AMAT · News · 20260922N
Guidance / Outlook
APPLIED MATERIALS INC /DE · 2026-09-22 · Importance 94 · Surprise 100 · In source text
Third-party reporting said Applied Materials’ fourth-quarter guidance implies 51% year-over-year growth. The report also expects operating margin to increase 640 basis points year over year in the fourth quarter, supported by cost and expense control. These forward-looking figures indicate a substantially stronger near-term outlook tied to accelerating AI-driven demand.
Key facts
- Applied Materials's Q4 guidance implies 51% year-over-year growth. source
- Applied Materials is set to release its earnings report on November 12, 2026. source
- Applied Materials currently holds a Zacks Rank of #2 (Buy). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | Applied Materials's Q4 guidance implies 51% year-over-year growth. |