Applied Matls Inc Stock Price, News & Analysis

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.

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.

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.

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.

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.

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.

Applied Materials (NASDAQ:AMAT) announced its management team's participation in two upcoming investor conferences. CFO Brice Hill will join a fireside chat at the Deutsche Bank 2025 Technology Conference on August 28 at 11:00 a.m. PT, while CEO Gary Dickerson will participate at the Goldman Sachs Communacopia + Technology Conference on September 9 at 10:50 a.m. PT.

Both sessions will be accessible via live audio webcast on the company's investor relations website, with replays available on the same day.

Applied Materials (NASDAQ: AMAT) reported strong Q3 FY2025 results with record revenue of $7.30 billion, up 8% year-over-year. The company achieved record non-GAAP EPS of $2.48, a 17% increase from the previous year, while GAAP EPS rose 8% to $2.22.

Despite the strong performance, AMAT forecasts Q4 FY2025 revenue to decline to approximately $6.70 billion (±$500M) due to capacity digestion in China and non-linear demand from leading-edge customers. The company maintains strong market position with Semiconductor Systems revenue at $5.43 billion (74% of total revenue) and healthy margins, with non-GAAP gross margin at 48.9% and operating margin at 30.7%.

Applied Materials (NASDAQ:AMAT) has announced a significant expansion of its U.S. semiconductor manufacturing capabilities through partnerships with Apple and Texas Instruments. The company will supply American-made chipmaking equipment from its Austin facility to TI's U.S. factories, supporting Apple's semiconductor production needs.

The company plans to invest $200 million in a new Arizona facility for manufacturing critical semiconductor equipment components, adding to over $400 million invested in U.S. manufacturing infrastructure over the past five years. The new Chandler, AZ facility is expected to create 200 jobs over five years in manufacturing, R&D, and services.

This initiative is part of Apple's American Manufacturing Program and their $600 billion commitment to U.S. investment over the next four years.