Fed members are openly having second thoughts about further cuts to interest rates, especially with no new data on the jobs or inflation front.
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.
Applied Materials (AMAT) is a key player in the semiconductor supply chain, selling the machines that physically build chips atom by atom. It benefits from long-term AI, EV, and IoT. Despite strong execution and high free cash flow, growth has slowed and margins may compress as the company enters a mid-cycle phase. Investors should expect softer Q4 results and limited. With the stock trading near 35x EV/FCF, AMAT is priced for a decade of 10% FCF growth — an aggressive assumption for a cyclical equipment maker.
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.
Applied Materials' innovation in advanced chip tech and solid service growth offset near-term China and macro headwinds ahead of Q4 results.
Lam Research's advanced AI chip tools and robust growth outlook give it an edge over Applied Materials despite valuation differences.
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.
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
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.
Applied Materials (AMAT) concluded the recent trading session at $237.71, signifying a +1.98% move from its prior day's close.
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.
Applied Materials (AMAT) surged by 52% over the last six months, propelled not only by strong revenue and margin improvements but also by a remarkable increase in market confidence.