Applied Materials (AMAT) Projected to Release Quarterly Earnings on Thursday

Applied Materials (NASDAQ:AMAT) is projected to issue its Q4 2026 results after the market closes on Thursday, November 12th. Analysts expect the company to post earnings of $4.06 per share and revenue of $10.30 billion for the quarter. Applied Materials has set its Q4 2026 guidance at 3.820-4.220 EPS. Individuals may visit the company’s upcoming Q4 2026 earnings results page for the latest details on the call scheduled for Thursday, November 12, 2026 at 4:30 PM ET.

Applied Materials (NASDAQ:AMAT) last announced its quarterly earnings results on Thursday, August 13th. The manufacturing equipment provider reported $3.50 earnings per share for the quarter, beating analysts’ consensus estimates of $3.40 by $0.10. The firm had revenue of $9.12 billion during the quarter, compared to analysts’ expectations of $8.99 billion. Applied Materials had a net margin of 30.05% and a return on equity of 38.02%. Applied Materials’s quarterly revenue was up 24.8% compared to the same quarter last year. During the same period in the previous year, the company earned $2.48 earnings per share. On average, analysts expect Applied Materials to post $12.79 EPS for the current fiscal year and $18.28 EPS for the next fiscal year.

Applied Materials Stock Performance

Shares of AMAT stock opened at $372.53 on Wednesday. The stock’s 50-day moving average is $441.30 and its two-hundred day moving average is $445.16. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.79 and a current ratio of 2.42. Applied Materials has a 1 year low of $203.40 and a 1 year high of $739.67. The firm has a market cap of $295.64 billion, a price-to-earnings ratio of 33.96, a PEG ratio of 0.72 and a beta of 1.67.

Applied Materials Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Thursday, November 19th. Applied Materials’s dividend payout ratio (DPR) is currently 18.28%.

Analyst Ratings Changes

A number of brokerages have recently issued reports on AMAT. B. Riley Financial lowered their target price on shares of Applied Materials from $700.00 to $475.00 and set a “buy” rating on the stock in a research report on Monday. TD Cowen reiterated a “buy” rating and set a $700.00 price target on shares of Applied Materials in a research note on Friday, August 14th. Morgan Stanley decreased their price target on shares of Applied Materials from $563.00 to $538.00 and set an “equal weight” rating for the company in a research note on Tuesday, November 3rd. The Goldman Sachs Group raised their price objective on shares of Applied Materials from $645.00 to $670.00 and gave the stock a “buy” rating in a research report on Friday, August 14th. Finally, Citigroup restated a “buy” rating and issued a $710.00 price objective (up from $550.00) on shares of Applied Materials in a research note on Monday, August 3rd. Thirty research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $625.76.

Insider Activity at Applied Materials

In related news, CAO Adam Sanders sold 725 shares of Applied Materials stock in a transaction on Friday, October 2nd. The shares were sold at an average price of $544.56, for a total value of $394,806.00. Following the transaction, the chief accounting officer directly owned 3,181 shares in the company, valued at $1,732,245.36. This trade represents a 18.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Brice Hill sold 7,500 shares of the business’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $479.25, for a total transaction of $3,594,375.00. Following the completion of the transaction, the chief financial officer directly owned 128,613 shares in the company, valued at $61,637,780.25. This represents a 5.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 9,225 shares of company stock worth $4,454,181 in the last three months. Insiders own 0.30% of the company’s stock.

More Applied Materials News

Here are the key news stories impacting Applied Materials this week:

• Positive Sentiment: Expanding high-bandwidth memory (HBM) capacity could drive demand for semiconductor manufacturing and advanced-packaging equipment, creating a potential growth opportunity for Applied Materials. The Next AI Chip Shortage May Be the Machines That Make HBM
• Positive Sentiment: B. Riley lowered its price target to $475 from $700 but maintained a Buy rating, leaving substantial implied upside from the cited share price. B. Riley Cut Its Applied Materials Target to $475. It Still Sees 28% Upside
• Neutral Sentiment: Options traders are anticipating a potentially large post-earnings move, signaling heightened volatility rather than a clear directional view. Investors will be watching results and the company’s outlook. Why Options Traders Expect a Major Post-Earnings Reaction
• Negative Sentiment: A technical analysis article says AMAT is nearing a “death cross” after a steep retreat from its high, which could signal further downside if the bearish pattern forms. Applied Materials Stock: Death Cross Pattern Nears Ahead of Earnings
• Negative Sentiment: ETFs sold about $200.2 million of Applied Materials shares on Friday, adding a short-term source of selling pressure. ETFs Are Net Sellers of Applied Materials

Applied Materials Company Profile

Applied Materials, Inc. develops and supplies equipment, software and services used to manufacture semiconductors and advanced displays. Its technologies help customers build and process materials at the microscopic scale required for chips and other electronic products. The company’s offerings include systems for depositing, removing and modifying materials, as well as inspection, measurement and process-control tools. It also provides equipment and services for advanced semiconductor packaging and supports customers with maintenance, upgrades and manufacturing software.