Applied Materials(US:AMAT) 美股IPO·2026-02-12 23:58Core Viewpoint - Applied Materials Inc experienced a significant stock price increase of 13% after reporting strong quarterly results, driven by accelerated investments in AI computing across the industry [1]. Financial Performance - The company reported a non-GAAP earnings per share of $2.38, surpassing analyst expectations of $2.21 [3]. - Quarterly revenue reached $7.01 billion, a 2% year-over-year decline, yet still exceeding Wall Street's forecast of $6.87 billion [3]. - The semiconductor systems segment achieved a record high in DRAM revenue, contributing positively to overall performance [3]. Business Segments - The global services segment set new revenue records in services and parts, attributed to high utilization rates of existing tools by customers [3]. Management Insights - The CEO, Gary Dickerson, noted that the strong performance in the first fiscal quarter was due to the industry's accelerated investment in AI computing [3]. - The company anticipates a growth of over 20% in its semiconductor equipment business for the year [3]. - CFO Brice Hill highlighted the company's efforts to nearly double system manufacturing capacity over the past few years, enhancing supply chains and increasing inventory to prepare for market growth [3]. Future Outlook - Applied Materials provided an optimistic guidance for the second quarter of 2026, expecting non-GAAP earnings per share to be between $7.15 and $8.15, significantly above the market consensus of $7.02, indicating continued strong momentum in the semiconductor capital equipment market [3].