AMAT Q1 Earnings: Building an AI Fortress or Cracks in the Armor? скачать в хорошем качестве

AMAT Q1 Earnings: Building an AI Fortress or Cracks in the Armor?

Welcome back to Iron Financial. In today’s breakdown, we are putting Applied Materials (AMAT) through the forge to see if their latest Q1 2026 earnings are built to last or ready to crumble. The numbers are in $7.01 billion in revenue and a non-GAAP EPS of $2.38. While those figures show a 2% year-over-year dip in revenue, the heavy lifting is coming from their guidance—projecting a massive 20% growth in their semiconductor equipment business for calendar 2026. We drill down into: The AI Momentum: How energy-efficient computing is driving record DRAM and advanced packaging results. The Legal Weight: Breaking down the $253 million settlement charge that impacted GAAP operating income. The Future Foundation: Their second-quarter outlook of $7.65 billion and what it means for your portfolio. Are you forging a stronger portfolio with AMAT, or is there weakness in this semiconductor play? Let’s look at the numbers.