Port
Applied Materials (AMAT) Financial Results
Reporting dates, analyst consensus, and how Applied Materials' stock price reacted to past earnings — all in one place, in English.
When Applied Materials Reports Earnings
The next Applied Materials report is scheduled for November 12, 2026. The date is based on the company's announcement.
The expected earnings per share (EPS) is 4.06 USD. Analyst forecasts range from 4.02 to 4.19 USD. The market reacts not to the absolute earnings, but to the difference between the actual result and this forecast.
Expected revenue: 10.30 B USD.
Applied Materials' Latest Report: What the Numbers Showed
Applied Materials' last published report covers the quarter ended July 31, 2026. Revenue was $9.12 billion, and net income was $2.54 billion. Earnings per share reached $3.50 compared to analysts' forecast of $3.39 — 3.11% above expectations. On the first trading day after the release, the stock price changed by -7.47%.
Insider Transactions: Applied Materials
Who from the management board, supervisory board, US Congress, or government bought and sold shares of this company — based on official filings.
How the stock reacted to past earnings
The company beat analyst estimates in 100% of the last 4 quarters.
The average share price change on the day after earnings release is 3.48% — regardless of direction. The largest move was 7.47%. This number says more about the risk of holding a position through an earnings report than the earnings forecast itself.
| Quarter | Release date | EPS estimate | Actual EPS | Surprise | Share price reaction |
|---|---|---|---|---|---|
| July 31, 2026 | August 13, 2026 | 3.39 | 3.50 | +3.11% | -7.47% |
| April 30, 2026 | May 14, 2026 | 2.69 | 2.86 | +6.50% | 0.00% |
| January 31, 2026 | February 12, 2026 | 2.21 | 2.38 | +7.89% | +4.42% |
| October 31, 2025 | November 13, 2025 | 2.09 | 2.17 | +3.65% | -2.05% |
How much this company's stock moves after earnings
Applied Materials' share price changes by an average of 3.48% on the first trading day after earnings releases — based on the last 4 reports, regardless of direction. This ranks 130 out of 180 companies for which we calculated this statistic.
Analyst forecasts for upcoming periods
The consensus is the average of many analysts' forecasts. The more analysts behind a number, the less likely it is to be a single error—but forecast agreement is never a guarantee of the actual result.
| Period | EPS estimate | EPS a year ago | Change | Revenue forecast | Analysts |
|---|---|---|---|---|---|
| Current quarter | 4.06 | 2.17 | +86.91% | $10.30 bn | 25 |
| Next quarter | 4.21 | 2.38 | +76.92% | $10.74 bn | 24 |
| Current year | 12.79 | 9.42 | +35.73% | $34.25 bn | 31 |
| Next year | 18.48 | 12.79 | +44.50% | $46.19 bn | 35 |
Revenue and margins quarter by quarter
Margin shows how much of sales a company retains. Rising revenue with shrinking margins means growth is coming at the expense of profitability—and that's usually more interesting than sales growth alone.
| Quarter | Revenue | Gross margin | Operating margin | Net margin |
|---|---|---|---|---|
| July 31, 2026 | $9.12 bn | 50.31% | 33.74% | 27.84% |
| April 30, 2026 | $7.91 bn | 49.90% | 31.90% | 35.47% |
| January 31, 2026 | $7.01 bn | 48.99% | 29.89% | 28.89% |
| October 31, 2025 | $6.80 bn | 48.01% | 27.84% | 27.90% |
| July 31, 2025 | $7.30 bn | 48.78% | 30.58% | 24.36% |
Who Reports in the Coming Weeks
Dates from the Portevo calendar — companies in the same industry are listed first, as their earnings often move the share prices of their peers even before their own reports.
About Applied Materials
Applied Materials, Inc. is listed on Nasdaq under the ticker AMAT, and its headquarters are in the United States. The company belongs to the Technology sector (industry: Semiconductor Equipment & Materials).
- Ticker: AMAT
- Exchange: Nasdaq
- Trading Currency: USD
- Sector: Technology
- Number of Analysts Providing Estimates: 36
- 52-Week Range: 203.40 – 739.67
- Company Website: https://www.appliedmaterials.com
Frequently Asked Questions
When does Applied Materials report earnings?
The next report is due on November 12, 2026.
What were Applied Materials' earnings last quarter?
For the quarter ended July 31, 2026: revenue $9.12 billion, net income $2.54 billion, EPS $3.50. This is +3.11% above analyst forecasts.
What is Applied Materials' stock ticker?
AMAT — on Nasdaq. You may also see AMAT on quote services.
What is the EPS forecast for Applied Materials?
The analyst consensus for the upcoming quarter is $4.06 per share. Individual forecasts range from $4.02 to $4.19.
How much does Applied Materials' stock price usually change after earnings?
On average, 3.48% in the session after publication, counting both directions. The largest recorded movement was 7.47%.
Does Applied Materials usually beat analyst estimates?
In the last 4 quarters, results exceeded forecasts in 100% of cases. History does not predict the next report, but it shows how cautiously analysts approach this company.
Where can I find Applied Materials' financial results in English?
On Portevo — the earnings calendar, analyst forecasts, surprise history, and share price reactions are available for free and without an account.
Other Companies in the Technology Sector
A company's earnings are most informative when compared to competitors in the same industry — this shows whether a weak quarter was a company-specific issue or a market-wide trend.
Related
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Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.
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