Shares of semiconductor stocks are trading higher as the sector rebounds after falling last week. Chip stocks fell last week amid possible profit taking and concerns over new China restrictions. Investors may also be weighing Biden's exit from the 2024 presidential race.

7/22/24 10:23:35 AM ET

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Shares of semiconductor stocks are trading higher as the sector rebounds after falling last week. Chip stocks fell last week amid possible profit taking and concerns over new China restrictions. Investors may also be weighing Biden's exit from the 2024 presidential race.

Get the next $AMAT alert in real time by email

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Recent Analyst Ratings for
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Company	Date	Price Target	Rating	Analyst
Applied Materials Inc. $AMAT	11/15/2024	$250.00 → $230.00	Buy	TD Cowen
QUALCOMM Incorporated $QCOM	11/12/2024	$180.00	Hold	Loop Capital
STMicroelectronics N.V. $STM	11/4/2024		Equal-Weight → Underweight	Morgan Stanley
KLA Corporation $KLAC	10/31/2024	$760.00 → $725.00	Hold	TD Cowen
KLA Corporation $KLAC	10/31/2024	$750.00 → $850.00	Perform → Outperform	Oppenheimer
Advanced Micro Devices Inc. $AMD	10/30/2024	$210.00 → $185.00	Buy	TD Cowen
QUALCOMM Incorporated $QCOM	10/16/2024	$200.00 → $185.00	Neutral	Citigroup
QUALCOMM Incorporated $QCOM	10/8/2024		Overweight → Sector Weight	KeyBanc Capital Markets

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Leadership Updates

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STMicroelectronics and ENGIE sign long-term agreement for the supply of electricity produced from renewable sources in Malaysia
STMicroelectronics and ENGIE sign long-term agreement for the supply of electricity produced from renewable sources in Malaysia 21-year contract for energy produced by a new solar farm in Malaysia, where ST operates a large-volume test & assembly site.PPA will support the 2027 carbon neutrality and 100% renewable energy sourcing targets of ST. Geneva (Switzerland) and Kuala Lumpur (Malaysia) – November 7, 2024 -- STMicroelectronics (NYSE:STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced today a 21-year Power Purchase Agreement (PPA) with BKH Solar Sdn Bhd, an entity jointly established by ENGIE Renewable SEA Pte Ltd (ENGIE), a
11/7/24 3:00:00 AM ET
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Intel and AMD Form x86 Ecosystem Advisory Group to Accelerate Innovation for Developers and Customers
Leading tech companies to collaborate on architectural interoperability and simplify software development across the ecosystem; luminaries Linus Torvalds and Tim Sweeney join founding members Broadcom, Dell, Google, Hewlett Packard Enterprise, HP Inc., Lenovo, Meta, Microsoft, Oracle, and Red Hat. Intel Corp. (INTC) and AMD (NASDAQ:AMD) today announced the creation of an x86 ecosystem advisory group bringing together technology leaders to shape the future of the world's most widely used computing architecture. x86 is uniquely positioned to meet customers' emerging needs by delivering superior performance and seamless interoperability across hardware and software platforms. The group will f
10/15/24 1:00:00 PM ET
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Applied Materials Appoints Florent Ducrot as Head of European Operations
Mr. Ducrot brings strong customer relationships and business development expertise during an exciting time for the semiconductor industry GRENOBLE, France, Sept. 4, 2024 /PRNewswire/ -- Applied Materials, Inc. today announced Florent Ducrot, Vice President and General Manager, to serve as the Head of European Operations. Mr. Ducrot has more than three decades of experience in the semiconductor industry, spanning marketing, service and business development. During his 21 years at Applied Materials, he has led initiatives which contributed to significant growth of the company's services business.
9/4/24 3:00:00 AM ET
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Financials

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Applied Materials Announces Fourth Quarter and Fiscal Year 2024 Results
Quarterly revenue $7.05 billion, up 5 percent year over yearQuarterly GAAP EPS $2.09 and non-GAAP EPS $2.32, down 12 percent and up 9 percent year over year, respectivelyAnnual revenue $27.18 billion, up 2 percent year over yearAnnual GAAP EPS $8.61 and non-GAAP EPS $8.65, up 6 percent and 7 percent year over year, respectively SANTA CLARA, Calif., Nov. 14, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ:AMAT) today reported results for its fourth quarter and fiscal year ended Oct. 27, 2024. Fourth Quarter Results Applied generated record revenue of $7.05 billion. On a GAAP basis, the company reported gross margin of 47.3 percent, record operating income of $2.05 billion or 29.
11/14/24 4:01:34 PM ET
$AMAT
Semiconductors
Technology
ASML provides updated view on market opportunities at 2024 Investor Day meeting
ASML provides updated view on market opportunities at 2024 Investor Day meetingPositioned for significant growth in revenue and profitability in this decade VELDHOVEN, the Netherlands, November 14, 2024 – At its 2024 Investor Day today, ASML Holding N.V. (ASML) provides an update on its long-term strategy as well as global market and technology trends, confirming potential 2030 scenarios for annual revenue between approximately €44 billion and €60 billion with a gross margin of between approximately 56% and 60%. "We expect that our ability to scale EUV technology into the next decade and extend our versatile holistic lithography portfolio, positions ASML well to contribute to, a
11/14/24 1:00:00 AM ET
$ASML
Industrial Machinery/Components
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KLA Declares Regular Cash Dividend
MILPITAS, Calif., Nov. 7, 2024 /PRNewswire/ -- The KLA Corporation (NASDAQ:KLAC) Board of Directors today declared a quarterly cash dividend of $1.70 per share on its common stock, payable on Dec. 3, 2024 to KLA shareholders of record as of the close of business on Nov. 18, 2024. Logo: https://mma.prnewswire.com/media/806571/KLA_Corporation_Logo.jpg About KLA: KLA Corporation ("KLA") develops industry-leading equipment and services that enable innovation throughout the electronics industry. We provide advanced process control and process-enabling solutions for manufacturing wafers and reticles, integrated circuits, packaging and printed circuit boards. In close collaboration with leading cu
11/7/24 4:15:00 PM ET
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Lam Research Corporation Announces Participation at Upcoming Conferences
FREMONT, Calif., Nov. 21, 2024 /PRNewswire/ -- Lam Research Corp. (NASDAQ:LRCX) today announced that Doug Bettinger, Executive Vice President and Chief Financial Officer, will participate in the following upcoming investor events: UBS Global Technology and AI Conference, December 3, 2024, at 1:15 p.m. Pacific Time (2:15 p.m. Mountain Time) Barclays 22nd Annual Global Technology Conference, December 11, 2024, at 8:40 a.m. Pacific Time Live audio webcasts of these presentations will be available to the public and can be accessed from the Investors' section of Lam's website at www.lamresearch.com. A replay of the audio webcasts will be available for two weeks after the presentation date. About
11/21/24 4:05:00 PM ET
$LRCX
Industrial Machinery/Components
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Applied Materials Breakthrough To Bring OLED Displays to Tablets, PCs and TVs
New Applied Materials MAX OLED™ solution enables OLED display manufacturing on larger glass panels, bringing the superior display technology found in high-end smartphones to tablets, PCs and TVsPatented OLED pixel architecture and dramatically different manufacturing approach improve all types of OLED displays, making them even brighter, clearer, more energy-efficient and longer-lastingThe integrated system combines the OLED deposition and encapsulation technologies needed to mass-produce superior OLED displays SANTA CLARA, Calif., Nov. 21, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today introduced the MAX OLED™ solution, a patented OLED pixel architecture and revolutionary display
11/21/24 7:30:15 AM ET
$AMAT
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STMicroelectronics Outlines 2027-2028 Financial Model and Path Towards 2030 Ambition
PR No: C3296C STMicroelectronics Outlines 2027-2028 Financial Model and Path Towards 2030 Ambition Setting an intermediate financial model: ~$18B revenues and 22-24% operating margin in 2027-2028 Reiterating $20B+ revenue ambition and associated financial model, now expected to be reached by 2030 Geneva, November 20, 2024 - STMicroelectronics (NYSE:STM), a global semiconductor leader serving customers across the spectrum of electronics applications, is hosting today its Capital Markets Day in Paris, France. Within the framework of an unchanged strategy, ST is reiterating its $20 billion plus revenue ambition and associated financial model, that it now expects to be reached by 2030. ST is
11/20/24 1:00:00 AM ET
$STM
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Market Insights

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AI Frenzy Cools, Yen Hammers Gold And Bitcoin, First Ever Joint Air Threat From Russia And China
To gain an edge, this is what you need to know today. GDP Brings Buying Please click here for an enlarged chart of Invesco QQQ Trust Series 1 (NASDAQ:QQQ). Note the following: The chart shows a drop in QQQ. The drop in QQQ was triggered by speculative sentiment pulling back. As a reader of The Arora Report, you knew in advance that speculative sentiment could fall as a result of Tesla Inc (NASDAQ:TSLA) earnings. The chart shows that QQQ is approaching the support zone. RSI on the chart shows that QQQ is now oversold. Oversold markets tend to bounce. The chart shows that the volume was low on the selloff. This indicates a lack of conviction in selling. Especially hard hit in
7/25/24 11:12:33 AM ET
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Looking At KLA's Recent Unusual Options Activity
Deep-pocketed investors have adopted a bearish approach towards KLA (NASDAQ:KLAC), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in KLAC usually suggests something big is about to happen. We gleaned this information from our observations today when Benzinga's options scanner highlighted 8 extraordinary options activities for KLA. This level of activity is out of the ordinary. The general mood among these heavyweight investors is divided, with 25% leaning bullish and 62% bearish. Among these notable options, 6 are puts, tot
7/25/24 10:04:38 AM ET
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AMD Delays Desktop CPU Zen 5 Processor Launch - What's Going On?
Advanced Micro Devices, Inc (NASDAQ:AMD) has postponed the launch of its highly anticipated Zen 5 processors, including the 16-core, 32-thread Ryzen 9 9950X, which it claims to be “the world’s most powerful desktop consumer processor.” The company discovered that some initial production units still needed to undergo the full range of quality checks, the Verge reports. The new launch dates are August 8 for the Ryzen 7 9700X and Ryzen 5 9600X and August 15 for the Ryzen 9 9950X and Ryzen 9 9900X. The new lineup includes the Ryzen 9 9950X, Ryzen 9 9900X, Ryzen 7 9700X, and Ryzen 5 9600X. Regarding recent issues faced by Intel Corp (NASDAQ:INTC) with its 13th and 14th Gen desktop pro
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Shares of semiconductor stocks are trading higher as the sector rebounds after falling last week. Chip stocks fell last week amid possible profit taking and concerns over new China restrictions. Investors may also be weighing Biden's exit from the 2024 presidential race.

Chat with this insight

Recent Analyst Ratings for $AMAT$AMD$ASML$KLAC

$AMAT$AMD$ASML$KLAC Leadership Updates

Live Leadership Updates

STMicroelectronics and ENGIE sign long-term agreement for the supply of electricity produced from renewable sources in Malaysia

Intel and AMD Form x86 Ecosystem Advisory Group to Accelerate Innovation for Developers and Customers

Applied Materials Appoints Florent Ducrot as Head of European Operations

$AMAT$AMD$ASML$KLAC SEC Filings

SEC Form 6-K filed by STMicroelectronics N.V.

Advanced Micro Devices Inc. filed SEC Form 8-K: Leadership Update, Financial Statements and Exhibits

SEC Form 6-K filed by STMicroelectronics N.V.

$AMAT$AMD$ASML$KLAC Financials

Live finance-specific insights

Applied Materials Announces Fourth Quarter and Fiscal Year 2024 Results

ASML provides updated view on market opportunities at 2024 Investor Day meeting

KLA Declares Regular Cash Dividend

$AMAT$AMD$ASML$KLAC Analyst Ratings

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TD Cowen reiterated coverage on Applied Materials with a new price target

Loop Capital initiated coverage on Qualcomm with a new price target

STMicroelectronics downgraded by Morgan Stanley

$AMAT$AMD$ASML$KLAC Large Ownership Changes

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$AMAT$AMD$ASML$KLAC Insider Trading

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$AMAT$AMD$ASML$KLAC Press Releases

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Amendment: SEC Form SC 13G/A filed by KLA Corporation

SEC Form SC 13G/A filed by QUALCOMM Incorporated (Amendment)

SEC Form SC 13G/A filed by STMicroelectronics N.V. (Amendment)

SVP, Finance and CAO Martin Neil converted options into 2,275 shares, covered exercise/tax liability with 971 shares and sold $202,120 worth of shares (1,304 units at $155.00) (SEC Form 4)

New insider Carter Philip Matthew claimed no ownership of stock in the company (SEC Form 3)

CFO & COO Palkhiwala Akash J. sold $491,349 worth of shares (3,000 units at $163.78), decreasing direct ownership by 5% to 51,778 units (SEC Form 4)

Lam Research Corporation Announces Participation at Upcoming Conferences

Applied Materials Breakthrough To Bring OLED Displays to Tablets, PCs and TVs

STMicroelectronics Outlines 2027-2028 Financial Model and Path Towards 2030 Ambition

$AMAT$AMD$ASML$KLAC Market Insights

Live Market Insights

AI Frenzy Cools, Yen Hammers Gold And Bitcoin, First Ever Joint Air Threat From Russia And China

Looking At KLA's Recent Unusual Options Activity

AMD Delays Desktop CPU Zen 5 Processor Launch - What's Going On?

Recent Analyst Ratings for
$AMAT
$AMD
$ASML
$KLAC

$AMAT
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Leadership Updates

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Financials

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Analyst Ratings

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Large Ownership Changes

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Press Releases

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