Semiconductor News & Analysis Feed
20 articles
2026-08-16
www.marketbeat.com
2026-08-16
Applied Materials (AMAT) experienced a reduction in institutional holdings during Q2 2026, with TD Asset Management Inc. cutting its stake by 20.2%, selling 222,581 shares. Despite strong Q3 results—revenue up 24.8% year-over-year to $9.12 billion and adjusted EPS of $3.50, exceeding estimates—AMAT’
2026-08-16
www.marketbeat.com
2026-08-16
Applied Materials Inc. delivered robust Q3 financial results, with revenue up 24.8% year-over-year to $9.12 billion and adjusted EPS of $3.50, surpassing consensus estimates. The company issued above-consensus Q4 guidance, projecting revenue between $9.8 billion and $10.8 billion and EPS of $3.82 to
2026-08-16
www.marketbeat.com
2026-08-16
In Q2 2026, Suncoast Equity Management initiated a roughly $28.7 million position in Applied Materials, Inc. (AMAT), representing about 3.6% of its portfolio holdings. This move reflects growing institutional confidence in the semiconductor equipment sector. Applied Materials reported strong Q3 resu
2026-08-16
www.marketbeat.com
2026-08-16
In the second quarter of 2026, TCW Group reduced its stake in Applied Materials (AMAT) by 1.7%, selling 2,822 shares while retaining 165,174 shares valued at approximately $119.4 million. Despite this reduction, Applied Materials delivered a strong quarterly performance, reporting $9.12 billion in r
2026-08-16
www.marketbeat.com
2026-08-16
Applied Materials delivered strong third-quarter results in 2026, with revenue up 24.8% year-over-year to $9.12 billion and adjusted EPS of $3.50, exceeding expectations. Management also provided a positive fourth-quarter outlook, forecasting revenue between $9.8 billion and $10.8 billion and EPS of
2026-08-16
www.marketbeat.com
2026-08-16
Applied Materials (AMAT) experienced a reduction in institutional holdings during the second quarter, with Gateway Wealth Partners LLC cutting its stake by 38.6%, selling 2,113 shares while retaining 3,367 shares. Despite this, institutional ownership remains substantial at 80.56%, with major invest
2026-08-16
www.marketbeat.com
2026-08-16
Commonwealth Retirement Investments LLC significantly reduced its stake in Applied Materials (AMAT) by 57% in Q2, selling 9,834 shares and retaining 7,423 shares valued at approximately $5.37 million. Despite this reduction, Applied Materials delivered strong quarterly results with revenue of $9.12
2026-08-15
www.marketbeat.com
2026-08-15
Applied Materials (AMAT) delivered a strong quarterly performance in Q3 2026, reporting revenue of $9.12 billion, surpassing the consensus estimate of $8.99 billion, and earnings per share (EPS) of $3.50, exceeding expectations of $3.40. The results were driven by strong demand for AI infrastructure
2026-08-15
www.marketbeat.com
2026-08-15
In Q2 2026, Oppenheimer Asset Management Inc. reduced its stake in Applied Materials (AMAT) by 47%, selling 22,663 shares and retaining a position valued at $18.48 million. Despite strong quarterly results—revenue up 24.8% year-over-year to $9.12 billion and EPS of $3.50, exceeding estimates—AMAT's
2026-08-15
www.marketbeat.com
2026-08-15
In Q2 2026, Massachusetts Financial Services Co. MA increased its stake in Applied Materials (AMAT) by 28.8%, bringing its holdings to 1.52 million shares valued at approximately $1.11 billion. This move reflects institutional confidence in the semiconductor equipment sector. Applied Materials repor
2026-08-15
www.marketbeat.com
2026-08-15
Applied Materials (AMAT) delivered a strong quarterly performance, reporting revenue of $9.12 billion—exceeding the consensus estimate of $8.99 billion—and EPS of $3.50, beating estimates of $3.40. Despite the positive results, shares dropped 5.1% due to investor concerns over growth pace, margin pr
2026-08-15
www.marketbeat.com
2026-08-15
During the second quarter of 2026, Oppenheimer & Co. Inc. reduced its stake in Applied Materials (AMAT) by 25.9%, signaling a cautious outlook. However, other institutional investors such as Capital Research Global Investors, Norges Bank, UBS, and Coatue Management increased their holdings, indicati
2026-08-15
www.marketbeat.com
2026-08-15
In the second quarter of 2026, Jennison Associates LLC reduced its stake in Applied Materials (AMAT) by 126,503 shares, or 43.3%, signaling cautious sentiment from the institutional investor. Despite this, AMAT delivered a strong quarterly performance with revenue of $9.12 billion, exceeding the con
2026-08-15
www.marketbeat.com
2026-08-15
Applied Materials (AMAT) saw a significant institutional boost in Q2 2026, with Eurizon SLJ Capital Ltd increasing its stake by 2,975.9%, acquiring 26,872 additional shares and making AMAT its largest holding at 7.4%, valued at approximately $20.1 million. The company reported strong Q3 results, wit
2026-08-15
www.marketbeat.com
2026-08-15
Applied Materials (AMAT) delivered a strong quarterly performance in Q3 2026, reporting revenue of $9.12 billion—exceeding the $8.99 billion consensus—and adjusted EPS of $3.50, beating estimates of $3.40. The company's guidance for Q4 2026 also surpassed expectations, with EPS projected between $3.
2026-08-09
news.google.com
2026-08-09
2026-08-09
news.google.com
2026-08-09
2026-07-17
finance.yahoo.com
2026-07-17
2026-07-15
finance.yahoo.com
2026-07-15
2026-07-15
finance.yahoo.com
2026-07-15