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16 analysts' median target is $433[FMP target], stock is $389, +11.2% vs the analyst consensus median. After Q1 +7.7% EPS beat[FMP earnings], the stock moved +8.1%.
B+ = MoonshotScore 57[multi-pillar formula] + Council 3/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Quick AnswerApplied Materials, Inc. (AMAT) Q4 consensus: revenue $7.7B[FMP est], EPS $2.66[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q1 EPS +7.7% beat[FMP] but the stock +8.1% D+1[FMP D+1].
Watchlist
Cfe Ebeam Revenue Growth
cfe_ebeam_revenue_growth
Applied Materials expects cold field emission eBeam technology revenues to double this calendar year to more than $1 billion.
"One example of this is our unique cold field emission eBeam technology where we expect revenues to double this calendar year to more than $1 billion and support process diagnostics and control, being one of our fastest-growing businesses in 2026."
- Gary Dickerson, President and CEO - Q1 FY26 Earnings Call - February 12, 2026
Q2 Revenue Guidance
q2_revenue_guidance
Applied Materials expects company revenue of $7.65 billion, plus or minus $500 million, which should be up around 9% sequentially.
"We expect company revenue of $7.65 billion, plus or minus $500 million, which should be up around 9% sequentially."
- Brice Hill, Chief Financial Officer - Q1 FY26 Earnings Call - February 12, 2026
Ags Record Revenue
ags_record_revenue
Applied Global Services (AGS) delivered record revenue of $1.56 billion, which exceeded expectations and grew 15% year-over-year.
"Applied Global Services delivered record revenue of $1.56 billion, which exceeded our expectations and grew 15% year-over-year."
- Brice Hill, Chief Financial Officer - Q1 FY26 Earnings Call - February 12, 2026
Semi Equipment Growth
semi_equipment_growth
Applied Materials expects to grow its semiconductor equipment business more than 20% this calendar year in 2026.
"For Applied, we expect to grow our semiconductor equipment business more than 20% this calendar year."
- Gary Dickerson, President and CEO - Q1 FY26 Earnings Call - February 12, 2026
Nand Equipment Demand
nand_equipment_demand
Applied Materials is forecasting modest growth in equipment demand in NAND in 2026 and expects NAND to remain less than 10% of wafer fab equipment spending.
"In NAND, we are forecasting modest growth in equipment demand in 2026 and we expect NAND to remain less than 10% of wafer fab equipment spending."
- Gary Dickerson, President and CEO - Q1 FY26 Earnings Call - February 12, 2026
Stock Expert AI - Methodology
multi-pillar methodology. Cash Runway and R&D Intensity strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 3 bullish (Ray Dalio, Ken Griffin, Buffett), 0 bearish (none), 3 neutral (Jim Simons, Klarman, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 (February 12, 2026): EPS $2.38 vs $2.21 est[FMP], +7.7% beat. D+1 movement: +8.1%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q1: EPS $2.38 vs $2.21 beat[FMP], stock +8.1% D+1[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $646.0M[FMP cashflow]. Q1 op margin 29.9%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Thursday evening. The framework is ready on this page: Q4 EPS threshold $2.66[FMP], CapEx threshold "below $646.0M". Two anchors, three scenarios.
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Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Applied Materials, Inc. (AMAT) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Applied Materials, Inc. (AMAT): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Applied Materials, Inc. (AMAT): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Applied Materials, Inc. (AMAT): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.