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

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

Applied Materials stock opened at $184.27 on Friday. The business has a 50-day simple moving average of $175.20 and a 200 day simple moving average of $184.85. Applied Materials has a 52 week low of $158.96 and a 52 week high of $255.89. The stock has a market cap of $149.76 billion, a price-to-earnings ratio of 21.40, a PEG ratio of 1.86 and a beta of 1.53. 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 posted its quarterly earnings data on Thursday, February 13th. The manufacturing equipment provider reported $2.38 earnings per share 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%. On average, 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 disclosed a quarterly dividend, which will be paid on Thursday, March 13th. Stockholders of record on Thursday, February 20th will be issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.87%. The ex-dividend date is Thursday, February 20th. Applied Materials’s dividend payout ratio is currently 18.58%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on AMAT shares. Evercore ISI lowered their price target on Applied Materials from $260.00 to $250.00 and set an “outperform” rating on the stock in a research report on Friday, November 15th. Susquehanna raised their price objective on Applied Materials from $155.00 to $165.00 and gave the company a “neutral” rating in a report on Wednesday, January 22nd. Stifel Nicolaus cut their target price on Applied Materials from $250.00 to $235.00 and set a “buy” rating for the company in a research note on Tuesday. The Goldman Sachs Group decreased their price target 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, Sanford C. Bernstein cut their price objective on shares of Applied Materials from $220.00 to $210.00 and set an “outperform” rating for the company in a research note on Friday, November 29th. One equities research analyst has rated the stock with a sell rating, seven have assigned a hold rating and fifteen have given a buy rating to the stock. According to data from MarketBeat.com, Applied Materials has an average rating of “Moderate Buy” and an average price target of $216.10.

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.