader is undervalued or riding a wave. The stock has delivered a 36.7% gain year-to-date and is up 183% over the past five years, but it's dipped slightly in the last week and month, hinting at shifting investor sentiment. Recent headlines around sector-wide innovation and expanded semiconductor demand have fueled interest, especially as new chip manufacturing investments make waves. Applied...

Sentiments: Positive: 0.3565 Neutral: 0.5964 Negative: 0.0471

2025-11-22

No news ...

2025-11-21

No news ...

2025-11-20

Marvell Technology, Lam Research, and Applied Materials Stocks Trade Down, What You Need To Know

Publish Time: 2025-11-20 16:55:37

Description: A number of stocks fell in the afternoon session after markets faded the Nvidia rally in the morning session, as investors remained uncertain about future rate cuts.

Sentiments: Positive: 0.0087 Neutral: 0.9721 Negative: 0.0191

US lawmakers target Chinese chipmaking equipment imports by CHIPS Act grant recipients

Publish Time: 2025-11-20 15:01:10

Description: PHOENIX (Reuters) -A bipartisan group of U.S. lawmakers introduced a bill on Thursday in the House that ​would block the purchase of Chinese chipmaking equipment by CHIPS Act grant recipients for ‌10 years. The bill targets a range of chipmaking tools from complex lithography equipment, like that produced by Dutch manufacturer ‌ASML, to machines that slice and dice the silicon wafers on which chips are printed. The bill was introduced in the House by Republican Jay Obernolte and Democratic member Zoe Lofgren.

Sentiments: Positive: 0.0422 Neutral: 0.1772 Negative: 0.7806

5 Revealing Analyst Questions From Applied Materials’s Q3 Earnings Call

Publish Time: 2025-11-20 00:32:42

Description: Applied Materials’ third quarter results were shaped by steady demand for semiconductor manufacturing equipment, despite a year-over-year sales decline. Management pointed to ongoing trade restrictions and a less favorable market mix as factors that tempered growth, especially given reduced access to the Chinese market. CEO Gary Dickerson emphasized that, while the company’s accessible market shrank due to these restrictions, Applied Materials maintained share where it could compete. He attribut

Sentiments: Positive: 0.078 Neutral: 0.895 Negative: 0.027

2025-11-19

What Makes Applied Materials (AMAT) a Good Investment?

Publish Time: 2025-11-19 08:36:12

Description: Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor letter. A copy of the letter can be downloaded here. The US equity market continued the rally in the third quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value surging 5.3%. […]

Sentiments: Positive: 0.897 Neutral: 0.0319 Negative: 0.0711

2025-11-18

What Applied Materials (AMAT)'s Rising Profits Amid Softer Sales Mean For Shareholders

Publish Time: 2025-11-18 15:20:56

Description: Applied Materials, Inc. recently announced its fourth-quarter and full-year results, reporting quarterly net income of US$1.90 billion on sales of US$6.80 billion, alongside revenue guidance for the upcoming quarter and increased impairment charges. Despite sales dipping slightly year-on-year for the quarter, the company's net income and earnings per share rose, highlighting improved profitability amid industry volatility. We'll examine how Applied Materials' earnings growth, highlighted by...

Sentiments: Positive: 0.9555 Neutral: 0.0267 Negative: 0.0178

Marvell Technology, Western Digital, Seagate Technology, Penguin Solutions, and Applied Materials Shares Plummet, What You Need To Know

Publish Time: 2025-11-18 11:51:07

Description: A number of stocks fell in the morning session after concerns regarding lofty artificial intelligence valuations triggered a pullback in the technology sector.

Sentiments: Positive: 0.0094 Neutral: 0.9715 Negative: 0.0192

ASML's Mistral AI Investment: Is It a Catalyst for Next Growth Phase?

Publish Time: 2025-11-18 09:24:00

Description: ASML Holding's investment in Mistral AI aims to fuse generative AI into its EUV systems, boosting innovation speed and strengthening its competitive edge.

Sentiments: Positive: 0.9481 Neutral: 0.0138 Negative: 0.0382

Why Applied Materials (AMAT) International Revenue Trends Deserve Your Attention

Publish Time: 2025-11-18 09:15:03

Description: Examine Applied Materials' (AMAT) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.

Sentiments: Positive: 0.0383 Neutral: 0.0222 Negative: 0.9396

Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know

Publish Time: 2025-11-18 09:00:05

Description: Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Sentiments: Positive: 0.059 Neutral: 0.0145 Negative: 0.9266

Bridgewater Is Betting Big on This 1 Chip Stock (Not Nvidia). Should You Buy Shares Here?

Publish Time: 2025-11-18 07:30:02

Description: Bridgewater bets big on Applied Materials, signaling confidence in AI-driven chip demand and stable semiconductor growth.

Sentiments: Positive: 0.9486 Neutral: 0.0177 Negative: 0.0338

2025-11-17

Applied Materials (AMAT) Was Disappointing, Says Jim Cramer

Publish Time: 2025-11-17 07:44:07

Description: We recently published 10 Stocks Jim Cramer Talked About & Revealed Why He’s Critical Of OpenAI. Applied Materials Inc (NASDAQ:AMAT) is one of the stocks Jim Cramer talked about. Applied Materials Inc (NASDAQ:AMAT) is a semiconductor manufacturing equipment provider. Along with its peers and memory chip companies, Cramer has been hopeful about the firm’s prospects […]

Sentiments: Positive: 0.1716 Neutral: 0.0139 Negative: 0.8145

Jim Cramer Comments On Tesla (TSLA)’s Share Price Drop

Publish Time: 2025-11-17 07:33:08

Description: We recently published 10 Stocks Jim Cramer Talked About & Revealed Why He’s Critical Of OpenAI. Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer talked about. Tesla, Inc. (NASDAQ:TSLA)’s shares opened lower yesterday, and Cramer discussed the stock price movement in the context of broader weakness in the Bitcoin mining sector and other […]

Sentiments: Positive: 0.0096 Neutral: 0.9638 Negative: 0.0266

Applied Materials to Participate at UBS Global Technology and AI Conference

Publish Time: 2025-11-17 07:30:00

Description: SANTA CLARA, Calif., Nov. 17, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Brice Hill, Senior Vice President and CFO, will participate in a fireside chat at the UBS Global Technology and AI Conference on Tuesday, Dec. 2 beginning at 7:55 a.m. PT / 10:55 a.m. ET. A live audio webcast of the session will be available on the Applied Materials website at: https://ir.appliedmaterials.com with a replay available the same day. About Applied MaterialsApplied Materials, Inc. (Nas

Sentiments: Positive: 0.0274 Neutral: 0.0214 Negative: 0.9512

2025-11-16

Applied Materials, Inc. (NASDAQ:AMAT) Just Reported And Analysts Have Been Lifting Their Price Targets

Publish Time: 2025-11-16 09:00:58

Description: Applied Materials, Inc. ( NASDAQ:AMAT ) last week reported its latest yearly results, which makes it a good time for...

Sentiments: Positive: 0.713 Neutral: 0.0156 Negative: 0.2714

Jim Cramer Considers Lam Research a “Better Company” Than Applied Materials

Publish Time: 2025-11-16 00:12:42

Description: Lam Research Corporation (NASDAQ:LRCX) is one of the stocks Jim Cramer discussed recently. During the lightning round, when a caller mentioned that they are a long-term holder of the stock, Cramer commented: “I’ll tell you, Applied Materials reported tonight, and they did not do a good job. They haven’t done a good job. Lam is […]

Sentiments: Positive: 0.0358 Neutral: 0.0368 Negative: 0.9274

2025-11-15

No news ...

2025-11-14

How the Narrative Around Applied Materials Is Evolving Amid Analyst Shifts and Industry Developments

Publish Time: 2025-11-14 20:14:28

Description: Applied Materials’ stock has seen its Fair Value Estimate increase slightly, rising from $218.35 to $222.94 per share. This adjustment comes as analysts weigh the company’s consistent outperformance in terms of both positive execution and industry-specific challenges. Stay tuned to discover how investors can track ongoing shifts in the Applied Materials narrative as market dynamics evolve. Stay updated as the Fair Value for Applied Materials shifts by adding it to your watchlist or portfolio...

Sentiments: Positive: 0.8659 Neutral: 0.0102 Negative: 0.1239

A comprehensive list of 2025 tech layoffs

Publish Time: 2025-11-14 17:29:56

Description: A complete list of all the known layoffs in tech, from Big Tech to startups, broken down by month throughout 2024.

Sentiments: Positive: 0.0078 Neutral: 0.9121 Negative: 0.0801

These Stocks Moved the Most Today: Applied Materials, Walmart, Strategy, Warner Bros., and More

Publish Time: 2025-11-14 16:23:00

Description: The chip equipment maker reported better-than-expected earnings and revenue after Thursday’s close, and forecast solid results for the current quarter, which ends in January. Walmart was flat after the company announced longtime CEO Doug McMillon will retire next year. John Furner, the current CEO of Walmart U.S., will succeed McMillon on Feb. 1, the company said.

Sentiments: Positive: 0.0748 Neutral: 0.8976 Negative: 0.0276

Top Midday Stories: Merck to Acquire Cidara Therapeutics for $9.2 Billion; Walmart Names John Furner as CEO

Publish Time: 2025-11-14 11:50:35

Description: The S&P 500 and Nasdaq Composite rose in midday trading, erasing earlier declines, and the Dow Jones

Sentiments: Positive: 0.9266 Neutral: 0.0408 Negative: 0.0327

Applied Materials' Fiscal Q4 Earnings Fail to Shift Narrative, Morgan Stanley Says

Publish Time: 2025-11-14 11:44:27

Description: Applied Materials' (AMAT) fiscal Q4 results were "uninspiring" and offered little that could reshape

Sentiments: Positive: 0.0624 Neutral: 0.8625 Negative: 0.0752

Virgin Galactic misses on Q3 revenue, Bristol Myers halts drug trial

Publish Time: 2025-11-14 11:41:31

Description: Market Catalysts host Julie Hyman tracks several of the day's top trending stock tickers, including Virgin Galactic (SPCE) shares rising while missing third quarter revenue estimates and narrowing its net losses below forecasts, Applied Materials (AMAT) forecasting a drop in chip equipment sales, and Bristol Myers Squibb (BMY) halting its trial for a blood clot drug. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Sentiments: Positive: 0.0148 Neutral: 0.9289 Negative: 0.0563

Microsoft initiated, Home Depot downgraded: Wall Street's top analyst calls

Publish Time: 2025-11-14 09:38:47

Description: Microsoft initiated, Home Depot downgraded: Wall Street's top analyst calls

Sentiments: Positive: 0.0592 Neutral: 0.6064 Negative: 0.3344

Here Are Friday’s Top Wall Street Analyst Research Calls: Applied Materials, Caterpillar, Home Depot, Microsoft, Shake Shack, StubHub and More

Publish Time: 2025-11-14 09:17:11

Description: Pre-Market Stock Futures: The futures are trading lower to close out the week after a dreadful day on Wall Street on Thursday, during which all the major indices were hammered. Once again, as has been the case most of this week, the NASDAQ took the heaviest brunt of the selling, closing down an incredible 2.30% ... Here Are Friday’s Top Wall Street Analyst Research Calls: Applied Materials, Caterpillar, Home Depot, Microsoft, Shake Shack, StubHub and More

Sentiments: Positive: 0.0076 Neutral: 0.9591 Negative: 0.0333

Earnings live: Applied Materials stock falls, Trump brothers' American Bitcoin revenue doubles

Publish Time: 2025-11-14 08:53:56

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Sentiments: Positive: 0.8285 Neutral: 0.0926 Negative: 0.079

Applied Materials Q4 Earnings Beat Estimates, Revenues Fall Y/Y

Publish Time: 2025-11-14 08:17:00

Description: AMAT tops Q4 estimates with higher revenues and strong cash returns, even as year-over-year earnings and key segments decline.

Sentiments: Positive: 0.4816 Neutral: 0.5008 Negative: 0.0176

Dow Jones Futures Fall After Tesla, Nvidia, Palantir Lead Market Sell-Off

Publish Time: 2025-11-14 08:00:09

Description: The stock market suffered broad, damaging losses, especially high-beta growth plays. Tesla, Nvidia and Palantir were big losers.

Sentiments: Positive: 0.0096 Neutral: 0.9654 Negative: 0.025

Applied Materials Tops Q4 Earnings -- Here's Why Shares Are Falling

Publish Time: 2025-11-14 07:29:25

Description: Chipmaker Applied Materials Sees AI-Driven Growth, Stock Dips in Broad Sell-Off

Sentiments: Positive: 0.0667 Neutral: 0.904 Negative: 0.0293

Stocks Fall Pre-Bell as Data Release Uncertainty Clouds Fed Rate Cut Hopes

Publish Time: 2025-11-14 07:28:56

Description: The benchmark US stock measures were tracking in the red before Friday's open as uncertainty around

Sentiments: Positive: 0.1124 Neutral: 0.8256 Negative: 0.062

Applied Materials' shares drop as stringent US export curbs weigh on China business

Publish Time: 2025-11-14 06:13:50

Description: (Reuters) -Applied Materials shares slipped more than 3% in early trading on Friday as the ​chip equipment maker forecast reduced spending in China next year due to stringent ‌U.S. export curbs. The U.S. government has cracked down on foreign companies, especially from ‌China, that use subsidiaries and affiliates to circumvent export curbs on chipmaking tools and related products, hurting sales of Applied Materials and its rivals. China is the world's largest buyer of chipmaking tools since 2020.

Sentiments: Positive: 0.0082 Neutral: 0.974 Negative: 0.0177

Applied Materials Inc (AMAT) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic ...

Publish Time: 2025-11-14 00:02:02

Description: Applied Materials Inc (AMAT) reports a 4% annual revenue increase and record gross margins, while navigating trade restrictions and competitive pressures.

Sentiments: Positive: 0.9561 Neutral: 0.0181 Negative: 0.0258

2025-11-13

Dow Jones Futures: Stock Market Tumbles As Tesla, Nvidia, Palantir Sell Off

Publish Time: 2025-11-13 22:59:24

Description: The stock market suffered broad, damaging losses, especially high-beta growth plays. Tesla, Nvidia and Palantir were big losers.

Sentiments: Positive: 0.0096 Neutral: 0.9654 Negative: 0.025

Applied Materials (AMAT) Earnings Transcript

Publish Time: 2025-11-13 18:38:40

Description: Applied Materials delivered fiscal fourth quarter results above the midpoint of our guidance to complete another record year. Applied is in a tremendous position to benefit as AI computing fuels secular growth in semiconductors and wafer fab equipment. As this is our year-end call, I'll begin with a brief review of our performance in 2025, then I'll provide our latest market outlook, and finally, I'll describe how our inflection-focused innovation strategy enables us to extend our leadership in the most valuable and fastest-growing areas of the market as next-generation technologies ramp in volume production in 2026 and beyond.

Sentiments: Positive: 0.8642 Neutral: 0.0076 Negative: 0.1282

Applied Materials (AMAT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Publish Time: 2025-11-13 18:00:02

Description: The headline numbers for Applied Materials (AMAT) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Sentiments: Positive: 0.2629 Neutral: 0.0141 Negative: 0.723

Applied Materials Forecasts Higher Sales in Second Half of 2026 on Surge in AI Demand

Publish Time: 2025-11-13 17:32:00

Description: Customers are planning large increases in production at their chip factories, stoking the need for the company’s equipment, services and solutions, said CEO Gary Dickerson.

Sentiments: Positive: 0.9398 Neutral: 0.0225 Negative: 0.0378

Applied Materials (AMAT) Tops Q4 Earnings and Revenue Estimates

Publish Time: 2025-11-13 17:15:02

Description: Applied Materials (AMAT) delivered earnings and revenue surprises of +2.84% and +1.52%, respectively, for the quarter ended October 2025. Do the numbers hold clues to what lies ahead for the stock?

Sentiments: Positive: 0.0521 Neutral: 0.028 Negative: 0.9199

Applied Materials reports better-than-expected Q4 results

Publish Time: 2025-11-13 17:00:50

Description: Investing.com--Applied Materials reported Thursday fiscal fourth-quarter results that topped Wall Street and the chipmaker delivered upbeat guidance as surging AI adoption drives demand for semiconductors and wafer fab equipment.

Sentiments: Positive: 0.9238 Neutral: 0.0535 Negative: 0.0227

Chip-Gear Firm Applied Materials Tops Targets, But Stock Falls

Publish Time: 2025-11-13 16:56:55

Description: Chip-gear supplier Applied Materials modestly beat estimates for its fiscal fourth quarter and guided slightly higher for the current period.

Sentiments: Positive: 0.9423 Neutral: 0.0388 Negative: 0.0189

Applied Materials Quarterly Results Top Views Despite Semiconductor Systems Revenue Drop

Publish Time: 2025-11-13 16:43:11

Description: Applied Materials' (AMAT) fiscal fourth-quarter results fell less than expected even as revenue in t

Sentiments: Positive: 0.01 Neutral: 0.975 Negative: 0.015

Applied Materials Stock Falls Despite Strong Earnings

Publish Time: 2025-11-13 16:31:00

Description: An earnings and revenue beat from the chip equipment maker might not have been enough for investors, given the stocks’ rally this year.

Sentiments: Positive: 0.4105 Neutral: 0.5321 Negative: 0.0574

Applied Materials: Fiscal Q4 Earnings Snapshot

Publish Time: 2025-11-13 16:23:43

Description: AMAT) on Thursday reported fiscal fourth-quarter net income of $1.9 billion. The Santa Clara, California-based company said it had net income of $2.38 per share. Earnings, adjusted for one-time gains and costs, were $2.17 per share.

Sentiments: Positive: 0.101 Neutral: 0.0376 Negative: 0.8614

Earnings live: Applied Materials stock falls, Disney tumbles, Cisco rises

Publish Time: 2025-11-13 16:21:27

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Sentiments: Positive: 0.8285 Neutral: 0.0926 Negative: 0.079

Applied Materials (NASDAQ:AMAT) Beats Q3 Sales Targets But Inventory Levels Increase

Publish Time: 2025-11-13 16:10:22

Description: Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) reported revenue ahead of Wall Streets expectations in Q3 CY2025, but sales fell by 3.5% year on year to $6.8 billion. Guidance for next quarter’s revenue was better than expected at $6.85 billion at the midpoint, 0.7% above analysts’ estimates. Its non-GAAP profit of $2.17 per share was 3.3% above analysts’ consensus estimates.

Sentiments: Positive: 0.014 Neutral: 0.9731 Negative: 0.0129

Applied Materials sees weaker China spending in 2026 on tighter US curbs

Publish Time: 2025-11-13 16:06:25

Description: Last month, the company forecast a $600 million hit to fiscal 2026 revenue following the U.S. expansion of export restrictions, which complicates shipments of certain products and services to China-based customers. The company said about $110 million worth of products were not shipped in the fourth quarter ⁠due to an affiliate rule that was ‌later suspended after talks between U.S. President Donald Trump and Chinese President Xi Jinping. CEO Gary Dickerson ‌said Applied Materials can no longer supply China's memory chip and older-generation chipmaking markets due to tighter U.S. controls, but does not expect major new limits on shipments to the country.

Sentiments: Positive: 0.019 Neutral: 0.9431 Negative: 0.0379

Applied Materials Announces Fourth Quarter and Fiscal Year 2025 Results

Publish Time: 2025-11-13 16:01:00

Description: Record annual revenue $28.37 billion, up 4 percent year over yearRecord annual GAAP EPS $8.66 and record non-GAAP EPS $9.42, up 1 percent and 9 percent year over year, respectivelyQuarterly revenue $6.80 billion, down 3 percent year over yearQuarterly GAAP EPS $2.38 and non-GAAP EPS $2.17, up 14 percent and down 6 percent year over year, respectively SANTA CLARA, Calif., Nov. 13, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its fourth quarter and fis

Sentiments: Positive: 0.7446 Neutral: 0.2067 Negative: 0.0487

AMD, Marvell Technology, Impinj, Applied Materials, and KLA Corporation Shares Are Falling, What You Need To Know

Publish Time: 2025-11-13 14:05:54

Description: A number of stocks fell in the afternoon session after markets continued to retreat, as investors re-evaluated the high valuations of stocks that benefited from the artificial intelligence boom.

Sentiments: Positive: 0.0084 Neutral: 0.9733 Negative: 0.0184

Equities Retreat Intraday as Tech Sector Tumbles

Publish Time: 2025-11-13 13:48:47

Description: US benchmark equity indexes were sharply lower intraday amid uncertainty around the release of key e

Sentiments: Positive: 0.0113 Neutral: 0.9716 Negative: 0.0172

Foundry Drives LRCX's Systems Revenues: Will the Momentum Last?

Publish Time: 2025-11-13 08:56:00

Description: Lam Research's Systems revenues jump 48.3% as strong demand for AI and next-gen nodes boosts its foundry business.

Sentiments: Positive: 0.9535 Neutral: 0.0238 Negative: 0.0227

Stocks Down Pre-Bell as Investors Assess Fallout of Record Government Shutdown

Publish Time: 2025-11-13 07:18:28

Description: US equity markets were pointing lower before the opening bell Thursday as investors assessed the end

Sentiments: Positive: 0.0165 Neutral: 0.9612 Negative: 0.0224

US Stock Market Today: S&P 500 Futures Rise as Shutdown Ends, Rate Jitters Build

Publish Time: 2025-11-13 05:23:42

Description: The Morning Bull - US Market Morning Update Thursday, Nov, 13 2025 US stock futures are ticking upward this morning, with the S&P 500 set to open about 0.1% higher after a market-moving end to the government shutdown. Congress passed a bill to fully reopen the government following a record 43-day closure, and this sudden return to normal operations has pushed the key interest rate for 10-year Treasuries up to 4.09%. That means borrowing money may now get a bit more expensive for families and...

Sentiments: Positive: 0.8546 Neutral: 0.1135 Negative: 0.032

Air Traffic, Disney Earnings, Fed Speakers: What to Watch After Government Reopens

Publish Time: 2025-11-13 04:31:53

Description: Following the reopening of government, investors' attention shifts to earnings and Federal Reserve speakers. Here's what to watch: Today Earnings: Applied Materials, JD.com, Disney Federal Reserve speaker: St.

Sentiments: Positive: 0.03 Neutral: 0.0512 Negative: 0.9187

2025-11-12

YF Invest, Disney earnings, Fed commentary: What to Watch

Publish Time: 2025-11-12 19:00:41

Description: Market Domination Overtime host Josh Lipton previews several of the biggest stories to come tomorrow, Thursday, November 13, including: Yahoo Finance's Invest conference kicks off tomorrow, Thursday, November 13, at 8:00 A.M. Tune in for a day filled with high-profile interviews and panel discussions. Earnings results from companies like Disney (DIS) and Applied Materials (AMAT). And, a slew of commentary from Federal Reserve regional central bank presidents. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Sentiments: Positive: 0.0442 Neutral: 0.0208 Negative: 0.935

Earnings live: Cisco stock pops, Circle slides, On Holding and McGraw Hill stocks surge

Publish Time: 2025-11-12 16:51:54

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Sentiments: Positive: 0.8285 Neutral: 0.0926 Negative: 0.079

You Need These Companies, Says Jim Cramer About Applied Materials (AMAT)

Publish Time: 2025-11-12 12:09:42

Description: We recently published 12 Latest Stocks on Jim Cramer’s Radar . Applied Materials Inc (NASDAQ:AMAT) is one of the stocks Jim Cramer recently discussed. Applied Materials Inc (NASDAQ:AMAT) is a key company in the semiconductor supply chain, as its machines enable chip manufacturers throughout the production process. Cramer discussed the firm’s role in the evolving […]

Sentiments: Positive: 0.0819 Neutral: 0.0107 Negative: 0.9074

2025-11-11

Applied Materials (AMAT) To Report Earnings Tomorrow: Here Is What To Expect

Publish Time: 2025-11-11 22:01:47

Description: Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting earnings this Thursday after market hours. Here’s what to expect.

Sentiments: Positive: 0.0367 Neutral: 0.0417 Negative: 0.9216

Stock market today: Dow, S&P 500, Nasdaq futures rise as key shutdown vote looms in House

Publish Time: 2025-11-11 19:12:26

Description: Stock futures mostly moved sideways as traders hoped for the end of the government shutdown.

Sentiments: Positive: 0.034 Neutral: 0.9004 Negative: 0.0656

MACOM, Semtech, Allegro MicroSystems, FormFactor, and Applied Materials Stocks Trade Down, What You Need To Know

Publish Time: 2025-11-11 15:45:40

Description: A number of stocks fell in the afternoon session after negative news from a data center company and a significant sale of Nvidia shares by a major investor fueled a broader sell-off.

Sentiments: Positive: 0.0114 Neutral: 0.9686 Negative: 0.02

Why Micron (MU) Stock Is Falling Today

Publish Time: 2025-11-11 15:40:50

Description: Shares of memory chips maker Micron (NYSE:MU) fell 4.2% in the afternoon session after a broad-based sell-off in the semiconductor sector pressured chip stocks. The decline was not isolated to Micron, as many major technology companies faced downward pressure. Other chipmakers, including ARM Holdings, Lam Research, Applied Materials, and KLA Corp, also recorded losses. The negative sentiment in the sector appeared linked to news from CoreWeave Inc., which reported that a data center delay would

Sentiments: Positive: 0.0085 Neutral: 0.9732 Negative: 0.0183

Morgan Stanley updated its growth stocks portfolio. Here are the latest changes

Publish Time: 2025-11-11 10:59:49

Description: Investing.com -- Morgan Stanley made several notable adjustments to its U.S. All Cap Growth model portfolio, increasing exposure to semiconductors and software while exiting positions in healthcare and restaurants.

Sentiments: Positive: 0.927 Neutral: 0.0422 Negative: 0.0308

These AI Stocks Don’t Get Enough Attention

Publish Time: 2025-11-11 10:53:26

Description: There’s more to the AI boom than just some of the more obvious plays, like the big names in the Magnificent Seven that seem to say “AI” dozens of times in any post-earnings conference call or Investor Day presentation. Undoubtedly, AI has been quite the buzzword. And while the technology is the real deal, there’s ... These AI Stocks Don’t Get Enough Attention

Sentiments: Positive: 0.0411 Neutral: 0.0463 Negative: 0.9126

2025-11-10

Earnings live: CoreWeave revenue boosted by AI boom, Paramount stock jumps, Occidental Petroleum falls

Publish Time: 2025-11-10 16:55:57

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Sentiments: Positive: 0.8285 Neutral: 0.0926 Negative: 0.079

HPE Forms Quantum Computing Consortium To Develop Supercomputer

Publish Time: 2025-11-10 12:52:12

Description: Hewlett Packard Enterprise said it's forming a quantum computing consortium that will develop a quantum supercomputer.

Sentiments: Positive: 0.3724 Neutral: 0.0085 Negative: 0.6191

AMAT to Post Q4 Earnings: Time to Buy, Sell or Hold the Stock?

Publish Time: 2025-11-10 12:18:00

Description: Applied Materials' innovation in advanced chip tech and solid service growth offset near-term China and macro headwinds ahead of Q4 results.

Sentiments: Positive: 0.6662 Neutral: 0.3114 Negative: 0.0225

AMAT vs. LRCX: Which Semiconductor Giant Stands Out for Investors?

Publish Time: 2025-11-10 11:13:00

Description: Lam Research's advanced AI chip tools and robust growth outlook give it an edge over Applied Materials despite valuation differences.

Sentiments: Positive: 0.9299 Neutral: 0.0085 Negative: 0.0616

Countdown to Applied Materials (AMAT) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS

Publish Time: 2025-11-10 09:15:02

Description: Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Applied Materials (AMAT), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended October 2025.

Sentiments: Positive: 0.2789 Neutral: 0.0101 Negative: 0.7109

Option Volatility and Earnings Report for November 10 - 14

Publish Time: 2025-11-10 07:00:02

Description: It’s a significantly quitter week for earnings this week, with only a few key names set to report. This week we have Disney, Cisco Systems, CoreWeave, Nu Holdings, Jd.com, Occidental Petroleum and Applied Materials all reporting.

Sentiments: Positive: 0.0269 Neutral: 0.5219 Negative: 0.4512

Likely Washington Reopening Buoys Wall Street Pre-Bell; Asia, Europe Up

Publish Time: 2025-11-10 06:24:05

Description: Wall Street futures pointed higher pre-bell Monday after a procedural vote in the US Senate late Sun

Sentiments: Positive: 0.9196 Neutral: 0.0464 Negative: 0.0339

Global Markets Rise on Hopes for an End to U.S. Government Shutdown

Publish Time: 2025-11-10 04:22:00

Description: U.S. stock futures rose, so too did European and Asian shares, as Democrats provided enough votes for the Senate to advance a measure aimed to end the impasse.

Sentiments: Positive: 0.8466 Neutral: 0.0702 Negative: 0.0832

2025-11-09

Applied Materials (AMAT): Assessing Valuation After Q4 Guidance Tempers Post-Earnings Momentum

Publish Time: 2025-11-09 23:23:02

Description: Applied Materials (AMAT) released its latest quarterly results, topping revenue and earnings expectations. However, investors reacted to weaker Q4 guidance and sent the stock lower, despite continued optimism from analysts about the company's long-term prospects. See our latest analysis for Applied Materials. Applied Materials’ latest results have added extra volatility to an already strong year for the stock, with shares retreating after soft Q4 guidance despite earlier outperformance. While...

Sentiments: Positive: 0.0246 Neutral: 0.9633 Negative: 0.0121

Disney, Coreweave, Occidental, Oklo, Flutter, and More Stocks to Watch This Week

Publish Time: 2025-11-09 14:00:00

Description: We’ll also see earnings reports from Oklo, Cisco, Tencent, On Holding, and more. This week’s scheduled releases of the consumer and producer price indexes have been preempted by the government shutdown.

Sentiments: Positive: 0.0067 Neutral: 0.9594 Negative: 0.0339

Is This the Best Stock to Own for the Next Decade of AI Expansion?

Publish Time: 2025-11-09 13:45:00

Description: Applied Materials provides the equipment that AI chipmakers need.

Sentiments: Positive: 0.0971 Neutral: 0.0096 Negative: 0.8932

What to Expect in Markets This Week: Earnings From Disney, CoreWeave, Sony and Cisco; Veterans Day Holiday

Publish Time: 2025-11-09 05:00:00

Description: Coming up: Veterans Day holiday, small business optimism, and earnings from Disney, CoreWeave, Sony, and Cisco.

Sentiments: Positive: 0.5683 Neutral: 0.027 Negative: 0.4048

2025-11-08

No news ...

2025-11-07

Earnings live: Earnings remain solid with peak reporting weeks in the rearview mirror, Disney results ahead

Publish Time: 2025-11-07 17:19:41

Description: Third quarter earnings season is in full swing, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.

Sentiments: Positive: 0.9502 Neutral: 0.0302 Negative: 0.0196

Cisco, CoreWeave, Nebius Headline Parade Of AI Infrastructure Earnings Reports

Publish Time: 2025-11-07 10:24:18

Description: Cisco stock is showing newfound strength in the stock market as a provider of AI infrastructure services to web-scale customers.

Sentiments: Positive: 0.9544 Neutral: 0.0114 Negative: 0.0342

2025-11-06

Jim Cramer Recommends Lam Research and Others

Publish Time: 2025-11-06 22:21:20

Description: Lam Research Corporation (NASDAQ:LRCX) is one of the stocks highlighted as Jim Cramer responded to questions from Harvard Business School students. When a student asked which sector Cramer would bet on if he were an HBS student presently, he remarked: “Right now, I know this is going to be really, I, it’s going to be […]

Sentiments: Positive: 0.099 Neutral: 0.0397 Negative: 0.8614

Diodes (DIOD) Q3 Earnings and Revenues Lag Estimates

Publish Time: 2025-11-06 18:05:02

Description: Diodes (DIOD) delivered earnings and revenue surprises of -2.63% and -0.08%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Sentiments: Positive: 0.0526 Neutral: 0.0388 Negative: 0.9087

Earnings Preview: Applied Materials (AMAT) Q4 Earnings Expected to Decline

Publish Time: 2025-11-06 10:00:04

Description: Applied Materials (AMAT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Sentiments: Positive: 0.0904 Neutral: 0.0213 Negative: 0.8883

Energy Transition Today - Distributed Energy Systems Surge Towards $751.6 Billion Market

Publish Time: 2025-11-06 06:37:21

Description: The recent report on Distributed Generation (DG) highlights significant growth prospects for decentralized energy systems, projecting the market to reach $751.6 billion by 2032. This expansion is driven by increasing energy demands, urbanization, and innovative advancements in distributed energy resources (DERs). Technologies like solar photovoltaic (PV) cells, fuel cells, and wind power are pivotal, spurred by supportive regulations, declining costs, and the integration of microgrids and...

Sentiments: Positive: 0.9099 Neutral: 0.009 Negative: 0.0811

2025-11-05

Quantum-Si Incorporated (QSI) Reports Q3 Loss, Lags Revenue Estimates

Publish Time: 2025-11-05 19:50:01

Description: QuantumSi Incorporated (QSI) delivered earnings and revenue surprises of 0.00% and -3.16%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Sentiments: Positive: 0.0541 Neutral: 0.0418 Negative: 0.9041

2025-11-04

What Applied Materials (AMAT)'s Pre-Earnings Outperformance and Valuation Signal for Shareholders

Publish Time: 2025-11-04 07:12:50

Description: In the most recent trading session, Applied Materials outperformed the broader market ahead of its upcoming earnings report, which is scheduled for November 13, 2025, and is anticipated to show lower EPS and revenue compared to the prior year. Investor attention may be drawn by the company's relatively low forward P/E ratio versus industry peers, despite forecasts for weaker near-term results. We'll look at how Applied Materials' valuation appeal and earnings outlook may affect its...

Sentiments: Positive: 0.0322 Neutral: 0.9393 Negative: 0.0285

Energy Transition Today - CIP Expands Into UK Biogas With Strategic Acquisition

Publish Time: 2025-11-04 06:37:19

Description: Copenhagen Infrastructure Partners (CIP) has entered the UK bioenergy market with the acquisition of a pre-treatment and biogas plant in Northwich, marking a significant advancement in their renewable energy efforts. Through the CI Advanced Bioenergy Fund I, CIP plans to upgrade the facility by 2028 to focus solely on biogas production, incorporating a new digester, biomethane upgrading units, and CO₂ capture technology. This development aligns with the energy transition goal of enhancing...

Sentiments: Positive: 0.8953 Neutral: 0.0073 Negative: 0.0974

Does the Recent 45% Rally Suggest Applied Materials Shares Are Priced Right in 2025?

Publish Time: 2025-11-04 05:20:19

Description: Wondering if Applied Materials is actually a bargain right now? If you have ever asked yourself whether the excitement around this stock is justified, you are in good company. The share price has been on a strong run lately, climbing 2.8% in the last week and 9.3% over the past month, while year-to-date gains stand at 45.1%. These are impressive numbers that catch any investor’s eye. Much of this momentum follows strong interest in semiconductor stocks broadly, sparked by tech sector...

Sentiments: Positive: 0.9409 Neutral: 0.0144 Negative: 0.0447

2025-11-03

Semiconductor Industry Leaders and Last Mile Education Fund Launch First-of-Its-Kind Fund to Tackle U.S. Talent Shortage

Publish Time: 2025-11-03 08:00:00

Description: The Last Mile Education Fund today announced the launch of the Semiconductor Pathways Fund, an industry-wide initiative to close critical talent gaps in the U.S. semiconductor workforce by enabling financially vulnerable college students to complete their degrees and enter high-demand roles.

Sentiments: Positive: 0.7773 Neutral: 0.0119 Negative: 0.2107

2025-11-02

No news ...

2025-11-01

No news ...

2025-10-31

Tokyo Electron Gives Cautious Outlook While Eyeing AI Capex Boom

Publish Time: 2025-10-31 08:20:59

Description: The Japanese chipmaking-equipment rival to Applied Materials Inc. said it now expects operating profit to fall 16% in the year to March, a narrower decline than previously forecast but still short of analyst estimates. Executives said the outlook could improve over the coming months, citing strong demand for advanced logic and memory chips due to a global rush to build data centers. “The memory shortage may persist for a while,” Chief Executive Officer Toshiki Kawai said on an earnings call on Friday, adding that chipmakers are eager to lower defect rates and increase yields.

Sentiments: Positive: 0.0113 Neutral: 0.9731 Negative: 0.0155

2025-10-30

AI Transforming the Machinery Industry Through Manufacturing Execution Systems (MES)

Publish Time: 2025-10-30 19:30:00

Description: Delray Beach, FL, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Artificial Intelligence (AI) has become a defining force in the machinery and manufacturing sectors, reshaping how production systems are managed, optimized, and scaled. Among all digital transformation tools, the Manufacturing Execution System (MES) stands out as the central nervous system of modern manufacturing operations. When combined with AI, MES evolves from a process-monitoring tool into an intelligent decision-making engine that predic

Sentiments: Positive: 0.154 Neutral: 0.0175 Negative: 0.8285

Energy Transition Update - Solar and Wind Propel Shift to Affordable Clean Energy

Publish Time: 2025-10-30 07:37:25

Description: Recent developments in the energy transition highlight the critical role of renewable technologies like solar, wind, and battery storage in reducing global dependence on fossil fuels. Amid geopolitical tensions and economic challenges, solar energy emerges as a key driver in rapidly advancing the shift towards cleaner energy sources, as outlined in Statkraft's latest Green Transition Scenarios report. The report underscores that while substantial progress is necessary to meet climate targets,...

Sentiments: Positive: 0.8698 Neutral: 0.0091 Negative: 0.1211

Applied Materials to Report Fourth Quarter and Fiscal 2025 Results on Nov. 13, 2025

Publish Time: 2025-10-30 07:30:00

Description: SANTA CLARA, Calif., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fourth quarter and fiscal 2025 earnings conference call on Thursday, Nov. 13, 2025, at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at: https://ir.appliedmaterials.com. A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that

Sentiments: Positive: 0.0618 Neutral: 0.012 Negative: 0.9262

2025-10-29

Meet The New Chip Maker Aiming To Outrun TSMC And ASML

Publish Time: 2025-10-29 23:31:37

Description: Silicon Valley heavyweights, including Peter Thiel’s Founders Fund, General Catalyst, and Valor Equity Partners, have poured over $100 million into San Francisco chip startup Substrate. Their investment in the secretive U.S. startup founded in 2022 ...

Sentiments: Positive: 0.2816 Neutral: 0.0089 Negative: 0.7095

Impinj (PI) Q3 Earnings and Revenues Surpass Estimates

Publish Time: 2025-10-29 18:25:02

Description: Impinj (PI) delivered earnings and revenue surprises of +13.73% and +3.29%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Sentiments: Positive: 0.0558 Neutral: 0.0287 Negative: 0.9155

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

Publish Time: 2025-10-29 09:00:05

Description: 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.

Sentiments: Positive: 0.059 Neutral: 0.0567 Negative: 0.8842

Can Lam Research Sustain $5B-Plus Revenue Streak on Foundry Strength?

Publish Time: 2025-10-29 08:51:00

Description: LRCX posts its third straight quarter of $5B-plus revenues, fueled by surging foundry demand and advanced chipmaking tool sales.

Sentiments: Positive: 0.9467 Neutral: 0.0355 Negative: 0.0178

3 Cash-Producing Stocks We Steer Clear Of

Publish Time: 2025-10-29 00:34:40

Description: While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Sentiments: Positive: 0.0118 Neutral: 0.9496 Negative: 0.0385

2025-10-28

Should Lam Research Stock Be in Your Portfolio Post Solid Q1 Earnings?

Publish Time: 2025-10-28 08:40:00

Description: LRCX's strong Q1 earnings, AI-driven demand and attractive valuation make it a standout in the semiconductor space.

Sentiments: Positive: 0.9376 Neutral: 0.0086 Negative: 0.0538

Latest News In Energy Transition - Nimbus Wind Farm Powers Sustainable Energy Future

Publish Time: 2025-10-28 07:37:12

Description: Scout Clean Energy recently held a blade signing ceremony to celebrate the progress of the Nimbus Wind Farm project in Green Forest, Arkansas. This event marked a significant milestone in the development of the 180 MW wind farm, which has been in preparation since 2016. As construction advances with an anticipated completion early next year, the project promises to generate sufficient electricity to power over 40,000 homes annually. The Nimbus Wind Farm, situated in Carroll County, is part of...

Sentiments: Positive: 0.7007 Neutral: 0.0084 Negative: 0.2909

2025-10-27

Applied Materials (AMAT) Ascends But Remains Behind Market: Some Facts to Note

Publish Time: 2025-10-27 17:45:02

Description: Applied Materials (AMAT) closed the most recent trading day at $231.33, moving +1.13% from the previous trading session.

Sentiments: Positive: 0.8767 Neutral: 0.0993 Negative: 0.024

Analyst Recommends Applied Materials (AMAT) as Top AI and Data Center Stock

Publish Time: 2025-10-27 16:22:16

Description: We recently published 10 Stock News You Can’t Miss As Investors Watch AI Trade Momentum. Applied Materials Inc (NASDAQ:AMAT) is one of the stock news you can’t miss. Jordan Blashek from Perimeter Acquisition said in a recent program on Schwab Network that data centers take about 4% of the entire energy supply in the US, […]

Sentiments: Positive: 0.0413 Neutral: 0.0286 Negative: 0.9302

This Chip Stock Is Cutting 4% of Its Staff Despite 40% YTD Pop. Should You Stay Far Away or Buy Shares Now?

Publish Time: 2025-10-27 11:10:36

Description: Applied Materials stock is up over 40% in 2025, easily crushing the broader market returns. Is the chip equipment maker still a good buy right now?

Sentiments: Positive: 0.8752 Neutral: 0.0289 Negative: 0.0959

Earnings Preview: What to Expect From Applied Materials' Report

Publish Time: 2025-10-27 05:31:23

Description: Applied Materials will release its fourth-quarter earnings soon, and analysts anticipate a high single-digit profit dip.

Sentiments: Positive: 0.023 Neutral: 0.9679 Negative: 0.0091

2025-10-26

Augmentus Secures Strategic Investment from Applied Ventures to Accelerate AI-Robotics for High-Mix Manufacturing

Publish Time: 2025-10-26 20:00:00

Description: Augmentus, the Singapore-based pioneer in AI-robotics and adaptive automation, today announced a strategic investment from Applied Ventures, LLC, the venture capital arm of Applied Materials, Inc. This investment marks a significant milestone in Augmentus' mission to enable intelligent, autonomous robotics for high-mix, high-variability manufacturing across the globe.

Sentiments: Positive: 0.9069 Neutral: 0.0096 Negative: 0.0835

2025-10-25

Is Applied Materials Stock a Buy as AI Chip Manufacturing Surges?

Publish Time: 2025-10-25 08:00:00

Description: This bellwether of the semiconductor market still has a bright future.

Sentiments: Positive: 0.7037 Neutral: 0.0094 Negative: 0.2869

2025-10-24

Applied Materials (AMAT): Examining Valuation After Recent Share Price Surge

Publish Time: 2025-10-24 21:09:44

Description: Applied Materials (AMAT) stock has captured investor attention recently as shares have climbed more than 13% over the past month and are now sitting close to new highs. The company’s performance stands out as the semiconductor sector continues to shift. See our latest analysis for Applied Materials. Applied Materials is riding a strong wave of momentum as its 13.6% share price return over the past month adds to a broader uptrend, with a 39.6% gain year-to-date and an impressive 23.9% total...

Sentiments: Positive: 0.9544 Neutral: 0.0185 Negative: 0.0271

A comprehensive list of 2025 tech layoffs

Publish Time: 2025-10-24 15:55:31

Description: A complete list of all the known layoffs in tech, from Big Tech to startups, broken down by month throughout 2024.

Sentiments: Positive: 0.0078 Neutral: 0.9121 Negative: 0.0801

Applied Materials to Cut 4% of Staff as Automation Changes Workforce

Publish Time: 2025-10-24 11:01:00

Description: The company will take a restructuring charge of $160 million to $180 million for severance and other items.

Sentiments: Positive: 0.0135 Neutral: 0.8806 Negative: 0.1059

Bull of the Day: Advanced Energy Industries (AEIS)

Publish Time: 2025-10-24 07:00:00

Description: A ton of tailwinds behind this company that's intricately involved in the chip-making process.

Sentiments: Positive: 0.0229 Neutral: 0.8473 Negative: 0.1298

2025-10-23

Applied Materials to Cut 4% of Global Workforce

Publish Time: 2025-10-23 17:07:00

Description: The semiconductor company said automation, digitalization and geographic shifts are redefining its workforce needs.

Sentiments: Positive: 0.6172 Neutral: 0.155 Negative: 0.2278

Applied Materials to lay off 4% of workforce to simplify operations

Publish Time: 2025-10-23 17:06:47

Description: The company, one of the largest U.S. makers of semiconductor manufacturing equipment, will take a charge of $160 million to $180 million for the layoffs, mostly in the fourth quarter of fiscal 2025, it disclosed in a regulatory filing. That has made it harder for Applied Materials and its rivals to export some products and supply specific parts and services to select China-based customers without a license. "Our goal is to continue to transform how we work, move faster, simplify decision-making, and focus on what matters most as we prepare Applied Materials for significant growth in the coming years," CEO Gary Dickerson said in a memo to employees.

Sentiments: Positive: 0.0415 Neutral: 0.8368 Negative: 0.1217

Why Applied Materials (AMAT) Stock Is Trading Up Today

Publish Time: 2025-10-23 15:05:40

Description: Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 4.1% in the afternoon session after positive analyst sentiment became more widespread, with a strong consensus buy rating from multiple research firms. The positive view was supported by reports from 24 to 28 different analysts who covered the stock. More specifically, recent ratings from firms including Barclays, Mizuho, and B of A Securities indicated a potential upside for the company. The average price targ

Sentiments: Positive: 0.9553 Neutral: 0.0213 Negative: 0.0234

Is ASML's 1.3B Euro AI Bet the Catalyst for Its Next Growth Cycle?

Publish Time: 2025-10-23 08:15:00

Description: ASML's investment of 1.3B euros in Mistral AI deepens its integration of AI into lithography systems, setting the stage for faster, smarter chipmaking innovation.

Sentiments: Positive: 0.9005 Neutral: 0.0079 Negative: 0.0917

This Week In Energy Transition - Innovative Financing Spurs Growth in Renewable Energy Projects

Publish Time: 2025-10-23 07:37:25

Description: Bridge Renewable Energy has secured an $80 million term loan facility to advance the construction of a 40 MW distributed solar and energy storage portfolio across nine U.S. states. This financing, arranged in partnership with Investec Bank and other financial institutions, exemplifies the type of innovative capital solutions needed to accelerate the deployment of distributed renewable energy infrastructure. The funding will support the development and operation of 42 community solar and...

Sentiments: Positive: 0.783 Neutral: 0.007 Negative: 0.2101

2025-10-22

Applied Materials, Inc. (AMAT): A Bull Case Theory

Publish Time: 2025-10-22 17:24:36

Description: We came across a bullish thesis on Applied Materials, Inc. on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on AMAT. Applied Materials, Inc.’s share was trading at $219.48 as of October 13th. AMAT’s trailing and forward P/E were 26.68 and 22.94 respectively according to Yahoo Finance. Applied Materials Inc. (AMAT) currently trades at […]

Sentiments: Positive: 0.0365 Neutral: 0.0274 Negative: 0.9361

Lam Research expects upbeat quarterly revenue on demand for chipmaking tools

Publish Time: 2025-10-22 17:19:17

Description: Lam Research forecast second-quarter revenue above Wall Street estimates on Wednesday, as chipmakers ordered more of its equipment used to manufacture semiconductors for artificial intelligence applications. Shares of the Fremont, California-based company rose 2.2% in trading after the bell. The stock has doubled so far this year, supported by strong demand for AI semiconductors as chip designers seek equipment to create processors capable of meeting growing computing needs.

Sentiments: Positive: 0.954 Neutral: 0.0177 Negative: 0.0283

AMAT Stock Rises 39% in 3 Months: Should You Buy, Sell or Hold?

Publish Time: 2025-10-22 10:57:00

Description: Applied Materials gains from AI-driven demand and DRAM strength, but macro and China risks suggest a cautious hold.

Sentiments: Positive: 0.9121 Neutral: 0.062 Negative: 0.0259

ASML Holding Rises 45% in Three Months: Should You Still Buy the Stock?

Publish Time: 2025-10-22 10:46:00

Description: ASML's 43% surge in three months highlights its EUV dominance, AI-fueled growth and margin strength. Can the rally keep going?

Sentiments: Positive: 0.7076 Neutral: 0.017 Negative: 0.2754

2025-10-21

Energy Transition Update - Navigating Renewable Energy Challenges In The U.S. Power Industry

Publish Time: 2025-10-21 07:37:24

Description: An upcoming seminar in Philadelphia, organized by Research and Markets, will delve into the complexities of the U.S. electric power industry, with a particular focus on the integration and development of renewable energy sources. The event is designed to educate participants on various aspects including grid structure, renewable energy project opportunities, and the intricacies of ISO auctions and financial transactions in the energy market. Attendees will gain insights into overcoming...

Sentiments: Positive: 0.1185 Neutral: 0.0093 Negative: 0.8722

The Zacks Analyst Blog Highlights AstraZeneca, RTX, Applied Materials, Park Aerospace and NetSol Technologies

Publish Time: 2025-10-21 06:51:00

Description: Zacks spotlights AstraZeneca, RTX, and Applied Materials for strong performance and growth potential, while microcap names Park Aerospace and NetSol Technologies show niche momentum.

Sentiments: Positive: 0.8885 Neutral: 0.0082 Negative: 0.1032

2025-10-20

Top Research Reports for AstraZeneca, RTX & Applied Materials

Publish Time: 2025-10-20 16:28:00

Description: AstraZeneca, RTX, and Applied Materials stand out in today's Zacks Research Daily with strong performance drivers and key growth catalysts.

Sentiments: Positive: 0.8913 Neutral: 0.0088 Negative: 0.1

3 Hyped Up Stocks We Think Twice About

Publish Time: 2025-10-20 00:44:54

Description: The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.

Sentiments: Positive: 0.2776 Neutral: 0.3989 Negative: 0.3235

2025-10-19

Can Applied Materials (AMAT) and ASU’s New R&D Center Redefine Its Innovation Edge?

Publish Time: 2025-10-19 08:09:03

Description: Earlier this month, Applied Materials and Arizona State University celebrated the opening of the $270 million Materials-to-Fab Center, a collaborative semiconductor research and prototyping facility at ASU’s Tempe campus, during the SEMICON West conference in Phoenix. The new Materials-to-Fab Center reflects deep industry-academia partnerships accelerating the commercialization of next-generation semiconductor innovations amid expanding US microelectronics activity. We'll explore how the...

Sentiments: Positive: 0.8517 Neutral: 0.0082 Negative: 0.1401

Why Analysts Are Rethinking the Story for Applied Materials Amid Industry Shifts and New Risks

Publish Time: 2025-10-19 02:04:02

Description: Applied Materials has seen its Fair Value Estimate rise from $199 to $215 in the latest analyst update, indicating improved confidence in the company’s growth prospects. Analysts cite renewed optimism as tailwinds in semiconductor equipment demand and strategic positioning continue to fuel positive sentiment, despite mixed views on near-term risks. Stay tuned to discover how you can stay ahead of ongoing shifts in the Applied Materials narrative as industry and market factors continue to...

Sentiments: Positive: 0.9478 Neutral: 0.0179 Negative: 0.0343

2025-10-18

No news ...

2025-10-17

Applied Materials (AMAT) Stock Dips While Market Gains: Key Facts

Publish Time: 2025-10-17 17:45:04

Description: Applied Materials (AMAT) closed at $224.99 in the latest trading session, marking a -1.2% move from the prior day.

Sentiments: Positive: 0.8956 Neutral: 0.0849 Negative: 0.0195

Applied Materials: Strong Fundamentals, but Cycle Risks Keep Me at Hold

Publish Time: 2025-10-17 12:28:16

Description: AI demand and healthy margins support the story, but China exposure and choppy guidance cloud the near-term outlook

Sentiments: Positive: 0.0873 Neutral: 0.8893 Negative: 0.0234

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

Publish Time: 2025-10-17 09:00:06

Description: Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Sentiments: Positive: 0.059 Neutral: 0.0145 Negative: 0.9266