AMAT Applied Materials Inc.

$AMAT | APPLIED MATERIALS, INC. Q4 2026 EARNINGS HIGHLIGHTS ◆ EPS: $4.16 vs. $4.06 est. ✅ ◆ Revenue: $10.41B vs. $10.30B est. ✅ ◆ Net Income: $2.72B (+43.3% YoY) ◆ Operating Income: $3.66B (+113.7% YoY) ◆ Operating Expenses: $1.59B (+2.6% YoY) ◆ Operating Cash Flow: $3.30B (+16.7% YoY) Segment Performance: ◆ Semiconductor Systems: $8.00B (+63.9% YoY) ◆ Applied Global Services: $1.90B (+25.9% YoY) ◆ Other: $517M (+24.6% YoY) Key Metrics: ◆ Non-GAAP free cash flow was $2.62B in Q4 FY2026, up 28% from $2.04B in Q4 FY2025. ◆ Share repurchases totaled $2.00B in Q4 FY2026, the largest quarterly buyback in more than eight years; $421M in dividends also paid. ◆ Capital expenditures were $684M in Q4 FY2026, down from $785M in Q4 FY2025. Forward Guidance: ◆ Q1 FY2027 total revenue guidance: $11.1B +/- $500M. ◆ Q1 FY2027 non-GAAP diluted EPS guidance: $4.35 +/- $0.20. ◆ Semiconductor Systems business on track to grow more than 40% in calendar 2026.

$AMAT nice job Huang screwing up everyone’s earnings calls for the rest of the year. Should’ve kept your pecker in your pants!!!!

$AMAT as earnings continue to weaken in the AI space we remove more of exposure.We have outperformed SPY massively this year. $NVDA $TSLA $GOOG

$AMAT $SPY Applied Materials reported record quarterly revenue of $10.41 billion, with adjusted EPS of $4.16. Its next-quarter revenue outlook also came in above expectations. Despite these results, the stock faced selling pressure as investors reassessed semiconductor valuations. My takeaway: strong fundamentals and short-term stock performance don't always move together. The key is whether AI-driven equipment demand continues into 2027.

$AMAT | The Semiconductor Equipment Opportunity Is Growing Applied Materials delivered record quarterly revenue of $10.41 billion, up 53% year over year, with adjusted EPS of $4.16. The company also provided a next-quarter revenue outlook of approximately $11.1 billion. Growing AI chip production, advanced packaging, and high-bandwidth memory demand are important industry drivers. Investors should monitor order trends, customer spending, and future margin performance. **The companies supplying the tools behind AI chip production deserve more attention.** #AMAT #Semiconductors #AIInfrastructure

$AMAT Why are we freaking out. All semi conductors stocks are dipping rn. $ASML $LRCX $KLAC Earnings didn’t get leaked 😂

$AMAT Morningstar raised its fair value to $570 from $520 and called AI market concerns “overblown.” Goldman Sachs and UBS expect market share gains as chip equipment spending accelerates through 2027 and 2028.

$AMAT China revenue rose in dollars in Q4, 2,642 million dollars against 1,964 million a year earlier, but its share fell to 25 percent from 29 percent. It was 28 percent in Q3 too, so the share keeps stepping down even as the dollars climb. Full year China was 9,330 million dollars at 27 percent, against 30 percent last year.

$AMAT bunch of wanna get rich folks here expecting quick gains, fast reversal, etc and ridiculous expectations. Slow and steady vs Crash and burn baby.

$AMAT only suprise me one thing same people buying at 600 when after good er 380 they don’t lol

$AMAT Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $4.16 up 91.71% YoY • Reported revenue of $10.41B up 53.07% YoY • Applied Materials expects Q1 FY2027 total revenue of $11.1B +/- $500M and non-GAAP diluted EPS of $4.35 +/- $0.20, excluding $0.01 per share in known acquisition charges.

$AMAT STOP TAKING OPTIONS BEFORE EARNINGS. You’ll never win. Always an IV crush. Take shares or stay away until afterwards!

$AMAT earnings may meet but they won’t be good enough for the next leg up. I expect a downturn with resistance. But yes 300.00 is still intact😉

$AMAT only on wall street can u beat on earnings and raise on guidance, but still get punished for it. 🤪 Market sense is not common sense.

A ping on 10/15 would've covered it: $AMAT's daily flipped red on ₿ull Board at $430.01, ~13.4% above the last close. Weekly followed 10/19. Members get daily Telegram or email alerts on confirmed trend flips for their favorited assets. Not financial advice.

$AMAT What is happening with so calles analysts that companies beat their own estimates and they downgrade?

$AMAT Benzinga has incorrectly posted the article that it missed estimates instead it has beat the estimate heavily compared to last year. The number that Benzinga is comparing is from 2027 estimate and not this Q estimate. Sounds phishy from Benzinga and folks behind it. This is absolutely great earnings

$AMAT MM making sure it stay pinned. Expert balancing act to make sure the house wins 😂😂 what manipulation? 🤌

$AMAT Dare I say this was better than the $LRCX quarter. This monster could pull $18 in EPS next year.

$AMAT Some of the bearish ones should stay online and listen to the conference call- make sure the ear wax is out.