AMAT · News · 20261103N
Revenue Performance and Mix
APPLIED MATERIALS INC /DE · 2026-11-03 · Importance 72 · Surprise 100 · In source text
Applied Materials recently reported 52% DRAM revenue growth, a year-over-year increase exceeding the 10% inclusion threshold. The company also reported 41% growth in adjusted earnings per share. The report said Applied Materials raised its revenue guidance, but did not provide the revised amount or timeframe.
Key facts
- Applied Materials reported 41% growth in adjusted earnings per share and 52% DRAM revenue growth. source
- Applied Materials raised its revenue guidance. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Applied Materials reported 41% growth in adjusted earnings per share and 52% DRAM revenue growth. |
| revenue | positive | probable | — | Applied Materials raised its revenue guidance. |