Applied Materials Inc. (AMAT) Q1 2026 (USD): Adj. EPS 2.38 (exp. 2.21), Revenue 7.01bln (exp. 6.87bln), Adj. net income 1.9bln (exp. 1.75bln)

Applied Materials Inc.

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Rivian Automotive Inc. (RIVN) Q4 2025 (USD) Adj. EPS -0.54 (exp. -0.69), Revenue 1.29bln (exp. 1.26bln)

Vertex Pharmaceuticals (VRTX) Q4 2025 (USD): Adj. EPS 5.03 (exp. 5.11), Revenue 3.19bln (exp. 3.18bln); FY26 revenue view 12.95-13.1bln (exp. 13.02bln)

Applied Materials Inc. (AMAT) Q1 2026 (USD): Adj. EPS 2.38 (exp. 2.21), Revenue 7.01bln (exp. 6.87bln), Adj. net income 1.9bln (exp. 1.75bln)

Airbnb Inc. (ABNB) Q4 2025 (USD) EPS 0.56 (exp. 0.66), Revenue 2.78bln (exp. 2.71bln)

Venezuela's state-owned PDVSA is reportedly offering neighbouring areas to JV partners and talks have progresses with US and European oil co.'s on possible JV expansions, according to reports

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Guidance:

  • Q2 revenue 7.15-8.15bln (exp. 7bln).
  • Q2 adj. EPS 2.44-2.84 (exp. 2.28).
Context

(AMAT) has delivered a strong Q1 2026 performance, with both adjusted EPS and revenue exceeding expectations significantly. This beat, along with promising guidance for Q2, suggests robust demand within the semiconductor space, which could support positive sentiment in both the equity and broader semiconductor markets.

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