Applied Materials, Inc. (AMAT)
Should You Buy, Sell or Hold AMAT Stock After a 31% Rise in 3 Months?
Applied Materials' AI-driven growth, strong semiconductor demand and broad portfolio support its bullish outlook despite a premium valuation.
Don't Overlook Applied Materials (AMAT) International Revenue Trends While Assessing the Stock
Examine the evolution of Applied Materials' (AMAT) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Applied Materials: When Beating Wall Street Numbers Isn't Enough
Applied Materials, Inc. added $1,205M in revenue in July and guides to $1,135M more for October. Sellers knocked 5.1% off AMAT stock anyway. Applied came in at 50.4% non-GAAP gross margin in July and guides October to about 50.4% on roughly $1,135M more revenue. Hill says slow improvement, and I don't see it. Applied grew revenue $1,813M year over year, and about 48% of that came from foundry-logic, about 33% from DRAM. I like foundry-logic more after TSMC raised its 2026 capital budget.
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Applied Materials Beat Everything but Wall Street's Expectations for Margins
Applied Materials TodayAMATApplied Materials$507.18 -27.36 (-5.12%) As of 08/14/2026 04:00 PM Eastern52-Week Range$154.46▼$739.67Dividend Yield0.42%P/E Ratio43.72Price Target$640.17Add to WatchlistShares of Applied Materials Inc. NASDAQ: AMAT sold off after its Q3 earnings report, despite the largest quarter-over-quarter revenue gain in company history. In fact, the company shredded analysts' top- and bottom-line estimates, announced guidance above consensus, and stepped up nearly every major 2026 outlook.
Applied Materials: The Selloff Is Ignoring The AI Equipment Boom
Applied Materials, Inc. delivered a record Q3 with $9.12B in revenue, 25% YoY growth, and strong margin expansion, reinforcing the AI infrastructure thesis. Q4 guidance of $10.25B revenue and $4.02 EPS surpassed consensus, highlighting robust demand visibility and continued momentum in AI-driven equipment spending. Semiconductor Systems led performance, with 27% YoY revenue growth and management projecting advanced packaging revenue up over 70% in calendar 2026.
Applied Materials (AMAT) Stock: A Top AI Pick After Record Q3 Results
Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.
Applied Materials Stock Slides, Despite Solid Results
Applied Materials isn't having an easy time impressing investors.
Applied Materials Is Firing On All Cylinders
Applied Materials, Inc. delivered record Q3 results, with 25% year-over-year revenue growth and strong margin expansion. Adjusted EPS reached $3.50, up 41% year-over-year, and management guided Q4 revenue and EPS well above consensus, but the outlook was key. AMAT benefits from robust AI infrastructure demand, advanced packaging, and strong customer spending in logic and memory segments, and if this continues is debated.
Applied Materials Shrugs Off Revenue, Earnings Beat
Applied Materials (NASDAQ:AMAT) reported record fiscal third-quarter results after Monday's close, posting $9.12 billion in revenue and $3.50 in earnings per share, both topping expectations on strong AI-driven demand.
AMAT Q3 Earnings Call Focuses on AI Demand & FY27 Growth
Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.
Applied Materials' Q3 Earnings Beat Estimates, Revenues Rise Y/Y
AMAT posts record Q3 results as AI-driven demand lifts revenues, advanced packaging and memory growth, while Q4 guidance points to further gains.
