គាំទ្រ៖ ស្តុកសម្ភារៈប្រើប្រាស់មិនមានភាពទាក់ទាញទេ បើទោះជាមានការណែនាំយ៉ាងគគ្រឹកគគ្រេងក៏ដោយ។

Applied Materials Inc (NASDAQ: AMAT) is trading slightly up in extended hours after reporting its financial results for the first quarter that topped Street estimates.

Applied Materials stock up on solid guidance

More importantly, management expressed confidence today that the company will outperform this year even though the industry at large is still facing challenges. For Q2, Applied Materials now forecasts $1.66 to $2.02 of adjusted per-share earnings on $6.40 billion (mid of the range) revenue.

តើអ្នកកំពុងស្វែងរកព័ត៌មានរហ័សព័ត៌មានជំនួយក្តៅនិងការវិភាគទីផ្សារមែនទេ?

ចុះឈ្មោះសម្រាប់ព្រឹត្តិប័ត្រ Invezz ថ្ងៃនេះ។

In comparison, analysts were at $1.76 a share and $6.29 billion, respectively. In the សេចក្តីប្រកាសព័ត៌មានស្តីពីប្រាក់ចំណូល, CEO Gary Dickerson said:

Our resilience is underpinned by our strong positions with leading customers at key technology inflections, large backlog of differentiated products and growing service business.

Notable figures in Applied Material’s Q1 report

• រកបាន 1.72 ពាន់លានដុល្លារធៀបនឹងឆ្នាំមុន 1.79 ពាន់លានដុល្លារ
• Per-share earnings nudged up slightly from $2.0 to $2.02
• Adjusted for nonrecurring items, EPS printed at $2.03
• ប្រាក់ចំណូលបានកើនឡើង 7.0% ពីមួយឆ្នាំទៅមួយឆ្នាំដល់ 6.74 ពាន់លានដុល្លារ
• Consensus was $1.93 per share on $6.69 billion revenue

Is now a suitable time to buy AMAT?

Despite the upbeat results and outlook, however, Boris Schlossberg of BK Asset Management does “not” recommend owning Applied Materials stock. On CNBC’s “អាហារពេលព្រឹក", គាត់​បាន​និយាយ​ថា:

It’s gotten too far ahead of itself. It’s possible for semiconductor demand to be strong but not have the need for capex. So, it’s possible for the semiconductor industry to be doing well but AMAT not necessarily.

For the year, the semiconductor stock is already up about 20%. Schlossberg likes the company for the long-term but recommends that investors wait for a pullback to around $100 a share before building a position.