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Applied Materials Forecasts FY2026 Q4 Revenue Above Estimates

8/14/2026

50 9 Full Breakdown

Summary

Story summary

Applied Materials forecast FY2026 Q4 revenue of $10.25 billion ± $0.5 billion, topping the $9.54 billion consensus.
The company also projected adjusted EPS of $4.02 ± $0.20, beating the $3.69 estimate.
CFO Brice Hill said AI growth is “now in full force” and expects packaging revenue to rise more than 70% in 2026.
Shares fell over 5% after hours and closed down almost 3% at $519.70.

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Story summary

Applied Materials forecast FY2026 Q4 revenue of $10.25 billion ± $0.5 billion, topping the $9.54 billion consensus.
The company also projected adjusted EPS of $4.02 ± $0.20, beating the $3.69 estimate.
CFO Brice Hill said AI growth is “now in full force” and expects packaging revenue to rise more than 70% in 2026.
Shares fell over 5% after hours and closed down almost 3% at $519.70.