Applied Materials Stock News

Applied Materials (NASDAQ:AMAT) published a set of Q3 results that exceeded expectations last week, yet the stock has declined approximately 15% since the earnings announcement due to worries about future demand, especially from China. Although Applied is well-placed to gain from a higher proportion of advanced equipment linked to generative AI and next-generation process technologies, geopolit...

SANTA CLARA, Calif., Aug. 21, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of management will participate in fireside chats at upcoming investor conferences.

AMAT may have stumbled post-earnings, but the long-term setup is still there.

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Applied Materials, Inc. fiscal Q3 results were solid, but a weak Q4 guide and softer tone versus peers led to further underperformance and justified the valuation discount. China revenue normalization was sharper than expected, logic demand was soft, and DRAM remains a risk, but ICAPS appears de-risked. AMAT valuation is near historical averages and slightly cheap versus peers, but slower growt...

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Applied Materials (AMAT -13.75%), one of the world's biggest makers of manufacturing equipment for producing semiconductors, crashed 14% through 1:55 p.m. ET despite reporting strong earnings last night.

U.S. equities were mixed at midday as a report on retail sales showed consumers are continuing to spend. The Dow Jones Industrial Average was up slightly, while the S&P 500 and Nasdaq fell.