• 8 months ago
Applied Materials, Inc. (NASDAQ:AMAT) reported its first-quarter financial results after the bell Thursday. Here's a look at the highlights.

The Details:

Applied Materials reported quarterly earnings of $2.13 per share which beat the analyst consensus estimate of $1.91 by 11.52%. The company reported quarterly sales of $6.71 billion, beating the analyst consensus estimate of $6.48 billion by 3.55%, and representing a 0.47% decrease over sales of $6.74 billion from the same period last year.

Applied Materials said it generated $2.33 billion in cash from operations and distributed $966 million to shareholders, including $700 million in share repurchases and $266 million in dividends.

“Applied Materials delivered strong results in the first quarter of fiscal 2024 and has outperformed our markets for the fifth consecutive year,” said Gary Dickerson, CEO of Applied Materials.

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Transcript
00:00 Alright first one up since we're already talking about chips. Let's go to applied materials ticker a M a T
00:06 AMAT reported after the close last night and raised guidance
00:11 I mean if you're let's put it this way if you're in this space at all the semiconductor
00:16 Space which applied materials is they do the wafer fabrication equipment
00:21 So kind of like almost a pick and shovel play for the semiconductors doing some of that
00:27 Production there if you're in that space and you and you're not raising guidance right now, then something is wrong
00:33 EPS came in at 179 and 215 against the 179
00:38 Estimate 213 I'm seeing here beats by 22 cents revenue of six point seven one billion beat by two hundred twenty million
00:45 And then again gave some strong guidance where we trade in this morning last time I checked we were up about 11%
00:53 That's where we're at now. I will man that highs way up there that reaction high at
00:59 21739 I'll give you that as a potential target on the outside and I'll say mild support at
01:06 204 after you had the dip but all
01:09 Duke, you know uncharted territory here for a match straight up. No dip on this one, right Dennis. I
01:15 Don't know Joel. This is the market where stuff once it gets rolling
01:20 You don't be short and all-time highs in this market. I'll tell you that much there and the stock is trading at an all-time
01:26 High I didn't go to like my 50-year chart here. So I'm assuming it wasn't higher
01:30 Yeah, so we're way above I mean stocks at all-time highs it's chips everybody wants chips I like chips
01:39 So, you know dip and everything - um
01:41 It's impossible when they're making you all-time highs
01:44 It's very hard to call a top and you have mapped up 21 points
01:48 So I'm not gonna chase it up 11% here. This is not SMCI. So I'm just out. I wouldn't even make a trade on this one

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