May. 13 at 10:26 PM
$AMAT So both KLA & Lam increased Revenues (11.49 and 23.76% respectively), both were YoY increases and both stocks went down, but AMAT had Revenue falling over 2%, and the stock went up 8%+ after last ER (although it fell the same % in the following 2 weeks, and yet it is trading near the All Time Highs of 448+ as of today... I DON'T GET IT ... CFRA has the EPS at 2.66 vs. 2.39 Last year, or just over 10% EPS growth and Revs. at 7.7 vs/7.1 Bill. less than 10% , and yet the stock trades at 46+ times Trailing and 39+ forward EPS ... THAT SEEMS WAY TOO RICH FOR THE GROWTH ...