Applied Materials Forecasts 7.1% Revenue Growth in Q2 2025

Applied Materials, Inc. (AMAT.US) is scheduled to announce its second-quarter earnings for the fiscal year 2025 on May 15th, following the close of the U.S. market. Market analysts predict that the semiconductor equipment manufacturer will report revenue of $7.12 billion for the second quarter, indicating a 7.1% year-over-year increase. Additionally, earnings per share (EPS) are forecasted to be $2.31, reflecting a 10.5% year-over-year growth. Over the past 30 days, the EPS estimate for the second quarter has been adjusted upwards by 0.23%.

In the first quarter of this year, Applied Materials reported an EPS of $2.38, exceeding market expectations of $2.28. This trend of surpassing market expectations has been consistent for the past four quarters. Despite these positive earnings reports, the company's stock has declined by 4.1% year-to-date. In comparison, the S&P 500 index has decreased by 3.8% over the same period.

Analysts have given Applied Materials a "moderate buy" rating, with an average target price of $201.90, which is 30% higher than the current stock price. The upcoming earnings report is pivotal as it could potentially drive the stock price higher, given the company's strong performance in recent quarters and the positive revisions to EPS estimates. Investors will be closely monitoring the results to see if Applied Materials can sustain its trend of beating market expectations and whether this will translate into a rebound in its stock price.