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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-04-30 | $7.9B | $2.8B | $2.5B | $0.2B | 35.5% | 31.9% |
| 2026-01-31 | $7.0B | $2.0B | $2.1B | $1.0B | 28.9% | 29.9% |
| 2025-10-31 | $6.8B | $1.9B | $1.9B | $2.0B | 27.9% | 27.8% |
| 2025-07-31 | $7.3B | $1.8B | $2.2B | $2.0B | 24.4% | 30.6% |
| 2025-04-30 | $7.1B | $2.1B | $2.2B | $1.1B | 30.1% | 30.5% |
| 2025-01-31 | $nanB | $nanB | $nanB | $nanB | nan% | nan% |
Earnings replay · last 20 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-05-14 | 2.86 | 2.69 | +6.5% |
| 2026-02-12 | 2.54 | 2.15 | +18.2% |
| 2025-11-13 | 2.17 | 2.09 | +3.6% |
| 2025-08-14 | 2.48 | 2.36 | +5.1% |
| 2025-05-15 | 2.39 | 2.31 | +3.5% |
| 2025-02-13 | 2.38 | 2.30 | +3.7% |
| 2024-11-14 | 2.09 | 2.15 | -3.0% |
| 2024-08-15 | 2.12 | 2.03 | +4.7% |
| 2024-05-16 | 2.09 | 1.99 | +5.3% |
| 2024-02-15 | 2.13 | 1.91 | +11.8% |
| 2023-11-16 | 2.12 | 1.99 | +6.4% |
| 2023-08-17 | 1.90 | 1.75 | +8.9% |
| 2023-05-18 | 2.00 | 1.83 | +9.5% |
| 2023-02-16 | 2.03 | 1.92 | +5.7% |
| 2022-11-17 | 2.03 | 1.74 | +16.9% |
| 2022-08-18 | 1.94 | 1.78 | +8.7% |
| 2022-05-19 | 1.85 | 1.90 | -2.8% |
| 2022-02-16 | 1.89 | 1.85 | +1.9% |
| 2021-11-18 | 1.94 | 1.96 | -0.9% |
| 2021-08-19 | 1.90 | 1.78 | +6.8% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Technology
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| AMAT ★ | $395B | 46.8 | 30.8 | 13.6 | 41.8 | 16.5 | 49.0% | 11.4% | 33.5% | 0.77% |
| AAPL | $4,637B | 38.2 | 32.9 | 10.3 | 29.0 | 43.5 | 47.9% | 16.6% | 21.8% | 2.18% |
| MSFT | $3,204B | 25.7 | 22.3 | 10.1 | 18.0 | 7.7 | 68.3% | 18.3% | 23.4% | 1.16% |
| NVDA | $5,240B | 33.1 | 17.1 | 20.7 | 32.3 | 33.4 | 74.1% | 85.2% | 214.5% | 0.88% |
| GOOGL | $4,409B | 27.8 | 25.1 | 10.4 | 27.0 | 9.2 | 60.4% | 21.8% | 82.0% | 0.63% |
| META | $1,562B | 22.4 | 17.0 | 7.3 | 13.9 | 6.4 | 81.9% | 33.1% | 62.4% | 1.64% |
| AVGO | $2,269B | 93.1 | 25.8 | 33.2 | 62.7 | 28.4 | 76.7% | 29.5% | 31.6% | 1.12% |
| ORCL | $672B | 41.8 | 29.0 | 10.5 | 30.3 | 20.0 | 67.1% | 21.7% | 24.5% | -3.32% |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Top institutional holders
Top-10 concentration: 34.91%
| Holder | Shares | % out |
|---|---|---|
| Blackrock Inc. | 78,974,833 | 9.95% |
| Vanguard Capital Management LLC | 51,577,799 | 6.50% |
| State Street Corporation | 37,506,950 | 4.72% |
| Capital Research Global Investors | 29,455,424 | 3.71% |
| Geode Capital Management, LLC | 21,921,798 | 2.76% |
| Vanguard Portfolio Management LLC | 17,261,696 | 2.17% |
| Morgan Stanley | 11,843,881 | 1.49% |
| UBS AM, a distinct business unit of | 9,997,208 | 1.26% |
| Invesco Ltd. | 9,709,613 | 1.22% |
| Ameriprise Financial, Inc. | 8,942,024 | 1.13% |
Insider activity · 90d
No insider trades for AMAT in last 90d.
Analyst estimates
yfinanceConsensus: strong_buy (mean 1.5). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 4 | 2026-05-28 | FORM 4 | view · |
| 4 | 2026-05-26 | FORM 4 | view · |
| 4 | 2026-05-22 | FORM 4 | view · |
| 10-Q | 2026-05-21 | 10-Q | view · |
| 8-K | 2026-05-14 | 8-K | view · |
| 4 | 2026-04-02 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 8-K | 2026-03-13 | 8-K | view · |
| 4 | 2026-02-27 | FORM 4 | view · |
| 4 | 2026-02-24 | FORM 4 | view · |
| 4 | 2026-02-24 | FORM 4 | view · |
| 10-Q | 2026-02-19 | 10-Q | view · |
| 4 | 2026-02-18 | FORM 4 | view · |
| 8-K | 2026-02-12 | 8-K | view · |
| 8-K | 2026-02-12 | 8-K | view · |
| DEF 14A | 2026-01-28 | DEF 14A | view · |
| 4 | 2026-01-08 | FORM 4 | view · |
| 4 | 2026-01-05 | FORM 4 | view · |
| 4 | 2026-01-05 | FORM 4 | view · |
| 4 | 2026-01-05 | FORM 4 | view · |
| 4 | 2025-12-23 | FORM 4 | view · |
| 4 | 2025-12-23 | FORM 4 | view · |
| 4 | 2025-12-23 | FORM 4 | view · |
| 4 | 2025-12-23 | FORM 4 | view · |
| 4 | 2025-12-23 | FORM 4 | view · |
| 4 | 2025-12-23 | FORM 4 | view · |
| 4 | 2025-12-15 | FORM 4 | view · |
| 4 | 2025-12-15 | FORM 4 | view · |
| 4 | 2025-12-15 | FORM 4 | view · |
| 4 | 2025-12-15 | FORM 4 | view · |
| 4 | 2025-12-15 | FORM 4 | view · |
| 4 | 2025-12-15 | FORM 4 | view · |
| 4 | 2025-12-15 | FORM 4 | view · |
| 10-K | 2025-12-12 | 10-K | view · |
| 4 | 2025-12-10 | FORM 4 | view · |
| 4 | 2025-12-03 | FORM 4 | view · |
| 4 | 2025-12-03 | FORM 4 | view · |
| 4 | 2025-11-26 | FORM 4 | view · |
| 4 | 2025-11-21 | FORM 4 | view · |
| 8-K | 2025-11-13 | 8-K | view · |
| 4 | 2025-10-28 | FORM 4 | view · |
| 4 | 2025-10-28 | FORM 4 | view · |
| 8-K | 2025-10-23 | 8-K | view · |
| 4 | 2025-10-03 | FORM 4 | view · |
| 4 | 2025-10-03 | FORM 4 | view · |
| 8-K | 2025-10-02 | 8-K | view · |
| 8-K | 2025-09-26 | 8-K | view · |
| 8-K | 2025-09-19 | 8-K | view · |
| 8-K | 2025-09-15 | 8-K | view · |
| 10-Q | 2025-08-21 | 10-Q | view · |
| 8-K | 2025-08-14 | 8-K | view · |
| 4 | 2025-07-22 | FORM 4 | view · |
About
Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and 200 millimeter and other equipment and factory automation software for semiconductor and other products. It serves manufacturers of semiconductor wafers and chips, and other electronic devices. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.