AMAT
Applied Materials, Inc.
AMAT
Applied Materials, Inc.
Applied Materials offers a broad portfolio in semiconductor capital equipment. AMAT delivered a strong quarter with 25% YoY revenue growth, 34% TTM EBITDA margins, and 23% TTM unlevered pretax FCF mar
Michael Burry, a hedge fund manager and investor known for predicting the 2008 financial crash, has just updated his portfolio, with some notable new positions catching the market's attention.
I'm reiterating Applied Materials as a Strong Buy rating, with the price target revised to $680 from $802 due to a more conservative valuation multiple. Q3 2026 results reinforce my thesis that AI-dri
The semiconductor trade has been one of 2026's defining market stories. However, investors have more options than simply owning the industry's largest companies.
The AI Stack Model splits the AI trade into 14 segments across 4 layers, scoring each on macro conditions, estimate revisions, and how much the market has already paid. Memory wins on fundamentals - r
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 WatchlistSha
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 EP
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 rev
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
Nasdaq leads the pre-market bid after weak payrolls cut Fed hike odds, but CPI and rising oil will decide whether tech stocks hold.
Wall Street faces a week with fresh inflation data, hedge fund holdings, and several major technology events expected to shape investor sentiment.
Stocks enter the week near record highs as traders prepare for CPI, PPI, retail sales, Fed speakers and earnings from CoreWeave, Cisco and Applied Materials.
Next week brings another busy stretch for Wall Street, with investors set to digest a fresh round of earnings alongside several closely watched economic reports.
Michael Burry's biggest short position of 2026 in software giant Palantir Technologies (NASDAQ: PLTR) has moved in his favor so far this year.
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 v
Though it left Elon Musk and other Tesla (NASDAQ: TSLA) stockholders poorer, TSLA shares' latest plunge proved highly beneficial for one of the most prominent bears and contrarians in finance: the leg
Lam Research Corp (NASDAQ:LRCX) and Applied Materials Inc (NASDAQ:AMAT) are contributing to the semiconductor and memory stock rally this morning, after Goldman Sachs hiked its price targets on both n
Applied Materials, Inc. (AMAT) Discusses DRAM and Advanced Packaging Innovations for AI-Driven Semiconductor Growth Prepared Remarks Transcript