Applied Materials, Inc.
AMAT · Technology
$441.85
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PANW Q4 Earnings Beat Estimates on Platformization Strength
Palo Alto Networks (PANW) reported Q4 fiscal 2026 revenues of $3.41B, up 34% YoY, beating consensus estimates. The company achieved record platformization with 220 net new platform additions (up 44%) and net new NGS ARR of $970M (up 98%). For fiscal 2027, PANW guides revenues of $14.10-$14.20B (23-24% growth) and NGS ARR of $11.075-$11.175B. Strong momentum across Network & AI Security, Cortex, and Idira platforms drove results.
Does ASML's Dominant Position in EUV Signal Further Upside?
ASML maintains its dominant position in EUV lithography systems and is well-positioned to capitalize on rising AI-driven semiconductor investment. The company is leveraging AI internally for efficiency while benefiting from increased demand for advanced chips. Competitors Applied Materials and Lam Research are also gaining from AI infrastructure investments through advanced packaging and etch technologies respectively.
The Biggest Chip Stocks All Yield Under 1%. Here's Where the Cash Actually Goes.
Major chip stocks (Nvidia, Broadcom, Taiwan Semiconductor, and Applied Materials) all offer dividend yields below 1% despite strong profitability. Instead of dividends, these companies return cash to shareholders through stock buybacks and capital investments in manufacturing capacity and equipment, with each company prioritizing different uses for their cash flows.
Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?
The article compares semiconductor equipment makers (ASML, Applied Materials) versus chip designers (Nvidia, Broadcom) in the AI boom. While equipment makers have outperformed over the past year, chip designers have higher profit margins (75-77% vs 50-54%) and greater pricing power, giving them a long-term advantage in capitalizing on the AI cycle despite massive capex investments expected to exceed $1 trillion next year.
Forget Taiwan Semiconductor: 2 AI Semiconductor Equipment Stocks to Buy and Hold Instead
The article argues that semiconductor equipment makers ASML and Applied Materials are better investment choices than Taiwan Semiconductor Manufacturing due to geopolitical risks in Taiwan. ASML, the sole producer of EUV lithography machines, has seen 17% annual revenue growth and a 145% stock increase over the past year. Applied Materials, which provides equipment for various chip manufacturing processes, projects 18% revenue growth this year and 29% in 2027, with a 200% stock increase over the past year.