Applied Materials

Impax US Sustainable Economy Fund named Applied Materials a top contributor in Q2 2026, citing exposure to digital infrastructure and a high corporate resilience score. The fund said a recovery in semiconductor capital expenditure lifted order intake and prompted Applied Materials to raise its full-year guidance. Shares have risen strongly year‑over‑year despite a recent one‑month pullback, reflecting broad-based demand from leading-edge logic and memory chipmakers. » Plus sur finance.yahoo.com

Applied Materials expects sustained strong demand driven by investments in AI infrastructure and high cloud CapEx, with particularly strong growth in foundry‑logic, DRAM and advanced packaging. Management plans to double system production by 2028, is expanding cleanrooms and says it has visibility through 2030 via its "Fab Tracker," which follows more than 100 fabs. Gross margins have improved over the past three years, but margins are temporarily pressured by higher input costs and capacity build‑out. Portfolio expansions and acquisitions like NEX, and investments in eBeam and X‑ray inspection, are intended to strengthen its position for more complex chip architectures. » Plus sur de.investing.com

The Applied Materials share rose about 4.4% to $455 in morning trading after investors re-entered following earlier profit‑taking. The company reported Q3 revenue of $9.12 billion and provided a Q4 revenue outlook of $10.25 billion, substantially beating expectations and implying non‑GAAP EPS growth of roughly 85%. Previously the stock had slipped in after‑hours trading despite strong results and had lost about 14% over roughly ten trading days; price target increases and new buy ratings have recently strengthened confidence. The rebound is attributed mainly to company‑specific fundamentals and an accelerated demand for wafer‑fabrication equipment for AI. » Plus sur de.investing.com