AMAT · News · 20260826N

Guidance / Outlook

APPLIED MATERIALS INC /DE · 2026-08-26 · Importance 61 · Surprise 76 · In source text

Applied Materials exceeded its latest quarterly earnings expectations and reported double-digit revenue growth. The company provided strong guidance for the fourth quarter of fiscal 2026, including estimated earnings per share above $4.00. The earnings improvement was attributed to increased investments in semiconductor production capacity.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
net_incomepositiveprobable—Applied Materials provided strong guidance for Q4 2026 with an estimated EPS of over $4.00.