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AMAT Stock Rises: Fourth-Quarter Earnings Takeaways
Applied Materials (AMAT) stock rose 4% after market hours yesterday after the company posted strong fiscal 2019 fourth-quarter results.
Western Digital CEO Retires, Stock Slumps 16%
Today, Western Digital stock (WDC) slumped as much as 16.25% after CEO Steve Milligan announced his sudden retirement. Is the worst over for WDC?
Semiconductor Players INTC, LRCX, and TER Rally
Last week, five major semiconductor companies reported their third-quarter earnings results. Three of these five reported upbeat earnings.
Semiconductor Earnings Watch: TER and LRCX
This week, semiconductor equipment suppliers Teradyne Inc. (TER) and Lam Research (LRCX) will report their quarterly earnings.
Chip Stocks Rise on TSMC Earnings Beat for Q3
Today, the world’s largest foundry, Taiwan Manufacturing Semiconductor Company or TSMC, released its third-quarter earnings, rallying chip stocks.
Ambarella Stock Falling: More Chinese Firms Blacklisted
Ambarella (AMBA) stock fell up to 12% today. The stock is trending downward after the US added several more Chinese companies to its Entity List.
Two Semiconductor Stocks Are Crushing It: Time to Sell?
Semiconductor firms Lam Research and KLA Corp. have crushed the markets in 2019. While Lam Research is up 65.4%, KLA has returned 71% year-to-date.
Micron Slumps 11% after Q4 Earnings, Analysts Upbeat
Micron (MU) stock dipped 11% after its Q4 of fiscal 2019 earnings. This slump occurred after the stock rallied about 20% in September on analysts’ optimism.
Micron Stock Fell on Disappointing Guidance
Micron Technology reported upbeat fourth-quarter fiscal 2019 results on September 26 after the market closed. Micron stock fell 1.76% to $48.60 on the day.
Five Things to Look for in Micron’s Upcoming Results
Micron Technology (MU) stock is in the spotlight this week, as the company is set to release its fiscal 2019 fourth-quarter results on Thursday after markets close.
Goldman Sachs Turns Bullish on Semiconductor Stocks
The US markets are up today as Wall Street braces for a busy earnings week. The S&P 500 ETF is up 0.3%, and semiconductor stocks lead the market’s gains.
Chip Equipment Suppliers’ Stocks Rise despite Micron’s Capex Cut
On June 25, Micron Technology (MU) reported better-than-expected earnings results for the third quarter of fiscal 2019, which sent the stock up 13.3% a day after its earnings release.
Semiconductor Stocks Hit New 52-Week Highs ahead of Earnings
The first-quarter semiconductor earnings season has begun, and the stock market is showing bullish sentiment as investors buy ahead of earnings releases.
Reduced Memory Spending to Hit Earnings of AMAT, KLAC, and LRCX
The semiconductor industry is going through a downturn, but many companies expect growth to resume in the second half of 2019.
Why Semiconductor Stocks Fell on April 9
The tech-heavy NASDAQ Composite Index fell 0.37% in the early trading session on April 9 driven by declines in semiconductor stocks.
Can Recently Downgraded Lam Research Afford a Dividend Payout?
Lam Research (LRCX) was recently downgraded to “equal-weight” from “overweight” by Morgan Stanley, according to a note to clients cited by Bloomberg.
Applied Materials’ Q2 Guidance Signals Semiconductor Weakness
On February 14, in after-hours trading, Applied Materials stock fell 2% as its fiscal 2019 second-quarter guidance missed estimates.
Can Applied Materials Maintain High Efficiency Ratios in 2019?
In fiscal 2018, AMAT’s revenue rose 19% YoY to $17.25 billion, while its non-GAAP (generally accepted accounting principle) net income rose 29.6% YoY to $4.57 billion.
Semiconductor Downturn to End AMAT’s Revenue Growth Trend
Analysts expect AMAT’s full-year 2019 revenue to fall 11.5% YoY to $15.27 billion due to weak demand from memory chipmakers and China.
Applied Materials Stock Rallies on Optimism about H2 2019
In this series, we’ll see what investors should expect from Applied Materials’ upcoming earnings.
KLAC Stock Rises Over 3% on Fiscal Q2 2019 Revenue Beat
The semiconductor market is seeing demand weakness, especially in China. SME (semiconductor manufacturing equipment) suppliers are also seeing demand weakness.
China’s Positive Comments on the Qualcomm-NXP Merger
Potential acquirers in the broader chip industry are hopeful about moving ahead with pending agreements.
How Far Could the US and China Go with Import Tariffs?
The Trump administration announced that its 10% tariff rate on Chinese goods would increase to 25% on January 1, 2019, if no negotiation could be reached.
What’s Evercore’s Semiconductor Outlook?
Evercore ISI downgraded Western Digital (WDC) and Analog Devices (ADI) from “outperform” to “in line.”
AMAT’s Weak Fiscal Q4 2018 Guidance Makes Investors Cautious
Applied Materials, the world’s largest chip manufacturing equipment vendor, reported strong fiscal Q3 2018 earnings but lowered its fiscal Q4 2018 guidance.
Chip Stocks Fall on Fears of a Two-Year Growth Trend Slowdown
NVIDIA and Applied Materials published their latest earnings results on August 16. Their weaker guidances have spooked investors.
Operating Efficiency Drives Applied Materials’ Profitability
In the March quarter, AMAT had an operating expense ratio of 16.6%, which was the lowest operating expense ratio AMAT has ever achieved.
Micron Stock Fell Due to Temporary Sales Ban in China
The semiconductors industry is cautious amid rising trade tensions between the US and China.
Company & Industry Overviews How Applied Materials Could Be Impacted by Export Controls
Both domestic and foreign semiconductor companies have increased their capital spending on fabrication facilities in China (FXI).
What’s Applied Materials’ Strategy to Tap the AI Trend?
Applied Materials (AMAT), KLA-Tencor (KLAC), and Lam Research (LRCX) are witnessing strong growth in the memory and logic segments.
Semiconductor Systems: AMAT’s Key Revenue Driver for Fiscal 2018
In fiscal 1Q18, AMAT’s Semiconductor Systems division’s revenue rose 32.6% YoY (year-over-year) to $2.9 billion.
China: One of Applied Materials’ Key Revenue Drivers
Applied Materials (AMAT) supplies SME (semiconductor manufacturing equipment) to chip makers all over the world.
Does AMAT Stock Deliver Better Returns than Its Peers?
AMAT increased its stock buyback authorization by $6.0 billion, doubled its dividend per share, and is working to improve its profits to improve its ROE.
What Price Ratios Say about Applied Materials’ Stock Valuation
On May 9, AMAT had a forward PE ratio of 12.0x, which is lower than KLAC’s ratio of 13.7x but higher than LRCX’s ratio of ~11.4x.
Understanding Applied Materials’ Stock Price Movement
Because Applied Materials (AMAT) is positioned at the beginning of the supply chain, its stock is among the first to be impacted by any industry-wide news.
The Impact of US–China Trade Tensions on Applied Materials Stock
Applied Materials (AMAT) earned 21% of its 2016 revenues and 19% of its 2017 revenues from China. Any major shift in this market could hurt AMAT.
Why Foundries Welcome the Artificial Intelligence Revolution
The complexity of AI chips could lead to manufacturing innovation since these chips require larger dimensions and specialized processors.
Your Top 5 Semiconductor Stocks by Dividend Yield
As of September 12, 2017, Qualcomm (QCOM) had the largest annualized dividend yield of 4.5%, followed by Cypress Semiconductor (CY) at 3.2%.
Why Are TSM, MU, and KLAC among the Top 6 Overbought Semi Stocks?
The large trading activity in Qualcomm (QCOM) is pushing the stock into the oversold category with a 14-day RSI score of 39.
Understanding the Role of AMAT, LRCX, and KLAC in Semiconductor Growth
According to SEMI’s estimates, the global semiconductor market is expected to grow at a CAGR (compound annual growth rate) of 6.7% between 2015 and 2025.
What AMAT’s Price Ratios Say about Its Valuation
On August 7, 2017, AMAT had a PS ratio of ~3.7x.
What Investors and Analysts Think about AMAT Stock
Applied Materials (AMAT) is witnessing strong growth momentum, with revenues growing in double digits and earnings per share growing in triple digits.
Is AMAT Losing Market Share to Lam Research and KLA-Tencor?
The emergence of the IoT (Internet of Things), self-driving cars, AR/VR (augmented/virtual reality), and AI (artificial intelligence) is driving demand for logic and memory chips.
Could AMAT Achieve New Revenue Milestones in Fiscal 2017?
Applied Materials’ revenues rose 45% year-over-year to $3.5 billion in fiscal 2Q17, as its foundry and display equipment sales rose in triple digits.
What Pushed Applied Materials’ Stock Price to a 17-Year High
Applied Materials (AMAT) stock has risen 86% over the past 12 months to the 17-year high of $44. In this series, we’ll look at the factors driving Applied Materials’ fiscal 2017 earnings.
Cisco’s Top 10 Suppliers: The Impact of May’s Earnings
Amid the market sell-off from the latest Trump fiasco—this time his possible obstruction of justice—Cisco reports tonight after the markets close.
Why Analysts and Investors Are Optimistic about AMAT Stock
In 2016, AMAT stock rose 92.2%, outperforming the stocks of LRCX and KLAC, which rose 50% and 20.6%, respectively.
What AMAT’s Balance Sheet Says about Its Financial Position
AMAT’s FCF (free cash flow) increased significantly in fiscal 2Q16 when the company started reporting revenue growth after several quarters of decline.
Will Applied Materials’ High Revenue Continue in Fiscal 2017?
Applied Materials (AMAT) is currently at the peak of its cycle where it is reporting strong growth from almost all segments.
Will Strong EPS Push AMAT’s Cash Flows in Fiscal 4Q16?
The company aims to increase its EPS (earnings per share) from an estimated $1.75 in fiscal 2016 to $2.8 in fiscal 2019, growing at a CAGR (compounded annual growth rate) of 17%.
