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

Applied Materials (NASDAQ:AMAT) issued an update on its second quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 2.120-2.480 for the period, compared to the consensus earnings per share 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.

Applied Materials Trading Up 1.9 %

NASDAQ AMAT traded up $3.38 during trading hours on Thursday, reaching $184.27. The company had a trading volume of 9,837,643 shares, compared to its average volume of 6,319,313. The stock 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. Applied Materials has a 1-year low of $158.96 and a 1-year high of $255.89. The company has a current ratio of 2.51, a quick ratio of 1.87 and a debt-to-equity ratio of 0.29. The stock has a 50-day moving average of $175.20 and a 200 day moving average of $184.85.

Applied Materials (NASDAQ:AMAT) last issued its quarterly earnings results on Thursday, February 13th. The manufacturing equipment provider reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate 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 anticipate that Applied Materials will post 9.38 earnings per share for the current fiscal year.

Applied Materials Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 13th. Stockholders of record on Thursday, February 20th will be given a dividend of $0.40 per share. The ex-dividend date is Thursday, February 20th. This represents a $1.60 annualized dividend and a dividend yield of 0.87%. Applied Materials’s dividend payout ratio is presently 18.58%.

Analyst Ratings Changes

AMAT has been the topic of several research reports. TD Cowen reduced their price target on shares of Applied Materials from $250.00 to $230.00 and set a “buy” rating on the stock in a research report on Friday, November 15th. Morgan Stanley restated an “underweight” rating and set a $164.00 target price (down from $179.00) on shares of Applied Materials in a research note on Thursday, December 5th. Deutsche Bank Aktiengesellschaft cut their target price on shares of Applied Materials from $220.00 to $200.00 and set a “hold” rating on the stock in a research note on Friday, November 15th. The Goldman Sachs Group cut their target price on shares of Applied Materials from $230.00 to $202.00 and set a “buy” rating on the stock in a research note on Friday, January 10th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $250.00 target price on shares of Applied Materials in a research note on Friday, November 15th. One research analyst has rated the stock with a sell rating, seven have issued a hold rating and fifteen have assigned a buy rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $218.00.

Applied Materials Company Profile

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.