Applied Materials reported record revenue as Applied Materials stock fell 1.09 percent

Published on 10/12/2026 at 11:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue hit USD 9.12 billion in fiscal Q3, up 25.00 percent. Applied Materials stock costs EUR 450.50 on October 12, 2026 versus EUR 455.45.

Key points in brief

Applied Materials reported record third-quarter fiscal 2026 revenue of USD 9.12 billion, up 25.00 percent year over year.
Fiscal fourth-quarter revenue guidance is USD 10.25 billion plus or minus USD 0.50 billion.
The stock was trading at EUR 450.50 at Lang & Schwarz on October 12, 2026, down 1.09 percent versus the Xetra close of EUR 455.45 on October 9, 2026.
The next earnings date is November 12, 2026, followed by a November 19, 2026 ex-dividend date.

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Applied Materials (ISIN US0382221051) was trading at EUR 450.50 at Lang & Schwarz on October 12, 2026 at 11:40 a.m. CEST, down 1.09 percent versus the Xetra close of EUR 455.45 on October 9, 2026. The company had reported record revenue of USD 9.12 billion for its fiscal third quarter on August 13, 2026, up 25.00 percent year over year, according to Applied Materials.

Three results show the acceleration

The chronology is clear. On February 12, 2026, Applied Materials reported first-quarter revenue of USD 7.01 billion, down 2.10 percent year over year, according to Fortune.

On May 14, 2026, the company reported second-quarter revenue of USD 7.91 billion, up 11.00 percent year over year, according to Applied Materials. The latest event came on August 13, 2026, when fiscal third-quarter revenue reached USD 9.12 billion and GAAP net income rose 43.00 percent to USD 2.54 billion.

What does the guidance imply?

Management guided fiscal fourth-quarter revenue to USD 10.25 billion plus or minus USD 0.50 billion and non-GAAP diluted earnings per share to USD 4.02 plus or minus USD 0.20. The midpoint would exceed the third-quarter revenue figure by USD 1.14 billion, making execution against the forecast the key operating test for the next report.

The margin picture also improved. GAAP gross margin reached 50.30 percent in the fiscal third quarter, compared with 48.80 percent in the year-earlier quarter, while non-GAAP gross margin was 50.40 percent.

Analyst targets and next dates

MarketBeat reported on October 9, 2026 that analysts had a Moderate Buy consensus and an average target of USD 640.20. The same report identified insider selling and the elevated valuation as counterweights to the strong earnings trajectory.

Zacks reported that the next earnings disclosure is scheduled for November 12, 2026, with consensus estimates of USD 4.05 earnings per share and USD 10.29 billion revenue. A November 19, 2026 ex-dividend date and a USD 0.53 dividend per share were reported by Simply Wall St.

Stock trades below the Xetra close

Applied Materials was trading at EUR 450.50 at Lang & Schwarz on October 12, 2026 at 11:40 a.m. CEST, down 1.09 percent versus the Xetra close of EUR 455.45 on October 9, 2026. Its USD 402.6 billion market capitalization and USD 203.40 to USD 739.67 52-week range were dated October 9, 2026.

The further course of trading is shown by the continuously updated real-time quote of Applied Materials stock.