Applied Materials, Inc. (AMAT) To Go Ex-Dividend on February 19th

Applied Materials, Inc. (NASDAQ:AMAT) declared a quarterly dividend on Thursday, December 11th. Stockholders of record on Thursday, February 19th will be paid a dividend of 0.46 per share by the manufacturing equipment provider on Thursday, March 12th. This represents a c) dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Thursday, February 19th.

Applied Materials has raised its dividend by an average of 0.1%annually over the last three years and has raised its dividend annually for the last 8 consecutive years. Applied Materials has a payout ratio of 18.2% indicating that its dividend is sufficiently covered by earnings. Equities analysts expect Applied Materials to earn $10.07 per share next year, which means the company should continue to be able to cover its $1.84 annual dividend with an expected future payout ratio of 18.3%.

Applied Materials Stock Performance

NASDAQ AMAT opened at $354.91 on Tuesday. The company has a market cap of $281.70 billion, a P/E ratio of 36.33, a PEG ratio of 3.13 and a beta of 1.70. The company has a fifty day simple moving average of $296.94 and a 200 day simple moving average of $238.28. The company has a current ratio of 2.71, a quick ratio of 1.94 and a debt-to-equity ratio of 0.30. Applied Materials has a 12-month low of $123.74 and a 12-month high of $376.32.

Applied Materials (NASDAQ:AMAT) last released its quarterly earnings data on Thursday, February 12th. The manufacturing equipment provider reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.21 by $0.17. The firm had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.88 billion. Applied Materials had a net margin of 27.78% and a return on equity of 37.52%. The business’s revenue was down 2.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.38 earnings per share. Applied Materials has set its Q2 2026 guidance at 2.440-2.840 EPS. Sell-side analysts predict that Applied Materials will post 9.38 earnings per share for the current fiscal year.

Applied Materials News Summary

Here are the key news stories impacting Applied Materials this week:

• Positive Sentiment: Q4 / earnings & management guidance — AMAT beat Q4 consensus and management gave very strong forward commentary (CEO projected ~20% calendar‑2026 sales growth and robust Q2 revenue guidance), which is the main driver behind the rally. Read More.
• Positive Sentiment: Multiple analyst upgrades and target hikes — Several firms raised ratings/targets (Needham raised its target to $440; other outlets reported $420–$440 lifts and upgrades from Summit Insights and reiterations at B. Riley), signaling higher sell‑side conviction and attracting buying interest. Read More. Read More.
• Positive Sentiment: AI / memory cycle tailwinds — Analyst commentary and sector pieces highlight a near‑$1T chip investment cycle driven by AI spending and defense/backlog demand; Applied benefits as a leading equipment supplier for logic and memory. Read More.
• Positive Sentiment: Memory opportunity thesis — Coverage highlighting AMAT as a plays‑on‑memory and AI capex (memory stocks seen as the “next big AI buying opportunity”) supports demand expectations for Applied’s tools and services. Read More.
• Positive Sentiment: Market action / sector split — Recent market pieces note AMAT among the chip names that gained while some peers lagged, reflecting stock‑specific strength vs. broader semiconductor dispersion. Read More.
• Neutral Sentiment: Short‑interest data appears anomalous — February short interest reports in the feed show zero shares / 0.0 days (likely a data glitch), so there’s no clear signal of rising short pressure from that item.

Applied Materials Company Profile

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.