Applied Materials (NASDAQ:AMAT) Issues 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.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Stifel Nicolaus reduced their price target on shares of Applied Materials from $250.00 to $235.00 and set a “buy” rating on the stock in a research report on Tuesday. Bank of America reduced their target price on Applied Materials from $220.00 to $210.00 and set a “buy” rating on the stock in a report on Friday, November 15th. Barclays lowered their target price on Applied Materials from $200.00 to $190.00 and set an “equal weight” rating for the company in a research note on Friday. TD Cowen reduced their price target on Applied Materials from $250.00 to $230.00 and set a “buy” rating on the stock in a research note on Friday, November 15th. Finally, Needham & Company LLC lowered their price objective on Applied Materials from $200.00 to $195.00 and set a “buy” rating for the company in a research report on Friday. One analyst has rated the stock with a sell rating, seven have issued a hold rating and fifteen have given a buy rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $216.10.

Applied Materials Stock Performance

AMAT stock opened at $184.27 on Friday. The stock’s 50 day simple moving average is $175.20 and its 200 day simple moving average is $184.85. The company has a current ratio of 2.51, a quick ratio of 1.87 and a debt-to-equity ratio of 0.29. Applied Materials has a 12-month low of $158.96 and a 12-month high of $255.89. The stock has a market capitalization of $149.76 billion, a PE ratio of 21.40, a price-to-earnings-growth ratio of 1.86 and a beta of 1.53.

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

Applied Materials Dividend Announcement

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