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 market share by over 2 percentage points from 2025 to 2030, with a focus on profitability targets of about 54% gross margin and 40% operating margin by 2030. Applied Materials is also investing heavily in R&D and manufacturing capacity, including a new $5 billion EPIC Center in Silicon Valley, to support innovation and meet rising chip production needs. Service revenue is expected to grow strongly, exceeding $12 billion by 2030, reflecting the company's leadership in enabling AI chip manufacturing advancements.
Applied Materials holds a market cap of $394.84 billion on Pluang as of Oct 14, 2026, with a dividend yield of 0.43%. Despite the company's strong growth outlook and investments in AI-driven wafer fab equipment, the stock price declined by 7.17% in one day, trading at USD 461.84. Trading volume reached 4,155,825 shares, with a majority of Pluang users (88%) selling the stock as of the same date and time.
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, 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, ...
