Nomura Sees Applied Materials (AMAT) as a Great Value Name

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UBS Remains Neutral on Applied Materials (AMAT) Following 3Q Results

November 13, 2015 9:33 AM EST

UBS reiterated a Neutral rating on Applied Materials (NASDAQ: AMAT), and raised the price target to $18.00 (from $15.75), following the company's 3Q earnings report. Applied's Oct-15 results were in-line with its guidance despite its semicap orders being down 28% q/q. A key focus has been gross margin trends and... More

Needham More Cautious than Applied Materials' (AMAT) Management

November 13, 2015 8:00 AM EST

Applied Materials (NASDAQ: AMAT) reported a largely inline F4Q15 (Oct) but provided better than expected F1Q15 (Jan) earnings outlook on good cost control. Management's outlook calls for CY16 WFE to be flat to CY15 based on a recovery in CY2H16. However, Needham & Company... More

Cowen Reiterates Outperform on Applied Materials (AMAT) Following In-Line 4Q Results

November 13, 2015 7:16 AM EST

Cowen reiterated an Outperform rating and $21.50 price target on Applied Materials (NASDAQ: AMAT) following the company's 4Q earnings report. EPS was $0.29, spot in-line with Street estimates as most line items were in line. The macro picture, however, remains clouded by industry dynamics... More

Applied Materials (AMAT) Reports In-Line Q4 EPS, Guides Q1 EPS In-Line

November 12, 2015 4:11 PM EST

Applied Materials (NASDAQ: AMAT) reported Q4 EPS of $0.29, in-line with the analyst estimate of $0.29. Revenue for the quarter came in at $2.42 billion versus the consensus estimate of $2.4 billion.

Applied Materials sees Q1 2016 EPS of $0.23-$0.27, versus the consensus of $0.25.

Applied... More