Selected stock price target news of the day - August 15th, 2025

By: Matthew Otto

Applied Materials Reports Record Q3 Revenue but Issues Cautious Outlook

Applied Materials reported third-quarter revenue of $7.3 billion, up 8% from $6.78 billion a year earlier and above the consensus estimate of $7.22 billion. Gross margin improved to 48.8% from 47.3%, while operating margin rose to 30.6% from 28.7%.

Net income increased 4% to $1.78 billion, and earnings per share reached $2.22, compared to $2.05 in the prior year. Adjusted earnings came in at $2.48, exceeding analyst expectations by $0.12 and marking a 17% increase year over year.

The Semiconductor Systems segment posted $5.43 billion in revenue, up 10%, with operating margin improving to 36.2%. Applied Global Services revenue was steady at $1.6 billion, while the Display segment grew sales to $263 million from $251 million, with margin expansion from 6.4% to 23.6%.

For the fourth quarter of fiscal 2025, Applied Materials expects revenue between $6.2 billion and $7.2 billion, compared to the consensus estimate of $7.32 billion, and earnings per share between $1.91 and $2.31, below the expected $2.38.

Analysts Adjust Applied Materials Price Targets with Average Cut of 6%

Cantor Fitzgerald analyst C.J. Muse maintained an Overweight rating but lowered the price target from $220 to $200.
Morgan Stanley analyst Joseph Moore reiterated an Equal-Weight rating and raised the price target from $169 to $172.
JP Morgan analyst Harlan Sur maintained an Overweight rating while raising the price target from $210 to $220.
Stifel analyst Brian Chin kept a Buy rating yet lowered the price target from $195 to $180.
Wolfe Research analyst Chris Caso maintained an Outperform rating and downgraded the price target from $230 to $200.
Mizuho analyst Vijay Rakesh retained an Outperform rating while lowering the price target from $220 to $200.
Evercore ISI Group analyst Mark Lipacis reiterated an Outperform rating and a $209 price target.
BofA Securities analyst Vivek Arya downgraded from Buy to Neutral and the price target from $190 to $180.

Which Analyst has the best track record to show on AMAT?

Analyst Toshiya Hari (GOLDMAN SACHS) currently has the highest performing score on AMAT with 22/26 (84.62%) price target fulfillment ratio. His price targets carry an average of $26.97 (13.62%) potential upside. Applied Materials stock price reaches these price targets on average within 112 days.

Gambling.com Reports Q2 2025 Revenue Growth, Announces Acquisition of Spotlight.Vegas

Gambling.com Group reported second quarter 2025 revenue of $39.59 million, up 30% from $30.54 million in the same period last year and ahead of the consensus estimate of $38.92 million. Earnings per share were $0.37, $0.2 above the analyst estimate of $0.17.

Marketing services contributed $29.6 million, a 3% increase year-over-year, while sports data services revenue rose to $10 million from $2.5 million, representing 25% of total revenue. Gross profit increased 27% to $36.9 million, with cost of sales rising to $2.7 million from $1.4 million. Operating expenses totaled $51.3 million, driven by $21.2 million in fair value movements in contingent consideration and $2.2 million in amortization of acquired intangible assets.

Gambling.com reported a net loss of $13.4 million compared to net income of $6.9 million a year earlier, mainly due to changes in contingent consideration. Operating cash flow rose to $9.4 million from $0.2 million, while free cash flow increased 36% to $8.2 million.

Gambling.com also entered into a definitive agreement to acquire Spotlight.Vegas for an initial $8 million, with up to $22 million in additional payments contingent on performance through 2027. Spotlight.Vegas generated more than $30 million in ticket sales in 2024 and works with over 40 clients, including entertainment venues and land-based casinos. The transaction, expected to close in early September 2025, is projected to contribute at least $8 million in net revenue and $1.4 million in incremental earnings for the 2026 fiscal year.

Additionally, Gambling.com Group expanded its share repurchase authorization from $10 million to $20 million. Updated full-year 2025 guidance forecasts revenue between $171 million and $175 million and earnings between $62 million and $64 million, factoring in contributions from Spotlight.Vegas and the planned launch of sports betting in Missouri in December.

Analysts Lower Gambling.com Price Targets by an Average of 28%

Jefferies analyst David Katz maintained a Buy rating while reducing the price target from $18 to $15.
Truist Securities analyst Barry Jonas downgraded from Buy to Hold and the price target from $17 to $11.
Stifel analyst Jeffrey Stantial kept a Buy rating but trimmed the price target from $18 to $15.
BTIG analyst Clark Lampen reiterated a Buy rating but slashed the price target from $19 to $12.

Which Analyst has the best track record to show on GAMB?

Analyst David Katz (JEFFERIES) currently has the highest performing score on GAMB with 2/5 (40%) price target fulfillment ratio. His price targets carry an average of $5.88 (48.51%) potential upside. Gambling.com Group stock price reaches these price targets on average within 292 days.

Advance Auto Parts Posts Q2 2025 Profit as Comparable Sales Edge Higher

Advance Auto Parts reported second-quarter earnings per share (EPS) of $0.69, exceeding analyst expectations of $0.53 by $0.16. Net income totaled $15 million for the quarter ended July 12, 2025, compared with $45 million in the same period last year. Revenue came in at $2.01 billion, topping the consensus estimate of $1.97 billion but down from $2.18 billion a year earlier. Comparable store sales increased 0.1%.

Gross profit was $874 million, or 43.5% of sales, compared with $950 million, or 43.6% in the prior year. Operating income was $22 million, representing 1.1% of sales, versus $54 million and 2.5% of sales last year. Selling, general, and administrative expenses totaled $852 million, down from $896 million, reflecting the operation of fewer stores. EPS in the year-ago quarter was $0.75.

Operating cash flow showed an outflow of $106 million for the first half of 2025, compared with an inflow of $39 million a year earlier. Free cash flow was negative $201 million, versus negative $48 million last year.

During the quarter, Advance Auto Parts completed a $1.95 billion senior notes offering and entered into a $1 billion asset-backed revolving credit facility to replace its previous arrangement. Store count stood at 4,292 as of July 12, 2025, down from 4,788 at the end of 2024, after 18 openings and 514 closures during the first 28 weeks of the year.

For fiscal year 2025, Advance Auto Parts reaffirmed its sales guidance of $8.52 billion to $8.6 billion, in line with consensus expectations, and maintained adjusted operating margin projections between 2% and 3%. EPS guidance was reiterated at $1.2 to $2.2, compared with the consensus estimate of $1.85.

Analysts Maintain Neutral Stance on Advance Auto Parts While Lifting Targets by 9% on Average

Wells Fargo analyst Zachary Fadem maintained an Equal-Weight rating and raised the price target from $45 to $50.
Morgan Stanley analyst Simeon Gutman kept with an Equal-Weight rating while boosting the price target from $48 to $55.
Truist Securities analyst Scott Ciccarelli reiterated an Hold rating but increased the price target from $51 to $53.

Which Analyst has the best track record to show on AAP?

Analyst Zachary Fadem (WELLS FARGO) currently has the highest performing score on AAP with 22/28 (78.57%) price target fulfillment ratio. His price targets carry an average of $0.62 (1.80%) potential upside. Advance Auto Parts stock price reaches these price targets on average within 138 days.