COMPANY
Applied Materials
AMAT:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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KLA, LAM, AMAT, ASML, TEL model updates post 1Q24May 24, 2024 — Pierre Ferragu
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Bible 1Q24 – Semicap: recovery on track, positive 2025 outlook in expectations already.May 21, 2024 — Pierre Ferragu
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Chinese AI ramp, Nvidia preview, WFE recovery, Cisco stabilization, Arm XPU initiative, and more. The Tech Weekly Wrap-upMay 20, 2024 — Pierre Ferragu
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AMAT 2FQ24: 2025 growth well reflected in expectations. Neutral, $220 TP.May 17, 2024 — Pierre Ferragu
Events
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Mar
15TechnologyMarch 15, 2024Watch Replay -
Jan
16TechnologyJanuary 16, 2024Watch Replay -
Dec
19TechnologyDecember 19, 2023Watch Replay -
Oct
11 -
Jun
20TechnologyJune 20, 2023 – June 20, 2023 — VirtualWatch Replay -
Oct
25TechnologyOctober 25, 2022Watch Replay -
Oct
18 -
Sep
20TechnologySeptember 20, 2022Watch Replay -
Sep
12 -
Jul
01TechnologyJuly 1, 2022Watch Replay -
Jun
07 -
Nov
05 -
Oct
18 -
Sep
09TechnologySeptember 9, 2021Watch Replay -
May
11TechnologyMay 11, 2021Watch Replay -
Jun
06TechnologyJune 6, 2019Watch Replay -
Feb
20 -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Watch Replay -
May
22 -
May
04