Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services,…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 Apr 2026 | $7.91B | — | $2.81B | $3.51 | — | 49.9% | 31.9% |
| Q 2026 Jan 2026 | $7.01B | — | $2.03B | $2.54 | — | 49.0% | 29.9% |
| Q 2025 Oct 2025 | $6.80B | — | $1.90B | $2.38 | — | 48.0% | 27.8% |
| Q 2025 Jul 2025 | $7.30B | — | $1.78B | $2.22 | — | 48.8% | 30.6% |
| Q 2025 Apr 2025 | $7.10B | — | $2.14B | $2.63 | — | 49.1% | 30.6% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Applied Materials justify Wall Street’s $720 targets after a sharp sell-off, or is the market finally pushing back on valuation? Maik Kemper Editor in Chief Conclusion Fazit…
