Applied Matls Inc Stock Price, News & Analysis

Applied Materials (NASDAQ:AMAT) has declared a quarterly cash dividend of $0.46 per share, payable on December 11, 2025, to shareholders of record as of November 20, 2025. This represents a 15% increase from the previous $0.40 per share, marking the company's eighth consecutive year of dividend increases.

The company has maintained a strong shareholder return profile, with a 15% compound annual growth rate in dividends over the past decade through 2024, distributing nearly 90% of free cash flow to shareholders. In Q3 2025, Applied Materials returned $1.4 billion to shareholders through dividends and buybacks, with approximately $14.8 billion remaining in its share repurchase authorization.

Applied Materials (NASDAQ:AMAT) announced its management team's participation in two upcoming investor conferences. CFO Brice Hill will join a fireside chat at the Deutsche Bank 2025 Technology Conference on August 28 at 11:00 a.m. PT, while CEO Gary Dickerson will participate at the Goldman Sachs Communacopia + Technology Conference on September 9 at 10:50 a.m. PT.

Both sessions will be accessible via live audio webcast on the company's investor relations website, with replays available on the same day.

Applied Materials (NASDAQ: AMAT) reported strong Q3 FY2025 results with record revenue of $7.30 billion, up 8% year-over-year. The company achieved record non-GAAP EPS of $2.48, a 17% increase from the previous year, while GAAP EPS rose 8% to $2.22.

Despite the strong performance, AMAT forecasts Q4 FY2025 revenue to decline to approximately $6.70 billion (±$500M) due to capacity digestion in China and non-linear demand from leading-edge customers. The company maintains strong market position with Semiconductor Systems revenue at $5.43 billion (74% of total revenue) and healthy margins, with non-GAAP gross margin at 48.9% and operating margin at 30.7%.

Applied Materials (NASDAQ:AMAT) has announced a significant expansion of its U.S. semiconductor manufacturing capabilities through partnerships with Apple and Texas Instruments. The company will supply American-made chipmaking equipment from its Austin facility to TI's U.S. factories, supporting Apple's semiconductor production needs.

The company plans to invest $200 million in a new Arizona facility for manufacturing critical semiconductor equipment components, adding to over $400 million invested in U.S. manufacturing infrastructure over the past five years. The new Chandler, AZ facility is expected to create 200 jobs over five years in manufacturing, R&D, and services.

This initiative is part of Apple's American Manufacturing Program and their $600 billion commitment to U.S. investment over the next four years.

Applied Materials (NASDAQ:AMAT), a leading semiconductor equipment manufacturer, has scheduled its fiscal third quarter 2025 earnings conference call for Thursday, August 14, 2025, at 4:30 p.m. ET / 1:30 p.m. PT.

The earnings call will be accessible through a live webcast on the company's investor relations website. A replay of the call will be made available starting at 8:00 p.m. ET / 5:00 p.m. PT on the same day.

Applied Materials (NASDAQ:AMAT) has announced the appointment of Jim Anderson to its Board of Directors and Strategy and Investment Committee. Anderson, currently serving as CEO of Coherent Corp., brings over 25 years of experience in the technology sector and semiconductor ecosystem.

Anderson's extensive background includes leadership roles at prominent technology companies, including serving as CEO of Lattice Semiconductor and Senior VP at AMD. He holds multiple advanced degrees from MIT, Purdue University, and the University of Minnesota, and serves on the MIT Sloan School of Management Americas Executive Board and the US-Japan Business Council.

Applied Materials (AMAT) and CEA-Leti announced an expansion of their joint laboratory collaboration focused on specialty semiconductor innovation. The partnership aims to develop materials engineering solutions for more energy-efficient AI data centers, particularly in ICAPS markets (IoT, Communications, Automotive, Power and Sensors). The expanded lab will include new equipment for full-flow device development and advanced packaging capabilities for heterogeneous chip integration. This collaboration is part of Applied's EPIC Platform initiative and will strengthen France's semiconductor ecosystem in Grenoble. The facility combines Applied Materials' wafer processing systems with CEA-Leti's expertise in materials evaluation and device validation, focusing on creating innovative solutions for next-generation specialty devices.

Applied Materials announced a quarterly cash dividend of $0.46 per share, payable on September 11, 2025, to shareholders of record as of August 21, 2025. This represents a 15% increase from the previous $0.40 per share, marking the company's eighth consecutive year of dividend increases. Over the past decade through 2024, AMAT has maintained a 15% compound annual growth rate in dividends and returned nearly 90% of free cash flow to shareholders. In Q2 2025, the company distributed approximately $2.0 billion through dividends and share repurchases, with $15.9 billion remaining in its share repurchase authorization.

Applied Materials (AMAT) has scheduled its fiscal second quarter 2025 earnings conference call for Thursday, May 15, 2025, at 4:30 p.m. ET / 1:30 p.m. PT. The call will be accessible via live webcast through the company's investor relations website. A replay of the earnings call will be made available on the same day starting at 8:00 p.m. ET / 5:00 p.m. PT.