Applied Materials Posts 8% Gain

Applied Materials (NASDAQ:AMAT), a leading supplier of materials engineering solutions for the semiconductor and display industries, reported its fiscal third-quarter results on Aug. 14, 2025. The company delivered record quarterly revenue and profit, with both revenue and non-GAAP earnings per share exceeding analyst expectations. Revenue reached $7.3 billion, topping the consensus estimate by $80 million, while non-GAAP EPS was $2.48, $0.12 above projections. The quarter saw improved non-GAAP operating margins. However, management issued a more cautious outlook for the fourth quarter, guiding to total net revenue of $6.7 billion (plus or minus $500 million), non-GAAP gross margin of 48.1%, and non-GAAP diluted EPS of $2.11 (plus or minus $0.20). This guidance reflects an expected sequential drop in revenue and non-GAAP diluted EPS, mainly due to a pause in customer purchases in China and at leading-edge manufacturing sites. Management cited near-term uncertainty as a key factor in the outlook.Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q2 2025 earnings report. Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool