Applied Materials
(AMAT) faces considerable
finance impacts due to broader
chip export curbs, flagging a $600m revenue hit anticipated for 2026. The decline results primarily from new export control impacting
sales to China. The rules have prompted warnings of an
export-induced slowdown that sees AMAT stock sliding. Amidst these challenges, the company maintains an
Overweight rating, despite the impact of the
BIS rule. Regardless, some analysts have downgraded AMAT to
Neutral due to rising competition in China. However, others highlight the continued
DRAM and AI demand momentum, upgrading their rating. AMAT's Q3 earnings are anticipated under the cloud of geopolitical headwinds, with the company forecasting growth driven by AI-induced chip demand. However, the announcement of a
third quarter full of results combined with a
weak outlook had led to a decline in AMAT's stock price. Even so, the company remains buoyant, building a
Photonics Waveguide fab in Singapore, thus aligning with GlobalFoundries. Even in these murky waters, some Wall Street bulls remain optimistic about AMAT, recommending buyers to jump in after the weak guidance.
Applied Materials AMAT News Analytics from Sun, 13 Jul 2025 07:00:00 GMT to Sat, 04 Oct 2025 18:08:02 GMT -
Rating -4
- Innovation 2
- Information 5
- Rumor -7
