AMAT Stock Recent News

Applied Materials Inc (NASDAQ:AMAT, ETR:AP2) shares were in the red on weaker-than-expected guidance despite strong first-quarter earnings. The company beat expectations with revenue of $7.17 billion, up 7% year-over-year and above the $7.15 billion analyst estimates.

Applied Materials' first-quarter fiscal 2025 results reflect weakness in the Chinese market, Display and Adjacent and Corporate and Other segments.

U.S. stock futures were lower this morning, with the Dow futures falling over 100 points on Friday.

Applied Materials, Inc. (NASDAQ:AMAT ) Q1 2025 Earnings Conference Call February 13, 2025 4:30 PM ET Company Participants Liz Morali - Vice President, Investor Relations Gary Dickerson - President and Chief Executive Officer Brice Hill - Senior Vice President and Chief Financial Officer Conference Call Participants Toshiya Hari - Goldman Sachs Atif Malik - Citigroup Stacy Rasgon - Bernstein Research CJ Muse - Cantor Fitzgerald Vivek Arya - Bank of America Timothy Arcuri - UBS Securities Harlan Sur - JPMorgan Krish Sankar - TD Cowen Srini Pajjuri - Raymond James Brian Chin - Stifel Joe Quatrochi - Wells Fargo Charles Shi - Needham & Company Chris Caso - Wolfe Research Vijay Rakesh - Mizuho Mehdi Hosseini - Susquehanna Timm Schulze-Melander - Redburn Atlantic Operator Welcome to the Applied Materials First Quarter Fiscal 2025 Earnings Conference Call. During the prepared remarks, all participants will be in a listen-only mode.

Applied Materials, Inc. stock is falling after reporting Q1 2025 earnings. Margin improvement coupled with gradual revenue growth indicate solid long-term fundamentals. Despite some volatile price action, I think AMAT is a stock to hold for the long haul.

Applied Materials (AMAT 1.87%), a leader in semiconductor manufacturing equipment, announced its fiscal 2025 first-quarter earnings on Feb. 13. The company reported record revenue of $7.17 billion, a 7% increase from the same period last year.

The headline numbers for Applied Materials (AMAT) give insight into how the company performed in the quarter ended January 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Applied Materials (AMAT) came out with quarterly earnings of $2.38 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $2.13 per share a year ago.

Applied Materials forecast second-quarter revenue below market estimates on Thursday, expecting escalating geopolitical tensions and soft demand for memory chips used in consumer electronics to weigh on sales of its chipmaking equipment.

Revenue $7.17 billion , up 7 percent year over year GAAP gross margin 48.8 percent and non-GAAP gross margin 48.9 percent GAAP operating margin 30.4 percent and non-GAAP operating margin 30.6 percent GAAP EPS $1.45 and non-GAAP EPS $2.38 , down 40 percent and up 12 percent year over year, respectively Generated $925 million in cash from operations and distributed $1.64 billion to shareholders including $1.32 billion in share repurchases and $326 million in dividends SANTA CLARA, Calif., Feb. 13, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its first quarter ended Jan. 26, 2025.