AMAT
Applied Materials Inc
NASDAQ: AMAT · TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS
$394.49
+3.11% today
Updated 2026-04-29
Market cap
$331.02B
P/E ratio
42.74
P/S ratio
11.73x
EPS (TTM)
$9.76
Dividend yield
0.46%
52W range
$143 – $421
Volume
6.5M
Applied Materials Inc (AMAT) Earnings
Quarterly earnings history, analyst estimates, and stock price reaction.
EPS beat streak
8 of 8
Last 8 quarters
Avg EPS surprise
+4.6%
Last 4 quarters
Revenue YoY growth
-2.1%
Most recent quarter
EPS YoY growth
+0.0%
Most recent quarter
Earnings surprise history (last 12 quarters)
Beat estimate Missed estimate
Quarterly EPS and revenue trend
Quarterly revenue EPS (diluted)
How the stock reacts to earnings
Avg 1-day reaction
-4.2%
Last 3 reports
Positive reaction rate
33%
1 of 3 quarters
Largest single-day move
-14.9%
2025-08-14
| Report date | EPS actual | Surprise | Close before | Close after | 1-day reaction |
|---|---|---|---|---|---|
| 2026-02-12 | $2.38 | +7.7% | $339.88 | $354.91 | +4.4% |
| 2025-11-13 | $2.17 | +2.4% | $230.73 | $226.01 | -2.0% |
| 2025-08-14 | $2.48 | +5.1% | $190.03 | $161.76 | -14.9% |
Quarterly earnings history
| Fiscal quarter ending | EPS estimate | EPS actual | Surprise | Revenue | YoY revenue |
|---|---|---|---|---|---|
| 2026-01-31 | $2.21 | $2.38 | +7.7% | $7.01B | -2.1% |
| 2025-10-31 | $2.12 | $2.17 | +2.4% | $6.80B | -3.5% |
| 2025-07-31 | $2.36 | $2.48 | +5.1% | $7.30B | +7.7% |
| 2025-04-30 | $2.31 | $2.39 | +3.5% | $7.10B | +6.8% |
| 2025-01-31 | $2.30 | $2.38 | +3.5% | $7.17B | +6.8% |
| 2024-10-31 | $2.19 | $2.32 | +5.9% | $7.04B | +4.8% |
| 2024-07-31 | $2.02 | $2.12 | +5.0% | $6.78B | +5.5% |
| 2024-04-30 | $1.99 | $2.09 | +5.0% | $6.65B | +0.2% |
| 2024-01-31 | $1.91 | $2.13 | +11.5% | $6.71B | — |
| 2023-10-31 | $2.00 | $2.12 | +6.0% | $6.72B | — |
| 2023-07-31 | $1.74 | $1.90 | +9.2% | $6.42B | — |
| 2023-04-30 | $1.84 | $2.00 | +8.7% | $6.63B | — |
Analyst EPS and revenue estimates for upcoming years
| Period | EPS estimate | Revenue estimate | Revenue growth | Analysts | Confidence |
|---|---|---|---|---|---|
| 2026 (E) | $11.21 | $32.0B | +12.7% | 28 | high |
| 2027 (E) | $14.25 | $38.4B | +20.1% | 28 | high |
| 2028 (E) | $17.50 | $45.8B | +19.5% | 28 | medium |
| 2029 (E) | $20.25 | $53.4B | +16.6% | 28 | medium |
| 2030 (E) | $23.00 | $61.2B | +14.5% | 28 | medium |
Frequently asked questions
Has Applied Materials Inc beaten earnings estimates?
Applied Materials Inc has beaten Wall Street EPS estimates in 8 of its last 8 quarterly reports, with an average EPS surprise of +4.6% over the last 4 quarters.
How does AMAT stock react to earnings?
AMAT stock has moved an average of -4.2% in the trading day following earnings over its last 3 reports, with positive reactions in 33% of those quarters.
What is Applied Materials Inc's revenue growth rate?
Applied Materials Inc reported year-over-year revenue growth of -2.1% in its most recent quarter, with EPS growing +0.0% year-over-year.
What is the expected EPS for AMAT in 2026?
Analysts expect Applied Materials Inc to report EPS of $11.21 for fiscal year 2026, on revenue of $32.0B, based on estimates from 28 analysts.