Summary: Applied Materials (AMAT) is a high-quality, deeply cyclical business, with a history of significant
Summary: Applied Materials stock has fallen to about break-even return over the last 12 months.
Summary: Applied Materials faces headwinds in WFE spending and geopolitical uncertainties, leading to a Hold
Summary: Applied Materials’ revenue grew 5% YoY to $7.05 billion, driven by Semiconductor Systems and
Summary: I reiterate a ‘Buy’ rating on Applied Materials with a one-year target price of
Summary: Applied Materials, Inc.’s stock is in a free-fall due to underwhelming earnings and guidance,
Summary: Applied Materials, Inc. is poised for growth amid strong semiconductor demand, despite geopolitical risks
Summary: Applied Materials, Lam Research, and Tokyo Electron are the three generalists in the Wafer
Summary: Applied Materials is a strong “picks and shovels” play in the AI-driven semiconductor boom,
Summary: Applied Materials (AMAT) is a key player in the semiconductor industry, benefiting from the