Wall Street is kicking off the week of August 11–15 feeling pretty good after the S&P 500 and Nasdaq posted some nice gains, mostly thanks to strong earnings and tech stocks bouncing back.
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 and Taiwan Semiconductor are key AI chip players, but AMAT's growth outlook and earnings trajectory stand out for investors.
In the most recent trading session, Applied Materials (AMAT) closed at $182.82, indicating a +1.57% shift from the previous trading day.
Here is how Applied Materials (AMAT) and Adyen N.V. Unsponsored ADR (ADYEY) have performed compared to their sector so far this year.
Applied Materials (NASDAQ:AMAT) is scheduled to announce its Q3 FY'25 earnings on Thursday, August 14, 2025 (October year). Earnings are expected to reach approximately $2.36 per share, an increase from $2.12 in the same quarter last year, according to consensus estimates, while revenues are anticipated to rise by around 6% to $7.2 billion.
With the foundry market set to expand at a 13% to 15% CAGR up to 2028, this will increase the demand for Applied Materials' Sym3 Magnum Etch system, eBeam technology, etc. The company remains dominant in the deposition segment of the WFE market, which will be a key growth driver for AMAT's margins, as its GAA transistors gain traction. With a solid balance sheet and a share price at a discount of 15%+, this is an excellent opportunity for long-term investors to add AMAT shares to their portfolio.
In the latest trading session, Applied Materials (AMAT) closed at $190.29, marking a +2.48% move from the previous day.
Applied Materials is well-positioned for growth, leveraging its technological leadership in advanced silicon manufacturing and AI-driven complexity. Strong financials, including double-digit EPS growth and expanding margins, support continued bottom-line improvement and justify its valuation. The company maintains a robust balance sheet, with a net cash position and a commitment to returning 90% of free cash flow to shareholders.
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.
AMAT ramps up R&D with new partnerships and a major innovation hub, aiming to boost chipmaking breakthroughs and margins.
After reaching an important support level, Applied Materials (AMAT) could be a good stock pick from a technical perspective. AMAT surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.