Applied Materials, Inc. (AMAT)
Applied Materials: July Purged Positioning, Not The Thesis
Applied Materials (AMAT) delivered record Q2 FY2026 revenue of $7.91B (+11% Y/Y) and non-GAAP EPS of $2.86 (+20% Y/Y). Management raised CY2026 equipment growth guidance to 30%+, with improved order visibility and strong DRAM and AGS segment performance. Despite a ~40% drawdown from highs, fundamentals remain robust, and the recent correction is attributed to sector positioning rather than company weakness.
Applied Materials: Why I'm Maintaining A 'Strong Buy' After A 45% Run
Applied Materials remains a "Strong Buy" after a 45% rally, driven by robust Q2 results and sector momentum. Q2 revenue reaccelerated to $7.91 billion (+11% YoY), with a record 31.9% operating margin, and raised the 2026 semiconductor equipment growth outlook to 30%+. Management's improved revenue visibility, strategic NEXX acquisition, and deepening EPIC Center partnerships strengthen AMAT's competitive moat and growth prospects.
Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
Recently, Zacks.com users have been paying close attention to Applied Materials (AMAT). This makes it worthwhile to examine what the stock has in store.
Applied Materials (AMAT) Stock Dips While Market Gains: Key Facts
Applied Materials (AMAT) reached $516.89 at the closing of the latest trading day, reflecting a -3.61% change compared to its last close.
Applied Materials Stock Keeps Winning Upgrades: Is Michael Burry Dead Wrong to Short This Semiconductor Gem?
There's no mystery why Dr. Michael Burry is so bearish on the semi trade. It's overheated, and if you think AI is in a bubble, it just makes sense to bet against the broad basket.
3 Semiconductor Stocks Likely to Outpace Q2 Earnings Estimates
AMAT, MPWR and SIMO enter Q2 earnings with positive ESPs as AI, cloud and storage demand fuel growth.
Are Computer and Technology Stocks Lagging Applied Materials (AMAT) This Year?
Here is how Applied Materials (AMAT) and ASE Technology Hldg (ASX) have performed compared to their sector so far this year.
AI Optimism Powers Semiconductor Demand: 3 Solid Funds to Buy
AI optimism is driving semiconductor demand as JNGTX, PRSCX and KTCAX offer exposure to the sector amid sustained AI-led growth and strong sales trends.
AMAT vs. Q: Which Advanced Packaging Stock is a Safer Bet Right Now?
Applied Materials' AI-driven packaging, broad chipmaking portfolio and high-margin services strengthen its edge over Qnity Electronics as a safer long-term investment.
Billionaire Investor Philippe Laffont's Top 5 Tech Picks
Philippe Laffont's Coatue Management just showed its hand: the latest 13F filing (holdings as of March 31, 2026) parks its biggest chips on a single trade: the AI infrastructure buildout.
Top Wide-Moat Stocks to Invest in for Sustainable Growth
AMAT, TXN, MCO, V and WMT use strong moats to fend off rivals and deliver consistent returns amid market shifts.
Buy These 5 Semiconductor Stocks Charged Up by AI Enthusiasm
AI-driven semiconductor demand continues to fuel the sector's rally, making MU, INTC, NVDA, AMAT and TXN stocks to watch for growth this year.
