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应用材料美股盘前跌超13%,现报162.35美元
Jin Rong Jie· 2025-08-15 08:21
本文源自:金融界AI电报 应用材料美股盘前跌超13%,现报162.35美元。应用材料第三财季净销售73亿美元,分析师预期72.1亿 美元。第三财季半导体系统(Semiconductor Systems)净销售54.3亿美元,分析师预期53.9亿美元。 ...
花旗:将应用材料目标价下调至205美元
Ge Long Hui· 2025-08-15 07:24
花旗集团将应用材料(AMAT.US)目标价从220美元下调至205美元。 ...
美国芯片设备巨头应用材料业绩展望逊色
Ge Long Hui A P P· 2025-08-15 00:17
Core Viewpoint - The sales and profit outlook for Applied Materials, the largest chip equipment manufacturer in the U.S., is disappointing, raising concerns that trade disputes are suppressing demand [1] Group 1: Financial Performance - Applied Materials expects revenue of approximately $6.7 billion for the fiscal quarter ending October 31, significantly below the analyst average estimate of $7.32 billion [1] - The company anticipates an adjusted earnings per share of $2.11, also lower than the analyst forecast of $2.38 [1] - In the previous fiscal quarter, Applied Materials reported a year-over-year revenue increase of 7.7%, reaching $7.3 billion, which exceeded the analyst average estimate of $7.21 billion [1] - The earnings per share for the last quarter was $2.48, surpassing the expected $2.36 [1] Group 2: Market and Demand Factors - CEO Gary Dickerson indicated a reduction in demand from certain customers and delays in technology export approvals [1] - Ongoing tariff negotiations and other economic factors have led major customers to postpone some purchases [1] - Following the disappointing outlook, Applied Materials' stock price fell by as much as 12% in after-hours trading [1]
应用材料(AMAT.US)盘后大跌!Q4业绩指引逊于预期引需求担忧
智通财经网· 2025-08-14 23:20
Core Viewpoint - Applied Materials (AMAT.US), the largest semiconductor manufacturing equipment producer in the U.S., provided disappointing sales and earnings forecasts, raising concerns about demand suppression due to U.S.-China trade tensions [1][3]. Financial Performance - For Q3 FY2025, Applied Materials reported a revenue of $7.302 billion, an 8% increase from $6.778 billion in Q3 FY2024, exceeding analyst expectations of $7.21 billion [2]. - The adjusted net income for the same period was $1.989 billion, a 13% increase year-over-year, with adjusted earnings per share (EPS) of $2.48, surpassing the expected $2.36 [2]. - The company forecasts Q4 FY2025 revenue to be approximately $6.7 billion, below analyst expectations of $7.32 billion, and adjusted EPS is expected to be around $2.11, also below the anticipated $2.38 [3]. Market Dynamics - Applied Materials' customer base includes major semiconductor manufacturers like TSMC, Samsung, and Intel, making its performance guidance a key indicator of future demand [3]. - The CEO, Gary Dickerson, indicated a decline in demand from Chinese customers and delays in technology export approvals to China, contributing to uncertainty in procurement plans [3][4]. - Competitor Lam Research (LRCX.US) also projected lower revenue for the upcoming quarter, citing reduced spending from Chinese clients following a previous surge in orders [3]. Long-term Outlook - Despite current challenges, the long-term demand for computing power remains strong, with Chinese customers having significantly increased their purchases in recent years, currently in a phase of inventory digestion [4]. Strategic Initiatives - Recently, Applied Materials announced plans to invest over $200 million in a factory in Arizona as part of Apple's expansion of manufacturing in the U.S., reinforcing its position as a key supplier for advanced semiconductor manufacturing [5]. - The company is optimistic about the U.S. government's focus on enhancing domestic semiconductor supply chains [5].
应用材料美股盘后跌幅扩大至超过13.6%
Jin Rong Jie· 2025-08-14 22:51
本文源自:金融界AI电报 应用材料美股盘后跌幅扩大至超过13.6%。 ...
苹果:加速美国本土制造,首批芯片合作伙伴包括应用材料、德州仪器和三星
Ge Long Hui A P P· 2025-08-07 03:05
格隆汇8月7日|苹果(AAPL.US):通过新的美国制造计划与供应商合作,加速美国本土制造。首批美国 本土制造合作伙伴包括康宁、Coherent和环球晶圆美国。首批芯片合作伙伴包括应用材料、德州仪器和 三星。 ...
应用材料计划在美投资超2亿美元建厂,生产半导体设备关键部件
Xin Lang Cai Jing· 2025-08-07 02:52
Core Insights - Applied Materials is collaborating with Apple and Texas Instruments to strengthen the U.S. semiconductor manufacturing supply chain [1] - The company will supply U.S.-made chip manufacturing equipment from Austin, Texas, to Texas Instruments' U.S. facilities [1] - Applied Materials plans to invest over $200 million in a new facility in Arizona for the production of key components for semiconductor equipment [1]
应用材料下跌7.07%,报176.0美元/股,总市值1412.40亿美元
Jin Rong Jie· 2025-07-31 13:49
财务数据显示,截至2025年04月27日,应用材料收入总额142.66亿美元,同比增长6.84%;归母净利润 33.22亿美元,同比减少11.2%。 大事提醒: 7月31日,应用材料(AMAT)开盘下跌7.07%,截至21:30,报176.0美元/股,成交1.15亿美元,总市值 1412.40亿美元。 7月28日,应用材料获巴克莱上调目标价至170美元,最新评级Equal Weight。 8月14日,应用材料将于(美东)盘后披露2025财年三季报(数据来源于纳斯达克官网,预计披露日期为 美国当地时间,实际披露日期以公司公告为准)。 资料显示,应用材料公司是材料工程解决方案的领导者,全球几乎每一个新生产的芯片和先进显示器的 背后都有应用材料公司的身影。凭借在原子级层面的材料改性技术以及将新技术应用于规模生产的能 力,应用材料助力客户实现可能。应用材料的创新必能驱动先进科技成就未来。 本文源自:金融界 作者:行情君 ...