Applied Materials (NASDAQ:AMAT) Issues Q2 2025 Earnings Guidance

Applied Materials (NASDAQ:AMAT) updated its second quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 2.120-2.480 for the period, compared to the consensus EPS estimate of 2.290. The company issued revenue guidance of $6.7 billion-$7.5 billion, compared to the consensus revenue estimate of $7.2 billion.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Stifel Nicolaus decreased their price objective on shares of Applied Materials from $250.00 to $235.00 and set a “buy” rating for the company in a research note on Tuesday. KeyCorp upgraded shares of Applied Materials from a “sector weight” rating to an “overweight” rating and set a $225.00 target price for the company in a research note on Friday, January 17th. Susquehanna boosted their target price on shares of Applied Materials from $155.00 to $165.00 and gave the company a “neutral” rating in a research note on Wednesday, January 22nd. Deutsche Bank Aktiengesellschaft decreased their target price on shares of Applied Materials from $220.00 to $200.00 and set a “hold” rating for the company in a research note on Friday, November 15th. Finally, Barclays decreased their target price on shares of Applied Materials from $225.00 to $200.00 and set an “equal weight” rating for the company in a research note on Friday, January 17th. One equities research analyst has rated the stock with a sell rating, seven have given a hold rating and fifteen have assigned a buy rating to the stock. According to data from MarketBeat.com, Applied Materials presently has a consensus rating of “Moderate Buy” and a consensus price target of $218.00.

Applied Materials Price Performance

Shares of Applied Materials stock traded up $3.38 during trading hours on Thursday, reaching $184.27. 9,837,643 shares of the company’s stock were exchanged, compared to its average volume of 6,319,313. Applied Materials has a 1 year low of $158.96 and a 1 year high of $255.89. The company has a market capitalization of $149.76 billion, a P/E ratio of 21.40, a price-to-earnings-growth ratio of 1.86 and a beta of 1.53. The business has a fifty day moving average of $175.20 and a two-hundred day moving average of $184.85. The company has a quick ratio of 1.87, a current ratio of 2.51 and a debt-to-equity ratio of 0.29.

Applied Materials (NASDAQ:AMAT) last released its earnings results on Thursday, February 13th. The manufacturing equipment provider reported $2.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.28 by $0.10. Applied Materials had a net margin of 26.41% and a return on equity of 39.26%. As a group, research analysts predict that Applied Materials will post 9.38 earnings per share for the current fiscal year.

Applied Materials Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 13th. Investors of record on Thursday, February 20th will be issued a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.87%. The ex-dividend date of this dividend is Thursday, February 20th. Applied Materials’s dividend payout ratio is currently 18.58%.

About Applied Materials

Applied Materials, Inc engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. The company operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits.