Applied Materials Inc. AMAT ResearchPool profile | ResearchPool

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

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APPLIED MATERIALS reduces its risk exposure and slightly improves to Neutral

The independent financial analyst theScreener just allocated a lower risk rating to APPLIED MATERIALS (US), active in the Semiconductors industry. As regards its fundamental valuation, the title still shows 3 out of 4 possible stars. Its market behaviour, however, has slightly improved and can be qualified as moderately risky. theScreener considers that these elements merit an overall rating upgrade to Neutral. As of the analysis date January 5, 2021, the closing price was USD 89.60 and its expected value was estimated at USD 81.16.

Quant

Technology

Applied Materials Inc.

12d 06/01/2021 6 EN

New Street Research

Pierre FerraguÊ

Semicap in 2021: Record spending - short & shallow cycle thesis playing out.

Technology

AMAT , ASML ...

31d 17/12/2020 30 EN

Applied Materials Announces 2020 Supplier Excellence Awards

Applied Materials Announces 2020 Supplier Excellence Awards SANTA CLARA, Calif., Dec. 10, 2020 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the recipients of its 2020 Supplier Excellence Awards for contributions made to Applied’s business over the past year. The awards reflect outstanding technical and operational performance in several areas including quality, service, lead time, delivery, cost and responsiveness. “This past year more than any other has shown the importance of having a resilient and agile supply chain,” said Dr. Gino Addiego, senior vice president of ...

Corporate Voice

Technology

Applied Materials Inc.

38d 10/12/2020 1 EN

Applied Materials Appoints Rani Borkar to Board of Directors

Applied Materials Appoints Rani Borkar to Board of Directors SANTA CLARA, Calif., Dec. 08, 2020 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced Rani Borkar will join its Board of Directors effective Dec. 14. Ms. Borkar brings decades of expertise in semiconductor design and computing systems development to Applied and will serve on the Board’s Strategy and Investment Committee. “Rani is a well-respected technology leader and product visionary, and we look forward to her contributions as we drive growth and build long-term shareholder value for Applied Materials,” said Tom Ianno...

Corporate Voice

Technology

Applied Materials Inc.

40d 08/12/2020 1 EN

Think Silicon Announces a New Scalable Multi-Core GPU Product Suite with Extended Graphics and Video Functionality

Think Silicon Announces a New Scalable Multi-Core GPU Product Suite with Extended Graphics and Video Functionality ATHENS, Greece and SAN JOSE, Calif., Dec. 08, 2020 (GLOBE NEWSWIRE) -- Think Silicon S.A., the leading provider of ultra-low power GPU IP for embedded systems, today announced it is shipping its updated NEMA® pico XS and NEMA pico XL Multi-Core GPU IP-Series to customers. The series offers architectural innovation that brings performance graphics rendering to the smallest and most power-conservative embedded display devices. Additionally, customers have the benefit of implement...

Corporate Voice

Technology

Applied Materials Inc.

40d 08/12/2020 1 EN

Vermilion Research

Dave Nicoski ...

Ross LaDuke

Vital Signs: Actionable charts

â€¢ A number of Consumer Cyclical names continue to indicate leadership. (ex. THO, WGO, CROX, WLH, LEN, KBH, PZZA, TXRH, SCVL, GCO, and RH) â€¢ The Healthcare Sector has a number of attractive names developing major bases and staging RS reversals. (ex. CAH, HSIC, ITGR, ABT, MLAB, RMD, SYK, MD, RDNT, TRHC, CNC, WCG, RGNX, BEO, and SYNH) â€¢ The Technology Sector continues to be long-term leadership. Many issues are extended and we would suggest taking opportunity of any weakness. (ex. TER, AMAT, SYNA, INTC, AVGO, INTU, LPSN, CTXS, ADP, EXLS, PRSP, and FN)

Chart

Health Care

ABT , ALLE ...

1y 27/01/2020 26 EN

Vermilion Research

Dave Nicoski ...

Ross LaDuke

Vital Signs: Actionable charts

Key Points: â€¢ A number of significant Communications names are developing bullishly. (ex. GOOG, FB, and NWS) â€¢ Consumer Discretionary names continue to develop positively. (ex. THRM, LEA, WYNN, PENN, CMG, KMX, and AMZN) â€¢ Energy Sector names continue to attempt to carve out bottoms. (ex. OXY, VAL) â€¢ Financial Sector names continue to develop bullishly (ex. C, UMPQ, EWBC, TROW, MSCI, SPGI, GS, and MS)

Chart

Technology

1y 06/01/2020 24 EN

Vermilion Research

Dave Nicoski ...

Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Chart

Technology

1y 22/11/2019 25 EN

Vermilion Research

Dave Nicoski ...

Ross LaDuke

Vermilion Macro Vision: Sector Synopsis

STRATEGY: Up and to the Right In our September Macro Vision strategy, we suggested shifting towards value oriented names, which continue to outperform growth. We also believed breadth would improve followed by likely new highs and if the cyclicals could bottom it would reflect optimism that a recession has been shelved. In hindsight, there have been improvements in many of the cyclical Sectors (Manufacturing, Transportation, and Basic Materials) and a move away from defensive areas of the market (Services, Consumer Staples, and Utilities). Historically rotations such as this provide a favorab...

Chart

Technology

AEIS , AMD ...

1y 18/11/2019 1 EN

Vermilion Research

Dave Nicoski ...

Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Market remains in purgatory Purgatory is a reference we have used to describe the state of the market numerous times throughout 2019, and we believe this remains the case. Technical signals continue to suggest that while there are little-to-no signs for us to expect impending doom (economic data notwithstanding), there is also little to suggest an imminent broad market rally. Until these signals begin leading us one way or the other, our neutral outlook remains appropriate. â€¢ Small-caps, Transports, Banks. Small-caps underperforming large-caps remains on our list of concerns as it has for ...

Chart

Technology

1y 17/10/2019 37 EN

Applied Materials Announces 2020 Supplier Excellence Awards

Applied Materials Announces 2020 Supplier Excellence Awards SANTA CLARA, Calif., Dec. 10, 2020 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the recipients of its 2020 Supplier Excellence Awards for contributions made to Applied’s business over the past year. The awards reflect outstanding technical and operational performance in several areas including quality, service, lead time, delivery, cost and responsiveness. “This past year more than any other has shown the importance of having a resilient and agile supply chain,” said Dr. Gino Addiego, senior vice president of ...

Corporate Voice

Technology

Applied Materials Inc.

38d 10/12/2020 1 EN

Applied Materials Appoints Rani Borkar to Board of Directors

Applied Materials Appoints Rani Borkar to Board of Directors SANTA CLARA, Calif., Dec. 08, 2020 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced Rani Borkar will join its Board of Directors effective Dec. 14. Ms. Borkar brings decades of expertise in semiconductor design and computing systems development to Applied and will serve on the Board’s Strategy and Investment Committee. “Rani is a well-respected technology leader and product visionary, and we look forward to her contributions as we drive growth and build long-term shareholder value for Applied Materials,” said Tom Ianno...

Corporate Voice

Technology

Applied Materials Inc.

40d 08/12/2020 1 EN

Think Silicon Announces a New Scalable Multi-Core GPU Product Suite with Extended Graphics and Video Functionality

Think Silicon Announces a New Scalable Multi-Core GPU Product Suite with Extended Graphics and Video Functionality ATHENS, Greece and SAN JOSE, Calif., Dec. 08, 2020 (GLOBE NEWSWIRE) -- Think Silicon S.A., the leading provider of ultra-low power GPU IP for embedded systems, today announced it is shipping its updated NEMA® pico XS and NEMA pico XL Multi-Core GPU IP-Series to customers. The series offers architectural innovation that brings performance graphics rendering to the smallest and most power-conservative embedded display devices. Additionally, customers have the benefit of implement...

Corporate Voice

Technology

Applied Materials Inc.

40d 08/12/2020 1 EN

Applied Materials Announces Cash Dividend

Applied Materials Announces Cash Dividend SANTA CLARA, Calif., Dec. 03, 2020 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash dividend of $0.22 per share payable on the company’s common stock. The dividend is payable on March 18, 2021 to shareholders of record as of Feb. 25, 2021. About Applied Materials Applied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. Our expertise in modifying materials at atomic levels an...

Corporate Voice

Technology

Applied Materials Inc.

45d 03/12/2020 1 EN

Applied Materials to Participate in Upcoming Investor Conferences

Applied Materials to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., Nov. 18, 2020 (GLOBE NEWSWIRE) -- Applied Materials, Inc. announced today that Gary Dickerson, President and CEO, and Dan Durn, Senior Vice President and CFO, will participate in upcoming virtual investor conferences. Mr. Dickerson will participate in a fireside chat at the Credit Suisse Technology Conference on Tuesday, Dec. 1 beginning at 9:10 a.m. PT / 12:10 p.m. ET. On Wednesday, Dec. 2, Mr. Durn will participate in a fireside chat at the Nasdaq Virtual Investor Conference beginning at 8:30 a.m. PT ...

Corporate Voice

Technology

Applied Materials Inc.

60d 18/11/2020 1 EN

MarketLine Department

Lam Research Corporation - Strategy, SWOT and Corporate Finance Report

Summary Lam Research Corporation - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Lam Research Corporation (Lam or 'the company') supplies wafer fabrication equipment and services to the global semiconductor industry. Lam develops, refurbishes, manufactures, designs and sells processing systems of semiconductor, utilized in integrated circuits. It provides deposi...

Equity

Technology

AMAT , ASM ...

49d 29/11/2020 48 EN

MarketLine Department

First Solar, Inc. - Strategy, SWOT and Corporate Finance Report

Summary First Solar, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights First Solar, Inc. (First Solar or 'the company') is engaged in providing photovoltaic (PV) solar energy solutions. The company develops, designs, and sells PV solar power systems; and offers maintenance and operations services to the system owners. The company manufactures its solar module...

Equity

Technology

AMAT , ASTI ...

49d 29/11/2020 49 EN

Valens Research

Valens Research

Valens Equity Insights and Inflections - 2020 11 17

NFLX currently trades above corporate averages relative to Uniform earnings, with a 44.5x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to improve from 24% in 2019 to 31% in 2024, accompanied by 28% Uniform asset growth going forward. Meanwhile, analysts have even more bullish expectations, projecting Uniform ROA to expand to 37% by 2021, accompanied by 8% Uniform asset growth. However, management appears concerned about growth, cash flows, and churn. Current valuations appear to be pricing in overly bullish expectations for NFLX, and if the company is not...

Equity

Technology

61d 18/11/2020 25 EN

Valens Research

Valens Research

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, ...

Equity

Technology

Applied Materials Inc.

65d 14/11/2020 10 EN

Vermilion Research

Dave Nicoski ...

Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Equity

Chemicals

72d 06/11/2020 27 EN

Moody's Investors Service

Applied Materials Inc.: Applied’s results and outlook highlight strong business profile and financial strength

Another strong quarter and solid outlook amid challenging macro

Fixed Income

Technology

Applied Materials Inc.

66d 13/11/2020 6 EN

Moody's Investors Service

Moody's announces completion of a periodic review of ratings of Applied Materials Inc.

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Applied Materials Inc.. Global Credit Research- 21 Sep 2020. New York, September 21, 2020-- Moody's Investors Service has completed a periodic review of the ratings of Applied Materials Inc. and other ratings that are associated with the same analytical unit.

Fixed Income

Technology

Applied Materials Inc.

118d 21/09/2020 4 EN

Moody's Investors Service

Applied Materials Inc. - July 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Fixed Income

Technology

Applied Materials Inc.

121d 18/09/2020 2 EN

Moody's Investors Service

Applied Materials Inc.: Appliedâ€™s results and outlook highlight strong business profile and financial strength

July quarter continues growth with solid outlook looking into 2021

Fixed Income

Technology

Applied Materials Inc.

157d 14/08/2020 7 EN

Moody's Investors Service

Applied Materials Inc. - April 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Fixed Income

Technology

Applied Materials Inc.

215d 16/06/2020 2 EN

New Street Research

James Ratzer

Global TMT: AMAT, NVDA, CISCO, EQIX, KDDI, AIS, KT

Global TMT: AMAT, NVDA, CISCO, EQIX, KDDI, AIS, KT

Market Commentary

Telecommunications

ADVANC , AMAT ...

1y 12/02/2019 7 EN

APPLIED MATERIALS reduces its risk exposure and slightly improves to Neutral

The independent financial analyst theScreener just allocated a lower risk rating to APPLIED MATERIALS (US), active in the Semiconductors industry. As regards its fundamental valuation, the title still shows 3 out of 4 possible stars. Its market behaviour, however, has slightly improved and can be qualified as moderately risky. theScreener considers that these elements merit an overall rating upgrade to Neutral. As of the analysis date January 5, 2021, the closing price was USD 89.60 and its expected value was estimated at USD 81.16.

Quant

Technology

Applied Materials Inc.

12d 06/01/2021 6 EN

Ascendere Associates LLC

37 Stocks for March 2018 (Full Report)

We highlight stocks that demonstrate solid growth at a reasonable price (GARP). Stocks selected for our model portfolio strategies all rank highly for the following metrics, with an emphasis on proxies for cash flow growth and ROIC: Relative Value Operating Momentum Analyst Revision Momentum Fundamental Quality Pages 7-3 contain brief commentary and highlights of a few stocks that seem particularly attractive. Page 14 contains rebalancing actions for our long-only model portfolio. Page 16 contains rebalancing actions for our short-only model portfolio. Target and stop prices, ...

Quant

Technology

2y 05/03/2018 44 EN

Ascendere Associates LLC

40 Stocks for February 2018

This report was originally published on Feb 5, 2018. It followed an abbreviated note that was issued prior to the close on January 31, 2018. Long/Short Model Portfolio Monthly Update: January 31, 2018There are limitations inherent in our theoretical model results, particularly with the fact that such results do not represent actual trading and they may not reflect the impact material economic and market factors might have had on our decision making if we were actually managing client money. Please see additional disclaimers and disclosures at the back of this report.We highlight stocks that d...

Quant

ABLYF , AEIS ...

2y 26/02/2018 44 EN