AMAT Applied Materials
Deposition and materials engineering across logic, DRAM and packaging
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
AMAT · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-13EarningsBeat / raise
Reported EPS 3.5 vs 3.39 expected (+3.1% surprise).
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7
2026-05-14EarningsBeat / raise
Reported EPS 2.86 vs 2.69 expected (+6.5% surprise).
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6
2026-02-12EarningsBeat / raise
Reported EPS 2.38 vs 2.21 expected (+7.9% surprise).
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5
2025-11-13EarningsBeat / raise
Reported EPS 2.17 vs 2.09 expected (+3.6% surprise).
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4
2025-08-14EarningsBeat / raise
Reported EPS 2.48 vs 2.36 expected (+5.1% surprise).
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3
2025-05-15EarningsBeat / raise
Reported EPS 2.39 vs 2.31 expected (+3.5% surprise).
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2
2025-02-13EarningsBeat / raise
Reported EPS 2.38 vs 2.3 expected (+3.7% surprise).
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1
2024-11-14EarningsBeat / raise
Reported EPS 2.32 vs 2.19 expected (+5.7% surprise).
Latest headlines
Auto-updated daily- Applied Materials (AMAT) Stock Could Be 35% Above Fair Value After AI Manufacturing News2026-10-23
- Applied Materials Stock Is Down 48% From Its Peak. Here’s What Its 50%-Growth Inspection Business Means for Shares2026-10-23
- AMAT vs. LRCX: Which Stock Has an Edge in the WFE Space?2026-10-23
- Albert Invent Welcomes Applied Ventures as Investor2026-10-23
- Applied Materials, Lam Research, KLA Corporation, FormFactor, and Penguin Solutions shares plummet, what you need to know2026-10-23
- Applied Materials Sinks 7% on Lam’s Outlook: “A Bit Higher” Wasn’t Enough2026-10-22
- Lam Research Sinks 9% as Supply Constraints Cap Outlook; Applied Materials Drops 6%, ASML Holding Falls 4%2026-10-22
Predictions involving AMAT
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-13 | 3.39 | 3.5 | +3.1% |
| 2026-05-14 | 2.69 | 2.86 | +6.5% |
| 2026-02-12 | 2.21 | 2.38 | +7.9% |
| 2025-11-13 | 2.09 | 2.17 | +3.6% |
| 2025-08-14 | 2.36 | 2.48 | +5.1% |
| 2025-05-15 | 2.31 | 2.39 | +3.5% |
| 2025-02-13 | 2.3 | 2.38 | +3.7% |
| 2024-11-14 | 2.19 | 2.32 | +5.7% |
| 2024-08-15 | 2.03 | 2.12 | +4.7% |
| 2024-05-16 | 1.99 | 2.09 | +5.3% |
| 2024-02-15 | 1.91 | 2.13 | +11.8% |
| 2023-11-16 | 1.99 | 2.12 | +6.4% |
| 2023-08-17 | 1.75 | 1.9 | +8.9% |
| 2023-05-18 | 1.83 | 2.0 | +9.5% |
| 2023-02-16 | 1.92 | 2.03 | +5.7% |
| 2022-11-17 | 1.74 | 2.03 | +16.9% |
| 2022-08-18 | 1.78 | 1.94 | +8.7% |
| 2022-05-19 | 1.9 | 1.85 | −2.8% |
| 2022-02-16 | 1.85 | 1.89 | +1.9% |
| 2021-11-18 | 1.96 | 1.94 | −0.9% |
| 2021-08-19 | 1.78 | 1.9 | +6.8% |
| 2021-05-20 | 1.51 | 1.63 | +7.9% |
| 2021-02-18 | 1.28 | 1.39 | +8.8% |
| 2020-11-12 | 1.17 | 1.25 | +6.7% |
About Applied Materials
Website ↗Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and 200 millimeter and other equipment and factory automation software for semiconductor and other products. It serves manufacturers of semiconductor wafer…
Gate-all-around transistors, backside power and HBM stacking add process steps. More steps per wafer means more tool spend per unit of capacity.
What would prove us wrong. Weakens if WFE growth stalls while leading-node and HBM capacity keep expanding — tools would not be the gate.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| LRCX Lam Research | Etch and deposition critical for GAA and HBM | $239.8 | +4.22% | −23.9% | +40.5% | |
| KLAC KLA | Process control and inspection at leading nodes | $150.4 | +3.27% | −20.0% | +24.2% | |
| 8035.T Tokyo Electron | Coater/developer, etch and deposition tools | ¥9,110.0 | −3.68% | −12.5% | +38.7% | |
| ASM.AS ASM International | ALD/epitaxy for gate-all-around transistors | €707.8 | +1.14% | −16.2% | +37.3% | |
| ONTO Onto Innovation | Advanced-packaging metrology and lithography | $205.6 | +3.48% | −28.5% | +30.2% | |
| CAMT Camtek | Inspection for HBM and advanced packaging | $124.9 | +3.09% | −15.1% | +17.4% | |
| NVMI Nova | Dimensional and materials metrology | $318.4 | +2.27% | −13.5% | −3.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.