Applied Materials Earns Zacks Rank #2 Buy as Earnings Estimates Rise

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Applied Materials has been drawing heavy investor attention after Zacks Investment Research assigned the chipmaking equipment maker a Zacks Rank #2 (Buy), citing upward revisions to analyst earnings estimates. The company is expected to post earnings of $4.05 per share for the current quarter, a year-over-year change of +86.6%, with the Zacks Consensus Estimate rising +13.3% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $12.76 points to a change of +35.5% from the prior year, while the next fiscal year's estimate of $18.28 indicates a change of +43.3%. Revenue forecasts call for $10.29 billion in the current quarter, up +51.3% year over year, with current and next fiscal year estimates of $34.21 billion and $45.69 billion, representing changes of +20.6% and +33.6%. In its last reported quarter, Applied Materials posted revenues of $9.12 billion, up +24.8% year over year, and EPS of $3.5 versus $2.48 a year earlier, beating the Zacks Consensus Estimate of $9 billion by +1.31% on revenue and by +3.55% on EPS, and the company has topped consensus EPS and revenue estimates in each of the trailing four quarters. Despite the strong estimate momentum, Applied Materials carries a Zacks Value Style Score of D, indicating it trades at a premium to its peers.

Impact on stocks 1

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Applied Materials Inc
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Zacks assigned Applied Materials a Rank #2 (Buy) as analyst earnings estimates were revised upward, with consensus EPS and revenue forecasts rising sharply.

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