Applied Materials

Applied Materials Inc. (AMAT) (Q2FY25) – Innovating semiconductor growth with resilience

Highlights of the report

Applied Materials holds a leading position across critical technology inflections, gate-all-around (GAA) transistors, backside power delivery, 3D DRAM and advanced packaging, where each next-generation fab requires roughly 30% more tool content than its predecessor.

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Applied Materials, Inc. engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries.

 In Q2FY25, Applied reported $7.1B in revenue, 7% YoY growth, and record non-GAAP EPS of $2.39, 14% YoY growth, while achieving a 49.2% non-GAAP gross margin, the highest quarterly level since 2000.

Over the past three months, Applied Materials’ stock has rallied from about $155 to $180 by August 1, after falling to ~$170 levels in late June 2025, a 18% gain driven by strong earnings and renewed semiconductor capex optimism.

 Executive Summary

• CrispIdea Forecast

– Income Statement

– Balance Sheet

– Cash Flow

– Common Size Ratio Analysis

– CrispIdea Segment Forecast

• Valuation & Historical Performance

– P/E Analysis

– CrispIdea Valuation

– Peer Comparison

– Ratio Analysis

– Economic Value-Added Analysis

– Du Pont Analysis

– CrispIdea Forecast Relative to Consensus

– Consensus Momentum

– Segment Performance

– Key Developments

– M&A Deals

• Ownership

• Stock Price Performance

• Crispidea Coverage

Report details

Applied Materials Inc. (AMAT) (Q2FY25) – Innovating semiconductor growth with resilience

Price

$280.00

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