Applied Materials, Inc. (Nasdaq: AMAT) is a Santa Clara, California-based semiconductor company that provides manufacturing equipment, services and software used to fabricate semiconductor chips and, to a smaller extent, displays. This page profiles the listed company and its stock: it brings together TradingView market widgets, financial reference data taken from Applied Materials’ SEC filings, and a dated, clearly labelled third-party Shariah-screening snapshot for research purposes. Applied Materials’ fiscal year is the 52- or 53-week period ending the last Sunday in October, so “fiscal 2025” means the year ended October 26, 2025. Widgets update dynamically; the tables and screening notes are static and carry their own reporting periods and dates. For sector context see SaGeminieTech’s Semiconductors hub, the AI and semiconductor sector analysis and the NASDAQ hub.
Key Investor Considerations for Applied Materials, Inc.
Potential Strengths
- Revenue of $28.37 billion in fiscal 2025, up from $27.18 billion in fiscal 2024 and $26.52 billion in fiscal 2023 (company-reported)
- Operating margin of 29.2% and gross margin of 48.7% in fiscal 2025, both improving versus fiscal 2023 (calculated from reported figures)
- Net cash provided by operating activities of $7.96 billion in fiscal 2025, with cash and investments of $12.90 billion against interest-bearing debt of $6.56 billion at fiscal year-end (calculated)
- Two-segment structure (Semiconductor Systems and Applied Global Services) spanning both equipment sales and a recurring services/spares revenue base
- Ongoing capital return: quarterly dividends totaling $1.4 billion paid in fiscal 2025 and approximately $14.0 billion remaining under the share-repurchase authorization
Material Risks
- Customer concentration: two customers accounted for approximately 19% and 15% of fiscal 2025 net revenue
- Geographic and export-control exposure: China, Taiwan and Korea together were about 74% of fiscal 2025 revenue (calculated), and the 10-K discloses multiple U.S. government subpoenas since 2022 concerning China customer shipments and export-controls compliance
- Cyclicality: semiconductor-equipment demand depends on customers’ capital-spending plans, which the 10-K describes as subject to significant variability
- Net income declined slightly in fiscal 2025 versus fiscal 2024 despite higher revenue and operating income, reflecting non-operating and tax items
- Trade policy risk: the 10-K lists changes in and uncertainty around tariffs, export licensing requirements and international trade disputes among its principal risk factors
- Concentrated segment exposure: with the Display segment folded into Corporate and Other, the great majority of results now depend on the Semiconductor Systems and AGS segments alone
Frequently Asked Questions
What does Applied Materials do?
Applied Materials provides manufacturing equipment, services and software used to fabricate semiconductor chips, and to a smaller extent displays, according to its fiscal 2025 Form 10-K.
On which exchange is Applied Materials listed?
Applied Materials’ common stock trades on the Nasdaq Global Select Market under the ticker symbol AMAT, as stated on the cover of its 10-K and shown in the SEC’s ticker and exchange listing.
What are Applied Materials’ reportable segments?
As of its fiscal 2025 10-K, Applied Materials reports **two** reportable segments: Semiconductor Systems and Applied Global Services (AGS). Its former Display segment is now included within a Corporate and Other category rather than reported separately.
What is Applied Materials’ fiscal year?
Applied Materials’ fiscal year is the 52- or 53-week period ending the last Sunday in October. Fiscal 2025 ended October 26, 2025 and contained 52 weeks; the company reported net revenue of $28,368 million and net income of $6,998 million for that year under US GAAP.
Does Applied Materials pay dividends and buy back shares?
Yes. Applied Materials paid four quarterly cash dividends in fiscal 2025 (one at $0.40 per share, three at $0.46 per share), totaling $1.4 billion, and had approximately $14.0 billion remaining under its share-repurchase authorization at fiscal year-end. Confirm current terms on Applied Materials’ investor relations page.
Is Applied Materials exposed to China export controls?
Yes. The 10-K discloses that the company has received multiple U.S. government subpoenas since 2022 relating to China customer shipments and export-controls compliance, and states it is cooperating with these inquiries. China was approximately 30% of fiscal 2025 net revenue.
Is Applied Materials stock currently Shariah compliant?
Zoya screens AMAT as Shariah-compliant (last updated September 2026) and Musaffa classifies it as HALAL with an A- rating (last updated September 14, 2026), both under AAOIFI-based methodologies. Zoya’s own page states the company has no interest income, which does not match the 10-K’s data; the market-capitalization-based ratios are not independently verified on this page. This is a screening summary, not a compliance certification — check a current, named screening source or a qualified Shariah adviser before relying on any status.
Conclusion
Applied Materials is a large semiconductor-equipment supplier whose fiscal 2025 revenue of $28.37 billion and operating income of $8.29 billion (company-reported) reflect continued demand for advanced manufacturing equipment, following a fiscal 2025 change that folded its former Display segment into a Corporate and Other category alongside its two remaining reportable segments. That profile is balanced against concentration in a small number of large customers, heavy exposure to China, Taiwan and Korea alongside disclosed U.S. government subpoenas concerning China export-controls compliance, the historical cyclicality of semiconductor capital spending, and a slight net-income decline in fiscal 2025 despite higher revenue. The tools on this page — charts, financials, technical indicators and news — support ongoing research into Applied Materials, but they do not replace a review of its official filings or independent financial, legal, tax or Shariah advice.
This page is informational and is not investment advice, a recommendation to buy, sell or hold any security, or a prediction of future returns. See SaGeminieTech’s Disclaimer.
