Notícias

Synopsys beats Q3 estimates as EDA and Ansys fuel strong growth, while higher margins and an upgraded fiscal 2026 outlook add momentum.

CrowdStrike beats Q2 estimates as record net new ARR, Falcon Flex adoption and AI-security demand drive growth and a higher fiscal 2027 outlook.

NVDA's Q2 results top expectations as Blackwell Ultra fuels record Data Center growth, while Vera Rubin is set to gain prominence in Q3.

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

SMTC's Q2 fiscal 2027 earnings and revenues beat estimates as data center demand, LoRa growth and stronger margins fuel year-over-year gains.

AI infrastructure demand drove $9.12B revenue and record profitability.

Applied Materials (AMAT) is back in focus after reporting third quarter fiscal 2026 results, with sales of US$9,115 million and net income of US$2,538 million, along with fresh fourth quarter revenue guidance. See our latest analysis for Applied Materials. Applied Materials' latest results arrive after a sharp pullback in the share price, which declined 3.53% on the day and 9.48% over the past week. However, the 90 day share price return of 16.10% and year to date share price return of 84.54%...

Applied Materials’ second quarter saw revenue and non-GAAP profitability exceed Wall Street expectations, but the market responded negatively despite the company’s strong headline growth. Management attributed the outperformance to robust demand for semiconductor manufacturing equipment, especially in leading-edge logic and DRAM for artificial intelligence (AI) infrastructure. CEO Gary Dickerson highlighted, “Customers have found new ways to address clean room space constraints and significantly

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter’s revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP profit of $3.50 per share was 3.1% above analysts’ consensus estimates.

The earnings outlook improved, but the multiple just fell

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 Inc (NASDAQ:AMAT, XETRA:AP2) shares fell about 4% on Friday even after the chipmaking equipment supplier beat Wall Street estimates on both revenue and profit for its fiscal third quarter and issued fourth-quarter guidance above expectations. The Santa Clara,...

While several analysts praised the results and long-term outlook, others said expectations had been higher, citing gross-margin commentary, near-term guidance, and the pace of systems growth.

Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.

Applied Materials clears earnings estimates and boosts outlook, but investors punish AMAT stock

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting results this Thursday after the bell. Here’s what to expect.

The semiconductor equipment maker posted $9.12 billion in third-quarter revenue and guided for up to $10.75 billion in the current quarter

Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shi

Applied Materials Inc (AMAT) posts record Q3 results with revenue up 25% year over year, driven by strong AI infrastructure demand and raised guidance for Q4.

Applied Materials (NASDAQ:AMAT) reported record fiscal third-quarter 2026 results, with revenue, operating profit and non-GAAP earnings per share reaching new highs as demand for AI-related semiconductor manufacturing equipment continued to strengthen. President and CEO Gary Dickerson said the comp

The headline numbers for Applied Materials (AMAT) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Applied Materials (AMAT) delivered earnings and revenue surprises of +3.55% and +1.31%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Applied Materials posted record third-quarter results and delivered a stronger-than-expected fourth-quarter forecast.

Applied Materials reports better-than-expected earnings for its fiscal third quarter, but investors aren’t impressed.

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

Our proven model predicts another earnings beat, and the company's track record supports the setup.

Applied Materials shares rise as AI boom fuels high-stakes earnings showdown

Options pricing suggests Applied Materials shares will sink after Q2 earnings on Aug. 13. Here’s why the derivatives market recommends caution on AMAT stock.

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

PodcastOne, Inc. (PODC) delivered earnings and revenue surprises of -400.00% and -9.61%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?