Applied Optoelectronics, Inc. (NASDAQ:AAOI) Q1 2024 Earnings Conference Call May 9, 2024 4:30 PM ET Company Participants Lindsay Savarese – Investor RelationsThompson Lin – Founder, President, Chief Executive Officer & Chairman of the BoardStefan Murry – Chief Financial Officer & Chief Strategy Officer Conference Call Participants Simon Leopold – Raymond JamesMichael Genovese – Rosenblatt SecuritiesTimothy…
zorazhuang In my previous write-up on Applied Materials (NASDAQ:AMAT), I suggested that the company could emerge as a main beneficiary of the gradual transition to advanced process technology amid the rapid development of AI. Since then, the stock price has surged by 44.6%, and with this article, I am lifting the AMAT stock to a…
Applied Digital Corporation (NASDAQ:APLD) Q3 2024 Results Conference Call April 11, 2024 5:00 PM ET Company Participants Alex Kovtun – IR, Gateway Group, IncWes Cummins – Chief Executive OfficerDavid Rench – Chief Financial Officer Conference Call Participants Lucas Pipes – B. RileyGeorge Sutton – Craig-HallumRob Brown – Lake StreetMike Grondahl – Northland SecuritiesDarren Aftahi –…
PhonlamaiPhoto The semiconductor industry has boomed since the beginning of 2023, riding the tailwinds of OpenAI’s introduction of ChatGPT to the market, which sparked the generative AI revolution. Applied Materials (NASDAQ:AMAT) has ridden that wave higher; the stock was up 68% in 2023 and, as the following chart shows, was up 25.50% in 2024 as…
Sundry Photography We just added Applied Materials (NASDAQ:AMAT) to our Robo24MP Model Portfolio because it has our proprietary SID Buy Signal which is required to get into this portfolio. With this Robo portfolio we delete stocks when they lose our SID Buy Signal and replace them with stocks that have a strong SID Buy Signal….
Klaus Vedfelt In my previous analysis of WFE (wafer front end) semiconductor equipment, Applied Materials, Inc. (NASDAQ:AMAT) had lost its market share dominance to ASML Holding N.V. (ASML) in 2023. Now, AMAT has announced its latest earnings. At the time of my December 5, 2023, Seeking Alpha article entitled “Applied Materials: Weak Earnings Means ASML…
phive2015 Investment Thesis Applied Industrial Technologies, Inc.’s (NYSE:AIT) revenue growth should benefit from easing year-over-year comparisons beginning in the second half of fiscal 2024. In addition, a potential rebound across the technology vertical and strength in the rest of the end markets supported by secular trends and associated government stimulus funds should drive revenue growth…
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Q4 2023 Earnings Conference Call February 22, 2024 4:30 PM ET Company Participants Lindsay Savarese – Investor Relations Thompson Lin – Founder, President, Chief Executive Officer & Chairman of the Board Stefan Murry – Chief Financial Officer & Chief Strategy Officer Conference Call Participants Simon Leopold – Raymond James Michael Genovese…
Applied Materials, Inc. (NASDAQ:AMAT) Q1 2024 Earnings Conference Call February 15, 2024 4:30 PM ET Company Participants Michael Sullivan – Corporate Vice President Gary Dickerson – President and Chief Executive Officer Brice Hill – Chief Financial Officer Conference Call Participants Stacy Rasgon – Bernstein Research Vivek Arya – Bank of America CJ Muse – Cantor…
Applied DNA Sciences, Inc. (NASDAQ:APDN) Q1 2024 Results Conference Call February 8, 2024 4:30 PM ET Company Participants Sanjay Hurry – Head of IR Beth Jantzen – Chief Financial Officer Dr. James Hayward – Chairman, President and CEO Clay Shorrock – Chief Legal Officer and Head of Business Development Judy Murrah – Chief Operating Officer…
Andrzej Rostek Thesis overview In my prior coverage I recommended APLT as a “Buy” on the prospects of positive interactions with the FDA and NDA submission of AT-007 for the treatment of galactosemia. On that front everything is going as planned so far, with both NDA (USA) and MAA ((Europe)) submissions announced 2 days ago….
IR_Stone Applied Optoelectronics (NASDAQ:AAOI) reported improved financial performance for Q3-2023 and the company’s stock price has been on a year-long uptrend, gaining 900% over 12-months and 1000% YTD. Recent coverage on Seeking Alpha rates the stock as a hold because it is currently overvalued. The company is optimistic about its future outlook, i.e. growing profits…
ValeryEgorov/iStock Editorial via Getty Images The VanEck Morningstar Wide Moat ETF (MOAT) is one of my favorite holdings as I like the strategy’s focus on high-quality companies with sustainable economic moats. Therefore, I am quite interested to review the VanEck Morningstar SMID Moat ETF (BATS:SMOT), as it applies the Morningstar Wide Moat methodology to small-…
RapidEye/iStock via Getty Images In light of face-ripping rallies in the mega-cap tech sector, it is easy to forget that there are stocks outside the oft-spoken names. These stocks speak of quality and can provide better-than-average returns. During one search I discovered Applied Industrial Technologies (NYSE:AIT) whose products and solutions serve critical areas of the…
SweetBunFactory In the recent Fiscal Q4 earnings report, Applied Materials, Inc. (NASDAQ:AMAT) has exhibited a strong financial performance, surpassing estimates and demonstrating robust growth across multiple segments. Despite an ongoing U.S. criminal investigation related to potential evasion of export restrictions, the company maintains a positive outlook. While the investigation has indeed cast a shadow over…
gorodenkoff People would rather live in a community with unreasonable claims, than face loneliness with their truth”― Bangambiki Habyarimana Today, we put Applied Therapeutics, Inc. (NASDAQ:APLT) in the spotlight for the first time. The company is on the cusp of filing its first marketing application to the FDA. The stock is also up some 300%…
AntonMatveev/iStock via Getty Images Investment Thesis Applied Industrial Technologies (NYSE:AIT) financials are outstanding and are exhibiting an uptrend, however, with the lack of revenue growth and little margin improvement going forward, the company is slightly expensive for a new investor’s portfolio and would like to see a pullback sometime in the future. Briefly on the…
sankai Research Summary Continuing this week on the theme of technology and specifically artificial intelligence, on the heels of attending a tech conference in Europe which I mentioned in my previous article, today I’ll be covering a slightly different kind of tech company but one that helps make many things in tech possible. Applied Materials…
NiseriN Applied Digital (NASDAQ:APLD) appears well-positioned for dramatic growth in 2023-2024 through expansion in cryptocurrency mining and new cloud computing services. While the company has taken on additional debt and dilution to fund investments, prudent financing activities provide the necessary capital to scale operations. A detailed analysis of the debt structure, equity issuance, and financial…
Pgiam/iStock via Getty Images I covered Applied Therapeutics (NASDAQ:APLT) two and a half years ago, when they had already completed a phase 3 adult study, and were expecting an NDA for lead candidate AT-007 in Galactosemia “no later than Q3 2021.” Fast forward 30 months, and they have now completed a pediatric phase 3 outcomes…