Applied Materials (AMAT) is scheduled to report fourth-quarter fiscal 2024 results on Nov. 14.For the fiscal fourth quarter, AMAT expects net sales of $6.93 billion (+/-$400 million). The Zacks Consensus Estimate for revenues is pegged at $6.94 billion, suggesting a rise of 3.2% from the year-ago quarter’s reading.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Applied Materials projects non-GAAP earnings in the range of $2.00-$2.36 per share. The Zacks Consensus Estimate for earnin ...

In its upcoming report, Applied Materials (AMAT) is predicted by Wall Street analysts to post quarterly earnings of $2.18 per share, reflecting an increase of 2.8% compared to the same period last year. Revenues are forecasted to be $6.94 billion, representing a year-over-year increase of 3.2%.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this time ...

American semiconductor WFE (wafer fabrication equipment) supplier Applied Materials, Inc. (NASDAQ: AMAT ) is set to close out its fiscal 2024 this week as it reports its last quarterly earnings results of its financial yearUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other are ...

The company got hit due to a bookings slowdown at another company in its sector.Shares of Applied Materials (AMAT -0.85%) fell 10.1% in October, according to data from S&P Global Market Intelligence. The equipment maker for the semiconductor industry sank after its industry peer ASML Holding (ASML -0.53%) reported weak bookings last quarter. Applied Materials is also being investigated for unsanctioned sales to China. Applied Materials stock is up 30% in the last year after the company saw booming demand du ...

SANTA CLARA, Calif., Nov. 01, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. will hold a webcast to discuss its fourth quarter and fiscal 2024 financial results on Thursday, Nov. 14, 2024, at 4:30 p.m. ET / 1:30 p.m. PT. The live webcast will be accessible via the Applied Materials website at: https://ir.appliedmaterials.com. A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineer ...

文章核心观点 - 公司致力于帮助投资者获得高收益和资本增值,同时尽可能降低风险 [1] - 公司采取选择性投资策略,关注具有良好风险调整后收益率的机会 [1] - 公司在股息投资方面采取高收益和高增长的积极策略,并不排斥全球新兴市场的多元化 [1] - 公司在资本增值投资方面关注具有护城河的行业领导者,需要有长期增长和抗风险能力的支撑 [1] - 公司特别关注高附加值行业,如网络安全和半导体,但保持开放态度 [1] - 公司通常会长期持有,只要认为公司和管理层能够交出满意的业绩 [1] - 公司除了关注良好的投资机会,也会关注存在过多风险的公司,并对投资者进行风险提示 [1] - 公司重视战略性投资组合管理,通过头寸规模或对冲等方式来管理风险 [1] 公司投资策略 - 采取选择性投资策略,关注风险调整后收益率较高的机会 [1] - 在股息投资方面采取高收益和高增长的积极策略,并不排斥全球新兴市场的多元化 [1] - 在资本增值投资方面关注具有护城河的行业领导者,需要有长期增长和抗风险能力的支撑 [1] - 特别关注高附加值行业,如网络安全和半导体,但保持开放态度 [1] - 通常会长期持有,只要认为公司和管理层能够交出满意的业绩 [1] 风险管理 - 除了关注良好的投资机会,也会关注存在过多风险的公司,并对投资者进行风险提示 [1] - 重视战略性投资组合管理,通过头寸规模或对冲等方式来管理风险 [1]

文章核心观点 - 公司是人工智能(AI)行业的"picks and shovels"玩家,有望从AI热潮中获益 [1] - 公司具有防御性质,适合中长期投资 [1] 公司概况 - 公司是一家投资银行,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 公司拥有10年投资银行从业经验,是一名资深研究分析师 [1] 公司投资价值 - 公司股票估值合理,是一个不错的投资机会 [1] - 公司具有防御性质,适合中长期投资 [1]

GERMANY - 2024/04/03: In this photo illustration, an Applied Materials, Inc logo seen displayed on a ... [+] tablet. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesApplied Materials stock has had a solid year thus far, rising by about 14% year-to-date. In comparison, Applied’s semiconductor industry peer Texas Instruments stock has gained about 21% over the same period. Applied is set to report its Q4 FY’24 results around mid-November 1 ...

Applied Materials (AMAT) closed at $183.24 in the latest trading session, marking a -0.73% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.02%. Meanwhile, the Dow gained 0.38%, and the Nasdaq, a tech-heavy index, added 0.04%.Coming into today, shares of the maker of chipmaking equipment had lost 0.83% in the past month. In that same time, the Computer and Technology sector gained 4.44%, while the S&P 500 gained 3.77%.Investors will be eagerly watching for the perfo ...

文章核心观点 - 应用材料公司(AMAT)当前的市盈率(P/E)为19.29倍,低于行业平均水平和标普500指数平均水平,引起了投资者的关注[1] - 应用材料公司年初至今的股价上涨13.9%,超过了行业2.4%的涨幅,表现优于同行Lam Research和ASML Holdings[2] - 应用材料公司凭借先进的半导体制造技术,如先进逻辑和DRAM图案设备,能够从人工智能和数据中心应用对先进半导体的需求增长中获益[3][4] 公司概况 - 应用材料公司在半导体设备市场保持领先地位,其先进封装技术能够解决半导体设计日益复杂的问题[4] - 公司的设备能够提高芯片在物联网、通信和汽车等关键行业的性能、功耗和成本效率[4] 行业挑战 - 中美贸易摩擦,特别是对华高科技出口限制,给半导体行业带来不确定性,公司对中国市场的依赖使其面临地缘政治风险[5] - 半导体设备行业竞争加剧,Lam Research、ASML Holdings和KLA Corporation等公司正在积极争夺市场份额,可能会压缩AMAT的利润空间[5] - 从技术面来看,AMAT股价低于50日和200日移动平均线,表明可能面临短期下行压力[6]