Applied Materials (AMAT)

[$Pistol Pete$]

Looking good

[deepdj011]

Wow ! Today over 40$ !

[ValueInvestor15]

11 valuation models show little upside for AMAT prior to earnings:

Valuation Models

[Smith Sam]

Not a lot of interest on this stock huh!!!

AMAT!!!!

[north40000]

2nd quarter results:

http://ih.advfn.com/p.php?pid=nmona&article=71531464

Excerpt:

"Second quarter orders were $3.45 billion, up 52 percent sequentially and up 37 percent year over year. Backlog increased to $4.17 billion. Net sales of $2.45 billion were up 9 percent sequentially, flat year over year, and near the high end of guidance.

The company recorded gross margin of 41.0 percent, operating margin of 17.3 percent, and net income of $320 million or $0.29 per diluted share. On a non-GAAP adjusted basis, the company reported second quarter gross margin of 42.7 percent, operating margin of 19.2 percent, and net income of $376 million or $0.34 per diluted share.

The company generated $481 million in cash from operations during the second quarter, paid dividends of $113 million and used $900 million to repurchase 45 million shares of common stock.

“In our second quarter we booked our highest orders in 15 years and we expect to deliver record earnings in fiscal 2016,” said Gary Dickerson, president and CEO. “We are making significant progress with our strategy in semiconductor, display and service, and have a great pipeline of differentiated products that will fuel future growth.”.....

[$Pistol Pete$]

$AMAT Daily and Weekly Chart

[$Pistol Pete$]

$AMAT Applied Materials Gives Upbeat Profit Outlook

Source: Dow Jones News
Applied Materials Inc. on Thursday gave an upbeat profit outlook for its current quarter and reported financial results for its latest reporting quarter that edged above Wall Street expectations, despite flat orders.

For its fiscal second quarter ending in April, Applied Materials forecast adjusted share earnings of 30 cents to 34 cents. Analysts polled by Thomson Reuters had recently forecast 26 cents a share.

For the first quarter ended Jan. 31, the company reported new orders were essentially flat compared with the previous year at $2.28 billion. It said silicon-systems orders fell 11% to $1.28 billion. That business supplies equipment used to fabricate semiconductor chips. New orders in its global services segment rose 12% to $773 million.

Orders in the display business, which sells products for making the LCDs and other technologies used in TVs and smartphones, jumped to $183 million from $107 million a year earlier, the company added.

Earnings fell to $286 million, or 25 cents a share, from $348 million, or 28 cents a share, a year earlier, the company said. Excluding special items, earnings were 26 cents a share. Analysts had expected 25 cents a share in earnings. Meanwhile, operating expenses rose 12%.

Revenue fell 4.3% to $2.26 billion. Analysts had forecast $2.24 billion in revenue, according to Thomson Reuters.

The company's stock price jumped 7.2% to $18.41 a share in after-hours trading on Thursday.

The maker of semiconductor manufacturing tools, often seen as a proxy for chip makers, experiences wide swings in its financial results as makers of chips or computer displays react to demand by building or cutting production capacity.

Applied Materials has seen caution from foundries, a large category of com panies that make chips to order for others for applications like mobile phones.

Write to Chelsey Dulaney at [e-mail]


(END) Dow Jones Newswires

February 18, 2016 18:35 ET (23:35 GMT)

Copyright (c) 2016 Dow Jones & Company, Inc.

[$Pistol Pete$]

$AMAT Daily Chart

[Mma20]

What was the bet

[$Pistol Pete$]

$AMAT Daily & Weekly Charts

[jrph]

Some one is quite bullish 20K bet on it

[robfcity]

Applied Materials’ stock falls after announcing $1.8bn of unsecured notes - New Materials News

newmaterialsnews.com/graphene-news/applied-materials-stock-falls-after-announcing-1-8bn-of-unsecured-notes

A bit late to the party but a news release nonetheless.

[maytepper]

Applied Materials Is Attractively Valued Relative To Semicap And Large Cap Semis

http://www.smarteranalyst.com/2014/12/08/applied-materials-is-attractively-valued-relative-to-semicap-and-large-cap-semis/

[zivtheziv]

$AMAT - Win Trade

Closed $AMAT 20-25.5 Iron Condor for $380 Income and profit of 51% on the premium.

Goes to show you guys and girls how to make money on implied volatility

[oilin07]

No way...fed stimulus ends this month....could possibly go over cliff....markets might have peaked and are in the process of selling off

[OGSPECULATOR]

Load the boat 20.xx!

[oilin07]

Does amat offer drip?

[ECole]

Tokyo-Electron-Merger with AMAT - Conf call transcript



http://www.earningsimpact.com/Transcript/83770/AMAT/Applied-Materials%2c-Inc----Applied-Materials-and-Tokyo-Electron-Merger

[Msmalli]

Saborte79, Thank You. :))

[Saborte79]

Here is the article
http://dealbook.nytimes.com/2013/09/24/applied-materials-to-merge-with-tokyo-electron/

The company will begin a $3 billion stock buyback program within a year of the deal’s closing, which is expected by the second half of 2014. Both Applied Materials and Tokyo Electron expect the deal to begin adding to pro forma earnings per share by the end of the first full fiscal year after closing.

[Msmalli]

Saborte79, That will be awesome :))

[BottomBounce]

AMAT http://www.marketwatch.com/story/applied-materials-shares-jump-after-merger-2013-09-24?siteid=yhoof2

[Saborte79]

BOOM MERGER and 3 billion buyback program. GO AMAT!!!

[TheFinalCD]

Applied Materials and Tokyo Electron to Combine, Creating a New Global Innovator to Serve the Semiconductor and Display Industry...





Applied Materials, Inc. (MM) (NASDAQ:AMAT)
Intraday Stock Chart

Today : Tuesday 24 September 2013
Click Here for more Applied Materials, Inc. (MM) Charts.


TOKYO and SANTA CLARA, Calif., Sept. 24, 2013 /PRNewswire/ -- Applied Materials, Inc. (NASDAQ: AMAT) and Tokyo Electron Limited (TSE: 8035) today announced a definitive agreement to create a global innovator in semiconductor and display manufacturing technology via an all-stock combination which values the new combined company at approximately $29 billion (¥2.8 trillion). This combination, which has been unanimously approved by the Boards of Directors of both companies, brings together complementary leading technologies and products to create an expanded set of capabilities in precision materials engineering and patterning that are strategically important for customers. The closing of the transaction is subject to customary conditions, including approval by Applied Materials' and Tokyo Electron's shareholders and review by regulators. The companies expect the transaction to close in mid to second half of 2014.

Tetsuro Higashi, Chairman, President and CEO of Tokyo Electron, said, "Today, we are launching a new company and taking a bold step forward for our industry. Built on a foundation of people, technology and commitment, we are creating a truly global company that we believe will expand the value we deliver to our customers and be able to achieve new levels of financial performance."

Gary Dickerson, President and CEO of Applied Materials, said, "We are creating a global innovator in precision materials engineering and patterning that provides our new company with significant opportunities to solve our customers' high-value problems better, faster and at lower cost. We believe the combination will accelerate our momentum for profitable growth, increase the value we deliver to shareholders and create great opportunities for our employees."

The combined organization is intended to accelerate the existing strategic visions of Applied Materials and Tokyo Electron and increase the new company's opportunity to enable major, future technology inflections and advance customers' roadmaps in both semiconductor and display. Extraordinary advances in semiconductor and display technology have made it possible to mass produce affordable personal electronics, putting PCs, smartphones, tablets and other amazing devices in the hands of consumers around the world.

Today, the mobility trend is driving a new phase of industry growth and introducing dramatic and fundamental technology changes in the way devices are made. Materials innovation is the most significant lever for customers to drive cost-effective performance gains in mobile chips and displays. With the best and broadest capability in materials engineering, Applied Materials and Tokyo Electron believe this new company will be well-positioned to provide valuable, differentiated device performance and yield solutions that enable the new device architectures and cost-effective scaling that customers need to win.

Said Higashi and Dickerson jointly, "We are building this new company in the spirit of a merger of equals. For five decades, we have each made significant contributions to the semiconductor industry and we have deep respect for the capabilities that the other brings to this combination. Both companies have a strong heritage of customer service and an enduring commitment to push the boundaries of technology and engineering. We share many common values and are confident we will execute together to achieve our strategic and financial goals."

As a clear signal of the commitment to create a new global enterprise, the company will have a new name, dual headquarters in Tokyo and Santa Clara, a dual listing on the Tokyo Stock Exchange and the NASDAQ, and will be incorporated in The Netherlands.

The new company will have a shared leadership team. Tetsuro Higashi will serve as Chairman, and Gary Dickerson will serve as Chief Executive Officer. The board will be made up of eleven directors with five directors appointed by each company and one additional director to be mutually agreed upon. Seven of the eleven directors will be independent. Bob Halliday of Applied Materials will serve as Chief Financial Officer.

Under the terms of the agreement, Tokyo Electron shareholders will receive 3.25 shares of the new company for every Tokyo Electron share held. Applied Materials shareholders will receive 1 share of the new company for every Applied Materials share held. After the close, Applied Materials shareholders will own approximately 68% of the new company and Tokyo Electron shareholders approximately 32%.

The companies expect to achieve $250 million in annualized run-rate operating synergies by the end of the first full fiscal year and $500 million in run-rate operating synergies realized in the third full fiscal year. In addition, the new company expects to realize meaningful savings as a result of the new corporate structure. The new company intends to commence a $3.0 billion stock repurchase program targeted to be executed within 12 months following the close of the transaction. On a non-GAAP basis, taking into account the buyback, the transaction is expected to be EPS accretive at the end of the first full fiscal year after transaction close.

Goldman, Sachs & Co. acted as Applied Materials' exclusive financial advisor, and Weil, Gotshal & Manges LLP, Mori, Hamada & Matsumoto, and De Brauw Blackstone Westbroek acted as legal counsel to Applied Materials. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as Tokyo Electron's exclusive financial advisor, and Jones Day, and Nishimura & Asahi acted as legal counsel to Tokyo Electron.

More information on the announcement can be found at www.newglobalinnovator.com.

Press Conference Information
Applied Materials and Tokyo Electron will hold a live press conference today at 7:00 p.m. JST at the Tokyo Electron, Akasaka Biz Tower, 3-1 Akasaka 5-chome, Minato-ku, Tokyo 107-6325.

Conference Call and Webcast Information
Applied Materials and Tokyo Electron will also hold a conference call that begins at 8:00 a.m. EDT/5:00 a.m. PDT today. A live webcast will be available on the Investor Relations page of www.appliedmaterials.com. Dial-in details are also available: 1-877-356-9175 (United States) or 1-706-679-5064 (outside the United States); Conference ID: 70356685.

About Applied Materials
Applied Materials, Inc. (NASDAQ:AMAT) is the global leader in providing innovative equipment, services and software to enable the manufacture of advanced semiconductor, flat panel display and solar photovoltaic products. Our technologies help make innovations like smartphones, flat screen TVs and solar panels more affordable and accessible to consumers and businesses around the world. Learn more at www.appliedmaterials.com.

About Tokyo Electron
Tokyo Electron Limited (TEL), established in 1963, is a leading supplier of innovative semiconductor, flat panel display and photovoltaic panel production equipment worldwide. All of TEL's semiconductor and flat panel display production equipment product lines maintain high market shares in their respective global segments. TEL has located research & development, manufacturing, sales, and service locations all over the world. http://www.tel.com

Contact Information

Editorial/Media Contacts
Kevin Winston, Applied Materials Corporate Communications
[phone]
[e-mail]

[ECole]

Merrill-Lynch Technology-Conference

Conference Updates are interesting...

Transcript here

[Andy68]

Is this stock a leading or lagging indicator for the semiconductor market? I'm assuming that semiconductor manufacturers will tool up once their at or near capacity, and they need to expand their manufacturing capability.

just my opinion,
Andy

[gottfried]

last post here, but SEMI charts will continue to be updated at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

[gottfried]

SEMI data November 2012

http://www.semi.org/en/node/44281


Notes from SEMI:

•Next SEMI Book-to-Bill: January 24, 2013 at 3:00pm PST •The SEMI North American Book-to-Bill data trends include estimates for some North American companies that do not participate in the SEMI data collection program. Estimates are based on most current public financial statements and announcements from companies, in addition to analysis of overall equipment industry trends. These estimates represent up to approximately 20 percent of the SEMI Book-to-Bill. •Beginning with the July 2012 data, SEMI returns to a reporting format that accommodates two months of data refinement (revision): the first month of data is labeled ‘preliminary’; the second month, the data is labeled ‘revised’; and the third month, the data is labeled ’final’. This reporting procedure was used for the SEMI North American Book-to-Bill up until October 2001. •For information on SEAJ Book-to-Bill Report, visit www.seaj.or.jp

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA data
http://www.sia-online.org/clientuploads/GSR/October%202012%20GSR%20table%20and%20graph%20for%20press%20release.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[gottfried]

SEMI data October 2012

http://www.semi.org/en/node/43856?id=highlights


Notes from SEMI:
•Next SEMI Book-to-Bill: December 18, 2012 • at 3:00pm PST
•The SEMI North American Book-to-Bill data trends include estimates for some North American companies that do not participate in the SEMI data collection program. Estimates are based on most current public financial statements and announcements from companies, in addition to analysis of overall equipment industry trends. These estimates represent up to approximately 20 percent of the SEMI Book-to-Bill.

•Beginning with the July 2012 data, SEMI returns to a reporting format that accommodates two months of data refinement (revision): the first month of data is labeled ‘preliminary’; the second month, the data is labeled ‘revised’; and the third month, the data is labeled ’final’. This reporting procedure was used for the SEMI North American Book-to-Bill up until October 2001.

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA September ww chip sales

SIA data
http://www.sia-online.org/clientuploads/GSR/September%202012%20GSR%20table%20and%20graph%20for%20press%20release.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[gottfried]

SEMI data September 2012

http://www.semi.org/en/node/43616?id=highlights

Notes from SEMI:
•Next SEMI Book-to-Bill: November 15, 2012 at 3:00pm PST
•The SEMI North American Book-to-Bill data trends include estimates for some North American companies that do not participate in the SEMI data collection program. Estimates are based on most current public financial statements and announcements from companies, in addition to analysis of overall equipment industry trends. These estimates represent up to approximately 20 percent of the SEMI Book-to-Bill.

•Beginning with the July 2012 data, SEMI returns to a reporting format that accommodates two months of data refinement (revision): the first month of data is labeled ‘preliminary’; the second month, the data is labeled ‘revised’; and the third month, the data is labeled ’final’. This reporting procedure was used for the SEMI North American Book-to-Bill up until October 2001.

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA August ww chip sales

SIA data
http://www.sia-online.org/clientuploads/August%202012%20GSR%20table%20and%20graph%20for%20press%20release.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[gottfried]

SEMI data August 2012

http://www.semi.org/en/node/43261?id=highlights

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts



SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA July ww chip sales

SIA data
http://www.sia-online.org/clientuploads/GSR/July%202012%20GSR%20table%20and%20graph%20for%20press%20release.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[gottfried]

SEMI data July 2012

http://www.semi.org/en/node/42886?id=highlights

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts



SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA June ww chip sales

SIA data
http://www.sia-online.org/clientuploads/June%202012%20GSR%20table%20and%20graph%20for%20press%20release.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[INDIAN66]

Yours recommendation after today's result please.

[PaigeCoverdale]

Standard&Poors Capital - KEEPS STRONG BUY RECOMMENDATION ON SHARES OF APPLIED MATERIALS

Ahead of Jul-Q earnings release due August 15, we trim our FY 12 (Oct.) operating EPS estimate by $0.04 to $0.80 and FY 13's by $0.04 to $1.10. We initiate FY 14 at $1.29 and up our 12-month target price by $1 to $15, on blend of P/E and price-to-sales near peers. We believe near-term downside is reflected in the shares and see a possible order rebound by calendar year end, making AMAT attractive along with 3.4% yield. We also remain optimistic on a recovery in flat panel display. We view positively anticipated cost cuts and the recent appointment of Gary Dickerson as president.

Applied Materials - On March 5, 2012, Applied's Board of Directors approved a new stock repurchase program authorizing up to $3 billion in repurchases

S&P rates them a strong buy, they are buying back stock and there is a 3% dividend. With new developments in NOR and NAND memory and hyperthreading, chip makers will soon need to replace their chip making equipment, but, because of the sector, this stock will ebb and flow, it is just an intrinsic condition, the silicon chip sector is cyclical, but now is an awesome time to buy.

Disclosure - I am long on this stock.

[gottfried]

SEMI data June 2012

http://www.semi.org/en/node/42351

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts



SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA May ww chip sales

SIA data
http://www.sia-online.org/clientuploads/May%202012%20GSR%20table%20and%20graph%20for%20press%20release.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[gottfried]

SEMI data May 2012

http://www.semi.org/en/node/42081?id=highlights
Next SEMI Book-to-Bill: July 19, 2012 at 3:00pm PDT

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts



SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA April ww chip sales

SIA data
http://www.sia-online.org/clientuploads/April%202012%20GSR%20table%20and%20graph%20for%20press%20release.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[gottfried]

SEMI data April 2012

http://www.semi.org/en/node/41706
Next SEMI Book-to-Bill: June 21, 2012 at 3:00pm PDT


SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts



SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales
[to March since April SIA data not available yet]

[jjohn]

amat holding strong. bought in today 450s @ 10.38
may drops below 10.15

amat :)

[gottfried]

SIA March ww chip sales

SIA data
http://www.sia-online.org/clientuploads/March%202012_Charts_Graph.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[Sergey777]

Applied Materials Technical Analysis $AMAT MACD bear, Short target 10.16 (support) http://t.co/lnWFMRN5

[gottfried]

SEMI data March 2012

http://www.semi.org/en/node/41321?id=highlights

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales
[to February since March SIA data not available yet]

[Sergey777]

NEW YORK , March 26, 2012 /PRNewswire/ -- Applied Materials Inc. (NASDAQ: AMAT: $13 ) has been picked by S&P Capital IQ as its Focus Stock of the Week. AMAT carries S&P Capital IQ's highest investment recommendation of 5-STARS, or Strong Buy.

"We think all of AMAT's business segments should improve from current levels in the coming months," said Angelo Zino , equity analyst at S&P Capital IQ. "While we believe the company's Silicon segment has already shown signs of rebounding from trough levels, we expect to see order improvement from both the display and solar-related businesses as the calendar year progresses. We anticipate that foundry and flash memory companies will be the key drivers in the projected rebound for AMAT's semiconductor equipment business."

$AMAT support 10.72 resistance 12.96 short target 10.72 http://bit.ly/IdpWw3

[gottfried]

SIA February ww chip sales

SIA data
http://www.sia-online.org/clientuploads/Feb2012_chartsgraph.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above