Applied Materials Aktie News

Applied Materials expects to see more than 20% growth in semiconductor-equipment revenue this year as AI potentially lifts overall chip-industry sales to $1 trillion.

Applied Materials, Inc. (AMAT) Q1 2026 Earnings Call Transcript

Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) reported fiscal first quarter results that beat Wall Street expectations and issued strong guidance, sending its shares up more than 9% in after-hours trading on Thursday. The semiconductor equipment maker posted revenue of $7.01 billion for the quarter ended January 25, down about 2% year-over-year but above the $6.89 billion consensus estimate.

The semiconductor-equipment maker posted a profit of $2.03 billion, or $2.54 a share, in the quarter ended in January, compared with $1.19 billion, or $1.45 a share, a year earlier.

Applied Materials handily beat Wall Street's targets for its fiscal first quarter and guided well above views for the current period. AMAT stock jumped.

Applied Materials forecast second-quarter revenue above market estimates on Thursday, betting on a boom in demand for AI processors to help drive sales of its chipmaking equipment.

SANTA CLARA, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ : AMAT) today reported results for its first quarter ended Jan. 25, 2026.

Having already gained a reputation as one of the strongest performers of the year, Applied Materials Inc NASDAQ: AMAT now faces its first big test of the year. Shares are up 26% year to date and have rallied roughly 170% since last April, hitting all-time highs on what feels like a near-weekly basis since November.