Applied Materials projects sustained demand for its chipmaking equipment driven by AI infrastructure growth, expecting faster spending on wafer fab equipment through 2030. The company aims to increase its market share by over 2 percentage points from 2025 to 2030 and targets a non-GAAP gross margin of about 54% and operating margin of about 40% by 2030. It also plans to return 80% to 100% of free cash flow to shareholders over time, signaling confidence in long-term financial performance despite recent stock dips.
Applied Materials trades at USD 465.00 on Pluang as of Oct 14, 2026 03:11 WIB, down 6.54% in one day. The stock's market cap stands at $394.84 billion, with a 62% buy order activity on the platform. Despite recent dips, investor interest remains strong with a typical hold time of 66 days.
Semiconductor equipment stocks like Applied Materials, Lam Research, and KLA have dropped 4-7% due to profit-taking after a strong 2026 driven by AI-related spending. Despite the pullback, these stocks remain significantly up for the year, with Appli...
Applied Materials projects robust multi-year growth driven by global AI infrastructure expansion, which fuels demand for wafer fab equipment (WFE) in leading-edge foundry-logic, DRAM, and advanced packaging. The company aims to increase its WFE marke...
Applied Materials, a key supplier of machines used to make AI chips, grew from a $1,000 investment to nearly $19,000 over 10 years, outperforming the S&P 500. Despite years of slow growth, export penalties, and market volatility, the company's revenu...
Global semiconductor equipment spending is set to rise 23.1% to $143.9 billion in 2026, driven by AI and advanced chip tech. However, Applied Materials' market share fell from 20.0% in 2024 to 17.9% in 2025, with only 1.0% revenue growth in H1 2026, ...
