Applied Materials (AMAT) delivered mixed results in FY2026 on revenue of $136.1B versus the $136.9B estimate (-2.0% YoY) and EPS of $1.66. Below is the full Applied Materials earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$136.1B (vs $136.9B est · -0.6% surprise · -2.0% YoY)
EPS
$1.66 (vs $1.70 est · -2.4% surprise · +7.1% YoY)
Share price
$106.86 (-1.8%)
Market cap
$1.59T
What you'll find
Next Applied Materials (AMAT) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Applied Materials reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Applied Materials (AMAT)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Applied Materials's next earnings date?
Applied Materials's (AMAT) next scheduled earnings date is Jan 30, 2025. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Applied Materials (AMAT) beat or miss earnings?
In FY2026, Applied Materials (AMAT) posted mixed results — revenue of $136.1B versus the $136.9B estimate (-0.6% surprise) and EPS of $1.66 versus $1.70 expected (-2.4% surprise). Magnisto decodes every Applied Materials (AMAT) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
What is the forecast for Applied Materials (AMAT) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Applied Materials (AMAT), anchored to the current $106.86 share price, so you can weigh the bull, base and bear cases for Applied Materials side by side.
Is Applied Materials (AMAT) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Applied Materials fits your own thesis and risk profile. This is research, not investment advice.