AMAT · News · 20260807N

Guidance / Outlook

APPLIED MATERIALS INC /DE · 2026-08-07 · Importance 71 · Surprise 92

Applied Materials' CEO expects semiconductor equipment industry growth to exceed 30% in 2026. The outlook is supported by anticipated AI capital expenditure, increasing advanced-packaging adoption, and greater equipment intensity for 2nm technology. Analysts are also focusing on the company's October-quarter guidance ahead of its August 13 earnings report.

Key facts

• CNBC reported the market is pricing in an expected earnings move of about 14% for Applied Materials for the next Thursday earnings. source