Semiconductor Equipment & Materials

(AMAT) Applied Beats, Guidance Looks Soft

Applied Materials’ (AMAT) fiscal second quarter pro forma earnings of 17 cents beat the Zacks Consensus Estimate by 4 cents, or 30.8%. Revenues were also ahead, beating by 3.5%. Increased demand in the SSG and Display segments and...

7Jul2013 | | Comments Off on (AMAT) Applied Beats, Guidance Looks Soft | Continued

(KLAC) KLA-Tencor – Bear of the Day

KLA-Tencor (KLAC) is one of the leading suppliers of inspection and metrology products and services. The company’s fiscal first quarter results missed the Zacks Consensus with forward guidance also disappointing. This was mainly because...

24Dec2012 | | Comments Off on (KLAC) KLA-Tencor – Bear of the Day | Continued

(AMAT) Applied Materials Beats But Stays Cautious

Applied Materials’ (AMAT) fourth quarter pro forma earnings of 6 cents beat the Zacks Consensus Estimate by 3 cents. Revenues were partly responsible, beating consensus expectations by 4.2%.

Revenue

Applied...

3Dec2012 | | Comments Off on (AMAT) Applied Materials Beats But Stays Cautious | Continued

(AMAT) Applied Materials Lowers Full-Year Outlook

Applied Materials (AMAT) lowered its sales and earnings guidance for full-year 2012. Following the news, the shares fell 2.72% to $10.71 after the market closed yesterday.

The chip-fab equipment maker expects full-year net...

16Aug2012 | | Comments Off on (AMAT) Applied Materials Lowers Full-Year Outlook | Continued

(AMAT) Applied Materials 2012 Third Quarter Earnings Preview

Applied Materials, Inc. (AMAT) is scheduled to announce its fiscal third-quarter 2012 results today after the bell. We see some downward movement in analyst estimates in the build-up to the release.

Prior-Quarter Synopsis

Applied’s...

16Aug2012 | | Comments Off on (AMAT) Applied Materials 2012 Third Quarter Earnings Preview | Continued

(TSRA) Tessera Technologies – Bear of the Day

Tessera Technologies, Inc. (TSRA) is a provider of back-end technology for semiconductor manufacturing. Its technology enables miniaturization of electronic goods, which is a driver of IC sales in the market today. However, protection...

15Aug2012 | | Comments Off on (TSRA) Tessera Technologies – Bear of the Day | Continued

(UTEK) Ultratech – Q2 Beat on Higher Product Demand – 2012 Guidance Raised

Shares of Ultratech, Inc. (UTEK) are trending upward since this technology provider for the semiconductor and nanotechnology markets reported second quarter results on July 19.

Currently, this Zacks #1 Rank (Strong Buy) stock...

10Aug2012 | | Comments Off on (UTEK) Ultratech – Q2 Beat on Higher Product Demand – 2012 Guidance Raised | Continued

(UTEK) Ultratech – Momentum – Trending Upward

Shares of Ultratech, Inc. (UTEK) are trending upward since this technology provider for the semiconductor and nanotechnology markets reported second quarter results on July 19.

Currently, this Zacks #1 Rank (Strong Buy) stock...

9Aug2012 | | Comments Off on (UTEK) Ultratech – Momentum – Trending Upward | Continued

(AMAT) Housing and Inflation in the Spotlight – Earnings Preview

Earnings Preview 2/10/12

Earnings season will be still going on this next week. 422 firms are scheduled to report, and 50 of those are members of the S&P 500.  By the end of the week we will be over 80% done with earnings...

13Feb2012 | | 0 comments | Continued

(AMAT) Applied Materials Earnings Scorecard

Following the fourth quarter earnings announcement on November 16, more than half the analysts covering Applied Materials (AMAT) have made downward revisions to their estimates. The reason for the negative revisions may be traced...

28Nov2011 | | 0 comments | Continued

(TER) Teradyne Incorporated – Bear of the Day

Teradyne, Inc. (TER) is a leading provider of automated test equipment. The company’s second quarter earnings beat the Zacks Consensus, although revenue growth was sluggish. Forward guidance indicates slack demand, particularly...

17Oct2011 | | 0 comments | Continued

(TER) Teradyne Incorporated – Bear of the Day

Teradyne, Inc. (TER) is a leading provider of automated test equipment. The company’s second quarter earnings beat the Zacks Consensus, although revenue growth was sluggish. Forward guidance indicates slack demand, particularly...

13Oct2011 | | 0 comments | Continued

(AMAT) Applied Materials Plunges on Weak Guidance

Applied Materials’ (AMAT) third quarter earnings exceeded the Zacks Consensus Estimate by 2 cents. Revenue came in higher than management expectations and exceeded the Zacks Consensus by 4.0%.

Revenue

Applied...

1Sep2011 | | 0 comments | Continued

(AMAT) Applied Materials – Bear of the Day

Applied Materials (AMAT) is one of the world’s largest suppliers of fabrication equipment to semiconductor, LCD and solar PV cell manufacturers. Applied Materials’ third quarter results exceeded estimates, but guidance...

1Sep2011 | | 0 comments | Continued

(AMAT) Applied Materials Reports Quarterly Earnings In-Line

Applied Materials’ (AMAT) second quarter earnings were in line with the Zacks Consensus Estimate. Revenue came in higher than management expectations and exceeded the Zacks Consensus by 3.2%.

Revenue

Applied...

29May2011 | | 0 comments | Continued

(AMAT) Applied Materials Announces Aquisition of Varian Semiconductor

Applied Materials (AMAT) has announced that the company’s board of directors unanimously approved the acquisition of  Varian Semiconductor (VSEA) for $63 per share...

6May2011 | | 0 comments | Continued

(TSRA) Tessera Technologies Beats the Analyst Consensus

Tessera Technologies, Inc. (TSRA) reported first quarter earnings that beat the Zacks Consensus estimate by 16 cents, or 50.0%. Despite a significant revenue decline, Tessera beat the Zacks Consensus due to lower-than-expected expenses...

4May2011 | | 0 comments | Continued

(KLAC) Semi Equipment Nose-Diving

We have been watching the semi equipment stocks closely over the last few days and it seems as if our fears have been realized. Over the last five days, shares of KLA-Tencor (KLAC), Novellus Systems (NVLS)...

13Apr2011 | | 0 comments | Continued

(AMAT) Stock Market News for March 8, 2011 – Market News

Markets continued to stay in the red as concerns over oil supplies and mounting unrest in Libya further pushed up crude prices. To add to the woes of investors, the semiconductor index was downgraded which eventually led to technology stocks sliding lower.

The fear gauge CBOE Volatility Index...

8Mar2011 | | 0 comments | Continued

(AMAT) Applied Materials Quarterly Report Beats Estimates – Guides Higher

Applied Materials’ (AMAT) first quarter earnings beat the Zacks Consensus by 3 cents, or 9.1%. Revenue came in higher than management expectations and exceeded the Zacks Consensus by 3.7%.

Revenue

Applied...

26Feb2011 | | 0 comments | Continued

(AMAT) Stock Market News for February 23, 2011 – Market News

The fear gauge Volatility Index (VIX) surged to its highest level since May last year and benchmark indices suffered sharp declines on Tuesday. Unrest in the Middle East and North Africa continued as immediately after the overthrow of leaders in Egypt and Tunisia, demonstrators in Bahrain, Libya and...

23Feb2011 | | 0 comments | Continued

(VECO) Veeco Instruments Quarterly Report Beats Estimates

Veeco Instruments Inc. (VECO) reported non-GAAP diluted earnings per share of $1.62 for the fourth quarter 2010, ahead of the Zacks Consensus Estimate of $1.58. The result compares favorably with last year’s 36 cents.

For...

9Feb2011 | | 0 comments | Continued

(AMAT) Applied Materials Incorporated – Bull of the Day

Applied Materials (AMAT) is one of the world’s largest suppliers of fabrication equipment to semiconductor, LCD and solar PV cell manufacturers. Applied’s product breadth, strong position in China, improving trends across...

19Jan2011 | | 0 comments | Continued

(AMAT) Applied Materials Earnings Beat – Outlook Weakens

Applied Materials’ (AMAT) fourth quarter earnings beat the Zacks Consensus by 5 cents, or 16.1%. Revenue came in much higher than expectations, exceeding the Zacks Consensus by 11.3%. All except the Applied Global Services (“AGS”)...

7Dec2010 | | 0 comments | Continued

(AMAT) Company News for November 18, 2010 – Corporate Summary

• GM (NYSE:GM) priced its IPO at the upper end of its range at $33 per share, and expanded the number of shares being offered to 478 million

• Sears Holdings (NASDAQ:SHLD) reported a wider third quarter loss than expected at $1.98 versus the expected $1.07, on revenues of $9.68 billion,...

18Nov2010 | | 0 comments | Continued

(NVLS) Novellus Systems Beats Expectations – Outlook Softening

Novellus Systems’ (NVLS) third quarter earnings beat the Zacks Consensus Estimate by 4 cents. Revenue exceeded the Zacks Consensus by 3.7%. Shares were up marginally by 0.99%, as guidance indicated uncertain demand.

Revenue

Novellus...

3Nov2010 | | 0 comments | Continued

(KLAC) KLA-Tencor Corporation Reports Good Quarter / Weak Guidance

KLA-Tencor Corporation’s (KLAC) first quarter earnings beat the Zacks Consensus by 13 cents, or 15.1%. Revenue was also better than expected, beating by 5.0%. Investors did not react too strongly, considering the fact...

3Nov2010 | | 0 comments | Continued

(ASML) Company News for October 13, 2010 – Corporate Summary

• Last night’s interims included a 2-cent beat from Intel (NASDAQ:INTC), as earnings for the third quarter came in at $0.52, on revenues of $11.1 billion, up 18.2% YoY, and up from Street estimates of $11 billion

• Railroad operator CSX (NYSE:CSX) posted third quarter earnings of...

13Oct2010 | | 0 comments | Continued

(AMAT) Applied Materials Grows But Earnings Miss Expectations

Applied Materials’ (AMAT) third quarter earnings missed the Zacks Consensus by 8 cents. This was in spite of the revenue beat of 6.1% and mainly on account of a higher-contribution from the loss-making EES unit (even excluding the...

20Aug2010 | | 0 comments | Continued

(KLIC) Kulicke & Soffa Industries – Consensus Earnings Estimates Jump

Kulicke & Soffa Industries, Inc. (KLIC) is seeing strong order demand heading into the summer and fall which should boost fiscal third quarter results.

Kulicke & Soffa manufactures semiconductor assembly equipment. Its products include...

20May2010 | | 0 comments | Continued