Applied Materials' Margins Expand: Will the Momentum Sustain?

Key Takeaways Applied Materials' gross margin rose to 48.8% in Q4 as high-margin products continued to gain traction.AMAT benefits from advanced etch, eBeam and memory technologies that support AI and HPC chip demand.Applied Materials is cutting G&A and headcount to offset rising R&D costs and preserve operating margin.Applied Materials’ (AMAT) gross margin came in at 48.8% in the fourth quarter of fiscal 2025, up 120 basis points year over year. The positive momentum in the gross margin has been there for ...