Applied Materials Inc AMAT

Applied Materials, Inc. proporciona equipos de fabricación, servicios y software a las industrias de semiconductores, pantallas y sectores relacionados. La empresa opera a través de tres segmentos: Sistemas de Semiconductores, Servicios Globales Aplicados y Pantallas y Mercados Adyacentes. Su segmento de Sistemas de Semiconductores consiste principalmente en equipos de capital utilizados para fabricar chips de semiconductores. Su segmento de Servicios Globales Aplicados ofrece soluciones integradas para optimizar el rendimiento y la productividad de equipos y fábricas, incluyendo repuestos, actualizaciones, servicios, ciertos equipos antiguos remanufacturados y software de automatización de fábricas para productos de semiconductores, pantallas y solares. Su segmento de Pantallas y Mercados Adyacentes incluye productos para la fabricación de pantallas de cristal líquido y diodos orgánicos emisores de luz (OLED), y otras tecnologías de visualización para televisores, monitores, laptops, computadoras personales, tabletas electrónicas, teléfonos inteligentes y otros dispositivos orientados al consumidor, así como actualizaciones de equipos.

Con 2 acciones de AMAT (USD 1.086,60) habrías recibido USD 3,96 en dividendos en los últimos 12 meses.

• Zacks Investment Research 5 oct

  AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?

  Lam Research expects significant growth opportunities as AI workloads drive demand for high-capacity NAND storage. The company projects its served available market per wafer in NAND will double as layer counts increase from 128-layer to 500-plus-layer devices. NAND revenues doubled sequentially in Q4, contributing to record overall results. Competitors Applied Materials and KLA are also benefiting from AI-driven memory spending.

  

• Zacks Investment Research 2 oct

  Applied Materials (AMAT) Outpaces Stock Market Gains: What You Should Know

  Applied Materials closed at $540.04, up 2.03%, outperforming the S&P 500's 0.73% gain. The chipmaking equipment maker has gained 21.42% over the past month. The company is projected to report earnings of $4.06 per share (87.1% YoY growth) and revenue of $10.3 billion (51.4% increase) on November 12, 2026. AMAT carries a Zacks Rank of #2 (Buy) with a Forward P/E of 41.39.

  

• Zacks Investment Research 2 oct

  Bull of the Day: Onto Innovation (ONTO)

  Onto Innovation (ONTO), a semiconductor metrology and inspection solutions provider, has earned a top Zacks Rank rating driven by explosive AI infrastructure demand. The company reported Q2 2026 revenue of $343.1 million (35.3% YoY growth) with expanding margins and strong EPS guidance. Multiple analysts raised price targets to $360-$400, citing tailwinds from advanced packaging, HBM demand, and the Dragonfly G5 platform ramp. A strategic $710 million investment in Rigaku Holdings for hybrid metrology capabilities further strengthens its competitive position.

  

• The Motley Fool 1 oct

  Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026?

  Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.

  

• The Motley Fool 1 oct

  Applied Materials vs. Broadcom: Which Semiconductor Stock Is a Better Buy in 2026?

  The article compares Applied Materials and Broadcom as semiconductor investment options for 2026. Applied Materials provides chip manufacturing equipment with $28.4B in FY2025 revenue and strong free cash flow of $5.7B, but faces customer concentration risks and export control challenges. Broadcom, with $63.9B in FY2025 revenue and $26.9B in free cash flow, is recommended as the better buy due to its dominant AI accelerator business with locked-in commitments from major tech companies and deeper, harder-to-replicate hyperscaler relationships.