Applied Materials Inc (AMAT) — the earnings record

As of the 2026-08-13 card — updated after each print. An investment research diary, not advice.

The record at a glance

10/10EPS beats

9/10revenue beats

1 · 2 · 7up · flat · down (+3d, ±3%)

2026-11-12next print

Reactions across the covered prints span -13.8% to +12.5% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$10.31B into the next print.

Print by print

Print	Date	EPS	Revenue
Aug 26	2026-08-13	✓ beat	✓ beat
May 26	2026-05-14	✓ beat	✓ beat
Feb 26	2026-02-12	✓ beat	✓ beat
Dec 25	2025-12-12	✓ beat	✓ beat
Aug 25	2025-08-14	✓ beat	✓ beat
May 25	2025-05-15	✓ beat	✗ miss
Feb 25	2025-02-13	✓ beat	✓ beat
Nov 24	2024-11-14	✓ beat	✓ beat
Aug 24	2024-08-15	✓ beat	✓ beat
May 24	2024-05-16	✓ beat	✓ beat

The per-print reaction chart, the load-bearing metric and the behavior read live on the full AMAT print-record card — free registration.

FAQ · from the current data · as of 2026-08-13

Quick answers

How often does Applied Materials Inc beat earnings estimates?

Across the last 10 covered prints (as of the 2026-08-13 card), Applied Materials Inc beat EPS estimates 10 of 10 times and revenue estimates 9 of 10 times, with 9 double beats.

How does AMAT stock react to earnings?

Measured close-of-print-day to the close three sessions later: 1 of the last 10 prints resolved up (beyond +3%), 2 flat, 7 down (as of the 2026-08-13 card) — reactions spanning -13.8% to +12.5%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was AMAT's biggest earnings reaction?

-13.8% over the three sessions after the Aug 25 print (2025-08-14).

When does Applied Materials Inc report earnings next?

2026-11-12 (Mid-November — est EPS $4.06 · est revenue ~$10.31B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelooknet

Where AMAT appears in the diary — 31 pieces, newest first. Every link is our own writing.

Long reads

AI Bull Market — The 2026 Verification PhaseReport · 20 Mar 2026The canary calendar (TSMC, ASE/Amkor, Advantest, Microsoft, AMAT, Micron) has fully printed; Micron in particular resolved far above the January frame — see the June follow-up .

Dailies

Chips — the open follows Seoul, then turns: chip index from −2.4% to +0.7%; small caps +1.6%Midday 10 · 20 Oct 2026Chip equipment — sold before Lam reports: Lam −2.4%, KLA −2.1%, Applied Materials −1.8%
AI Trade — Asia bounces, Kospi +3.3%; Nasdaq-100 holds its support line, Jakarta −10.8% on MSCIMorning 10 · 16 Oct 2026Underneath, the money moved: chip-equipment makers Applied Materials (−3.8%) and Lam Research (−3.5%) fell again and Dell lost another 5.7%, while ServiceNow rose 6.2%, Salesforce 5.5% and the software fund IGV 2.0%.
Tech — the whole complex sold: chip fund −2.1%, software −4.3%; Nasdaq −1.1% while the Dow is greenMidday 10 · 16 Oct 2026The selling is broad: Arm −3.6%, Micron −3.5% to $898.64, AMD −3.4%, chip-machine makers Applied Materials, KLA and Lam −2.9 to −3.3%, Marvell −2.7%, Broadcom −2.6%.
AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%Midday 10 · 15 Oct 2026The selling hits the companies that build AI capacity: chip-machine makers Lam Research −4.4% and Applied Materials −4.0%, Dell −7.7% on its second day after a Barclays downgrade, Arista −5.3%.
ASML — record €11.7 billion quarter and sold out into 2028; inflation at 12:30 UTCMorning 10 · 14 Oct 2026It lands on a chip trade under pressure: Applied Materials −6.7% and Micron −3.6% on Tuesday.
Chips — SOXX −3.7%, now 20% below its June high; software −2.4% as hot inflation and BlackRock weighMidday 10 · 14 Oct 2026AMD −4.9%, Applied Materials −3.2%, Broadcom and TSMC −2.7%, Nvidia and Micron −2.7%.
Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the NasdaqMorning 10 · 7 Oct 2026Chip-equipment makers fall again — KLA −4.5%, Lam Research −3.4%, Applied Materials −2.2%
S&P 500 — record high as Marvell jumps 7.6% on its investor day; chip-machine makers slideMidday 10 · 6 Oct 2026The makers of chip-production machines fall: KLA −4.3%, Lam Research −3.1%, Applied Materials −1.9%.

Related in the Closelooknet universe

same Closelooknet index seat first, then Semiconductor Equipment & Materials. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.