文章核心观点 - 公司近期受关注 可考虑影响其股价表现的关键因素 其Zacks Rank 2显示短期内或跑赢大盘 [1][10] 收益预估修正 - 公司当前季度预计每股收益1.96美元 同比变化-2% 过去30天Zacks共识预估变化+0% [3] - 本财年共识收益预估8.04美元 较上一年变化-0.1% 过去30天预估变化+0.1% [3] - 下一财年共识收益预估9.28美元 较一年前预期报告变化+15.5% 过去一个月预估未变 [3] - 公司因共识预估近期变化幅度及其他三个与收益预估相关因素 被评为Zacks Rank 2（买入） [4] 预计营收增长 - 公司当前季度共识销售预估65.1亿美元 同比变化-1.8% [5] - 本财年和下一财年预估分别为264.9亿美元和291.8亿美元 变化分别为-0.1%和+10.2% [5] 上次报告结果和意外表现历史 - 公司上一季度报告营收67.1亿美元 同比变化-0.5% 每股收益2.13美元 去年同期为2.03美元 [6] - 报告营收较Zacks共识预估64.7亿美元 意外表现为+3.62% 每股收益意外表现为+12.11% [6] - 公司在过去四个季度均超过共识每股收益和营收预估 [7] 估值 - 评估股票估值对投资决策很重要 可通过与自身历史值和同行比较判断股价合理性 [8] - 公司在Zacks价值风格评分中获C级 表明其股价与同行相当 [9]

文章核心观点 - 应用材料公司有大规模股票回购计划，虽能减少股份数量和提升每股收益，但公司为此付出高昂代价，不一定能推动股价上涨 [1][2][3] 公司概况 - 应用材料公司是最大的半导体制造设备供应商之一，过去十年利润飙升 [1] 股票回购计划 - 2023年3月宣布100亿美元股票回购计划，此前已授权47亿美元 [2] - 过去四个季度共回购26.39亿美元股票，其中2024年第一季度和2023年第四季度各回购7亿美元，2023年第三季度回购4.39亿美元，2023年第二季度回购8亿美元 [2] - 公司产生的现金足以支持股票回购计划，2024财年第一季度产生21亿美元自由现金流 [2] 股票估值 - 分析师预计公司2024财年每股收益7.78美元，远期市盈率约26倍 [3]

Broad market indexes are down about -5% over the last couple of weeks, and some market participants are already anticipating the worst outcomes. But is there really something terrible on the horizon, or is this just a garden variety pullback?Although we have seen a hot inflation print, rising geopolitical tensions and doubts about interest rate cuts, I lean towards the current scenario being pause in the bull run and thus likely a buying opportunity.The US economy is growing above trend, the AI revolution i ...

Will Chinese "overproduction" of semiconductor chips swamp the market?Wednesday is turning into a bad day to own semiconductor stocks -- and China is the reason. Late last night, the South China Morning Post reported that semiconductor chip output in the Middle Kingdom surged 40% in the first quarter -- more than twice as fast as total global semiconductor sales, according to data from the Semi global semiconductor manufacturers association. Shares of leading chipmaker Advanced Micro Devices (AMD -4.66%) ar ...

Monty Rakusen Investment action Based on my current outlook and analysis of Applied Materials (NASDAQ:AMAT), I recommend a buy rating. I believe the worst of this semi-down cycle is over, and AMAT’s growth should see acceleration ahead in the next industry growth cycle. There are also strong growth catalysts that should further support growth acceleration, like HBM and GAA technology inflection. Basic Information AMAT is a big player in the semiconductor industry with more than 55 years of operating his ...

NVIDIA - NVIDIA的数据中心业务是其季度报告的亮点，销售额达到了184亿美元，同比增长410%[4] - NVIDIA的业绩一直超出公司的共识预期，最近一次超出了14亿美元[5] Coinbase - Coinbase是美国最大的加密货币交易所，分析师对公司的盈利前景非常乐观，预计收入将比去年同期增长55%[6] Applied Materials - Applied Materials为半导体、显示器等行业提供制造设备、服务和软件，分析师对公司的前景非常看好，给予了Zacks Rank 1（强烈买入）评级[7]

Investors might want to bet on Applied Materials (AMAT) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual i ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, April 16th:Naspers (NPSNY) : This multinational media group with its principal operations in pay television and Internet subscriber platforms, print media, book publishing, private education and technology markets, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.2% over the last 60 days.Naspers’ shares gained 11.6% over the last three ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Tactile Systems Technology (TCMD) : This medical technology company which develops medical devices for the treatment of chronic diseases at home, has seen the Zacks Consensus Estimate for its current year earnings increasing 33.3% over the last 60 days.Quad Graphics (QUAD) : This company which is a provider of print and related multichannel solutions for consumer magazines, special interest publications, catalogs, retail inserts and cir ...

The March CPI report left investors with a sour taste. The index soared for the third consecutive month, with a 3.50% year-over-year (YOY) increase that surpassed analyst expectations and represented a 30 basis point increase from last month. Hence, with the stickiness of inflation, the importance of inflation-proof stocks increases.Furthermore, with inflation persisting, investors are recalibrating their expectations for interest rate cuts starting in June. Hence, with the prospect of rate cuts pushed furt ...