Applied Materials, Inc.
Applied Materials, Inc. (AMAT) is a leading supplier of equipment, software and services used to manufacture semiconductor chips, displays and related materials. With a market capitalisation of about $180.04B, the company designs complex tools that help chipmakers deposit, etch and inspect silicon at ever-smaller scales. Applied’s revenue is closely tied to cyclical capital spending by semiconductor manufacturers: strong demand for advanced nodes and packaging can boost sales, while inventory correction and softer end-market demand can weigh on orders. The group invests heavily in R&D and expands into adjacent areas such as display technologies and materials engineering, which can support medium- to long-term growth. Key risks include technological change, customer concentration and the cyclical nature of chip capital expenditure. This is general educational information, not personalised investment advice — values can rise or fall and past performance is not a reliable guide to the future.
Why It's Moving
Applied Materials Hits New 1-Year High After Q4 Earnings Beat Fuels AI Optimism.
Applied Materials surged to a fresh 1-year high, riding momentum from its fiscal Q4 2025 earnings that exceeded expectations with record annual revenue. Despite trade restrictions crimping China exposure, analysts are upbeat on the company's AI-driven innovations and growth runway ahead.
- Q4 EPS hit $2.17 versus $2.11 expected on $6.8B revenue topping $6.68B forecasts, underscoring robust demand for AI chipmaking tools.
- Analysts raised targets sharply—TD Cowen to $315, JPMorgan to $260—citing strong positioning in high-growth AI inflections despite China curbs.
- New AI-focused products like cold-field emission metrology boost resolution 50% and speed 10x, signaling edge in next-gen semiconductor tech.
Applied Materials Hits New 1-Year High After Q4 Earnings Beat Fuels AI Optimism.
Applied Materials surged to a fresh 1-year high, riding momentum from its fiscal Q4 2025 earnings that exceeded expectations with record annual revenue. Despite trade restrictions crimping China exposure, analysts are upbeat on the company's AI-driven innovations and growth runway ahead.
- Q4 EPS hit $2.17 versus $2.11 expected on $6.8B revenue topping $6.68B forecasts, underscoring robust demand for AI chipmaking tools.
- Analysts raised targets sharply—TD Cowen to $315, JPMorgan to $260—citing strong positioning in high-growth AI inflections despite China curbs.
- New AI-focused products like cold-field emission metrology boost resolution 50% and speed 10x, signaling edge in next-gen semiconductor tech.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Applied Materials’ stock, expecting its value to rise in the future.
Financial Health
Applied Materials is performing well financially with strong revenue, profit margins, and cash flow.
Dividend
Applied Materials' low dividend yield of 0.66% means it offers minimal income from dividends. If you invested $1000, you would be paid $6.60 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Semiconductor cycle impact
Demand for advanced chips can drive strong equipment orders, but sales are cyclical and can decline during downturns.
Global supply role
Applied sits at the heart of global chip supply chains, so geopolitical and supply-chain risks can affect performance.
Technology investment
Heavy R&D and expansion into displays and materials engineering support future growth, though outcomes depend on execution and market adoption.
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