Applied Materials Not Seeing Trade Led Impacts, But JPMorgan Scales Back Estimates -- Market Talk

Dow Jones

2025/05/16

1057 ET - Applied Materials' results and guidance were in-line, but JPMorgan is scaling back estimates. "We are lowering our FY/CY25 revenue/EPS estimates as we account for a weaker 2H demand profile driven by tariff/trade related dynamics for the overall semi/semicap industry," say analysts Harlan Sur and Peter Peng. The semiconductor-equipment company suggested it's not seeing any pull-forward of demand from future quarters due to tariff-led/trade dynamics nor have customers forecasts changed meaningfully, they add. Applied Materials slides 7%. (denny.jacob@wsj.com; @pennedbyden)

(END) Dow Jones Newswires

May 16, 2025 10:57 ET (14:57 GMT)

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The semiconductor-equipment company suggested it's not seeing any pull-forward of demand from future quarters due to tariff-led/trade dynamics nor have customers forecasts changed meaningfully, they add. Applied Materials slides 7%. 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The semiconductor-equipment company suggested it's not seeing any pull-forward of demand from future quarters due to tariff-led/trade dynamics nor have customers forecasts changed meaningfully, they add. Applied Materials slides 7%. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 16, 2025 10:57 ET (14:57 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1119994496.HKD","symbol_name":"FIDELITY WORLD \"A\" (HKD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2535311442","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2535311442","pubTimestamp":1747407420,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1057 ET - Applied Materials' results and guidance were in-line, but JPMorgan is scaling back estimates. \"We are lowering our FY/CY25 revenue/EPS estimates as we account for a weaker 2H demand profile driven by tariff/trade related dynamics for the overall semi/semicap industry,\" say analysts Harlan Sur and Peter Peng. The semiconductor-equipment company suggested it's not seeing any pull-forward of demand from future quarters due to tariff-led/trade dynamics nor have customers forecasts changed meaningfully, they add. Applied Materials slides 7%. 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