Applied Materials targets more than 2-point WFE gain: Applied Materials stock falls 4.31 percent

Published on 10/20/2026 at 11:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Applied Materials targets more than 2 WFE share points by 2030. Applied Materials stock costs EUR 363.75 on October 20, 2026, 4.31 percent below Xetra close.

Growth plan and reporting dates

Applied Materials presented its share ambition on October 13, 2026, targeting more than 2 percentage points of WFE share gains by 2030.
Fiscal third-quarter revenue reached USD 9.12 billion on July 26, 2026, up 25 percent year over year.
Applied Materials stock trades at EUR 363.75 at 11:03 a.m. CEST at Lang & Schwarz on October 20, 2026, 4.31 percent below the Xetra close of October 19, 2026.
Applied Materials is scheduled to report fiscal fourth-quarter results on November 12, 2026.

Trading-Floor mit Bildschirmen und Halbleiter-Branchencharts — Applied Materials Inc. (US0382221051) zeigt Börsen-Editorial mit Trading-Floor und Halbleiter-Sektor-Charts auf großen Bildschirmen, Illustration mit AI erstellt.

Applied Materials (ISIN US0382221051) targeted more than 2 percentage points of wafer fab equipment share gains by 2030 on October 13, 2026, while its stock was trading at EUR 363.75, down 4.31 percent versus the Xetra close. The company tied the ambition to artificial intelligence demand and expanded research capacity in a presentation covered by Yahoo Finance.

AI demand drives share ambition

Applied Materials said leading-edge foundry-logic, DRAM and advanced packaging should generate about 75 percent of wafer fab equipment growth from 2025 through 2030. The company also plans to more than double its research and development lab and manufacturing capacity by 2030, making the long-term target dependent on both demand and execution.

The October 13 presentation followed the October 12 unveiling of the EPIC Center in Silicon Valley. The facility represents a capital investment expected to reach USD 5.00 billion as customer projects begin, according to the company's Applied Materials release.

Three milestones define the path

On August 13, 2026, Applied Materials reported fiscal third-quarter revenue of USD 9.12 billion, up 25 percent from USD 7.30 billion a year earlier. On October 12, 2026, it unveiled the USD 5.00 billion EPIC Center. On October 13, 2026, it set the target of more than 2 percentage points of wafer fab equipment share gains by 2030.

What does the valuation debate show?

The latest operating figures remain strong, but valuation has become a counterweight. Fiscal third-quarter GAAP operating margin was 33.7 percent, compared with 30.6 percent a year earlier, while GAAP earnings per share rose to USD 3.17 from USD 2.22. Yahoo Finance reported on September 30, 2026, that Morgan Stanley cut its target from USD 642.00 to USD 563.00 while retaining an Equal-Weight rating.

Dates investors can mark

Applied Materials is scheduled to report fiscal fourth-quarter results on November 12, 2026, according to Simply Wall St. The ex-dividend date is listed as November 19, 2026 by the same source.

Stock reflects a sharp reset

At Lang & Schwarz, Applied Materials stock was trading at EUR 363.75 on October 20, 2026 at 11:03 a.m. CEST, 4.31 percent below the Xetra close of October 19, 2026 at EUR 380.15. The further course of trading is shown by the continuously updated real-time quote of Applied Materials stock.