Subscribers to Chart of the Week received this commentary on Sunday, August 9.
As Amazon.com Inc. NASDAQ: AMZN reminds us, sometimes it can be difficult to predict how the market will respond to a company's earnings report, even if the firm comes out ahead of analyst expectations for earnings and revenue. Amazon's dip following its latest report, despite top- and bottom-line beats, shows that sometimes details like forward guidance or the suggestion of short-term difficulties can be enough to undo any investor goodwill that may have built.
The Zacks Electronics - Semiconductors industry players like AVGO and AMAT gain from the growing proliferation of AI, ML and consumer electronic devices.
AMAT's third-quarter fiscal 2025 performance is likely to grow on the back of AI-driven chip demand, but trade tensions can weigh on results.
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 July 2025.
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.