ATLAS News · Earnings

Applied Materials Posts Record Q4 Revenue of $10.41 Billion

Published November 13, 2026 · 6 sources

Applied Materials closed fiscal 2026 with record fourth-quarter revenue, EPS and margins, per Yahoo Finance and finchannel. Summit Insights downgraded the stock.

What happened

Applied Materials (AMAT) closed fiscal 2026 with record revenue, earnings per share and margins in the fourth quarter, according to Yahoo Finance. Finchannel reports quarterly sales reached $10.41 billion.

Yahoo Finance says the company guided first-quarter revenue up 58% year-over-year and expects to outgrow the wafer fab equipment market again in 2027. Marketscreener.com reports that EPS nearly doubled in the fourth quarter.

Investing.com reports that Summit Insights downgraded its rating on the stock, citing valuation concerns. TradingView's roundup also mentions the opening of an EPIC Center and VeritySEM 20.

Context

Applied Materials supplies equipment used to manufacture semiconductors, so its results are often read as a signal of chipmaking investment.

Why it matters

The results and outlook give investors a view of demand for chip equipment, while the downgrade shows analysts are weighing the company's valuation.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

Applied MaterialsAMAT

−3.58%

Technology · NASDAQ

Live price

$362.05▼ -3.58%

live price · USD

Close on November 12: $380.95−3.58% vs. previous close ($395.08)
Fair value (ATLAS): $239.25Fair range: $103.92 to $315.91The price ($362.05) is 51.3% above that figure.
Chance of a rise in 1 month: 46%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $310.85 and $405.85; 9 in 10, between $245.41 and $514.07.

See the full ATLAS analysis of Applied Materials →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

Applied Materials Inc (AMAT) (Q4 2026) Earnings Call Highlights: Record $10. ... · Yahoo Finance · November 13, 2026
Applied Materials earnings rise as quarterly sales reach $10.41 billion · finchannel · November 13, 2026
Summit Insights downgrades Applied Materials stock rating on valuation concerns · Investing.com · November 13, 2026
Key facts: AMAT Revenue Record; EPIC Center Opens; VeritySEM 20 · TradingView · November 13, 2026
Applied Materials' EPS Nearly Doubles in 4th Quarter · marketscreener.com · November 13, 2026
SLS: SELLAS Life Sciences Group Inc. filed SEC Form 8-K: Results of... · Quantisnow · November 13, 2026

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