Applied Materials (AMAT) — Research Summary as of August 15, 2026

Recent Key Catalysts (Last ~1–3 Months)

Q3 FY2026 Earnings (Reported August 13, 2026)

The most significant recent catalyst is Applied Materials' fiscal third-quarter earnings report, released after market close on August 13, 2026. The company delivered record revenue of $9.12 billion [1], substantially beating the Street's consensus estimate of approximately $8.99 billion [16][23]. Non-GAAP EPS came in at $3.50, up 41% year-over-year, also beating estimates [7][14].