Applied Materials stock reports 25 percent fiscal revenue growth
Published on 09/25/2026 at 11:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Applied Materials stock reported USD 9.115 billion in fiscal third-quarter revenue for the period ended July 26, 2026, up 25 percent from USD 7.302 billion a year earlier. The result puts the semiconductor equipment maker's operating scale at the center of its valuation debate.
Revenue growth reaches 25 percent
In its Q3 FY2026 report, TradingView reported record revenue of USD 9.115 billion, compared with USD 7.302 billion in fiscal Q3 2025. GAAP diluted EPS was USD 3.17, versus USD 2.22 in the prior-year quarter.
The income statement shows operating profit of USD 3.075 billion and net income of USD 2.538 billion for fiscal Q3 2026. Operating margin reached 34 percent, up from 32 percent in fiscal Q2 2026, while operating cash flow totaled USD 3.037 billion for the quarter.
Adjusted EPS beats consensus
MarketBeat reported that adjusted EPS reached USD 3.50 in fiscal Q3 2026, above the USD 3.40 consensus estimate. Revenue of USD 9.12 billion also exceeded the USD 8.99 billion consensus figure, creating a quantified earnings comparison alongside the 25 percent annual revenue increase.
The comparison matters because the stock's market value already reflects substantial expectations. MarketBeat cited a consensus price target of USD 658.45, while the stock's valuation remains exposed to semiconductor-cycle swings and the pace of artificial-intelligence infrastructure spending.
Stock stays below yearly high
Applied Materials closed at USD 474.25 on NASDAQ on September 24, 2026, down 0.03 percent from the prior session. The price was 35.9 percent below its 52-week high of USD 739.67 and 141.7 percent above its 52-week low of USD 196.20.
The market capitalization was USD 376,535,055,750 on September 24, 2026. For investors, the key tension is visible in the numbers: fiscal Q3 revenue rose 25 percent, but the share price still traded far below its yearly peak.
Applied Materials market profile
- Company: Applied Materials, Inc.
- Ticker: AMAT
- Trading venue: NASDAQ
- Closing price (September 24, 2026): USD 474.25
- Market capitalization: USD 376,535,055,750 as of September 24, 2026
- 52-week range: USD 196.20-739.67 as of September 24, 2026
- Sector / Industry: Technology / Semiconductors
