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Technology - Semiconductors - NASDAQ - US
$ 168.88
-9.2 %
$ 139 B
Market Cap
19.0
P/E
1. INTRINSIC VALUE

Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products.[ Read More ]

The intrinsic value of one AMAT stock under the base case scenario is HIDDEN Compared to the current market price of 169 USD, Applied Materials, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart AMAT

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FINANCIALS
27.2 B REVENUE
2.49%
7.87 B OPERATING INCOME
2.78%
6.86 B NET INCOME
5.07%
8.7 B OPERATING CASH FLOW
61.14%
-1.54 B INVESTING CASH FLOW
-13.12%
-3.03 B FINANCING CASH FLOW
56.95%
7.04 B REVENUE
3.94%
2.05 B OPERATING INCOME
5.36%
2 B NET INCOME
17.54%
1.56 B OPERATING CASH FLOW
-34.80%
-489 M INVESTING CASH FLOW
25.91%
-966 M FINANCING CASH FLOW
-85.06%
Balance Sheet Decomposition Applied Materials, Inc.
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Current Assets 19.1 B
Cash & Short-Term Investments 6.87 B
Receivables 5.44 B
Other Current Assets 6.84 B
Non-Current Assets 11.6 B
Long-Term Investments 2.28 B
PP&E 3.2 B
Other Non-Current Assets 6.1 B
Current Liabilities 7.37 B
Accounts Payable 1.48 B
Short-Term Debt 286 M
Other Current Liabilities 5.61 B
Non-Current Liabilities 7.01 B
Long-Term Debt 5.71 B
Other Non-Current Liabilities 1.3 B
EFFICIENCY
Earnings Waterfall Applied Materials, Inc.
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Revenue 27.2 B
Cost Of Revenue 14.3 B
Gross Profit 12.9 B
Operating Expenses 5.03 B
Operating Income 7.87 B
Other Expenses 1.01 B
Net Income 6.86 B
RATIOS
47.46% GROSS MARGIN
47.46%
28.95% OPERATING MARGIN
28.95%
26.41% NET MARGIN
26.41%
0.00% ROE
0.00%
0.00% ROA
0.00%
0.00% ROIC
0.00%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Applied Materials, Inc.
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Net Income 6.86 B
Depreciation & Amortization 515 M
Capital Expenditures -1.11 B
Stock-Based Compensation 490 M
Change in Working Capital 775 M
Others -157 M
Free Cash Flow 7.59 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Applied Materials, Inc.
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Wall Street analysts predict an average 1-year price target for AMAT of $236 , with forecasts ranging from a low of $185 to a high of $280 .
AMAT Lowest Price Target Wall Street Target
185 USD 9.55%
AMAT Average Price Target Wall Street Target
236 USD 39.53%
AMAT Highest Price Target Wall Street Target
280 USD 65.80%
4. DIVIDEND ANALYSIS
0.18% DIVIDEND YIELD
0.4 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Applied Materials, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
120 M USD 5
6-9 MONTHS
0 USD 0
9-12 MONTHS
3.77 M USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
4 months ago
Jun 21, 2024
Sell 2.33 M USD
Iannotti Thomas J
Director
- 9827
236.65 USD
5 months ago
Jun 18, 2024
Sell 12.5 M USD
Raja Prabu G.
President, Semi. Products Grp.
- 50000
249.17 USD
5 months ago
Jun 18, 2024
Sell 92.7 M USD
DICKERSON GARY E
President and CEO
- 376015
246.41 USD
5 months ago
Jun 18, 2024
Sell 5.93 M USD
DICKERSON GARY E
President and CEO
- 23985
247.04 USD
5 months ago
Jun 07, 2024
Sell 554 K USD
Little Teri A.
SVP, CLO
- 2500
221.62 USD
5 months ago
May 31, 2024
Sell 1.6 M USD
Little Teri A.
SVP, CLO
- 7500
213.02 USD
5 months ago
May 28, 2024
Sell 4.45 M USD
Hill Brice
SVP, CFO
- 20000
222.34 USD
10 months ago
Dec 22, 2023
Sell 3.77 M USD
Nalamasu Omkaram
Senior Vice President, CTO
- 23228
162.45 USD
1 year ago
Aug 30, 2023
Sell 150 K USD
Hill Brice
SVP, CFO
- 1000
150.04 USD
1 year ago
Jul 07, 2023
Sell 1.42 M USD
Little Teri A.
SVP, CLO
- 10000
142 USD
1 year ago
Jun 09, 2023
Sell 1.03 M USD
Deane Timothy M
GVP, Applied Global Services
- 7500
137.3 USD
1 year ago
Feb 28, 2023
Sell 800 K USD
Little Teri A.
SVP, CLO
- 6813
117.44 USD
2 years ago
Jun 21, 2022
Bought 1.9 K USD
CHEN XUN
Director
+ 20
94.75 USD
2 years ago
Mar 08, 2022
Bought 4.56 K USD
CHEN XUN
Director
+ 37
123.26 USD
2 years ago
Mar 08, 2022
Bought 4.44 K USD
CHEN XUN
Director
+ 36
123.26 USD
2 years ago
Feb 14, 2022
Bought 3.95 K USD
CHEN XUN
Director
+ 30
131.53 USD
2 years ago
Jan 14, 2022
Bought 4.48 K USD
CHEN XUN
Director
+ 28
159.89 USD
2 years ago
Dec 15, 2021
Bought 4.11 K USD
CHEN XUN
Director
+ 28
146.65 USD
3 years ago
Nov 15, 2021
Bought 4.38 K USD
CHEN XUN
Director
+ 28
156.51 USD
3 years ago
Nov 15, 2021
Bought 4.23 K USD
CHEN XUN
Director
+ 27
156.51 USD
3 years ago
Oct 14, 2021
Bought 3.82 K USD
CHEN XUN
Director
+ 29
131.57 USD
1 year ago
Jan 20, 2023
Sell 19.2 K USD
CHEN XUN
Director
- 178
107.8 USD
2 years ago
Jul 15, 2022
Sell 18.9 K USD
Nalamasu Omkaram
Senior Vice President, CTO
- 200
94.47 USD
2 years ago
Jul 07, 2022
Sell 895 K USD
Little Teri A.
SVP, CLO
- 10000
89.5 USD
2 years ago
Jul 01, 2022
Sell 1.29 M USD
Little Teri A.
SVP, CLO
- 15000
86.3 USD
2 years ago
Dec 01, 2021
Sell 26.1 M USD
DICKERSON GARY E
President and CEO
- 171370
152.18 USD
2 years ago
Dec 01, 2021
Sell 16.6 M USD
DICKERSON GARY E
President and CEO
- 107940
153.53 USD
2 years ago
Dec 01, 2021
Sell 3.19 M USD
DICKERSON GARY E
President and CEO
- 20690
154.05 USD
3 years ago
Sep 01, 2021
Sell 5.18 M USD
ADDIEGO GINETTO
SVP, Operations & Quality
- 38461
134.81 USD
3 years ago
Sep 01, 2021
Sell 208 K USD
ADDIEGO GINETTO
SVP, Operations & Quality
- 1539
135.25 USD
3 years ago
Sep 01, 2021
Sell 443 K USD
Durn Daniel
Senior Vice President, CFO
- 3295
134.37 USD
3 years ago
Sep 01, 2021
Sell 443 K USD
Durn Daniel
Senior Vice President, CFO
- 3295
134.37 USD
3 years ago
Sep 01, 2021
Sell 230 K USD
Durn Daniel
Senior Vice President, CFO
- 1705
135.02 USD
3 years ago
Sep 01, 2021
Sell 230 K USD
Durn Daniel
Senior Vice President, CFO
- 1705
135.02 USD
3 years ago
Aug 02, 2021
Sell 81.7 K USD
Durn Daniel
Senior Vice President, CFO
- 580
140.9 USD
3 years ago
Aug 02, 2021
Sell 81.7 K USD
Durn Daniel
Senior Vice President, CFO
- 580
140.9 USD
3 years ago
Aug 02, 2021
Sell 522 K USD
Durn Daniel
Senior Vice President, CFO
- 3629
143.8 USD
3 years ago
Aug 02, 2021
Sell 522 K USD
Durn Daniel
Senior Vice President, CFO
- 3629
143.8 USD
3 years ago
Aug 02, 2021
Sell 259 K USD
Durn Daniel
Senior Vice President, CFO
- 1791
144.62 USD
3 years ago
Aug 02, 2021
Sell 259 K USD
Durn Daniel
Senior Vice President, CFO
- 1791
144.62 USD
3 years ago
Jul 02, 2021
Sell 1.86 M USD
Little Teri A.
SVP, CLO
- 13500
138.03 USD
3 years ago
Jul 01, 2021
Sell 503 K USD
Durn Daniel
Senior Vice President, CFO
- 3637
138.17 USD
3 years ago
Jul 01, 2021
Sell 71.6 K USD
Durn Daniel
Senior Vice President, CFO
- 515
139.03 USD
3 years ago
Jul 01, 2021
Sell 247 K USD
Durn Daniel
Senior Vice President, CFO
- 1767
139.99 USD
3 years ago
Jul 01, 2021
Sell 11.5 K USD
Durn Daniel
Senior Vice President, CFO
- 81
141.55 USD
3 years ago
Jun 30, 2021
Sell 7.25 M USD
Nalamasu Omkaram
Senior Vice President, CTO
- 51000
142.16 USD
3 years ago
Jun 28, 2021
Sell 24.5 M USD
DICKERSON GARY E
President and CEO
- 175000
140 USD
3 years ago
Jun 15, 2021
Sell 14.4 M USD
DICKERSON GARY E
President and CEO
- 102912
140.28 USD
3 years ago
Jun 04, 2021
Sell 10.4 M USD
DICKERSON GARY E
President and CEO
- 74524
140 USD
3 years ago
Jun 08, 2021
Sell 5.71 M USD
DICKERSON GARY E
President and CEO
- 40735
140.21 USD
3 years ago
Jun 01, 2021
Sell 565 K USD
Durn Daniel
Senior Vice President, CFO
- 4092
138.07 USD
3 years ago
Jun 01, 2021
Sell 120 K USD
Durn Daniel
Senior Vice President, CFO
- 864
138.79 USD
3 years ago
Jun 01, 2021
Sell 94.1 K USD
Durn Daniel
Senior Vice President, CFO
- 672
140.04 USD
3 years ago
Jun 01, 2021
Sell 52.7 K USD
Durn Daniel
Senior Vice President, CFO
- 372
141.6 USD
3 years ago
May 24, 2021
Sell 43.9 K USD
Durn Daniel
Senior Vice President, CFO
- 337
130.3 USD
3 years ago
May 24, 2021
Sell 26.8 K USD
Durn Daniel
Senior Vice President, CFO
- 203
131.82 USD
3 years ago
May 24, 2021
Sell 338 K USD
Durn Daniel
Senior Vice President, CFO
- 2536
133.3 USD
3 years ago
May 24, 2021
Sell 2.09 M USD
Durn Daniel
Senior Vice President, CFO
- 15567
134.32 USD
3 years ago
May 24, 2021
Sell 927 K USD
Durn Daniel
Senior Vice President, CFO
- 6857
135.2 USD
3 years ago
May 10, 2021
Sell 78.8 K USD
Durn Daniel
Senior Vice President, CFO
- 627
125.68 USD
3 years ago
May 10, 2021
Sell 197 K USD
Durn Daniel
Senior Vice President, CFO
- 1551
127.2 USD
3 years ago
May 10, 2021
Sell 179 K USD
Durn Daniel
Senior Vice President, CFO
- 1403
127.78 USD
3 years ago
May 10, 2021
Sell 97.2 K USD
Durn Daniel
Senior Vice President, CFO
- 752
129.27 USD
3 years ago
May 10, 2021
Sell 76.4 K USD
Durn Daniel
Senior Vice President, CFO
- 588
130 USD
3 years ago
May 10, 2021
Sell 10.4 K USD
Durn Daniel
Senior Vice President, CFO
- 79
131.85 USD
3 years ago
May 03, 2021
Sell 352 K USD
Durn Daniel
Senior Vice President, CFO
- 2663
132.21 USD
3 years ago
May 03, 2021
Sell 220 K USD
Durn Daniel
Senior Vice President, CFO
- 1651
133.13 USD
3 years ago
May 03, 2021
Sell 91.9 K USD
Durn Daniel
Senior Vice President, CFO
- 686
133.95 USD
3 years ago
May 03, 2021
Sell 67.5 K USD
Durn Daniel
Senior Vice President, CFO
- 500
135 USD
3 years ago
Apr 09, 2021
Sell 14.7 M USD
DICKERSON GARY E
President and CEO
- 105184
140 USD
3 years ago
Apr 09, 2021
Sell 14.7 M USD
DICKERSON GARY E
President and CEO
- 105184
140 USD
3 years ago
Apr 08, 2021
Sell 7.05 M USD
Raja Prabu G.
SVP, Semi. Products Group
- 50000
140.95 USD
3 years ago
Apr 08, 2021
Sell 7.05 M USD
Raja Prabu G.
SVP, Semi. Products Group
- 50000
140.95 USD
3 years ago
Apr 07, 2021
Sell 4.2 M USD
ADDIEGO GINETTO
SVP, Engineer., Ops. & Quality
- 30000
140.12 USD
3 years ago
Mar 31, 2021
Sell 1.98 M USD
Iannotti Thomas J
Director
- 15000
131.95 USD
3 years ago
Dec 21, 2020
Sell 69.2 K USD
Nalamasu Omkaram
Senior Vice President, CTO
- 800
86.5 USD
4 years ago
Jun 18, 2020
Sell 1.21 M USD
Karsner Alexander
Director
- 20027
60.43 USD
4 years ago
Jun 18, 2020
Sell 1.21 M USD
Karsner Alexander
Director
- 20027
60.43 USD
4 years ago
Jun 22, 2020
Sell 210 K USD
Karsner Alexander
Director
- 3467
60.5 USD
4 years ago
Jun 22, 2020
Sell 210 K USD
Karsner Alexander
Director
- 3467
60.5 USD
4 years ago
Feb 14, 2020
Sell 135 K USD
Forrest Stephen R
Director
- 2000
67.4 USD
4 years ago
Dec 16, 2019
Sell 3.04 M USD
Raja Prabu G.
SVP, Semi. Products Group
- 50000
60.73 USD
4 years ago
Dec 16, 2019
Sell 3.04 M USD
Raja Prabu G.
SVP, Semi. Products Group
- 50000
60.73 USD
5 years ago
Nov 19, 2019
Sell 61.1 M USD
DICKERSON GARY E
President and CEO
- 1000000
61.11 USD
5 years ago
Nov 18, 2019
Sell 189 K USD
Forrest Stephen R
Director
- 3000
62.86 USD
5 years ago
Sep 24, 2019
Sell 1.34 M USD
Ghanayem Steve G.
SVP, New Mrkts & Alliances Grp
- 25727
52.12 USD
5 years ago
Sep 24, 2019
Sell 1.34 M USD
Ghanayem Steve G.
SVP, New Mrkts & Alliances Grp
- 25727
52.12 USD
5 years ago
Sep 05, 2019
Sell 1.3 M USD
POWELL DENNIS D
Director
- 25218
51.44 USD
5 years ago
Aug 28, 2019
Sell 138 K USD
Forrest Stephen R
Director
- 3000
46 USD
5 years ago
Apr 03, 2019
Sell 1.07 M USD
Ghanayem Steve G.
SVP, New Mrkts & Alliances Grp
- 25000
42.7 USD
5 years ago
Apr 03, 2019
Sell 84.9 K USD
Forrest Stephen R
Director
- 2000
42.45 USD
5 years ago
Mar 21, 2019
Sell 5.83 M USD
Nalamasu Omkaram
Senior Vice President, CTO
- 143255
40.73 USD
6 years ago
Mar 12, 2018
Sell 922 K USD
Iannotti Thomas J
Director
- 15000
61.47 USD
6 years ago
Jan 03, 2018
Sell 215 K USD
Forrest Stephen R
Director
- 4000
53.67 USD
6 years ago
Jan 02, 2018
Sell 2.83 M USD
Nalamasu Omkaram
Senior VP, CTO
- 53466
53 USD
6 years ago
Dec 29, 2017
Sell 6.44 M USD
Salehpour Ali
Sr. VP, GM Srv., Dspl. & Flex.
- 125125
51.47 USD
6 years ago
Nov 24, 2017
Sell 290 K USD
Forrest Stephen R
Director
- 5000
58 USD
7 years ago
Oct 05, 2017
Sell 1.54 M USD
Larkins Thomas F
Sr. VP, GC & Corp. Secretary
- 30000
51.24 USD
7 years ago
Aug 23, 2017
Sell 1 M USD
Karsner Alexander
Director
- 22762
44.03 USD
7 years ago
Jun 01, 2017
Sell 231 K USD
Forrest Stephen R
Director
- 5000
46.15 USD
7 years ago
Feb 21, 2017
Sell 183 K USD
Forrest Stephen R
Director
- 5000
36.56 USD
7 years ago
Jan 03, 2017
Sell 2.39 M USD
Larkins Thomas F
Sr. VP, GC & Corp. Secretary
- 75000
31.86 USD
7 years ago
Jan 04, 2017
Sell 804 K USD
Larkins Thomas F
Sr. VP, GC & Corp. Secretary
- 25000
32.18 USD
7 years ago
Jan 03, 2017
Sell 671 K USD
POWELL DENNIS D
Director
- 21017
31.95 USD
7 years ago
Nov 30, 2016
Sell 545 K USD
Nalamasu Omkaram
Senior VP, CTO
- 16841
32.35 USD
7 years ago
Nov 29, 2016
Sell 153 K USD
Forrest Stephen R
Director
- 4800
31.86 USD
8 years ago
Oct 07, 2016
Sell 6.83 M USD
DICKERSON GARY E
President and CEO
- 229935
29.71 USD
8 years ago
Sep 01, 2016
Sell 3 M USD
Nalamasu Omkaram
Senior VP, CTO
- 99491
30.15 USD
8 years ago
Aug 26, 2016
Sell 785 K USD
Nalamasu Omkaram
Senior VP, CTO
- 26035
30.15 USD
8 years ago
Aug 23, 2016
Sell 150 K USD
Forrest Stephen R
Director
- 5000
30 USD
8 years ago
Jun 23, 2016
Sell 435 K USD
Salehpour Ali
Sr. VP, GM New Mrkts & Service
- 17752
24.5 USD
8 years ago
Jun 23, 2016
Sell 420 K USD
Salehpour Ali
Sr. VP, GM New Mrkts & Service
- 17753
23.63 USD
8 years ago
Jun 20, 2016
Sell 424 K USD
Salehpour Ali
Sr. VP, GM New Mrkts & Service
- 17752
23.89 USD
8 years ago
Jun 22, 2016
Sell 426 K USD
Salehpour Ali
Sr. VP, GM New Mrkts & Service
- 17752
24 USD
8 years ago
Jun 03, 2016
Sell 975 K USD
Salehpour Ali
Sr. VP, GM New Mrkts & Service
- 40000
24.37 USD
8 years ago
May 25, 2016
Sell 355 K USD
Iannotti Thomas J
Director
- 15000
23.67 USD
8 years ago
May 23, 2016
Sell 114 K USD
Forrest Stephen R
Director
- 5000
22.86 USD
8 years ago
Apr 06, 2016
Sell 187 K USD
JAMES SUSAN M.
Director
- 8980
20.78 USD
8 years ago
Mar 11, 2016
Sell 99.9 K USD
Forrest Stephen R
Director
- 5000
19.99 USD
9 years ago
Nov 16, 2015
Sell 88.4 K USD
Forrest Stephen R
Director
- 5000
17.67 USD
9 years ago
Sep 30, 2015
Sell 883 K USD
Thakur Randhir
EVP & GM, Silicon Systems
- 60000
14.72 USD
9 years ago
Oct 02, 2015
Sell 420 K USD
Thakur Randhir
EVP & GM, Silicon Systems
- 28435
14.78 USD
9 years ago
Sep 24, 2015
Bought 430 K USD
DICKERSON GARY E
President and CEO
+ 30000
14.34 USD
9 years ago
Aug 21, 2015
Bought 157 K USD
DICKERSON GARY E
President and CEO
+ 10000
15.68 USD
9 years ago
Aug 17, 2015
Bought 200 K USD
SWAN ROBERT HOLMES
Director
+ 11827
16.88 USD
9 years ago
Jun 24, 2015
Sell 3.3 M USD
Thakur Randhir
EVP & GM, Silicon Systems
- 164000
20.14 USD
9 years ago
Jun 23, 2015
Sell 500 K USD
HALLIDAY ROBERT J
Senior Vice President & CFO
- 25000
19.99 USD
9 years ago
Jun 17, 2015
Sell 240 K USD
JAMES SUSAN M.
Director
- 12262
19.61 USD
9 years ago
Jun 18, 2015
Sell 43.2 K USD
JAMES SUSAN M.
Director
- 2198
19.67 USD
9 years ago
Jun 01, 2015
Sell 866 K USD
Nalamasu Omkaram
Senior VP, CTO
- 42664
20.3 USD
9 years ago
May 22, 2015
Sell 4.03 M USD
SPLINTER MICHAEL R
Director
- 200000
20.14 USD
9 years ago
May 27, 2015
Sell 10.1 M USD
SPLINTER MICHAEL R
Director
- 500000
20.21 USD
7. News
Consider Selling Applied Materials As It Disappoints Again Applied Materials, Inc.'s stock is in a free-fall due to underwhelming earnings and guidance, breaking critical support levels and showing bearish technical indicators. Q4 earnings were slightly above expectations, but margins and revenue growth remain unimpressive, with no clear path to improvement. The company's focus on share buybacks is a positive, but demand and margin concerns persist. seekingalpha.com - 1 day ago
Applied Materials dominate their space and nothing has structurally changed, says Mizuho's Rakesh Vijay Rakesh, Mizuho managing director, joins 'The Exchange' to discuss why Applied Materials moved lower in Friday's session, if there's reason to be concerned about the performance of semiconductors, and the fate of electric vehicles in the United States. youtube.com - 1 day ago
Applied Materials Reports Solid Q4 Beat, Analysts Express Concern Around High Exposure To China Spending Decline Applied Materials, Inc. AMAT shares tanked in morning trading on Friday, even after the company reported upbeat fiscal fourth-quarter earnings. benzinga.com - 1 day ago
Why Applied Materials Stock Is Sliding Today Why Applied Materials Stock Is Sliding Today fool.com - 1 day ago
AMAT Q4 Earnings Beat: Will Dim Sales Guidance Pull the Stock Down? Applied Materials' Q4 results reflect the benefits of strong performance across the Semiconductor and AGS business segments. zacks.com - 1 day ago
Applied Materials Stock Falls After Earnings Applied Materials, Inc. (NASDAQ:AMAT) stepped into and out of the earnings confessional after last night's close, where the semiconductor giant reported better-than-expected fiscal fourth-quarter results and a sunny outlook for adjusted earnings per share. schaeffersresearch.com - 1 day ago
These Analysts Slash Their Forecasts On Applied Materials Following Q4 Earnings Applied Materials, Inc. AMAT reported better-than-expected fourth-quarter results after Thursday's closing bell. benzinga.com - 1 day ago
Applied Materials Reports Q1 Results, Joins Oklo, AST SpaceMobile And Other Big Stocks Moving Lower In Friday's Pre-Market Session U.S. stock futures were lower this morning, with the Dow futures falling more than 200 points on Friday. benzinga.com - 1 day ago
Applied Materials, Inc. (AMAT) Q4 2024 Earnings Call Transcript Applied Materials, Inc. (NASDAQ:AMAT ) Q4 2024 Earnings Conference Call November 14, 2024 4:30 PM ET Company Participants Liz Morali - Vice President, Investor Relations Gary Dickerson - President & Chief Executive Officer Brice Hill - Chief Financial Officer Conference Call Participants Stacy Rasgon - Bernstein Research CJ Muse - Cantor Vivek Arya - Bank of America Atif Malik - Citigroup Toshiya Hari - Goldman Sachs Timothy Arcuri - UBS Krish Sankar - TD Cowen Harlan Sur - JPMorgan Joe Quatrochi - Wells Fargo Srini Pajjuri - Raymond James Brian Chin - Stifel Joseph Moore - Morgan Stanley Vijay Rakesh - Mizuho Operator Welcome to the Applied Materials Fourth Quarter Fiscal 2024 Earnings Conference Call. During the prepared remarks, all participants will be in a listen-only mode. seekingalpha.com - 2 days ago
Applied Materials (AMAT) Reports Q4 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for Applied Materials (AMAT) give a sense of how the business performed in the quarter ended October 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 2 days ago
Applied Materials (AMAT) Tops Q4 Earnings and Revenue Estimates Applied Materials (AMAT) came out with quarterly earnings of $2.32 per share, beating the Zacks Consensus Estimate of $2.18 per share. This compares to earnings of $2.12 per share a year ago. zacks.com - 2 days ago
Everything is pointing green for Applied Materials, says Morningstar's William Kerwin William Kerwin, Morningstar analyst, joins 'Closing Bell: Overtime' to discuss Applied Materials earnings and outlook. youtube.com - 2 days ago
8. Profile Summary

Applied Materials, Inc. AMAT

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COUNTRY US
INDUSTRY Semiconductors
MARKET CAP $ 139 B
Dividend Yield 0.18%
Description Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.
Contact 3050 Bowers Avenue, Santa Clara, CA, 95052-3299 https://www.appliedmaterials.com
IPO Date March 17, 1980
Employees 35200
Officers Mr. Brice A. Hill Senior Vice President, Chief Financial Officer & leads Global Information Services Dr. Omkaram Nalamasu Senior Vice President, Chief Technology Officer & Chair of the Growth Technical Advisory Board Mr. Michael Sullivan Vice President of Investor Relations Mr. Joseph M. Pon Corporate Vice President of Communications, Public Affairs & Workplace Mr. Adam Sanders Vice President, Corporate Controller & Chief Accounting Officer Ms. Joji Sekhon Gill Group Vice President & Chief Human Resources Officer Dr. Prabu G. Raja Ph.D. President of Semiconductor Products Group Mr. Timothy M. Deane Group Vice President of Applied Global Services Mr. Aninda Moitra Head of Business Development & Corporate Vice President Mr. Gary E. Dickerson President, Chief Executive Officer & Executive Director