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 — 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 Closelook

Where AMAT appears in the diary — 19 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

Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505Morning 10 · 18 Sept 2026Inside chips the sort paused rather than closed: AMD +6.4%, Arm +8.6%, Micron +5.5%, Intel +7.7%, TSMC +3.0%, Nvidia +2.5% on the design side; Applied Materials +0.5%, Lam flat, KLA +1.0% on the equipment side.
Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505Morning 10 · 17 Sept 2026Inside chips the day was not one story: optics and interconnect were bought hard — Lumentum +9.6%, Credo +7.4%, Coherent +6.9%, Astera Labs +6.6%, Soitec +13.4% in Paris — and the equipment names were sold again, Applied Materials −1.4%…
Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026The semiconductor ETF is $508.60, up 2.0%, back above the $505 line it lost on Monday: AMD +4.2% to $525.62, Marvell +3.3%, Arm +2.8%, Nvidia +1.9% to $216.19, TSMC’s US line +1.3%, and — the reading we set — the equipment names are green…
Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900Morning 10 · 16 Sept 2026The AI sort paused and softened at the close: the semiconductor ETF +1.0% to $502.07, still under $505, with AMD +2.8%, Marvell +2.4%, Arm +1.7%, Nvidia +1.1% and the equipment names — Lam, Applied Materials, KLA — recovering from −1% to…
Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026Inside chips the equipment names are still being sold — Lam −2.3%, Applied Materials −1.2%, KLA −0.9%, Broadcom −1.4% — while AMD +2.0%, Arm +2.7% and Marvell +2.0% bounce.
The Yield March Breaks Three Decades of LinesDaily Pulse · 1 Sept 2026
Verdict day two: six earnings windows close as MongoDB and GitLab printMorning 10 · 1 Sept 2026COHR & AMAT — scanner support confluence
Verdict day: five earnings windows close as chip stocks wobbleMorning 10 · 31 Aug 2026The semiconductor complex was sold hard — SOXX −3.20%, SMH −3.47%, AMAT −4.29%, and Nvidia −4.57% to 217.55 in its second daylight session after the print — while software barely gave back any of Thursday's biggest software day of the…