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Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Applied Materials (NASDAQ:AMAT) and its peers.
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.
Applied Materials supplies the tools; Intel builds the chips and factories. One is profitable and debt-light, while the other is burning cash but has a cheaper valuation.
Applied Materials (AMAT) has added 6.1% over the last five trading days, while the S&P 500 gained 0.1%, and a run like that pulls money in. The five-day move is not the question here. What matters is what this stock does to your money every time the market moves, because it travels much further than the index in both directions.
Applied Materials CEO Gary Dickerson showed up to a Goldman conference with customer order books stretching years into the future, and the peers corroborating his story make the bullish case harder to dismiss than the skeptics expected.
ASML's AI-driven Logic and Memory demand is boosting its 2026 outlook, but premium valuation and execution risks leave little room for disappointment.
The S&P 500 Index ($SPX ) (SPY ) is down -0.54% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. E-mini S&P futures (ESU26 ) are down -0.50%, and September E-mini Nasdaq futures (NQU26...
LRCX returns $5.12B to shareholders in fiscal 2026 as stronger earnings, buybacks and a 27% dividend hike boost capital returns.
Applied Materials (NASDAQ:AMAT) CEO Gary Dickerson said demand tied to artificial intelligence and data-center computing is strengthening the company’s near-term and long-term outlook, with the semiconductor equipment maker now approaching 40% revenue growth for 2026 based on its recent communicatio
A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”. The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at […]
The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...
Applied Materials (NASDAQ:AMAT) sees continued strength in semiconductor equipment demand as artificial intelligence-related investment drives customer forecasts higher, Chief Financial Officer Brice Hill said at Citi’s 2026 Global TMT Conference. Hill said the company’s rolling eight-quarter forec
The average brokerage recommendation (ABR) for Applied Materials (AMAT) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
LRCX nearly triples in a year, yet AI chip demand, record revenues, margin gains and strong earnings forecasts point to further upside potential.
On September 1, when a caller mentioned that they purchased Applied Materials, Inc. (NASDAQ:AMAT) shares back in July at $540 before the earnings announcement and again at $490, Mad Money host Jim Cramer remarked: But you know what? We don’t care where we bought it; we care where it’s going to. Now, this stock is […]
Applied Materials stock has delivered very strong gains for long term holders over the past five years, yet its recent pullback and mixed valuation score leave investors weighing how much upside may still be priced in. With the share price resetting after a sharp run, the key question is how the current level lines up with the broader valuation checks. Applied Materials has returned 236.5% over the past five years, which puts recent weakness into context and raises the bar for what counts as...
Applied Materials (AMAT) stock has returned about 180% over the past year, against roughly a fifth for the S&P 500. Nothing in the trailing revenue looks like that. Revenue over the trailing twelve months grew 7.8%. What re-rated the shares was a forecast management raised twice between February and August, and the reason that forecast kept rising is the part worth knowing.
Applied Materials is benefiting from AI-driven semiconductor demand, with advanced packaging, DRAM and HBM fueling growth as fab investments accelerate globally.
A semiconductor industry veteran who survived decades of brutal boom-and-bust cycles is calling an end to that era forever, but buried inside his optimism sits a warning about memory capacity that quietly cuts against the very stocks his words are lifting.
Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should do next.
Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.
Applied Materials has returned shareholder value through its stock repurchase program. Here’s how much the company has bought back in shares over the years.
A number of stocks fell in the afternoon session after surging crude oil prices and a jump in benchmark Treasury yields stoked renewed concerns over inflation and prolonged corporate borrowing costs. Oil prices surged after the U.S. military said it was striking Iranian targets, pressuring bonds as a global rout raised borrowing costs, the Wall Street Journal said. The 10-year Treasury yield climbed to about 4.79%, its highest in roughly 20 months, according to CNBC. That pairing raises the cost
ASML stock has dropped since reports emerged an unnamed Chinese company was mass producing lithography machines. That's a buying opportunity, according to UBS.
Every time the hyperscalers write a check to build out AI, one mid-cap chip company's name keeps appearing on the invoice, and the pattern behind that is exactly why this stock stays in the buy column.
As Applied Materials has outperformed relative to the Dow over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.
ASML's EUV dominance, rising AI chip demand and High-NA systems position it to capitalize on the semiconductor investment cycle.
Corning and Applied Materials both fuel the AI infrastructure boom, but from opposite ends of the chip supply chain. Here's the stronger buy.
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