Software Rebound Extends Moat Index Gains
The S&P 500 gained 2.72% and reached a record high in August, with energy leading the market as crude prices rose. Read more here.
SeekingAlpha11 hours agoAMAT
Can Applied Materials (AMAT) Still Look Cheap After A 237% Run?
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...
Yahoo16 hours agoAMAT
Why Did Applied Materials Stock Nearly Triple On Single-Digit Trailing Revenue Growth?
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.
Yahoo18 hours agoAMAT
AMAT Rides on AI-Led WFE Demand: Can it Sustain the Momentum?
Applied Materials is benefiting from AI-driven semiconductor demand, with advanced packaging, DRAM and HBM fueling growth as fab investments accelerate globally.
YahooyesterdayAMAT
SEMI’s CEO Has Watched Four Decades of Chip Cycles. He Says This One Only Goes Up.
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.
YahooyesterdayAMAT
If You Invested $1000 In Applied Materials Stock 20 Years Ago, You Would Have This Much Today
Applied Materials (NASDAQ:AMAT) has outperformed the market over the past 20 years by 8.2% on an annualized basis producing an average annual return of 17.43%. Currently, Applied Materials has a market capitalization of
BenzingayesterdayAMAT
Applied Materials Just Dropped 14% in a Month. Sell Now, or Buy More?
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.
YahooyesterdayAMAT
Should You Buy, Sell or Hold AMAT Stock After a 72.5% YTD Rise?
Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.
YahooyesterdayAMAT
PANW Q4 Earnings Beat Estimates on Platformization Strength
Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.
Yahoo2 days agoAMAT
Semiconductor Wafer Inspection Equipment Market Outlook 2025-2035 Featuring Profiles of KLA Corporation, Applied Materials, Hitachi High-Tech Corporation and More
AI, EVs, advanced nodes and packaging are driving demand for e-beam, front-end and foundry inspection, plus high-throughput X-ray, infrared and subsurface metrology. Semiconductor Wafer Inspection Equipment Market Semiconductor Wafer Inspection Equipment Market Dublin, Sept. 02, 2026 (GLOBE NEWSWIRE) -- The "Semiconductor Wafer Inspection Equipment Global Market Opportunities and Strategies to 2035" has been added to ResearchAndMarkets.com's offering. The global semiconductor wafer inspection eq
Yahoo2 days agoAMAT
Jim Cramer Says This Tech Stock Is Up 40% For The Year: It Is A ‘Great’ Company
Jim Cramer praises KLA Corp but warns of high P/E ratio. UBS maintains Neutral rating. Cramer recommends buying Applied Materials.
Benzinga2 days agoAMAT
I Keep Buying Marvell Technology Because Its Type Historically Wins
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.
Yahoo3 days agoAMAT
Cerebras Systems shares are trading higher following its IPO debut.
Benzinga3 days agoAMAT
Is Applied Materials Stock Outperforming the Dow?
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.
Yahoo3 days agoAMAT
Cramer's lightning round: 'I think Teradyne is right here'
"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.
CNBC3 days agoAMAT
Does ASML's Dominant Position in EUV Signal Further Upside?
ASML's EUV dominance, rising AI chip demand and High-NA systems position it to capitalize on the semiconductor investment cycle.
Yahoo3 days agoAMAT
These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash
Applied Materials, Progressive, and PulteGroup stand out as growth-at-a-reasonable-price stocks for the second half of 2026, each balancing valuation and growth differently.
Yahoo6 days agoAMAT
Why $40 Trillion In Debt Is Really A Tech-Stock Story
The $40 trillion U.S. national debt has fundamentally shifted the investment landscape for equities. Read why investors should prioritize near-term cash flow.
SeekingAlpha10 days agoAMAT
Mizuho Maintains Outperform on Applied Materials, Lowers Price Target to $590
Mizuho analyst Vijay Rakesh maintains Applied Materials (NASDAQ:AMAT) with a Outperform and lowers the price target from $650 to $590.
Benzinga10 days agoAMAT
Applied Materials: I Am Reiterating My Strong Buy As AI Manufacturing Demand Accelerates
Applied Materials (AMAT) reiterated Strong Buy with $680 target. Valuation has compressed to 38.79x FWD P/E. See here for a detailed analysis.
SeekingAlpha13 days agoAMAT
Top S&P500 movers in Friday's session
Curious about the S&P500 stocks that are in motion on Friday? Join us as we explore the top movers within the S&P500 index during today's session.
ChartMill20 days agoAMAT
Applied Materials: The Selloff Is Ignoring The AI Equipment Boom
SeekingAlpha20 days agoAMAT
Uncover the latest developments among S&P500 stocks in today's session.
Stay updated with the movements of the S&P500 index in the middle of the day on Friday. Discover which stocks are leading as top gainers and losers in today's session.
ChartMill20 days agoAMAT
Russell 2000 Extends Records, SanDisk Rallies 7%: Stock Market Today
Small caps hit fresh highs Friday as soft retail sales and weak sentiment stalled the S&P 500, while crude climbed and SanDisk extended its post-Investor Day run.
Benzinga21 days agoAMAT
Stocks making the biggest moves midday: Sandisk, Applied Materials, AeroVironment, Cisco Systems, Reddit & more
Here are some of the companies making headlines in midday trading.
CNBC21 days agoAMAT
Applied Materials Stock Tanks Despite Q3 Beat, Semiconductor Strength
AMAT shares tanked after strong Q3 results. JPMorgan and Needham analysts maintain Overweight/Buy ratings on record Semi System growth.
Benzinga21 days agoAMAT
Robinhood Exec Says AI Boom Could Keep Stocks Ripping Higher but Bonds Could Crash the Party
Robinhood CIO Stephanie Guild says AI could keep stocks ripping higher, but warns a 10-year Treasury yield above 5% could threaten the rally.
Benzinga21 days agoAMAT
TD Cowen Reiterates Buy on Applied Materials, Maintains $700 Price Target
TD Cowen analyst Krish Sankar reiterates Applied Materials (NASDAQ:AMAT) with a Buy and maintains $700 price target.
Benzinga21 days agoAMAT
Applied Materials slips as investors seek faster growth after stellar run
Applied Materials shares fell about 5% in premarket trading on Friday, as the chip equipment maker's upbeat outlook failed to soothe investors worried about the threat from intensifying competition. The muted reaction illustrates the high bar chip stocks have to clear and suggests that investors have little tolerance for any hint that a company may be falling behind peers. After a sharp rally that has more than doubled Applied's shares this year, investors want clearer signals that the company's growth is outpacing rivals in the wafer-fab-equipment market.
Yahoo21 days agoAMAT
Applied Materials: The Correction Handed You The Entry
Applied Materials (AMAT) Q3 beats, strong $10.25B Q4 guide, easing China risk and valuation takeaways.
SeekingAlpha21 days agoAMAT
Wall Street Breakfast Podcast: Upvoted Into The S&P
Reddit scores an S&P 500 spot. The Nintendo Switch 2 has a new star. Strong earnings weren't enough to impress Applied Materials investors.
SeekingAlpha21 days agoAMAT
Applied Materials Inc (AMAT) (Q3 2026) Earnings Call Highlights: Record Revenue and AI-Driven ...
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.
Yahoo21 days agoAMAT
AMAT Stock Extends Slide Overnight Despite Beat: Applied Materials’ DRAM Ramp Sends ‘Loudest Demand Signal’
The company plans to double its quarterly equipment production capacity by 2028.
Yahoo21 days agoAMAT
Applied Materials, Inc. (AMAT) Q3 2026 Earnings Call Transcript
SeekingAlpha21 days agoAMAT
Applied Materials (AMAT) Stock Looks Fully Priced After A 332% Run
Applied Materials stock has surged over the past few years and is now trading near US$534, yet the company only scores well on a small fraction of Simply Wall St's valuation checks. After such a strong run, the question is whether recent enthusiasm for AI chip infrastructure has left Applied Materials looking more expensive than its fundamentals justify. Applied Materials has returned about 331.5% over the past 5 years, which puts long term holders in a very strong position but raises the...
Yahoo21 days agoAMAT
Applied Materials Q3 Earnings Call Highlights
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
Yahoo21 days agoAMAT
Cerebras Plummets 13% After Earnings. But Intel & AMD Barrel Ahead with Strong Gains.
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.
Yahoo21 days agoAMAT
All You Need to Know About Applied Materials (AMAT) Rating Upgrade to Strong Buy
Applied Materials (AMAT) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Yahoo22 days agoAMAT
Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough
The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand.
Yahoo22 days agoAMAT
INFQ's Q2 Net Loss Widens Y/Y, Revenues Top on NASA Quantum Demand
Infleqtion's Q2 revenues surge 116% on NASA quantum demand, but higher costs widen losses, and the company raises its 2026 revenue guidance.
Yahoo22 days agoAMAT
10 Information Technology Stocks Whale Activity In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders will
Benzinga22 days agoAMAT
Zacks Model Flashes Green for Applied Materials Ahead of Earnings
Our proven model predicts another earnings beat, and the company's track record supports the setup.
Yahoo22 days agoAMAT