Previsioni

Il prezzo obiettivo medio degli analisti è 580,63 € (+59,92%). La mediana è 562,07 € (+54,81%).

Acquista	43
Mantieni	12
Vendi	0

Notizie Vai al feed delle notizie

Applied Materials poised to report first $10 billion quarter after $10.25 billion guidance midpoint

Applied Materials guided fiscal Q4 revenue to a $10.25 billion midpoint (±$500 million), which would mark the company's first $10 billion quarter after a record Q3 of $9.12 billion. Management also forecast adjusted EPS of $4.02 for the quarter, implying roughly $12.76 of fiscal 2026 EPS if achieved. The company has consistently beaten guidance this year, but cyclicality in semiconductor equipment demand keeps the durability of growth uncertain. » Altro su finance.yahoo.com
Applied Materials after 35% price decline: opportunity from capital-intensive DRAM investment cycle

Applied Materials has fallen more than 35% from its 52-week highs but sees new opportunities from an upcoming investment cycle in the DRAM market. CFO Brice Hill said the industry is assuming about 1.6 million DRAM wafer starts per month and expects roughly 400,000 additional wafer starts in 2026 alone. New fabs are likely to require significantly more equipment, which could benefit Applied Materials. » Altro su finanzen.net
Applied Materials: AI and data-center demand lift growth and margins

At the Goldman Sachs conference, Applied Materials reported a markedly improved demand driven by AI and data centers that is fundamentally changing the market mix in WFE. The revenue growth forecast for 2024 has been raised multiple times and now approaches roughly 40%; the semiconductor-systems margin is in the mid-50% range and service revenues are growing >20%. For 2026, leading-edge foundry, DRAM, high-bandwidth memory and advanced packaging are expected to be the main drivers; the company plans to return 80–100% of cash flow to shareholders and is focusing on smaller acquisitions and strategic investments. » Altro su de.investing.com

Dividendi storici Dividendi

Tutte le metriche sui dividendi Tutte le metriche

Nel 2026, Applied Materials ha già distribuito 1,32 € di dividendi. L'ultimo pagamento è avvenuto a settembre.

Dati finanziari dell'azienda

Nell'ultimo trimestre, Applied Materials ha registrato ricavi pari a 8 Mld € e un utile netto di 2,23 Mld €

(EUR)	luglio 2026	YoY
Ricavi	8 Mld	28,79%
Utile lordo	4,02 Mld	32,83%
Utile netto	2,23 Mld	47,19%
EBITDA	2,61 Mld	11,94%

Dati fondamentali

Metrica	Valore
Capitalizzazione di mercato	296,72 Mld €
Numero di azioni	793,96 Mln
Massimo/minimo a 52 settimane	644,57 € - 146,86 €
Rendimento da dividendo	0,47%
Dividendi TTM	1,71 €
Beta	1,60
Rapporto P/E	36,75
Rapporto PEG	0,96
Rapporto P/B	13,29
Rapporto P/S	11,04

Profilo aziendale

Applied Materials, Inc. bietet Fertigungsanlagen, Dienstleistungen und Software für die Halbleiter-, Display- und verwandte Industrien an. Das Unternehmen ist in drei Segmenten tätig: Semiconductor Systems, Applied Global Services und Display and Adjacent Markets. Das Segment Semiconductor Systems entwickelt, produziert und vertreibt verschiedene Fertigungsanlagen, die zur Herstellung von Halbleiterchips oder integrierten Schaltkreisen verwendet werden. Dieses Segment bietet auch verschiedene Technologien an, darunter Epitaxie, Ionenimplantation, Oxidation/Nitrierung, schnelle thermische Verarbeitung, physikalische Abscheidung aus der Gasphase, chemische Abscheidung aus der Gasphase, chemisch-mechanische Planarisierung, elektrochemische Abscheidung, Atomlagenabscheidung, Ätzen und selektive Abscheidung und Entfernung sowie Mess- und Prüfwerkzeuge. Das Segment Applied Global Services bietet integrierte Lösungen zur Optimierung der Leistung und Produktivität von Anlagen und Fabriken, darunter Ersatzteile, Upgrades, Dienstleistungen, wiederaufbereitete Anlagen früherer Generationen und Software für die Fabrikautomatisierung für Halbleiter, Displays und andere Produkte. Das Segment Display and Adjacent Markets bietet Produkte für die Herstellung von Flüssigkristall-Displays, organischen Leuchtdioden und anderen Display-Technologien für Fernsehgeräte, Monitore, Laptops, PCs, Tablets, Smartphones und andere verbraucherorientierte Geräte. Das Unternehmen ist in den Vereinigten Staaten, China, Korea, Taiwan, Japan, Südostasien und Europa tätig. Applied Materials, Inc. wurde 1967 gegründet und hat seinen Hauptsitz in Santa Clara, Kalifornien.

Nome	Applied Materials
CEO	Gary E. Dickerson
Sede centrale	Santa Clara, ca Stati Uniti
Sito web	appliedmaterials.com
Settore	Tecnologia dell'informazione
Industria	Semiconduttori e apparecchiature per semiconduttori
Quotazione in borsa	17/03/1980
Dipendenti	36.500