Applied Materials Inc.

Applied Materials provides manufacturing equipment, services and software to the semiconductor, display and related industries. The company's segments are: Semiconductor Systems, which develops, manufactures and sells a range of manufacturing equipment used to fabricate semiconductor chips; Applied Global Services, which provides integrated solutions to support equipment and fab performance and productivity; and Display and Adjacent Markets, which is comprised of 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.
  • TickerAMAT
  • ISINUS0382221051
  • ExchangeNASDAQ Stock Market
  • SectorTechnology Hardware & Equipment
  • CountryUnited States
Valens Research
  • Valens Research
AMAT Applied Materia... (Technology)

AMAT - Embedded Expectations Analysis - 2021 07 12

Applied Materials, Inc. (AMAT:USA) currently trades at recent highs relative to UAFRS based (Uniform) earnings with an 18.3x Uniform P/E. At these levels, markets have bullish expectations for the firm, but management may have concerns about the sustainability of semiconductor demand, their product capabilities, and revenue growth. Specifically, management may lack confidence in their ability to accelerate e-beam product growth, PDC and semi systems revenue growth, and investments in infrastructure capacity and capability. Also, they may be overstating the importance of isolated or dense stru...

AMAT Applied Materia... (Technology)

Applied Materials Inc. - May 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

 PRESS RELEASE
AMAT Applied Materia... (Technology)

Applied Materials Breakthrough in Chip Wiring Enables Logic Scaling to...

Applied Materials Breakthrough in Chip Wiring Enables Logic Scaling to 3nm and Beyond Integrating seven process technologies in one system under vacuum cuts interconnect resistance in halfNew materials engineering approaches increase chip performance and reduce power consumptionLatest system exemplifies Applied’s strategy to be the PPACt enablement company™ for customers SANTA CLARA, Calif., June 16, 2021 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today unveiled a new way to engineer the wiring of advanced logic chips that enables scaling to the 3nm node and beyond. While size reductio...

Pierre FerraguÊ
  • Pierre FerraguÊ
 PRESS RELEASE
AMAT Applied Materia... (Technology)

Applied Materials to Participate in Upcoming Investor Conferences

Applied Materials to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., May 18, 2021 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Gary Dickerson, President and CEO, and Dan Durn, Senior Vice President and CFO, will participate in virtual fireside chats at upcoming investor conferences. Mr. Dickerson and Mr. Durn will both participate in the J.P. Morgan Technology, Media and Communications Conference on Monday, May 24 beginning at 11:00 a.m. PT / 2:00 p.m. ET. Mr. Dickerson will participate in the following events: Bernstein Strategic Decisions Confere...

Valérie GASTALDY
  • Valérie GASTALDY
AMAT Applied Materia... (Technology)

Short term view - APPLIED MATERIALS : Rising consolidation.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at $36.200. The next target is at $31.049, then $29.274. Passing $36.200 would question the continuation of the fall.

Valérie GASTALDY
  • Valérie GASTALDY
AMAT Applied Materia... (Technology)

Analyse court terme - APPLIED MATERIALS : La reprise est une consolida...

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 36,200 $ prochainement. Le prochain objectif est à 31,049 $, puis 29,274 $. Le franchissement de 36,200 $ remettrait en cause la suite de la baisse.

Valérie GASTALDY
  • Valérie GASTALDY
AMAT Applied Materia... (Technology)

Short term view - APPLIED MATERIALS : The background trend is clearly ...

The background trend is clearly bearish. The movement goes on. The next target is at $31.05, then $29.27. Passing $36.20 would question the continuation of the fall.

Valérie GASTALDY
  • Valérie GASTALDY
AMAT Applied Materia... (Technology)

Analyse court terme - APPLIED MATERIALS : La tendance de fond est clai...

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 31,05 $, puis 29,27 $. Le franchissement de 36,20 $ remettrait en cause la suite de la baisse.

Jérôme VINERIER
  • Jérôme VINERIER
AMAT Applied Materia... (Technology)

Medium term view - APPLIED MATERIALS : The movement goes on.

The trend is bearish. The movement goes on. The next target is at $31.19, then $25.02. Passing $50.10 would question the continuation of the fall.

 PRESS RELEASE
AMAT Applied Materia... (Technology)

Applied Materials Breakthrough in Chip Wiring Enables Logic Scaling to...

Applied Materials Breakthrough in Chip Wiring Enables Logic Scaling to 3nm and Beyond Integrating seven process technologies in one system under vacuum cuts interconnect resistance in halfNew materials engineering approaches increase chip performance and reduce power consumptionLatest system exemplifies Applied’s strategy to be the PPACt enablement company™ for customers SANTA CLARA, Calif., June 16, 2021 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today unveiled a new way to engineer the wiring of advanced logic chips that enables scaling to the 3nm node and beyond. While size reductio...

 PRESS RELEASE
AMAT Applied Materia... (Technology)

Applied Materials to Participate in Upcoming Investor Conferences

Applied Materials to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., May 18, 2021 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Gary Dickerson, President and CEO, and Dan Durn, Senior Vice President and CFO, will participate in virtual fireside chats at upcoming investor conferences. Mr. Dickerson and Mr. Durn will both participate in the J.P. Morgan Technology, Media and Communications Conference on Monday, May 24 beginning at 11:00 a.m. PT / 2:00 p.m. ET. Mr. Dickerson will participate in the following events: Bernstein Strategic Decisions Confere...

 PRESS RELEASE
AMAT Applied Materia... (Technology)

Applied Materials Introduces Materials Engineering Solutions for DRAM ...

Applied Materials Introduces Materials Engineering Solutions for DRAM Scaling New Draco™ hard mask material co-optimized with Sym3® Y etcher to accelerate DRAM capacitor scalingDRAM makers adopting Black Diamond®, the low-k dielectric material pioneered by Applied Materials to overcome interconnect scaling challenges in logicHigh-k metal gate transistors now being introduced in advanced DRAM designs to boost performance and reduce power while shrinking the periphery logic to improve area and cost SANTA CLARA, Calif., May 05, 2021 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announce...

 PRESS RELEASE
AMAT Applied Materia... (Technology)

Applied Materials AI(x) Platform Harnesses the Power of Big Data and A...

Applied Materials AI(x) Platform Harnesses the Power of Big Data and AI to Accelerate Semiconductor Technology Breakthroughs from Lab to Fab SANTA CLARA, Calif., April 05, 2021 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced AIx TM, an innovative platform that accelerates the discovery, development and commercial deployment of new chip technologies. AIx, which stands for Actionable Insight Accelerator, enables engineers to see into semiconductor processes in real-time, take millions of measurements across wafers and individual chips, and optimize thousands of process variable...

 PRESS RELEASE
AMAT Applied Materia... (Technology)

Applied Materials to Detail Plans for Helping Accelerate Customer Succ...

Applied Materials to Detail Plans for Helping Accelerate Customer Success in the AI Era SANTA CLARA, Calif., March 31, 2021 (GLOBE NEWSWIRE) -- Applied Materials, Inc. will host its 2021 Investor Meeting this coming Tuesday, April 6. Company leaders will detail plans and unique capabilities designed to help customers accelerate their technology roadmaps and growth in the AI era. The meeting will detail innovative solutions Applied is developing and delivering to drive continued improvements in the power, performance, area-cost and time to market (PPACt) of semiconductors and systems as t...

Valens Research
  • Valens Research
AMAT Applied Materia... (Technology)

AMAT - Embedded Expectations Analysis - 2021 07 12

Applied Materials, Inc. (AMAT:USA) currently trades at recent highs relative to UAFRS based (Uniform) earnings with an 18.3x Uniform P/E. At these levels, markets have bullish expectations for the firm, but management may have concerns about the sustainability of semiconductor demand, their product capabilities, and revenue growth. Specifically, management may lack confidence in their ability to accelerate e-beam product growth, PDC and semi systems revenue growth, and investments in infrastructure capacity and capability. Also, they may be overstating the importance of isolated or dense stru...

Valens Research
  • Valens Research
AMAT Applied Materia... (Technology)

AMAT - Embedded Expectations Analysis - 2021 04 09

Applied Materials, Inc. (AMAT:USA) currently trades at recent highs relative to UAFRS-based (Uniform) earnings with a 21.0x Uniform P/E. At these levels, markets have bullish expectations for the firm, but management may have concerns about revenue growth, new product offerings, and the sustainability of wafer demand Specifically, management may lack confidence in their ability to optimize new structures and materials, capitalize on their clients' geographic expansion, and sustain growth in their service business through technological innovation. Furthermore, they may be exaggerating the pote...

Valens Research
  • Valens Research
AMAT Applied Materia... (Technology)

AMAT - Embedded Expectations Analysis - 2020 11 13

Applied Materials, Inc. (AMAT:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings with a 15.0x Uniform P/E. At these levels, markets have bearish expectations for the firm, and management may have concerns about revenue, margins, and demand Specifically, management may lack confidence in their ability to sustain revenue, capitalize on the strategic nature of semiconductors, and maintain their systems and service business growth. In addition, they may be overstating the sustainability of wafer fab equipment demand, the capabilities of their Sym3 Y system, ...

Pierre FerraguÊ
  • Pierre FerraguÊ
Valens Research
  • Valens Research
AMAT Applied Materia... (Technology)

AMAT - Embedded Expectations Analysis - 2020 07 23

Applied Materials, Inc. (AMAT:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings with a 14.6x Uniform P/E. At these levels, markets have bearish expectations for the firm, and management may have concerns about Specifically, they may lack confidence in their ability to sustain etch business revenue growth and meet their semi systems revenue and gross margin outlook. They may also have concerns about the sustainability of foundry/logic and NAND and DRAM demand, and further supply chain disruptions. Furthermore, management may lack confidence in their abi...

AMAT Applied Materia... (Technology)

Applied Materials Inc. - May 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

AMAT Applied Materia... (Technology)

Applied Materials Inc.: Update to credit analysis

Our credit view of this issuer reflects its track record of managing well through down cycles, offset by its customer concentration.

AMAT Applied Materia... (Technology)

Moody's upgrades Applied Materials' senior unsecured rating to A2; out...

Rating Action: Moody's upgrades Applied Materials' senior unsecured rating to A2; outlook stable. Global Credit Research- 26 Apr 2021. New York, April 26, 2021-- Moody's Investors Service upgraded Applied Materials Inc.' s senior unsecured rating to A2 from A3.

AMAT Applied Materia... (Technology)

Applied Materials Inc. - January 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

AMAT Applied Materia... (Technology)

Applied Materials Inc.: Applied’s results and outlook point to a recor...

Strong first quarter results and a record strong 2021 outlook

AMAT Applied Materia... (Technology)

APPLIED MATERIALS sees an upgrade to Slightly Positive due to a better...

The general evaluation of APPLIED MATERIALS (US), a company active in the Semiconductors industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date April 13, 2021, the closing price was USD 135.10 and its potential was estimated at USD 147.82.

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