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Applied Materials (AMAT)
NASDAQ:AMAT
Earnings Data
Report Date
Feb 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.21Last Year’s EPS
2.38Same Quarter Last Year
Moderate Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Applied Materials reported a record year with strong growth in revenue and technology leadership, particularly in AI-driven segments. However, the company faced significant challenges due to trade restrictions impacting its market share and revenue in China. The outlook for 2026 is positive, with anticipated growth in leading-edge and DRAM segments, though the ICAPS market presents potential headwinds.Company Guidance
Record Annual Financial Performance
Applied Materials delivered record annual revenue of $28.4 billion, a 4% increase, with growth across all segments. Non-GAAP gross margin reached 48.8%, the highest level in 25 years.
Strong Position in AI-Driven Segments
Applied Materials holds the #1 position in leading-edge foundry/logic and DRAM, which are expected to be the fastest-growing segments due to AI demand.
Advanced Packaging Business Growth
The company is on track to double its advanced packaging business to $3 billion over the next few years, with strong leadership in high-bandwidth memory.
Significant New Product Launches
Applied Materials launched three new products: Xtera epitaxy system, Kinex die-to-wafer bonder, and PROVision 10 eBeam metrology, all of which enhance capabilities in leading-edge technologies.
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 |
|---|---|---|---|
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% |
Feb 13, 2025 | $182.44 | $167.52 | -8.18% |
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 Feb 12, 2026, After Close (Confirmed).
What is Applied Materials (AMAT) earnings time?
Applied Materials (AMAT) earnings time is at Feb 12, 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 (Q1) is 2.21.
