Applied Materials' stock fell 22% over three months despite the company reporting its fifth consecutive earnings beat with strong revenue and profit growth driven by AI chip demand. The stock decline followed the company's refusal to provide a 2027 industry spending forecast, creating investor uncertainty. Analysts remain optimistic, raising earnings estimates and projecting a 36.9% upside from the current price, citing sustained growth in advanced packaging and DRAM sectors. The key will be management's next spending outlook to resolve current market doubts.
Applied Materials trades at USD 459.91 on Pluang as of Oct 14, 2026 18:12 WIB, down 0.93% in the last day. The stock's market cap stands at $368.42 billion, with a dividend yield of 0.46%. Pluang order activity shows 62% of investors buying and 38% selling, reflecting mixed sentiment amid ongoing uncertainty about future spending forecasts.
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...
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, ...
