AMATQ3 FY20261/5Estimate vs Actual
Earnings per Share
$3.50
+ 2.9% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
Applied Materials Q3 FY2026 · Story
Read the quarter card by card, ready to share.
AMATQ3 FY20261/5AMATQ3 FY20262/5Guidance
Revenue
- Company Guidance
- 9.75 – 10.75 billion
- Market Estimate
- 9.54 billion
Midpoint 7.4% Above Estimate ▲
Adjusted EPS
- Company Guidance
- 3.82 – 4.22 $
- Market Estimate
- 3.69 $
Midpoint 8.9% Above Estimate ▲
AMATQ3 FY20263/5Price Reaction
First Full Session
− 5.1%
From the report-day close to the next session's close.
AMATQ3 FY20264/5In 30 Seconds
Revenue rose 25% year over year to a record $9.12 billion; adjusted EPS of $3.50 beat the estimate by 2.9%.
- Fourth-quarter revenue guidance of $10.25 billion sits 7.4% above the market expectation.
- After a roughly 190% run over the past year, the stock fell 5% in after-hours trading.
First point of the analysis's “In 30 Seconds”.
Full AnalysisAMATQ3 FY20265/5Score
86/ 100
ViewBUY
Not Investment Advice