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Applied Materials Q4 FY2026 · Story

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AMATQ4 FY20261/4

Estimate vs Actual

Earnings per Share

$4.16

+ 2.5% vs Estimate

Surprise as recorded in the analysis; the estimate itself is not on the calendar.

AMATQ4 FY20262/4

Guidance

Revenue (Q1)

Company Guidance
10.6 – 11.6 billion
Market Estimate
10.89 billion

1.9% Above Estimate ▲

Adjusted EPS (Q1)

Company Guidance
4.15 – 4.55 $
Market Estimate
4.24 $

2.6% Above Estimate ▲

AMATQ4 FY20263/4

In 30 Seconds

Revenue rose 53% to a record $10.41 billion, beating expectations by 1.1%, while EPS beat by 2.5%.

  • DRAM's share of Semiconductor Systems revenue rose from 28% to 33% in a year.
  • The stock rose 0.8% after hours after first-quarter guidance landed in line with expectations.

First point of the analysis's “In 30 Seconds”.

Full Analysis
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