Previsão

O preço-alvo médio dos analistas é € 574,22 (+45,86%). A mediana é € 555,86 (+41,20%).

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Notícias Ir para o feed de notícias

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. » Mais em 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. » Mais em de.investing.com
Applied Materials praised by Impax as capex rebound drives order growth and raised guidance

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. » Mais em finance.yahoo.com

Dividendos históricos Dividendos

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Em 2026, Applied Materials já distribuiu € 1,32 em dividendos. A última distribuição ocorreu em setembro.

Dados financeiros da empresa

No último trimestre, Applied Materials registou receitas de € 8 bi e um ganho líquido de € 2,23 bi

(EUR)	julho de 2026	YoY
Receitas	8 bi	28,79%
Ganho bruto	4,02 bi	32,83%
Ganho líquido	2,23 bi	47,19%
EBITDA	2,61 bi	11,94%

Dados fundamentais

Métrica	Valor
Capitalização bolsista	€ 316,66 bi
Número de ações	793,96 mi
Máximo/mínimo de 52 semanas	€ 637,45 - € 144,08
Rentabilidade de dividendos	0,43%
Dividendos TTM	€ 1,71
Beta	1,60
PER (PE Ratio)	39,66
PEG (PEG Ratio)	1,03
P/VC (PB Ratio)	14,34
P/V (PS Ratio)	11,92

Perfil da empresa

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	Santa Clara, ca EUA
Site	appliedmaterials.com
Setor	Tecnologias da informação
Indústria	Semicondutores e equipamentos para semicondutores
Entrada em bolsa	17/03/1980
Colaboradores	36.500