This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...

Applied Materials (AMAT 1.33%) is one of the few stocks related to artificial intelligence (AI) that has retreated this year. Shares are down 37% from their all-time high as of this writing. The equipment supplier for semiconductor manufacturing facilities is getting hit over fears the U.S. government will bar it from selling products to China, one of its most important markets. Outside of AI, the wider semiconductor market has gone through a downturn, hurting revenue growth for semiconductor equipment make ...

Applied Materials (NASDAQ: AMAT ) stock has had its ups and downs in 2024 as the company has ridden the AI wave higher and then also been knocked down by the reality of operating results not matching thatTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my first year of co ...

The stock was recently downgraded, but that could be an opportunity for long-term investors.Applied Materials (AMAT 0.16%) has been an incredible long-term winner in the stock market but has retreated significantly from its all-time highs.Applied is the largest semiconductor equipment company in terms of revenue and the most diversified in terms of market reach. Yet, despite the artificial intelligence (AI) boom, which will need lots and lots of leading-edge chips and high-bandwidth DRAM memory (HBM) that A ...

The semiconductor equipment leader's business is heating up again.Applied Materials (AMAT 0.16%), one of the world's largest suppliers of semiconductor manufacturing equipment, has been a great long-term investment. Over the past 10 years, its stock rallied more than 600% and generated a total return of over 700%. The S&P 500 generated a total return of 260% during the same decade.Applied Materials is a linchpin of the expanding semiconductor sector. Its growth is cyclical, but its revenue still rose at a c ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark one) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended October 27, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-06920 Applied Materials, Inc. (Exact name of registrant as specified in its charter) Delaware 94-1655526 (State or o ...

Applied Materials, Inc. (AMAT) presents an enticing valuation opportunity, trading at a forward P/E of 17.67X. This is significantly below the Zacks Electronics - Semiconductor industry average of 29.95X and the S&P 500’s 22.85X.Image Source: Zacks Investment ResearchThe stock also trades at a lower P/E multiple than its peers, including ASML Holding (ASML) , Lam Research (LRCX) and KLA Corporation (KLAC) . ASML Holding, Lam Research and KLA Corporation currently have a forward 12-month P/E multiple of 28.1 ...

The past year has been a somewhat disappointing one for Applied Materials (AMAT -2.15%) investors. Share prices of the semiconductor equipment supplier did gain 15.5%, but they have underperformed the 31.5% gains clocked by the S&P 500 index over the same period.The stock's below-par performance can be attributed to the drop in semiconductor sales last year. More specifically, global semiconductor sales saw a decline of 8.2% in 2023. However, the industry's fortunes have changed remarkably in 2024, with sal ...

Welcome to the Applied Materials Fourth Quarter Fiscal 2024 Earnings Conference Call. During the prepared remarks, all participants will be in a listen-only mode. Afterwards, there will be a question-and-answer session. I would now like to turn the call over to Liz Moran, Vice President of Investor Relations. Liz, you may begin. Thank you. Good afternoon, and thank you for joining us for today's call. With me today are Gary Dickerson, President and CEO, and Bryce Hill, CFO. Before we continue, let me remind ...

证券时报网讯，摩根士丹利将应用材料公司的评级下调至"减持"，并将目标价从179美元调整至164美 元，而富国银行则将其目标价从220美元调整至210美元，但维持增持评级。 应用材料是一家提供半导体、显示和相关行业制造设备、服务和软件的公司。 其客户包括半导体晶圆和芯片制造商、液晶和有机发光二极管（OLED）显示器制造商以及其他电子设 备制造商。 校对：姚远 ...