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Applied Materials (AMAT)
NASDAQ:AMAT
Earnings Data
Report Date
May 14, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.66Last Year’s EPS
2.39Same Quarter Last Year
Strong Buy
Based on 27 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive outlook driven by robust AI-related demand, a DRAM/HBM-led recovery, momentum in advanced packaging and metrology, and improving supply-chain actions. Headwinds include mixed China demand due to export controls, a slower NAND recovery, an elevated backlog with a book-to-bill near 1.0, and modest OpEx growth. Overall, positives (demand strength, technology differentiation, margin/cash generation, and operational improvements) outweigh the listed challenges.Company Guidance
Strong Top-Line and Financial Performance
Management stated Applied delivered strong revenue, margins, and cash flow in 2026Q1, with continued capital returns to shareholders via repurchases and dividends and ongoing investments in R&D and capacity.
Robust AI-Related Demand
AI demand described as robust and broad-based, supporting sustained strength in wafer fab equipment (WFE) and driving investments across leading-edge foundry-logic, advanced packaging, and memory (notably HBM/DRAM).
DRAM and HBM-Led Recovery
DRAM WFE is leading the recovery, particularly driven by HBM-related investments; management expects DRAM to outpace NAND near term.
Advanced Packaging Momentum
Advanced packaging identified as a strong growth vector; Applied differentiates with a comprehensive toolset (wafer-level packaging, hybrid bonding, inspection/metrology) supporting heterogeneous integration.
Expanding Metrology & Inspection Traction
Metrology and inspection businesses are growing as process complexity increases; e-beam, optical platforms, and computational products are gaining traction in leading-edge logic and memory.
Operational & Supply-Chain Improvements
Company is expanding capacity in critical product lines, qualifying additional suppliers, increasing dual-sourcing and localization, and reporting lead-time improvements and progress on supply resiliency.
Services and Software Upside
Services growth driven by an expanding installed base, higher attachment to performance-based agreements, analytics-driven optimization, and investments in automation/remote capabilities; services margins described as stable to improving.
Competitive Positioning and Pricing
Competitive dynamics characterized as stable and pricing as rational, with wins attributed to technology differentiation, productivity, and total cost of ownership benefits.
AMAT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AMAT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $328.39 | $354.91 | +8.08% |
Nov 13, 2025 | $222.79 | $225.57 | +1.25% |
Aug 14, 2025 | $187.33 | $160.98 | -14.07% |
May 15, 2025 | $173.42 | $164.31 | -5.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Applied Materials (AMAT) report earnings?
Applied Materials (AMAT) is schdueled to report earning on May 14, 2026, After Close (Confirmed).
What is Applied Materials (AMAT) earnings time?
Applied Materials (AMAT) earnings time is at May 14, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AMAT EPS forecast?
AMAT EPS forecast for the fiscal quarter 2026 (Q2) is 2.66.
