Applied Materials Inc.

Company Details:

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

Related Research

  • 09/28/17 Update AMAT ($48.84, Buy; $63.00 PT): New Target Sales And EPS Surprise Higher At $19.6B/$5.08; Price Target From $61 To $63
  • 09/28/17 Morning Note B. Riley AM Note: ACLS, AMAT, DHX.B, NCMI, TIVO, XOXO
  • 09/27/17 Morning Note B. Riley AM Note: ACLS, AMAT, FORM, LRCX, MAMS
  • 09/25/17 Morning Note B. Riley AM Note: AMAT, DHX.B, INTC, KLAC, LRCX, SIMO
  • 09/21/17 Morning Note B. Riley AM Note: AMAT, AVGO, KLAC, LRCX, NVDA, SWKS, TXN; Marine Industry
  • 09/20/17 Morning Note B. Riley AM Note: AMAT, CARB, HZO, MRVL
  • 09/20/17 Update AMAT ($48.26, Buy; $61.00 PT): Expect Compelling C20 Outlook With Positive Inflections At Hand; Buy, PT Is $61.00
  • 09/13/17 Morning Note B. Riley AM Note: AMRK (transition), CSGP, DLB, FARM, LITE, SANW; Semiconductors & Cap. Equipment (AMAT, AVGO, KLAC, LRCX, SMTC, SWKS)
  • 09/05/17 Update Semiconductor Capital Equipment Tech Tour Review: AMAT and KLAC
  • 09/05/17 Morning Note B. Riley AM Note: BV, CDZI, NLS, NLST (discontinuation), XCRA (discontinuation); Semiconductors (INTC, MCHP, MRVL, NVDA, SWKS), Semi. Cap. Equipment (AMAT, KLAC)
  • 08/30/17 Morning Note B. Riley AM Note: GSM, SIMO, VERI, VSAT; Semiconductors (AMAT, INTC, KLAC, MCHP, MRVL, NVDA, SWKS)
  • 08/18/17 Morning Note B. Riley AM Note: AMAT, DLB, FN, IMMR, PNTR (Initiation), ROG, SSI, TRUE
  • 08/18/17 Update AMAT ($44.50, Buy; $61.00 PT): Strong Diversified Growth Execution Lifts Estimates Even Higher; PT To $61.00, Retain Buy
  • 08/14/17 Morning Note B. Riley AM Note: AMAT, AUXO, JCP, WYY
  • 08/14/17 Update AMAT ($43.08, Buy; $56.00 PT): Expect Strong Execution Ahead In Post-Peak Cycle Era; Shares Buy-Rated
  • 08/02/17 Morning Note B. Riley AM Note: AMAT, AMC, ARC, AVGO, BLKB, CARB, CIEN, CTSO, FNSR, GUID, INFN, INTC, IPHI, KLAC, LRCX, MPX, NCMI, PRGX, REIS, ROG, RUBI, SHOO, SIMO, SQNS, SWKS, TACT, TREC, TST
  • 07/25/17 Morning Note B. Riley AM Note: AMAT, CYTX, DHX, GOOGL, GPX, JCP, KTOS, PCMI, RELY; Marine (BC, HZO, MBUU, MCFT, MPX)
  • 07/17/17 Morning Note B. Riley AM Note: ACIA, ASML, DLB (upgrade), IDSY, MXIM, SWKS; Semi. Cap. Equipment (ACLS, AMAT, ASML, BRKS, CAMT, COHU, FORM, IVAC, KLAC, KLIC, LRCX, RTEC)
  • 07/17/17 Update Semi Cap Equipment – SEMICON West Offers Further Evidence Structural Value Creation Moves Unlocking Dramatic Multi-Year EPS Gains; Retain Positive Sector & Company Views
  • 07/14/17 Morning Note B. Riley AM Note: AMAT, AVGO, COHU, CSGP, INTC, KLAC, LRCX, NVDA, SWKS; Optical Components (ACIA, FNSR, INFN, LITE, NPTN, OCLR)
  • 07/13/17 Morning Note B. Riley AM Note: AMAT, AOSL, FORM, FSNN, HCHC, INTC, KLIC, MCHP, MRVL, NVDA, ON, RGC, SANW, SMTC, SWKS
  • 07/11/17 Morning Note B. Riley AM Note: AMAT, IMMR, JCP, KTOS, OSIS, WMAR (downgrade); Discontinuations (CHKE, GES, OXM, PVH)
  • 07/11/17 Update AMAT ($44.21, Buy; $56.00 PT): Technology Deep Dive Bolsters Multi-Year Growth And EPS Outlook; Buy, PT Is $56.00
  • 06/30/17 Morning Note B. Riley AM Note: ACLS, AMAT, FC, FORM, LRCX, WMAR
  • 06/19/17 Morning Note B. Riley AM Note: ACLS, AMAT, BRKS, FARM, FORM, KLIC, LRCX, SQNS
  • 06/12/17 Morning Note B. Riley AM Note: BRKS, CHKE, DCO, DHX.B, KTOS, MPAA, ON; Semi. Cap. Equipment & Semiconductors (ADI, AMAT, AVGO, BRKS, CAMT, INTC, KLAC, LRCX, MRVL, MCHP, NVDA, ON)
  • 06/12/17 Update Industry Update - Semiconductors And Semiconductor Capital Equipment: Further Profit Taking Could Follow Steep SOX Pull-Back, But Some Attractive Entry Opportunities Already Exist (ADI, AMAT, AVGO, BRKS, CAMT, INTC, KLAC, LRCX, MRVL, MCHP, NVDA, ON)
  • 05/19/17 Update AMAT ($43.91, Buy; $56.00 PT): AMAT EPS Estimates Surge Higher, But C18 Still Has Upside; PT To $56.00, Retain Buy
  • 05/18/17 Morning Note B. Riley AM Note: AMAT, CHKE, EVLV, FC, HIBB, SSI, VRS, VSAT, XCRA
  • 05/15/17 Update AMAT ($43.44, Buy; $44.00 PT): Expect Another Strong Qtr W/More Ahead In Post-Peak Cycle Era; Shares Buy-Rated
  • 05/15/17 Morning Note B. Riley AM Note: AMAT, EXAR (discontinuation), IMAX, JCP, MAMS, NLST, RDI, RNWK, TIVO, VLRX
  • 05/03/17 Morning Note B. Riley AM Note: AKAM, AMAT, ARC, AVGO, BLKB (downgrade), CARB, CSOD, DXCM, GDDY, GPX, GUID, HSKA, IIVI, INTC, IPHI, KLAC, LOV, LRCX, MBUU, MCFT, OCLR, SCVL, SQNS, SWKS, TNAV, TREC, TXN, VIAV
  • 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)