Applied Materials | 2Q 2025: performance above expectations and strategic move towards AI
In the world of semiconductors, where every quarter counts, Applied Materials has once again shown that it is one of the unwavering leaders. In the second fiscal quarter of 2025, it shined not only with solid revenue growth and record net earnings per share, but also with exceptionally strong performance across all segments - from semiconductor systems to service to displays. The company's results confirm that demand for powerful and energy-efficient AI chips is stronger than ever - and Applied Materials is making the most of this surge.

What's more, the company is not resting on its laurels. A strategic investment in Besi in the Netherlands opens the door to the next generation of chip packaging, while active participation in SEMICON China 2025 confirms global ambition and technological leadership. Despite geopolitical tensions and regulatory challenges, Applied Materials $AMATremains on course - and analysts are taking note. With an average target price of nearly $200 per share and…