A AMAT

Applied Materials Inc

TECHNOLOGY

$534.54

-2.48% ($13.61)

Volume 11.78M

52W High $739.67

52W Low $154.14

Market Cap $439.66B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$3.39

Whisper EPS

$3.56

5.0% above consensus

Last Quarter

$2.86

Current Streak

7 Beats

Avg Surprise (4Q)

+6.38%

Next Earnings Report

Report Date Aug 13, 2026

Time AMC

Whisper Spread +4.96%

Consensus Estimate

$3.39

Official analyst average

Whisper Number

$3.56

What traders expect

Bullish Sentiment: The whisper number is 5.0% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 11 quarters

Price Movement Around Earnings

Q2 2026 May 14, 2026

1-Day: -0.89%

5-Day: -7.64%

Q2 2026 May 13, 2026

1-Day: +0.90%

5-Day: -5.28%

Q1 2026 Feb 12, 2026

1-Day: +8.08%

5-Day: +9.36%

Q1 2026 Feb 11, 2026

1-Day: -3.38%

Revenue & Financial Performance

Revenue Whisper

$7.47B

TWN Proprietary Estimate

Last Quarter Revenue

$7.91B

+11.4% YoY

Gross Margin

49.9%

Net Margin: 35.5%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q2'26	$7.91B	+11.4%	49.9%	31.9%	$2.81B
Q1'26	$7.01B	-2.2%	49.0%	29.9%	$2.03B
Q4'25	$6.80B	-3.5%	48.0%	25.2%	$1.90B
Q3'25	$7.30B	+7.7%	48.8%	30.6%	$1.78B
Q2'25	$7.10B	+6.8%	49.1%	30.6%	$2.14B
Q1'25	$7.17B	+6.8%	48.8%	30.4%	$1.19B
Q4'24	$7.05B	+4.8%	47.3%	29.0%	$1.73B
Q3'24	$6.78B	+5.5%	47.3%	28.7%	$1.71B

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q2 2026	May 14, 2026	$2.69	$2.78	$2.86	+6.32%	Beat
Q2 2026	May 13, 2026	$2.66	$2.78	--	--	--
Q1 2026	Feb 12, 2026	$2.21	$2.29	$2.38	+7.69%	Beat
Q1 2026	Feb 11, 2026	$2.21	$2.28	$2.38	+7.69%	Beat
Q4 2025	Dec 12, 2025	$2.09	$2.19	$2.17	+3.83%	Met
Q4 2025	Nov 13, 2025	$2.09	$2.20	$2.17	+3.83%	Missed
Q3 2025	Aug 14, 2025	$2.36	$2.45	$2.48	+5.08%	Beat
Q2 2025	May 15, 2025	$2.31	$2.42	$2.39	+3.46%	Missed
Q1 2025	Feb 13, 2025	$2.30	$2.41	$2.38	+3.48%	Missed
Q4 2024	Nov 14, 2024	$2.19	$2.31	$2.32	+5.94%	Met
Q3 2024	Aug 15, 2024	$2.03	$2.11	$2.12	+4.43%	Met
Q2 2024	May 16, 2024	$1.99	$2.12	$2.09	+5.03%	Missed