Applied Materials/$AMAT

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About Applied Materials

Applied Materials is the largest semiconductor wafer fabrication equipment, or WFE, manufacturer in the world. Applied Materials has a broad portfolio spanning nearly every corner of the WFE ecosystem. Specifically, Applied Materials holds a market share leadership position in deposition, which entails the layering of new materials on semiconductor wafers. It is more exposed to general-purpose logic chips made at integrated device manufacturers and foundries. It counts the largest chipmakers in the world as customers, including TSMC, Intel, and Samsung.

Ticker

$AMAT

Sector

Semiconductors
Primary listing

Employees

35,700

AMAT Metrics

BasicAdvanced
$130B
19.50
$8.38
1.76
$1.66
1.13%

What the Analysts think about AMAT

Analyst ratings (Buy, Hold, Sell) for Applied Materials stock.

Bulls say / Bears say

At the Deutsche Bank Technology Conference, Applied Materials’ CFO stated that recent government-backed foundry initiatives will not affect the company's demand outlook, expressing confidence in steady long-term equipment spending (Reuters).
AMAT had a strong Q3, posting revenue of $7.30 billion (up 8% YoY) and record non-GAAP EPS of $2.48 (up 17% YoY), beating estimates and showing resilient demand for its equipment (Reuters).
Summit Insights Group forecasts that AMAT will overcome challenges from export restrictions thanks to increased investments in advanced chip technologies starting from the second half of 2025 into 2026, positioning the company to benefit from key technology shifts (Reuters).
Export controls have reduced China-related revenue to just 25% of total sales, down from 43% year-over-year, leading to a slight revenue miss in Q2 and a drop of more than 5% in shares after hours (Reuters).
Applied Materials’ guidance for next quarter is weak: the company expects Q4 revenue of $6.70 billion plus or minus $500 million, and adjusted EPS of $2.11 plus or minus $0.20. Both figures are well below analyst expectations and caused shares to fall nearly 13% (Reuters).
Customer concentration is rising as Intel cuts capital expenditures and TSMC’s buying increases, making AMAT’s revenue more dependent on a small set of major foundry clients and exposing it to greater risks from their spending cycles (Barron's).
Data summarised monthly by Lightyear AI. Last updated on 5 Sept 2025.

AMAT Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

AMAT Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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