財報
Applied Materials Q3 Deep Dive: AI Demand and Advanced Packaging Drive Guidance Upside, Market Reacts Cautiously
Applied Materials' most recently reported quarter (fiscal Q3 2026, reported August 13) delivered revenue of $9.12 billion versus analyst estimates of $9.04 billion, 24.8% year-on-year growth and a 0.9% beat, with adjusted EPS of $3.50 against estimates of $3.39. Next-quarter revenue guidance of $10.25 billion at the midpoint came in 6.1% above the $9.66 billion consensus, and adjusted EPS guidance of $4.02 also topped the $3.69 estimate, with management pointing to AI demand and advanced packaging. Despite the beat and the raised outlook the stock fell, trading at $507.81 versus $540.01 just before the earnings as investors focused on margins.
文章預覽
AMAT Q2 Deep Dive: AI Demand and Advanced Packaging Drive Guidance Upside, Market Reacts Cautiously Petr Huřťák Sun, August 16, 2026 at 7:33 PM GMT+10 5 min read AMAT AMAT Q2 Deep Dive: AI Demand and Advanced Packaging Drive Guidance Upside, Market Reacts Cautiously Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter's revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP…