Applied Materials (AMAT) delivered mixed results in Q3 FY2026 on revenue of $9.1B versus the $9.0B estimate (+24.8% YoY) and EPS of $3.50. The next Applied Materials (AMAT) earnings date is Nov 12, 2026. 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.
$9.1B (vs $9.0B est · +1.3% surprise · +24.8% YoY)
EPS
$3.50 (vs $3.40 est · +2.9% surprise · +44.1% YoY)
Share price
$484.19 (-1.6%)
Market cap
$384.4B
Applied Materials (AMAT) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q4 FY2026
$9.1B vs $9.0B est
$3.50 vs $3.40 est
+2.9%
-7.5%
Mixed
Q3 FY2026
$7.9B vs $7.7B est
$2.86 vs $2.68 est
+6.7%
+0.0%
Beat
Q2 FY2026
$7.0B vs $6.9B est
$2.38 vs $2.21 est
+7.7%
+4.4%
Beat
Q1 FY2026
$6.8B vs $6.7B est
$2.17 vs $2.11 est
+2.8%
-3.3%
Mixed
Q4 FY2025
$7.3B vs $7.2B est
$2.48 vs $2.36 est
+5.1%
-14.9%
Mixed
Q3 FY2025
$7.1B vs $7.1B est
$2.39 vs $2.31 est
+3.5%
-4.9%
Mixed
Q2 FY2025
$7.2B vs $7.1B est
$2.38 vs $2.28 est
+4.4%
-6.5%
Mixed
Q1 FY2025
$7.0B vs $7.0B est
$2.32 vs $2.19 est
+5.9%
-7.6%
Mixed
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 Nov 12, 2026. 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 Q3 FY2026, Applied Materials (AMAT) posted mixed results — revenue of $9.1B versus the $9.0B estimate (+1.3% surprise) and EPS of $3.50 versus $3.40 expected (+2.9% 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.
How often does Applied Materials beat earnings estimates?
Over its last 8 reported quarters, Applied Materials (AMAT) beat Wall Street EPS estimates 8 times, most recently a mixed result in Q4 FY2026. Magnisto tracks every Applied Materials (AMAT) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Applied Materials stock move after earnings?
Over its last 8 quarterly reports, Applied Materials (AMAT) moved an average of ±6.1% the day after earnings — ranging from -14.9% (Q4 FY2025) to +4.4% (Q2 FY2026). The stock rose after 1 of those 8 reports and fell after 6. Heading into its next report on Nov 12, 2026, options-implied volatility is pricing in a move of roughly ±40.1% (derived). Magnisto tracks the realized post-earnings move for every Applied Materials (AMAT) quarter alongside the beat/miss verdict — past moves don't predict the next one.
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 $484.19 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.