Price (90d)
$507.18Signal Score (90d)
157Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $28.37B | $7.00B | $8.71 |
| 2024 | $27.18B | $7.18B | $8.68 |
| 2023 | $26.52B | $6.86B | $8.16 |
| 2022 | $25.79B | $6.53B | $7.49 |
| 2021 | $23.06B | $5.89B | $6.47 |
Social Signal Score
Earnings
Thu, Nov 12(in 3 months)
Consensus estimate $3.69 per share
Typical surprise +4.4% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 13$3.50 vs $3.40beat
- Thu, May 14$2.86 vs $2.68beat
- Thu, Feb 12$2.38 vs $2.21beat
- Fri, Dec 12$2.17 vs $2.11beat
- Thu, Aug 14$2.48 vs $2.36beat
- Thu, May 15$2.39 vs $2.31beat
Estimates and results for AMAT via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
52-week range
- Last close
- $507.18
- Off 52w high
- -29.9%
- 200-day average
- $388.67
- vs 200-day
- +30.5%
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AMAT's reported EPS growth of 7.7% a year over 4 years.
- EPS in 5 years
- $12.61
- Implied price
- $340.53
- Return from $507.18
- -7.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $169.31 — -66.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 19 | 23 | 27 | 31 | 35 |
|---|---|---|---|---|---|
| -2.3% | -21.9% | -18.9% | -16.2% | -13.9% | -11.8% |
| 2.7% | -17.9% | -14.7% | -11.9% | -9.5% | -7.3% |
| 7.7% | -13.9% | -10.6% | -7.7% | -5.1% | -2.7% |
| 12.7% | -9.9% | -6.4% | -3.4% | -0.7% | 1.8% |
| 17.7% | -5.9% | -2.3% | 0.9% | 3.7% | 6.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (56)
- News (RSS)economictimes·17h ago·Neutral
US stock: S&P 500 ends lower as investors weigh data, Middle East tensions The S&P 500 closed lower on Friday, dipping from a record high and weighed down by Applied Materials, while investors digested weaker-than-expected retail sales data. Applied Materials fell after its upbeat quarterly forecast failed to impress investors. The chip equipment maker's shares have doubled in 2026 due to strong demand related to the buildout of AI data centers.With investors nervous about high valuations of A…
View source ↗ - Newsseekingalpha.com·18h ago·Negative
Applied Materials: The Selloff Is Ignoring The AI Equipment Boom Applied Materials, Inc. delivered a record Q3 with $9.12B in revenue, 25% YoY growth, and strong margin expansion, reinforcing the AI infrastructure thesis. Q4 guidance of $10.25B revenue and $4.02 EPS surpassed consensus, highlighting robust demand visibility and continued momentum in AI-driven equipment spending. Semiconductor Systems led performance, with 27% YoY revenue growth and management projecting advanced packaging revenu…
View source ↗ - Newszacks.com·19h ago·Neutral
Applied Materials (AMAT) Stock: A Top AI Pick After Record Q3 Results Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.
View source ↗ - News (RSS)yahoo·23h ago·Neutral
Stock Market Today: Dow Steady After Surprise Retail Sales; Applied Materials Dives On Earnings (Live Coverage)
View source ↗ - News (RSS)marketwatch·1d ago·Positive
Applied Materials shares are down on guidance and margin concerns. Analysts call it time to buy. Analysts see the semiconductor company continuing to grow from a boost in demand amid the race to dominate the artificial-intelligence industry.
View source ↗ - Newsinvestopedia.com·1d ago·Neutral
Applied Materials Stock Slides, Despite Solid Results Applied Materials isn't having an easy time impressing investors.
View source ↗ - News (RSS)zerohedge·1d ago·Neutral
…s (AEHR) rises 8% after Jefferies started coverage on the semiconductor manufacturing company with a buy rating, citing the firm’s growth profile. Applied Materials (AMAT) falls 5% after the semiconductor capital equipment company’s estimate-topping forecast met with tepid investor reaction following the stock’s frenetic rally this year. ARS Pharmaceuticals (SPRY) sinks 14% after the company pushed back the timeline for the biotech to reach cash-flow breakeven to the end of 2027. The firm’s mana…
View source ↗ - Newsseekingalpha.com·1d ago·Neutral
Applied Materials Is Firing On All Cylinders Applied Materials, Inc. delivered record Q3 results, with 25% year-over-year revenue growth and strong margin expansion. Adjusted EPS reached $3.50, up 41% year-over-year, and management guided Q4 revenue and EPS well above consensus, but the outlook was key. AMAT benefits from robust AI infrastructure demand, advanced packaging, and strong customer spending in logic and memory segments, and if this continues is debated.
View source ↗ - Newsschaeffersresearch.com·1d ago·Neutral
Applied Materials Shrugs Off Revenue, Earnings Beat Applied Materials (NASDAQ:AMAT) reported record fiscal third-quarter results after Monday's close, posting $9.12 billion in revenue and $3.50 in earnings per share, both topping expectations on strong AI-driven demand.
View source ↗ - Newszacks.com·1d ago·Neutral
AMAT Q3 Earnings Call Focuses on AI Demand & FY27 Growth Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.
View source ↗ - Newsyoutube.com·1d ago·Positive
AMAT Beat & Raise Not Enough for Wall Street, Offering Options Trade The AI trade got another green flag from Applied Materials (AMAT) after the company beat earnings and raised current quarter EPS guidance. The stock still sold off on Friday.
View source ↗ - Newszacks.com·1d ago·Positive
Applied Materials' Q3 Earnings Beat Estimates, Revenues Rise Y/Y AMAT posts record Q3 results as AI-driven demand lifts revenues, advanced packaging and memory growth, while Q4 guidance points to further gains.
View source ↗ - Newsproactiveinvestors.com·1d ago·Positive
Applied Materials shares drop despite earnings beat, bullish outlook Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares fell about 4% on Friday even after the chipmaking equipment supplier beat Wall Street estimates on both revenue and profit for its fiscal third quarter and issued fourth-quarter guidance above expectations. The Santa Clara, California-based company reported revenue of $9.12 billion for the quarter, up 25% year-over-year and ahead of analyst estimates of $8.99 billion.
View source ↗ - News (RSS)investing·1d ago·Positive
Applied Materials stock: buying the dip or catching a falling knife?
View source ↗ - News247wallst.com·1d ago·Negative
Watch These Key Metrics After Applied Materials Dipped on Earnings At $534.54, Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) sits at a crossroads for investors.
View source ↗ - News (RSS)investing·1d ago·Neutral
Applied Materials slips as investors seek faster growth after stellar run
View source ↗ - Newsinvestopedia.com·1d ago·Neutral
5 Things to Know Before the Stock Market Opens on Friday Stock futures are steady Friday after the S&P 500 closed at a record high yesterday; semiconductor stocks are on the cusp of entering a bull market; Reddit stock is popping on news of its inclusion in the S&P 500; Applied Materials shares are slipping despite strong results; and Elon Musk disclosed a nearly 50% stake in SpaceX. Here's what you need to know today.
View source ↗ - Newsmarketwatch.com·1d ago·Positive
Applied Materials shares are down on elevated expectations. Here's why analysts say it's time to buy. Analysts see the semiconductor company continuing to grow from a boost in demand amid the race to dominate the artificial-intelligence industry.
View source ↗ - Newsseekingalpha.com·1d ago·Neutral
Applied Materials: The Correction Handed You The Entry Applied Materials delivered record Q3 results and issued a Q4 revenue guide of $10.25B, far above consensus. AMAT's China revenue concentration eased to 26%, reducing a key risk, while the stock trades 27% below its June peak. Valuation remains demanding at 43x 2026 EPS, but accelerating growth and a major correction improve risk-reward for disciplined buyers.
View source ↗ - News (RSS)investing·1d ago·Neutral
Applied Materials reports; SMIC rallies - what’s moving markets
View source ↗ - Newsglobenewswire.com·1d ago·Neutral
Applied Materials to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., Aug. 14, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of its management team will participate in fireside chats at upcoming investor conferences.
View source ↗ - News (Marketaux)seekingalpha.com·1d ago·Positive
Applied Materials expects $10.25B Q4 revenue amid projected 2026 packaging growth of more than 70% (NASDAQ:AMAT) Applied Materials expects $10.25B Q4 revenue amid projected 2026 packaging growth of more than 70% (NASDAQ:AMAT)
View source ↗ - Newsreuters.com·1d ago·Positive
Applied Materials slips as investors seek faster growth after stellar run Applied Materials shares fell about 5% in premarket trading on Friday, as the chip equipment maker's upbeat outlook failed to soothe investors worried about the threat from intensifying competition.
View source ↗ - News (Marketaux)thehindubusinessline.com·1d ago·Positive
Asian stocks rise as US inflation, tech spur gains Applied Materials [+317 characters]
View source ↗ - Newsseekingalpha.com·1d ago·Positive
Applied Materials, Inc. (AMAT) Q3 2026 Earnings Call Transcript Applied Materials, Inc. (AMAT) Q3 2026 Earnings Call Transcript
View source ↗ - Newsinvezz.com·1d ago·Positive
Applied Materials beat Wall Street and raised guidance, so why did the stock fall 6%? Applied Materials delivered stronger-than-expected earnings and guidance, but AMAT fell more than 5% in extended trading as investors decided a beat was not enough after the stock's 2026 rally. Fiscal third-quarter revenue rose 25% year on year to $9.12 billion, above Wall Street's $8.99 billion estimate, while adjusted earnings climbed 41% to $3.50 a share.
View source ↗ - Newsgurufocus.com·1d ago·Neutral
Applied Materials Inc (AMAT) (Q3 2026) Earnings Call Highlights: Record Revenue and AI-Driven Growth Surge Revenue: Record revenue of $9.1 billion, up 15% sequentially and 25% year over year.Non-GAAP Gross Margin: Increased to 50.4%, up 40 basis points sequentially a
View source ↗ - News (RSS)seekingalpha·1d ago·Neutral
Applied Materials Q3: The Problem Isn't The Business
View source ↗ - News (RSS)channelnewsasia·1d ago·Neutral
Applied Materials sees revenue above estimates, shares fall on high expectations
View source ↗ - 4chan /biz/biz·1d ago·Neutral
AMAT dumps on beating earnings and guidance kek
View source ↗ - Newsseekingalpha.com·1d ago·Neutral
Applied Materials Q3: The Problem Isn't The Business Applied Materials, Inc. delivered a record-breaking Q3 with 25% revenue growth, robust margin expansion, and strong operational efficiency. AMAT's diversified solutions and key industry partnerships reinforce its critical role in semiconductor and AI/Data Center development. Despite strong results and an upbeat Q4 outlook, AMAT's valuation reflects high expectations, limiting margin of safety for new investors.
View source ↗ - Newszacks.com·1d ago·Negative
Compared to Estimates, Applied Materials (AMAT) Q3 Earnings: A Look at Key Metrics The headline numbers for Applied Materials (AMAT) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
View source ↗ - Newszacks.com·1d ago·Positive
Applied Materials (AMAT) Beats Q3 Earnings and Revenue Estimates Applied Materials (AMAT) came out with quarterly earnings of $3.5 per share, beating the Zacks Consensus Estimate of $3.38 per share. This compares to earnings of $2.48 per share a year ago.
View source ↗ - Newsmarketbeat.com·1d ago·Neutral
Applied Materials Q3 Earnings Call Highlights Applied Materials NASDAQ: AMAT reported record fiscal third-quarter 2026 results, with revenue, operating profit and non-GAAP earnings per share reaching new highs as demand for AI-related semiconductor manufacturing equipment continued to strengthen.
View source ↗ - Newswsj.com·1d ago·Neutral
Applied Materials Posts Higher Profit, Revenue on Continued AI Demand Artificial-intelligence adoption continued to drive demand for the company's semiconductor solutions.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>$AMAT yay or nay?
View source ↗ - Newsyoutube.com·1d ago·Neutral
Bull v. Bear: AMAT "Bellwether" in AI Trade, Stock Climbs Nearly 200% Y/Y Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Applied Materials (AMAT) reports earnings after Thursday's closing bell.
View source ↗ - Newszacks.com·2d ago·Positive
All You Need to Know About Applied Materials (AMAT) Rating Upgrade to Strong Buy Applied Materials (AMAT) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
View source ↗ - News (RSS)seekingalpha·2d ago·Neutral
4 stocks to watch on Thursday: BN, AMAT, RKLB, and PSKY
View source ↗ - News (RSS)zerohedge·2d ago·Neutral
…see initial jobless claims, UK Q2 GDP, EU industrial production. Central bank events include the Norges Bank decision, while the Fed’s Hammack and Barkin will speak. Applied Materials will be reporting its earnings today. Tyler Durden Thu, 08/13/2026 - 08:00
View source ↗ - Newszacks.com·2d ago·Neutral
Zacks Model Flashes Green for Applied Materials Ahead of Earnings Our proven model predicts another earnings beat, and the company's track record supports the setup.
View source ↗ - Newsyoutube.com·2d ago·Positive
Options Corner: AMAT Outperforms SMH Ahead of Earnings Applied Materials (AMAT) has outperformed the VanEck Semiconductor ETF (SMH) over the last 12 months, says Rick Ducat, who compares the stock's quiet rise to other high-flying AI peers. He points to recent consolidation as something to watch as the company report earnings after Thursday's close.
View source ↗ - Newsbenzinga.com·2d ago·Negative
Applied Materials Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call Applied Materials, Inc. (NASDAQ:AMAT) will release its third quarter earnings report after the closing bell on Thursday, Aug. 13.
View source ↗ - Newsbenzinga.com·2d ago·Neutral
Cisco Systems, Applied Materials and 3 Stocks to Watch Heading Into Thursday With U.S. stock futures trading slightly higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:
View source ↗ - 4chan /biz/biz·2d ago·Neutral
BE KLAC AMAT CDE
View source ↗ - News (RSS)yahoo·2d ago·Neutral
Ahead of Applied Materials Earnings, Here's What Barchart Data Says Comes Next for AMAT Stock
View source ↗ - Newsbenzinga.com·2d ago·Neutral
Applied Materials Q3 Preview: Stock Up 105% YTD, but Down 25% From June All-Time Highs, What Happens Next Applied Materials (NASDAQ:AMAT) looks to get its stock back to all-time highs when the company reported third-quarter financial results Thursday after market close.
View source ↗ - News (RSS)investing·3d ago·Neutral
Congressman John J Mr McGuire III makes trades in Applied Materials, BlackRock and Palo Alto Networks
View source ↗ - Newsfool.com·3d ago·Positive
Should You Buy Applied Materials Stock Before the Huge Investor Update? Applied Materials (AMAT +0.67%) is scheduled to deliver an investor update with significant implications for shareholders.
View source ↗ - Newsinvestopedia.com·3d ago·Negative
Here's How Much Applied Materials Stock Is Expected to Move After Earnings Applied Materials is slated to report earnings after the closing bell on Thursday, with traders expecting a big move from the chipmaking equipment provider's stock.
View source ↗ - Newsinvezz.com·4d ago·Neutral
Applied Materials earnings preview: will the stock hit $625 or $500? Applied Materials stock fell for a second consecutive session as traders turned their attention to the company's upcoming earnings report. AMAT was trading at around $525 on Tuesday, down roughly 30% from its year-to-date high of $740.
View source ↗ - News (RSS)yahoo·4d ago·Positive
Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In
View source ↗ - News (Marketaux)economictimes.indiatimes.com·4d ago·Neutral
US Stocks: Nasdaq ends down as expectations of Hormuz deal fade Traders now price in a 52% chance of a r[+330 characters]
View source ↗ - Newszacks.com·5d ago·Positive
AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock? Applied Materials' AI-driven semiconductor exposure, strong earnings outlook and broad technology portfolio support the case to accumulate the stock.
View source ↗ - Newszacks.com·5d ago·Negative
Countdown to Applied Materials (AMAT) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS Besides Wall Street's top-and-bottom-line estimates for Applied Materials (AMAT), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2026.
View source ↗ - Newsinvestopedia.com·6d ago·Neutral
What to Expect in Markets This Week: July Inflation Data, Plus Updates on US Consumer Spending and Sentiment It's time for a cost-of-living checkup.
View source ↗
