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Applied Matls Inc Stock Price, News & Analysis

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Welcome to our dedicated page for Applied Matls news (Ticker: AMAT), a resource for investors and traders seeking the latest updates and insights on Applied Matls stock.

Applied Materials, Inc. (NASDAQ: AMAT) generates a steady flow of news that reflects its role in semiconductor and advanced display manufacturing, AI infrastructure and capital markets activity. Company updates frequently highlight how its materials engineering solutions support advanced logic, DRAM, high-bandwidth memory and complex 3D chip architectures that underpin AI computing.

Investors following AMAT news can expect regular earnings announcements, where the company reports quarterly and annual results, segment performance for Semiconductor Systems, Applied Global Services and display-related activities, and management’s commentary on technology inflections, demand trends and regulatory impacts. These releases often include non-GAAP reconciliations and business outlook ranges for upcoming quarters.

Applied Materials also issues news about product and technology introductions. Recent examples include the Kinex die-to-wafer hybrid bonding system, the Centura Xtera epitaxy system for Gate-All-Around transistors at advanced nodes, and the PROVision 10 eBeam metrology system for complex 3D chips. Such announcements provide insight into how the company is addressing challenges in hybrid bonding, epitaxial growth and nanoscale metrology for next-generation devices.

Another recurring theme in AMAT news is strategic collaboration and ecosystem development. The company has announced a partnership with GlobalFoundries to establish a waveguide fabrication facility in Singapore for AI-driven photonics and augmented reality applications. It has also described its role in U.S. semiconductor manufacturing initiatives, including supplying American-made equipment from its Austin facility and investing in a new advanced manufacturing site in Arizona.

News items additionally cover capital allocation and financing, such as cash dividend declarations, share repurchase activity, new credit agreements and public offerings of senior unsecured notes. Conference participation and investor event webcasts are also regularly announced. This news page aggregates these developments so readers can review AMAT’s operational, technological and financial updates in one place.

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Applied Materials (NASDAQ:AMAT) introduced three chipmaking systems—Viva radical treatment, Sym3 Z Magnum etch, and Spectral ALD—that target 2nm and beyond GAA transistors to boost energy-efficient AI compute. Key advances include angstrom-level nanosheet smoothing, PVT2 plasma etch for precise 3D trenches, and molybdenum contacts that lower resistance.

The systems are being adopted by leading logic foundries and aim to improve transistor switching, uniformity, and interconnect resistance for next-generation AI chips.

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Applied Materials (NASDAQ: AMAT) will report fiscal first quarter 2026 and hold an earnings conference call on Thursday, Feb. 12, 2026 at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at the company's investor site and a replay will be available the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT.

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Applied Materials (NASDAQ: AMAT) announced a quarterly cash dividend of $0.46 per share, payable on March 12, 2026 to shareholders of record as of Feb. 19, 2026. The dividend is part of the company’s capital allocation strategy and follows a 15% increase implemented in March 2025 (from $0.40 to $0.46), marking eight consecutive years of dividend increases.

In fiscal 2025, Applied returned nearly $6.3 billion to shareholders via dividends and repurchases and had approximately $14.0 billion remaining on its share repurchase authorization. Over the 10 fiscal years through 2025, the company’s dividend per share grew at a 16% CAGR and it distributed nearly 90% of free cash flow to shareholders.

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Applied Materials (AMAT) announced that Brice Hill, senior vice president and chief financial officer, will participate in a fireside chat at the UBS Global Technology and AI Conference on Tuesday, Dec. 2, 2025 starting at 7:55 a.m. PT / 10:55 a.m. ET.

A live audio webcast will be available on the company's investor website at https://ir.appliedmaterials.com, with a replay posted the same day.

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Applied Materials (NASDAQ: AMAT) reported fiscal 2025 results on Nov 13, 2025 with record annual revenue $28.37 billion, a 4% increase year-over-year. Annual GAAP EPS was $8.66 (up 1%) and record non-GAAP EPS was $9.42 (up 9%).

Fourth-quarter revenue was $6.80 billion (down 3% YoY); Q4 GAAP diluted EPS was $2.38 (up 14% YoY) and Q4 non-GAAP diluted EPS was $2.17 (down 6% YoY). Fiscal 2025 non-GAAP free cash flow was $5.70 billion (down 24% YoY).

Q1 FY2026 outlook: revenue $6.85B +/- $0.5B and non-GAAP diluted EPS $2.18 +/- $0.20.

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Applied Materials (NASDAQ:AMAT) will report its fourth quarter and fiscal 2025 results on Nov. 13, 2025. The company will hold an earnings conference call on Thursday, Nov. 13, 2025 at 4:30 p.m. ET / 1:30 p.m. PT and will webcast the call live at the investor relations site. A replay will be available the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT.

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Applied Materials (NASDAQ: AMAT) and Arizona State University opened the Materials-to-Fab Center on Oct 9, 2025, a shared $270 million research, development and prototyping facility at ASU’s MacroTechnology Works in Tempe.

The Center will house Applied Materials equipment to accelerate ideation-to-fab prototyping with industry partners, startups, government entities and other universities, and will support CHIPS-funded programs including the SWAP Hub and SHIELD USA advanced packaging work. Applied notes its EPIC Center is on track to open in 2026, and ASU’s engineering school (~33,000 students) will support workforce development.

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Applied Materials (NASDAQ: AMAT) introduced three manufacturing systems aimed at improving performance and yield for AI-focused logic and memory chips: the Kinex die-to-wafer hybrid bonding system, the Centura Xtera epitaxy system, and the PROVision 10 eBeam metrology system.

Key product claims: Kinex is the industry’s first integrated die-to-wafer hybrid bonder for complex multi-die packages; Xtera enables void-free GAA source/drain deposition with 50% lower gas usage and >40% improvement in cell-to-cell uniformity; PROVision 10 offers up to 50% higher image resolution and up to 10X faster imaging versus conventional TFE eBeam.

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Applied Materials (NASDAQ:AMAT) has announced a strategic partnership with GlobalFoundries to establish a cutting-edge waveguide fabrication facility in Singapore. The collaboration aims to accelerate AI-powered photonics development, focusing on components for augmented reality (AR) glasses and next-generation AI applications.

The partnership leverages Applied Materials' materials engineering expertise and GlobalFoundries' semiconductor manufacturing capabilities to develop and produce high-volume waveguide components. This initiative will support the growing demand for ultra-efficient, lightweight optical systems essential for human-centric digital experiences.

The facility will be part of Singapore's expanding photonics ecosystem, which includes materials, sensors, integration, assembly, test, and applications development.

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Applied Materials (NASDAQ:AMAT) has declared a quarterly cash dividend of $0.46 per share, payable on December 11, 2025, to shareholders of record as of November 20, 2025. This represents a 15% increase from the previous $0.40 per share, marking the company's eighth consecutive year of dividend increases.

The company has maintained a strong shareholder return profile, with a 15% compound annual growth rate in dividends over the past decade through 2024, distributing nearly 90% of free cash flow to shareholders. In Q3 2025, Applied Materials returned $1.4 billion to shareholders through dividends and buybacks, with approximately $14.8 billion remaining in its share repurchase authorization.

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FAQ

What is the current stock price of Applied Matls (AMAT)?

The current stock price of Applied Matls (AMAT) is $329.07 as of February 10, 2026.

What is the market cap of Applied Matls (AMAT)?

The market cap of Applied Matls (AMAT) is approximately 262.4B.
Applied Matls Inc

Nasdaq:AMAT

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AMAT Stock Data

262.38B
791.08M
0.28%
83.08%
2.82%
Semiconductor Equipment & Materials
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