applied materials posts
FeedPosted Feb 23rd 2011 11:40AM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Applied Materials (AMAT), Analyst Initiations
Analyst Upgrades
- Applied Materials (AMAT) to overweight from neutral at Piper Jaffray.
- Air Products (APD) to buy from hold at Citigroup.
- Youku.com (YOKU) and Pinnacle West (PNW) to buy from neutral at Goldman.
- Stryker (SYK) and Zimmer (ZMH) to buy from neutral at UBS.
- Zions Bancorp (ZION) to outperform from neutral at Macquarie.
- Alnylam (ALNY) to buy from hold at Needham.
- AK Steel (AKS) to buy from hold at KeyBanc.
Continue reading Analyst Calls: AEP, AKS, AMAT, EZCH, FRX, LOPE, MYGN, PNW, ZION ...
Posted Dec 17th 2010 11:30AM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Applied Materials (AMAT), BB and T (BBT), CBS Corp 'B' (CBS), Oracle Corp (ORCL), Analyst Initiations, Visa Inc. (V)
Analyst Upgrades
- Oracle (ORCL) to outperform from perform at Oppenheimer.
- Accenture (ACN) to buy from hold at Jefferies.
- Advanced Energy (AEIS) and Applied Materials (AMAT) to overweight from equal weight at Barclays.
- Spreadtrum (SPRD) to buy from hold at Auriga.
- Healthcare Realty Trust (HR) and Tortoise Energy Capital (TYY) to outperform from neutral at RW Baird.
- Global Payments (GPN) to equal weight from underweight at Morgan Stanley.
- CBS (CBS) to buy from neutral at BofA/Merrill.
- Sonic (SONC) to outperform from neutral at Cowen.
Continue reading Analyst Calls: ACN, AMAT, AZN, BBT, CBS, GPN, IP, ORCL, PKG, SONC, V ...
Posted Nov 17th 2010 9:00AM by Paul Foster (RSS feed)
Filed under: Ford Motor (F), Applied Materials (AMAT), Options
Applied Materials (AMAT) is expected to report Q4 EPS on Nov. 17. November put option implied volatility is at 44, January is at 29, compared to its 26-week average of 33, according to Track Data, suggesting decreasing price movement after EPS.
Ford (F) options volume and volatility increases into GM IPO. Nov. 18 and Dec. 18 calls were active. November option implied volatility is at 72, December is at 49, January is at 48, compared to its 26-week average of 39, according to Track Data, suggesting larger near-term price movement.
CBOE Volatility Index (VIX) is recently up 11.5% to 22.53.
Options Update is by Stock Specialist Paul Foster of theflyonthewall.com.
Posted Jul 21st 2010 1:00PM by Mark Fightmaster (RSS feed)
Filed under: Applied Materials (AMAT)

Applied Materials (
AMAT) announced Wednesday that it will
cut as many as 500 jobs and that it will take a third-quarter charge as it cuts its solar manufacturing presence.
AMAT is going to decrease its thin-film solar manufacturing equipment products, known as SunFab. AMAT will now focus on crystalline silicon equipment and light-emitting diodes. As a result of this move, AMAT will need to cut jobs and it will take a third-quarter charge between $375 million and $425 million (18 to 21 cents per share).
AMAT also lowered its adjusted the target on its third-quarter earnings to 10 cents to 14 cents per share. Originally, AMAT forecast earnings between 22 and 26 cents per share.
Continue reading Applied Materials to Cut 500 Jobs
Posted May 22nd 2010 12:40PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Dell (DELL), Hewlett-Packard (HPQ), Wal-Mart (WMT), General Motors (GM), Home Depot (HD), Target Corp. (TGT), Applied Materials (AMAT), Sears Holdings (SHLD), Gap Inc (GPS), Lowe's Cos (LOW), Staples Inc (SPLS), Hormel Foods (HRL), Abercrombie and Fitch (ANF), Limited Brands (LTD), Deere and Co (DE), Nordstrom, Inc (JWN), Polo Ralph Lauren'A' (RL), salesforce.com inc (CRM), GameStop Corp (GME)
Below are some highlights from this past week's earnings coverage on BloggingStocks. Click through to the original posts for more details.
- Abercrombie & Fitch Co. (ANF) shares sold off after it posted a narrower Q1 net loss, but same-store sales rose.
- Applied Materials Inc. (AMAT) swung from a year-ago loss to a Q2 profit that was better than expected.
- Deere & Co. (DE) reported better-than-expected Q2 earnings and improved sales, and raised its full-year outlook.
- Dell Inc. (DELL) posted better-than-expected Q1 earnings, but the gross margin was disappointing, and shares fell.
- GameStop Corp. (GME) higher Q1 earnings beat consensus estimates but same-store sales declined.
- Gap Inc. (GPS) said its higher Q1 earnings beat expectations while revenue fell in line with estimates.
Continue reading Earnings Highlights: Dell, Gap, GM, Home Depot, HP, Sears, Target, Walmart ...
Posted Nov 14th 2009 2:10PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Wal-Mart (WMT), Walt Disney (DIS), Blockbuster Inc 'A' (BBI), Applied Materials (AMAT), Abercrombie and Fitch (ANF), Toll Brothers (TOL), Electronic Arts (ERTS), Blackstone Group L.P (BX), Lions Gate Entertainment (LGF)
Here are some highlights from this past week's earnings coverage on BloggingStocks:
- Abercrombie & Fitch Co. (ANF) lower Q3 results still topped expectations and sent shares higher.
- Applied Materials Inc. (AMAT) posted much better-than-expected Q4 earnings, the first profit in a year.
- AstraZeneca (AZN) received an analyst's downgrade due to concerns over its earnings prospects.
- Blackstone Group (BX) received an analyst's upgrade following the company's Q3 results.
- Blockbuster Inc. (BBI) widened its net loss in Q3 and revenue and same-stores sales declined.
- Clean Energy Fuels Corp. (CLNE) shares declined after its Q3 numbers fell short of expectations.
- Consolidated Water Co. Inc. (CWCO) earnings prospects for 2010 earned it an analyst upgrade.
Continue reading Earnings highlights: Abercrombie, Blockbuster, Disney, Macy's, Walmart ...
Posted Nov 11th 2009 6:00PM by Michael Fowlkes (RSS feed)
Filed under: Earnings Reports, Forecasts, Good news, Competitive Strategy, Employees, Market Matters, Applied Materials (AMAT), Technology, Recession

Semiconductor maker Applied Materials (
AMAT) reported
its fiscal fourth quarter numbers this afternoon following the market close, and the company easily outpaced analyst estimates.
Going into this afternoon's earnings report, analysts had been expecting to see the company show earnings of 3 cents per share, but the company surprised to the upside by posting actual Q4 earnings of 13 cents.
Continue reading Applied Materials (AMAT) tops analyst estimates
Posted Nov 8th 2009 6:40PM by Sheldon Liber (RSS feed)
Filed under: Earnings Reports, Rants and Raves, Applied Materials (AMAT), Sunday Funnies
In this week's (November 9) Preview Section of Barron's (subscription required) I was surprised to find that on Wednesday (11/9) it is noted that Computer Sciences (CSC), Applied Materials (AMAT), and Macy's (M) reported "profits." How do they know this?
On other days they refer to the "earnings" of various companies reporting. Perhaps I am splitting hairs, perhaps it is editorial haste (like you might find on our site), or perhaps there is no difference in some people's minds? From my perspective there is a difference between earnings and profits. Every quarter, public companies report their earnings. They do not always report a profit.
Continue reading Sunday Funnies: Barron's predicting profits?
Posted Aug 15th 2009 12:10PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Wal-Mart (WMT), Blockbuster Inc 'A' (BBI), Applied Materials (AMAT), CIT Group (CIT), Sara Lee Corp (SLE), Kohl's Corp (KSS), Hormel Foods (HRL), Liz Claiborne (LIZ), Lions Gate Entertainment (LGF)
Continue reading Earnings highlights: Blockbuster, Walmart, Applied Materials, ING, Priceline ...
Posted Aug 12th 2009 9:20AM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Microsoft (MSFT), Applied Materials (AMAT), Technology
I'm indecisive about Applied Materials (NASDAQ: AMAT). The semiconductor company, which also works with solar photovoltaic cells, is starting to look like a good trade to me. However, I still shudder when I examine the numbers. What I've got to keep telling myself, I guess, is that the market is a discounting mechanism, and that now may be the time to act.
According to the press release, which was issued after the market closed on Tuesday, net sales decreased 39% in the third quarter. Adjusted earnings came in at 0 cents per share. That was obviously much less than the 17 cents per share earned one year ago. According to Reuters, which made a further adjustment for equity-based compensation, Applied Materials lost 3 cents per share. The market was expecting a loss of 8 cents per share. The top line beat projections as well.
Continue reading Applied Materials beats in Q3: Time to trade?
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