Industry Newswafer fab equipmentfoundryapplied materials
Applied Materials Reports 2025 Growth, Expects AI-Driven Demand
9.0
Applied Materials reported full-year 2025 revenue of $28.4 billion and a 9% increase in non-GAAP EPS, while TD Cowen on Dec. 4 raised its price target to $315 and kept a Buy rating. The company posted record foundry-systems and DRAM sales outside China, forecasts FQ1 2026 revenue near $6.85 billion, and cites AI-driven wafer-fab equipment demand.
Key Points
- 1Reports full-year 2025 revenue of $28.4B and non-GAAP EPS up 9%, with broad-based segment growth
- 2Highlights DRAM and leading-edge foundry uptrends driving wafer-fab equipment demand and record segment sales
- 3Suggests strong near-term bookings and positions AMAT to capture over 50% of its served market
Scoring Rationale
Strong official earnings and industry impact justify high score, limited by incremental analyst upgrade and routine guidance.
Sources
Public references used for this report.
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