Applied Materials Inc.

Company Details:

Company Symbol: AMAT
Sector: Semiconductors
Company Rating:
URL: http://www.appliedmaterials.com

Related Research

  • 04/27/17 Morning Note B. Riley AM Note: ACLS, AMAT, AVGO, AXTI, BRKS, CNK, DLB, DMRC, DXCM, HIBB, INTC, KLAC, LRCX, MRVL, OSIS, PRGX, RGC, ROG, SLAB, SONS, SUP, TYL, WMAR; Software (BLKB, CALD, CSOD, GUID, NTCT)
  • 04/07/17 Update B. Riley & Co. Industry Update - Semi Cap Eqp: Multi-Year 3D NAND And China Fab Analysis Supports Steady Growth View (ACLS, AMAT, KLAC, KLIC, LRCX)
  • 04/07/17 Morning Note B. Riley AM Note: APPS, NSIT (initiation), RELY, WDFC; Semiconductor Capital Equipment (ALCS, AMAT, KLAC, KLIC, LRXC), Weiser Consumer (COTY, HAS, IPAR, JAKK, MAT, TUP)
  • 03/24/17 Morning Note B. Riley AM Note: ACLS, AMAT, AMC, CYTX, FORM, HDSN, LRCX, OXM, SCVL, STMP, SUP (upgrade), TNDM (downgrade)
  • 03/16/17 Morning Note B. Riley AM Note: ACLS, ADI, AMAT, ARTX, CVRS, EVLV, FLWS, GES, LRCX, NVDA, PRMW; Media (AMC, CNK, IMAX, MCS, NCMI, RDI, RGC)
  • 02/24/17 Morning Note B. Riley AM Note: AMAT, AMSWA, CNK, IDCC, IMAX, JAKK, KEM, KLAC, KTOS, LFGR, LRCX, MCS, NCMI, SENS, STMP, WMAR
  • 02/16/17 Update AMAT ($35.20, Buy; $44.00 PT): Strong Product And Financial Execution W/Above-Industry C17 Growth; PT To $44.0, Buy
  • 02/16/17 Morning Note B. Riley AM Note: ADI, AMAT, CFMS, CYTX, GDDY, GRPN, MAMS, MCHP, SONS, TIVO
  • 02/13/17 Morning Note B. Riley AM Note: ADI, AMAT, AMC, CYTX, DXCM, FC, IMAX, SQNS; Internet (BCOV, GDDY, GRPN, TRUE)
  • 02/13/17 Update AMAT ($35.32, Buy; $38.00 PT): Expecting Strong Product And Financial Execution; AMAT Shares Remain Rated Buy
  • 01/27/17 Morning Note B. Riley AM Note: ACLS, AMAT, AVGO, BC, BOOT, DECK, FORM, GOOGL, HCHC, INTC, KEM, KLAC, LGF.A, LRCX, MPX, MRVL, MXIM, NTCT, OCLR, OSIS, PRMW, SENS, UAA; Consumer Products (EL, FLWS, IPAR, NWP, PBH, SBH)
  • 01/24/17 Morning Note B. Riley AM Note: ACLS, AMAT, AMC, AVGO, FNJN, FNSR, KLAC, LRCX, NAME, PRGO, RNWK, SIMO, SLAB, SWKS, TRUE, UTEK, YHOO
  • 01/17/17 Desk Report Industry Update: Semi Capital Equipment – Increasingly Seasonal Fundamentals With Value Creation Moves Solidifying Structural Multi-Year EPS Gains; Retain Positive Sector And Company Views
  • 12/22/16 Morning Note B. Riley AM Note: ABTL, ACLS, AMAT, CAMP, CKEC (discontinuation), FINL (downgrade), FORM, KTOS, LLNW, LRCX, MAT; Retail Apparel (downgrades: KIRK, SSI, ZUMZ)
  • 12/02/16 Update Industry Update - Semiconductors & Semi. Cap. Equipment: Unusual SOX Pullback Creates An Unusually Attractive AMAT and MCHP Entry Oppty
  • 12/02/16 Morning Note B. Riley AM Note: AMSWA, AVGO, GPX, III, XCRA, ZUMZ; Semiconductors & Semi. Cap. Equipment (AMAT, MCHP)
  • 11/30/16 Morning Note B. Riley AM Note: ACLS, AMAT, AVGO, CLX, FORM, GDDY, LRCX, MCHP, OOMA, SWKS, TUP
  • 11/25/16 Morning Note B. Riley AM Note: AMAT, KLAC, LRCX, ROG; The Weiser Consumer (EL, FLWS, IPAR, MAT, PG)
  • 11/18/16 Morning Note B. Riley AM Note: AMAT, CROX, CTSO, IEC (downgrade), MRVL, RGC, RLH, SIMO, SSI
  • 11/18/16 Update AMAT ($30.10, Buy; $38.00 PT): Qtr Mixed But Outlook Better On Brighter C17 Industry View; PT From $39.0 To $38.0
  • 11/14/16 Morning Note B. Riley AM Note: FL, GSM, HEAR, HIBB, JCP, MAMS, SENS, UFAB; Boardsport (DECK, NKE, VFC), Footwear (COLM, DECK, RCKY, VFC, WEYS, WWW), Semiconductors (AOSL, AVGO, INTC, MRVL, SWKS), Semi. Cap. Equipment (AMAT, KLIC, LRCX)
  • 11/14/16 Update Industry Update: Semi Cap Reporting And Analyst-Day Previews: Prospects For AMAT, KLIC And LRCX
  • 10/28/16 Morning Note B. Riley AM Note: AMAT, AVGO, BC, CL, COLM, COHU, CSGP, DECK, DHX, FLEX, FORM, GOOGL, HSKA, IDCC, KTOS, LITE, MCS, NLS, NTCT, OCLR, OSIS, PCTI, PFSW, PLXS, PRGX, PRMW, RGC, SIMO, SPCB, SRI, SQNS, TNAV, TST, TUES, TYL, VVI; The Weiser Consumer
  • 10/26/16 Morning Note B. Riley AM Note: ACLS, AKAM, AMAT, AMC, AVGO, CKEC, CL, COLM, CTG, DECK, DRAD, FNJN, FORM, IIVI (upgrade), INTC, LRCX, NWL, P, PG, PRGX, RCKY, RNWK, SLAB, SWKS, TUES, TXN, UA, VVI, WMAR
  • 10/19/16 Morning Note B. Riley AM Note: AMAT, BRKS, FORM, INTC, LLTC, LRCX, OXM, UA, VFC, WWW, YHOO; The Weiser Consumer (COTY, FTD, IPAR, JAKK, NTRI, NWL, PBH, PG)
  • 10/14/16 Morning Note B. Riley AM Note: AMAT, AVGO, BV, KLAC, LGF, LRCX, SIMO, SWKS, UTEK, WWW; Boardsports (DECK, NKE, VFC), Footwear (BOOT, COLM, DECK, GCO, RCKY, VFC, WEYS, WWW)
  • 10/11/16 Morning Note B. Riley AM Note: AMC, CKEC, PRMW; Semiconductors & Semi. Cap. Equipment (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 10/11/16 Update Industry Update: Semiconductors & Semi. Cap. Equipment - After A Positive Turn In 3Q16 Fundamentals, Classic Cyclical Indicators Could Help In 4Q16 (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 10/10/16 Morning Note B. Riley AM Note: SIMO; Consumer Products (AVP, CLX, COTY, EL, FLWS, FTD, NTRI, TUP, WDFC), Semi. Cap. Equipment (AMAT, KLAC, LRCX, UTEK)
  • 09/22/16 Morning Note B. Riley AM Note: AMAT, BCOV, COTY, FNJN, HEAR, JBL, KTOS, NLST (initiation), PBH, PCMI, TIVO
  • 09/22/16 Update AMAT ($30.57, Buy; $39.00 PT): New Target Model EPS Is $2.80, But Underlying Drivers Appear More Robust; Retain Buy
  • 09/16/16 Update AMAT ($30.15, Buy; $39.00 PT): Over-Achieving F16 Execution Augurs Well For A-Day’s Profitable Growth Outlook; Buy
  • 09/16/16 Morning Note B. Riley AM Note: AMAT, CFMS (initiating), EKSO (initiating), FTD (downgrade), NVRO (initiating), NVTR (initiating), OXM, P, PFSW, RELY, SQNS, TLYS; Footwear (CROX, DECK, RCKY, VFC, WEYS, WWW)
  • 09/01/16 Morning Note B. Riley AM Note: AMRK, APPS, FLEX, LLNW, OXM, PBH, SMTC; Semiconductors and Capital Equipment (AMAT, INTC, ISIL, FORM, LRCX, MCHP, NVDA, SWKS), Focus List Update (ABTL, BV, DKS, JCP, KTOS, LITE, MEI, MRVL, PBH, ROVI, TACT, TNAV, VVI)
  • 09/01/16 Update Industry Update: Semiconductors And Capital Equipment - Takeaways From RILY’s Eighth Annual Tech Tour (AMAT, INTC, ISIL, FORM, MCHP, NVDA, SWKS)
  • 08/25/16 Morning Note B. Riley AM Note: AMAT, AVGO, CBR, EGHT, FORM, GES, GSM, KTOS, LRCX, SIMO, SMTC, SWKS, TLYS, TNAV; The Weiser Consumer (COTY, EL, PRGO)
  • 08/19/16 Update AMAT ($29.20; Buy; $39.0 PT): Order And Backlog Surge Lifts Outlook Well Above Street; Increase Ests And PT To $39.0
  • 08/19/16 Morning Note B. Riley AM Note: AMAT, SSI
  • 08/17/16 Update Semi Check In On Taiwan July Sales, New Gaming Products, And Recent Wireless Concerns
  • 08/11/16 Update AMAT ($26.41, Buy; $33.00 PT): Expecting Modest F3Q Beat And Better F4Q Outlook; Increase Estimates And PT To $33.0
  • 08/11/16 Morning Note B. Riley AM Note: AMAT, AOSL (upgrade), ASML, IEC, KLAC, LOV, LRCX, RELY, RTEC, STMP; Retail Apparel (AEO, GES, JCP, KIRK, TLYS, TUES); Focus List (ABTL, BV, DKS, ISIL, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI)
  • 07/27/16 Morning Note B. Riley AM Note: ACLS, ACW, ADI, AKAM, AMAT, AVGO, BOOT, CL, COLM, CTG, DECK, DMRC, DORM, FORM, HZO, IDCC, KTCC, LLTC, LRCX, NTRI, NWL, PRGX, RCKY, RGC, RLH, RNWK, SWKS, UA, VVI, WWW
  • 07/15/16 Morning Note B. Riley AM Note: AMAT, AMC, AVGO, CHKE, CKEC, ELNK, INFN, ITI, LRCX, ROVI, SWKS; Consumer Products (AVP, CL, CLX, COTY, EL, FLWS, FTD, IPAR, JAKK, KMB, MAT, NWL, NTRI, PBH, PG, PRGO, RDEN, SBH, TUP), Internet (P, YHOO)
  • 07/08/16 Morning Note B. Riley AM Note: AMAT, AVGO, BCOV, INTC, LRCX, SWKS, WDFC
  • 06/30/16 Morning Note B. Riley AM Note: AMAT, EXAR, ISIL, P
  • 06/30/16 Update AMAT ($23.56, Buy; $27.00 PT): New Etch Product With A $0.5B TAM Lends Confidence In LT Tgt Model; Add To AMAT
  • 06/27/16 Update Industry Update - Semi’s And Cap Equipment: Beyond Brexit, Framing Trough And Recovery Parameters (AVGO, MRVL, MXIM, NVDA, SWKS, TXN)
  • 06/21/16 Morning Note B. Riley AM Note: AMAT, AMSWA, AVGO, HCHC, LRCX, MEI, MRVL, STMP, SWKS, WMAR; Marine (BC, HZO, MBUU, MCFT, MPX, WMAR)
  • 06/10/16 Update AMAT ($24.42, Buy; $27.00 PT): Big Repurchase Authorization Adds Upward EPS Pressure, Increasing Visibility; Buy AMAT
  • 06/10/16 Morning Note B. Riley AM Note: AMAT, APPS, CARB, CHKE, JCP, PCOM, PLXS, ROVI, STMP, WEB
  • 05/26/16 Morning Note B. Riley AM Note: AMAT, APPS, LGF, LRCX, RUBI, SWKS
  • 05/20/16 Morning Note B. Riley AM Note: ACLS, AMAT, DKS, EGHT, FNJN, GSM, IVAC, JAKK, MRVL, REIS, SSI, XCRA; Optical Components (CIEN, FNSR, IPHI, LITE, OCLR)
  • 05/20/16 Update AMAT ($21.40, Buy; $27.00 PT): Four Pos AMAT Surprises Bring $2.0 EPS Into View. PT To $27.0, Upgrade Neutral To Buy
  • 05/16/16 Morning Note B. Riley AM Note: ADI, AMAT, CVU, JCP, MTSN, SNDK, SWKS, VSAT
  • 05/16/16 Update AMAT ($19.61, Neutral; $19.50 PT): Expecting Solid Quarterly Execution At May 19th F2Q16 Report. AMAT PT Is $19.50.
  • 04/15/16 Morning Note B. Riley AM Note: ACLS, AMAT, ASML, AVGO, CHKE, GDDY, GIG, INTC, LRCX, MRVL, NMRX, NTCT, SWKS, UTEK, WEB
  • 03/31/16 Morning Note B. Riley AM Note: ACLS, AMAT, INTC, LRCX, SNDK, SPCB
  • 03/21/16 Morning Note B. Riley & Co. AM Note: IDCC, LGF, NKE, NTRI; Exhibitors (AMC, CKEC, CNK, MCS, RGC), Semi. Cap. Equipment (AMAT, ASML, ACLS, BRKS, CAMT, CSCD, COHU, FORM, IVAC, KLAC, KLIC, LRCX, MTSN, RTEC, UTEK, XCRA)
  • 03/21/16 Update Industry Update - Semi And Cap Equipment Co-Controllable Transformations In High Gear, With Coming Cyclical EPS Expansion Still Un-Discounted; Hike Exposure To These Eight Unique Situations Offering 37% Avg Upside
  • 02/19/16 Update AMAT ($18.48, Neutral; $19.50 PT): Solid Performance With 3D NAND A Little Stronger In F2Q Than Expected. PT To $19.50.
  • 02/19/16 Morning Note B. Riley AM Note: AFOP, AMAT, ELNK, OSIS, OUTR, PCMI, PRGO, ROG, SIX, SKX, TRUE, TYL, UEIC, VPG, WWW; Marine (BC, HZO, MPX, WMAR), Retail Apparel (OXM, SHOO, SKX)
  • 02/16/16 Morning Note B. Riley AM Note: AFOP, MAT, MCS, P, PRGO, VPG; EMS Transition (BHE, CLS, FLEX, IEC, JBL, KE, KTCC, MFLX, PLXS, SANM, SPA), Semiconductors & Semi. Cap. Equipment (ADI, AMAT, NVDA)
  • 02/16/16 Update Industry Update - Semi And Cap Equipment Large Cap Off-Cycle Results Preview (ADI, NVDA, AMAT)
  • 12/28/15 Morning Note B. Riley AM Note: GSM; Box Office (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RLD, RGC), Semiconductors & Semi. Cap. Equipment (ACLS, ADI, AMAT, AOSL, ASML, BRCM, BRKS, CAMT, COHU, CSCD, EXAR, FORM, INTC, ISIL, IVAC, KLAC, KLIC, LLTC, LRCX, MCHP, MRVL, MTSN)
  • 12/28/15 Update Industry Update: Semi And Cap Eqp - FCF Analysis Suggests Another Intense Year Of M&A In C16
  • 11/16/15 Update Industry Update - Semiconductors & Semi Cap Equipment: Summarizing Changes In Stock Conviction
  • 11/13/15 Update AMAT ($17.05, Neutral; $18.00 PT): A Mixed Qtr And Outlook And Flattish C16 WFE View; PT Remains $18.0
  • 11/13/15 Morning Note B. Riley AM Note: AMAT, BEBE, IMAX, LGF, MAMS, SBH; Focus List Update (CHKE, EMKR, FTD, GUID, IMAX, ISIL, KTOS, MWW, RUBI, SRI)
  • 11/09/15 Update AMAT ($17.05, Neutral; $18.00 PT): F4Q15 Makeable, But F1Q16 Has Risk; Reduce Estimates, PT To $18.0
  • 11/09/15 Morning Note B. Riley AM Note: AMAT, AMRK, ARTX, BOOT, CSOD, EVOL, FTD, GSM, HSKA, III, NTRI, RDEN, VSAT; November Focus List Update
  • 09/24/15 Update Semiconductor Capital Eqp: After A Solid Start Some Cautious Signals Late Quarter
  • 09/22/15 Morning Note B. Riley AM Note: AMAT, AMRK, FARM, KLAC, LRCX, PBH, PRMW, SWKS
  • 09/08/15 Update B. Riley Silicon Valley Tech Tour Review - Semiconductor and Capital Equipment
  • 08/31/15 Morning Note B. Riley AM Note: LGF; Semiconductors and Capital Equipment Industry Update
  • 08/31/15 Update Semiconductor & Capital Equipment Industry Update: Bellwether Bright Spots Ease Global Growth Fears – Focus On Milestones Ahead
  • 08/24/15 Update Industry Update: Semiconductor And Capital Equipment: B. Riley Silicon Valley Tech Tour Preview
  • 08/14/15 Morning Note B. Riley AM Notes: AMAT, COTY, LLNW, PLNR, SMTC; The Weiser Consumer (FTD, IPAR, PBH, PRGO, RDEN, SBH)
  • 08/14/15 Update AMAT ($17.05, Neutral; $20.00 PT): Orders Strong, But F4Q Sales And GM Surprise To Downside; PT From $22 To $20
  • 08/11/15 Earnings Preview AMAT ($17.60, Neutral; $22.00 PT): See Modest F3Q15 Beat And In-Line F4Q15 But That’s Now Expected
  • 07/20/15 Update B. Riley & Co. Industry Update – SEMICON West Conclusions (ACLS, AMAT, ASML, BRKS, FORM, INTC, KLAC, LRCX, MTSN, RTEC)
  • 07/01/15 Morning Note B. Riley & Co. Morning Notes: CAMP, CHKE; Semi Cap Industry (AMAT, KLAC, LRCX); July Focus List (CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, REMY, RLD, RUBI)
  • 05/15/15 Morning Note B. Riley & Co. Morning Notes: AMAT, PBH
  • 05/14/15 Update AMAT ($20.40, Neutral; $22.00 PT): Solid Qtr And Outlook, But F15/16 EPS Little Changed. PT Remains $22.0
  • 04/28/15 Morning Note B. Riley & Co. Morning Notes: ABTL, AMAT, AVP, CALD, CL, CLRO, COHR, CSGP, DHX, DMRC, DORM, GIG, JDSU, KMB, NTCT, NTRI, OSTK, REIS, RTEC, SIMO, TREC, TYPE, WWWW, YELP
  • 04/28/15 Update AMAT ($19.97, Neutral; $22.00 PT): Withdrawn TEL Merger Bruises Catalyst Profile And Shares; PT To $22
  • 03/30/15 Update Industry Update: Semi And Capital Eqp - Reviewing Estimate Dynamics Into Earnings Preview Season
  • 03/05/15 Update Industry Update - Semi And Cap Equipment Sector Update: Revisiting C15 SOX Outlook And Re-Affirming +15% YY Forecast With Key Underlying Drivers Surprisingly Favorable
  • 02/12/15 Morning Note B. Riley & Co. Morning Notes: ACW, AMAT, CSOD, IMMR, LGF, NVDA, RLD, RNWK, SKX, STMP
  • 02/12/15 Update AMAT ($23.50, Neutral; $24.50 PT): F1Q15 Results And F2Q15 Outlook Are Mixed; Retain Neutral, $24.50 PT
  • 02/09/15 Update AMAT ($24.24, Neutral; $24.50 PT): F1Q15 Preview – Expecting Modest Upside With No Big Surprises
  • 02/09/15 Morning Note B. Riley & Co. Morning Notes: AKAM, AMAT, CSCD, EL, GSM, LGF, NVDA, RDEN, SBH, SKX, VSAT; Exhibitors & Box Office (AMC, CKEC, CNK, IMAX, MCS, RGC, RLD)
  • 01/12/15 Morning Note B. Riley & Co. Morning Notes: IMAX, NTRI, SHOO, VNCE, VOXX; CES Notes (EGHT, ELNK, GTRQ, IMMR, SIMO, SWIR, VSAT), Semiconductors & Semi. Cap. Equipment (AOSL, ADI, AMAT, ASML, BRCM, BRKS, EXAR, ISSI, INTC, ISIL, KLAC, LRCX, LLTC)
  • 01/12/15 Update Industry Update: Semi And Cap Eqp C15 Outlook - Expect A 15% SOX Gain, With Bumps Along The Way
  • 12/08/14 Update Industry Update: Semi+Semi Caps - Fundamental And Excess Cash Action More Nice Than Naughty
  • 11/14/14 Morning Note B. Riley & Co. Morning Notes: AMAT, CIDM, MRVL, NPTN, PCTI, PRMW, SBH, SMTC, UNTD, WYY
  • 11/14/14 Update AMAT ($22.05, Neutral; $24.50 PT): Results And Outlook Mixed As Margins Modestly Disappoint; PT To $24.5
  • 11/10/14 Update AMAT ($22.43, Neutral; $25.00 PT): F4Q14 Preview - Slight Beat/Modestly Lower Before 1H15 Acceleration
  • 11/10/14 Morning Note B. Riley & Co. Morning Notes: AEO, AMAT, ARTX, BRKS, CIDM, COTY, DMD, FARM, IDSY, IMAX, IPAR, LGF, PCMI, VSAT
  • 10/13/14 Update Industry Update: Semi And Capital Eqp: Answering Key Questions To Put The Downturn In Context
  • 10/09/14 Update Industry Update: Semi And Capital Eqp - The Same As It Ever Was…Or Is It Different This Time?