Applied Materials Inc. (AMAT) Q2 2026 (USD): Adj. EPS 2.86 (exp. 2.68), Revenue 7.91bln (exp. 7.68bln), Adj. net income 2.29bln (exp. 2.13bln)
Guidance:
- Q3 revenue 8.95bln (exp. 8.09bln).
Commentary:
- Expect Cos. semiconductor equipment business to grow more than 30% in CY26.
Context
Applied Materials (AMAT) has reported Q2 results that beat expectations both on adjusted earnings per share and revenue, which could signal strong ongoing demand in the semiconductor sector. Additionally, the guidance for Q3 revenue also surpasses forecasts and the commentary on expected growth of the semiconductor equipment business suggests robust momentum ahead, likely supporting positive sentiment in both equities and related sectors.
Trade the TapeGet this analysis live, the moment it breaksNewsquawk's real-time dashboard delivers market-moving headlines and instant context to your desk before the rest of the market reacts.
Open Dashboard#UNITED STATES#USD#EUR#JAPAN#JPY#UNITED KINGDOM#GBP#EUROPE#APPLIED MATERIALS INC#AMAT.US#IMPORTANT#FOREX#EQUITIES#METALS#US SESSION#SEMICONDUCTOR MATERIALS & EQUIPMENT#METALS & MINING#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT (GROUP)#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT#S&P 500 INDEX#NASDAQ 100 INDEX#AMAT#DXY#US EQUITIES