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.
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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.
Applied Materials will cut about 4% of its workforce, or roughly 1,400 jobs, to streamline operations, the chip equipment maker said on Thursday as tighter U.S. export controls on semiconductors weigh on its business.
Applied Materials faces high valuations despite guidance cuts and China-related headwinds, making it a Hold at best. AMAT's transition to higher-margin, recurring services revenue is progressing slowly, with significant gaps to fill before a valuation re-rating is justified. AI and packaging growth narratives are promising but remain intangible and unquantifiable in the near term, limiting upside potential.
Applied Materials and Lam Research are top players in semiconductor deposition and etch equipment, with AMAT leading in deposition and LRCX in etch. AMAT holds a broader product portfolio and stronger overall market position in combined deposition and etch, while LRCX benefits from early mover advantage in etch. Both companies face significant China concentration risks due to geopolitical tensions and growing domestic competition from Chinese equipment makers.
Applied Materials' new AI-focused chipmaking systems aim to boost performance and efficiency, strengthening its edge in next-generation semiconductor manufacturing.
Applied Materials sees momentum in Logic and DRAM as AI-driven demand, GAA transitions and HBM growth fuel its semiconductor leadership.
Applied Materials (AMAT) rallied to 52-week highs in early October, but potential regulatory changes in China could be weighing on the semiconductor manufacturing equipment provider. George Tsilis dives into the company's fundamental and technical picture, providing an in-depth overview of Applied Materials' business and industry trends.