Applied Materials stock rises on record Q3 2026 figures
Published on 09/04/2026 at 18:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Applied Materials stock (US0382221051) is trading around 435.91 USD as of September 3, 2026, after a 0.58 percent decline on the session and a market capitalization of about 364.0 billion USD. The move comes as traders refocus on the companys fiscal Q3 2026 report and the stronger fiscal Q4 guidance that followed it.
Record quarter, bigger forecast
According to MarketBeat, Applied Materials reported fiscal Q3 2026 revenue of 9.12 billion USD, up 24.8 percent year over year, with EPS of 3.50 USD versus consensus of 3.40 USD. The same report says net margin reached 30.05 percent and the quarterly dividend was set at 0.53 USD per share.
That combination matters because the next quarter guide is even more forceful: MarketBeat cites fiscal Q4 2026 EPS guidance of 3.82 USD to 4.22 USD, while Trefis says management pointed to fiscal Q4 revenue of 10.25 billion USD at the midpoint. A first.
AI spending still drives demand
Trefis said DRAM revenue, which includes high bandwidth memory packaging, rose 52 percent year over year in fiscal Q3 2026, and that packaging revenue is expected to grow more than 70 percent in calendar 2026. For investors, that segment mix is now as important as the headline revenue beat.
TradingKey reported on September 4, 2026 that Applied Materials stock opened 4.31 percent higher, showing how quickly the market can reprice a quarter that delivered both a beat and a stronger outlook.
Applied Materials after fiscal Q3 2026
Revenue, margins, and Q4 guidance set the tone for the next trading session.
Packaging stays in view
Applied Materials' packaging and DRAM exposure gives the stock a direct link to AI-related memory investment, while the 24.8 percent revenue gain shows how much operating leverage the company is still extracting from demand. The reported 30.05 percent net margin underlines that the quarter was not only bigger, but also highly profitable.
Price and valuation
Applied Materials stock closed at 435.91 USD on September 3, 2026, with a 52-week range of 155.40 USD to 739.67 USD. That leaves the shares well below the high, even after the recent rebound around the fiscal Q3 release.
Applied Materials stock facts
- Company: Applied Materials Inc.
- ISIN: US0382221051
- Ticker: AMAT
- Trading venue: NASDAQ
- Price (as of September 3, 2026, 04:00): 435.91 USD
- Market capitalization: 364.0 billion USD (as of September 3, 2026)
- Sector / Industry: Information Technology / Semiconductor Equipment
- Index membership: S&P 500
Semiconductor equipment demand
Applied Materials makes wafer fabrication tools and services for chipmakers, which keeps the stock tied to memory spending, foundry capex, and advanced packaging demand. On September 4, 2026, that mix is what the market is discounting most.
