AMAT
Applied MaterialsPrevious close
390.09
Change
−31.57 / −7.49%
P/E (TTM) ?
36.1
Market Cap
$308B
1M
−23.72%
S&P 500 −0.91% over same period
Volume / Avg Volume
10.3M / 7.4M
1.40× average
Latest earnings analysisFY2026 Q3Reported 2026-08-13
Applied Materials FY26 Q3: record $9.12 billion revenue, EPS $3.50 non-GAAP
Applied Materials delivered record revenue of $9.12 billion, up 25.0% year over year, with record non-GAAP EPS of $3.50. Semiconductor Systems carried the quarter, and DRAM grew to 26% of that segment's revenue. Guidance points to $10.25 billion next quarter, a figure that sits 2.5% below the $10.51 billion consensus number supplied here. Read the margin and working-capital lines as closely as the headline growth.
Read the full analysis →Revenue$9.12BYoY +24.80%
EPS (non-GAAP)$3.50
Next-quarter revenue guidance$10.25B ±4.9%Below estimatesest. $10.51B
Next-day move−5.12%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q3 Quarter ended 2026-07 | 2026-08-13 | $9.1B | Read analysis → |
| FY2026 Q2 Quarter ended 2026-04 | 2026-05-14 | $7.9B | Pending |
| FY2026 Q1 Quarter ended 2026-01 | 2026-02-12 | $7.0B | Pending |
| FY2025 Q4 Quarter ended 2025-10 | 2025-11-13 | $28.4B | Pending |
| FY2025 Q3 Quarter ended 2025-07 | 2025-08-14 | $7.3B | Pending |
| FY2025 Q2 Quarter ended 2025-04 | 2025-05-15 | $7.1B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 78 of its 5-year rangeExpensive
5-year range 18.4 – 49.8 · Median 23.5
Last 4 quarters: $2.0B in buybacks + $1.5B in dividends, 1.15% of market cap combined
P/E (TTM)
36.1
P/B
13.1
P/S
10.9
Dividend Yield
0.85%
Earnings Reaction
Over the last 6 reports, the stock moved ±5.8% on average on the first trading day after, rising 2 times
Most recent −5.12%
Guidance Credibility
Of the last 4 next-quarter revenue guides, 4 were met; actual results averaged 2.3% above guidance
Volatility & Correlation
1-year beta 2.80 · Correlation with S&P 500 0.59High beta
Annualized volatility 61% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 3 · $4.5MNet selling $4.5M
- 10-02Sanders AdamCorp. Controller & CAOSell$0.39M725 shares · Avg price 544.56
- 09-08BRUNER JUDYDirectorSell$0.47M1,000 shares · Avg price 465.00
- 08-25Hill BriceSVP, CFOSell$3.6M7,500 shares · Avg price 479.25
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 9.12 | +24.8% | 50.3% | 2.54 | 3.17 |
| FY2026 Q2 | 7.91 | +11.4% | 49.9% | 2.81 | 3.51 |
| FY2026 Q1 | 7.01 | −2.1% | 49.0% | 2.03 | 2.54 |
| FY2025 Q4 | 6.80 | −3.5% | 48.0% | 1.90 | 2.36 |
| FY2025 Q3 | 7.30 | +7.7% | 48.8% | 1.78 | 2.22 |
| FY2025 Q2 | 7.10 | +6.8% | 49.1% | 2.14 | 2.63 |
| FY2025 Q1 | 7.17 | +6.8% | 48.8% | 1.19 | 1.45 |
| FY2024 Q4 | 7.05 | +4.8% | 47.3% | 1.73 | 2.09 |
| FY2024 Q3 | 6.78 | +5.5% | 47.3% | 1.71 | 2.05 |
| FY2024 Q2 | 6.65 | +0.2% | 47.4% | 1.72 | 2.06 |
| FY2024 Q1 | 6.71 | −0.5% | 47.8% | 2.02 | 2.41 |
| FY2023 Q4 | 6.72 | −0.4% | 47.1% | 2.00 | 2.38 |
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