AMAT · News · 20260817N
Guidance / Outlook
APPLIED MATERIALS INC /DE · 2026-08-17 · Importance 75 · Surprise 60 · In source text
Applied Materials added $1,205 million of revenue in July and guided to approximately $1,135 million of additional revenue for October. Management also guided October non-GAAP gross margin to approximately 50.4%, broadly unchanged from July’s 50.4%. The reported outlook indicates continued revenue growth but limited near-term margin improvement.
Key facts
- Applied Materials guides to $1,135M more revenue for October. source
- Applied Materials guides October gross margin to about 50.4% on roughly $1,135M more revenue. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +12.2% | Applied Materials guides to $1,135M more revenue for October. |
| margin | unclear | committed | — | Applied Materials guides October gross margin to about 50.4% on roughly $1,135M more revenue. |