Steven Rowles: Applied Materials’ Incredible Results and Margins

Bullish Gator

Trivest’s Steven Rowles highlights Applied Materials’ strong results and margins and other stocks to watch—insights for investors from BNN Bloomberg.

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What stands out

On BNN Bloomberg, Steven Rowles called Applied Materials' recent results "incredible," and singled out margins as especially strong, language that catches attention because AMAT sits at the center of chip equipment and semiconductor cycle stories. Investors hear words like "incredible" and often price in a re-acceleration, but the company's averages tell a more muted tale: revenue has grown roughly 3.2% year-over-year and net income about 2.4%. That tension between upbeat narrative and modest growth is the useful takeaway for anyone deciding whether to add exposure on the hype or the numbers.