Semiconductor Materials and Equipment

Applied Materials

应用材料AMAT

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Dolphin Research’s prior deep dive on AMAT outlined the company’s core product lines and its positioning across key equipment sub-sectors.This note links AMAT’s outlook and valuation to wafer fab capex trends.As $Applied Materials(AMAT.US) operates in semiconductor equipment at the top of the value chain, its demand is highly sensitive to upstream investment cycles.Its customers are wafer fabs across logic (TSMC, Intel) and memory (Samsung, SK hynix).Hence, our forecasts for AMAT’s performance...

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Memory Upcycle, AI Capex: Is AMAT Finally Set to Break Out?

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The following are the minutes of the AMAT FY2025 Q4 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'Storage is 'Red Hot', Can Applied Materials (AMAT) Benefit?' 1. $Applied Materials(AMAT.US) Key Financial Data Review Revenue: FY2025 revenue grew by 4% to $28.4 billion; Q4 revenue exceeded the midpoint of expectations. Revenue by business segment: Semiconductor Systems revenue grew by 4%. Applied Global Services (AGS) revenue grew by 3% to $6.4 billion...

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Applied Materials AMAT (Minutes): Stable in the first half of next year, growth concentrated in the second half.

Financial Analysis

Applied Materials (AMAT.O) released its financial report for the fourth quarter of fiscal year 2025 (ending October 2025) after the U.S. stock market closed on the morning of November 14, 2025, Beijing time. The key points are as follows: 1. Core Data: Applied Materials AMAT's revenue for this quarter was $6.8 billion, a year-on-year decrease of 3.5%, slightly better than market expectations ($6.68 billion). This was mainly due to the decline in the semiconductor equipment business, especially the increased proportion of restricted demand for logic-related products in regions such as China. $Applied Materials(AMAT.US) had a gross margin of 48% this quarter, an increase of 0.7 percentage points year-on-year...

Storage is 'red-hot', can Applied Materials (AMAT) still 'benefit'?

Today’s Key News Recap

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1113 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. Trump signed a temporary federal government funding bill passed by both houses of Congress at the White House, ending the longest federal government shutdown in history that lasted 43 days. In the short term, it can restart federal services, issue back pay to employees, alleviate the impact on people's livelihood such as aviation delays and welfare interruptions, and resume the release of economic data to stabilize market expectations. However, the bill is only a temporary solution and does not address core differences such as healthcare subsidies and the remaining 9 annual appropriations, so there is still a risk of a shutdown after January 30...

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Alibaba's 'Qianwen' plans to revamp to catch up with ChatGPT; Baidu's Kunlun Chip Supernode unveiled | Today's Important News Recap

Applied Materials (AMAT.O) is a veteran company in the U.S. semiconductor industry, founded in 1967, and remains one of the leaders in the global semiconductor equipment industry. If we extend the timeline, Applied Materials AMAT is undoubtedly a long-term bull company and has always been an important part of the semiconductor supply chain. After more than 50 years of industry ups and downs, why has Applied Materials been able to remain 'evergreen' and maintain a market capitalization above $100 billion? Dolphin Research will review $Applied Materials(AMAT.US) from the aspects of development history, product capabilities, industry status, and business conditions...

Applied Materials AMAT: AI is rising across the board, when will it be AI Capex's 'family bucket' turn?

Bernstein and B. Riley Securities Maintain Buy Rating on Applied Materials

Boston Trust Walden Corp Reduced Holdings in Applied Materials in Q3

Green Alpha Advisors LLC Reduces Holdings in Applied Materials

Whales Show Bearish Attitude Toward Applied Materials With Large Option Trades

Matrix Asset Advisors Inc. NY Increased Holdings in Applied Materials

Applied Materials Reports Record 2025 Fiscal Year Results, B. Riley Raises Target Price

Mizuho Maintains Applied Materials at Hold with a Price Target of $245

Texas Permanent School Fund Reduces Holdings in Applied Materials in Q2

Wells Fargo Raises Applied Materials Target Price to $290

Thrivent Financial for Lutherans Reduces Holdings in Applied Materials

Public Pension Investment Board Reduces Stake in Applied Materials

Applied Materials Announces Q4 2025 Financial Results with Net Revenue of $28.4 Billion

Financial Giants Show Bearish Trend in Applied Materials' Options Trading

Ieq Capital LLC Increases Holdings in Applied Materials

TD Cowen Raises Applied Materials' Target Price to $315

Applied Materials stock near 52-week high, up 63.5% YTD

Nobel Prize Winner Martinis Establishes QSA to Innovate Quantum Device Manufacturing

TD Cowen Raises Applied Materials Target Price to $315

Applied Materials Exec Adam Sanders Reports Common Stock Disposition

Financial Giants Adopt Bearish Strategy on Applied Materials Options

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Applied Materials, Inc. (AMAT.US) Q4 Fiscal Year 2025 Earnings Conference Call

Applied Materials, Inc. (AMAT.US) Q3 Fiscal Year 2025 Earnings Conference Call

Applied Materials, Inc. (AMAT.US) Q2 Fiscal Year 2025 Earnings Conference Call

Applied Materials, Inc. (AMAT.US) Q1 Fiscal Year 2025 Earnings Conference Call

Applied Materials, Inc. (AMAT.US) Fiscal Year 2024 Fourth Quarter Earnings Conference Call