These Analysts Revise Their Forecasts On Applied Materials After Q4 Earnings

Core Insights - Applied Materials Inc reported better-than-expected fourth-quarter financial results for fiscal 2025, with revenue of $6.8 billion, surpassing analyst estimates of $6.67 billion and adjusted earnings of $2.17 per share, exceeding estimates of $2.10 per share [1] Financial Performance - Fourth-quarter revenue: $6.8 billion, beating estimates of $6.67 billion [1] - Fourth-quarter adjusted earnings: $2.17 per share, exceeding estimates of $2.10 per share [1] Future Outlook - Applied Materials expects fiscal first-quarter revenue of $6.85 billion, with a variance of plus or minus $500 million, compared to estimates of $6.76 billion [3] - The company anticipates first-quarter adjusted earnings between $1.98 and $2.38 per share, against estimates of $2.13 per share [3] - The CFO indicated preparations for higher demand starting in the second half of calendar 2026 [2] Market Reaction - Following the earnings announcement, Applied Materials shares fell by 7% to trade at $207.79 [3] Analyst Ratings - Mizuho analyst maintained a Neutral rating and lowered the price target from $215 to $205 [5] - B. Riley Securities analyst reiterated a Buy rating and raised the price target from $265 to $270 [5]