A AMAT

Applied Materials Inc

SEMICONDUCTOR EQUIPMENT & MATERIALS · TECHNOLOGY

Applied Materials, Inc. (AMAT) is a premier global supplier of equipment, services, and software pivotal to semiconductor manufacturing and advanced display technologies, based in Santa Clara, California. The company facilitates the production of integrated circuits and flat-panel displays while als...

$348.47

-1.51% ($5.33)

Volume 4.27M

52W High $395.95

52W Low $122.77

Market Cap $269.77B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$2.66

Whisper EPS

$2.75

3.3% above consensus

Last Quarter

$2.38

Current Streak

8 Beats

Avg Surprise (4Q)

+5.71%

Next Earnings Report

Reports in 36 days

Report Date May 13, 2026

Whisper Spread +3.31%

Consensus Estimate

$2.66

Official analyst average

Whisper Number

$2.75

What traders expect

Bullish Sentiment: The whisper number is 3.3% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q1 2026 Feb 12, 2026

1-Day: +8.08%

5-Day: +9.36%

Q1 2026 Feb 11, 2026

1-Day: -3.38%

Q4 2025 Nov 13, 2025

1-Day: +1.25%

5-Day: +0.85%

Q3 2025 Aug 14, 2025

1-Day: -14.07%

5-Day: -13.82%

Revenue & Financial Performance

Revenue Whisper

$7.28B

TWN Proprietary Estimate

Last Quarter Revenue

$7.01B

-2.2% YoY

Gross Margin

49.0%

Net Margin: 28.9%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$7.01B	-2.2%	49.0%	29.9%	$2.03B
Q4'25	$6.80B	-3.5%	48.0%	25.2%	$1.90B
Q3'25	$7.30B	+7.7%	48.8%	30.6%	$1.78B
Q2'25	$7.10B	+6.8%	49.1%	30.6%	$2.14B
Q1'25	$7.17B	+6.8%	48.8%	30.4%	$1.19B
Q4'24	$7.05B	+4.8%	47.3%	29.0%	$1.73B
Q3'24	$6.78B	+5.5%	47.3%	28.7%	$1.71B
Q2'24	$6.65B	+0.2%	47.4%	28.8%	$1.72B

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	Feb 12, 2026	$2.21	$2.29	$2.38	+7.69%	Beat
Q1 2026	Feb 11, 2026	$2.21	$2.28	$2.38	+7.69%	Beat
Q4 2025	Nov 13, 2025	$2.12	$2.20	$2.17	+2.36%	Missed
Q3 2025	Aug 14, 2025	$2.36	$2.45	$2.48	+5.08%	Beat
Q2 2025	May 15, 2025	$2.31	$2.42	$2.39	+3.46%	Missed
Q1 2025	Feb 13, 2025	$2.30	$2.41	$2.38	+3.48%	Missed
Q4 2024	Nov 14, 2024	$2.19	$2.31	$2.32	+5.94%	Met
Q3 2024	Aug 15, 2024	$2.02	$2.11	$2.12	+4.95%	Met
Q2 2024	May 16, 2024	$1.99	$2.12	$2.09	+5.03%	Missed
Q1 2024	Feb 15, 2024	$1.91	$2.02	$2.13	+11.52%	Beat
Q4 2023	Nov 16, 2023	$2.00	$2.11	$2.12	+6.00%	Met
Q3 2023	Aug 17, 2023	$1.74	$1.85	$1.90	+9.20%	Beat