Applied Materials (AMAT) Stock Fell After Earnings, But Are There Bullish Signals?

Stephen Sopko and William Kerwin break down Applied Materials (AMAT) earnings. Stephen thinks the company has done a great job pivoting from China to other Asian markets, but questions if they can continue their growth outside of export-restricted companies. William raised his fair value estimate to $225, citing their guidance into the first half of 2026.

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Published on 16 hours ago

Podcast Episode Details

Applied Materials (AMAT) Stock Fell After Earnings, But Are There Bullish Signals?