Live: Will Applied Materials Crush Q4 Earnings Tonight After the Bell?
Applied Materials (AMAT) reports Q4 2026 earnings today. Q3 revenue was $9.115B, up 24.83% YoY, with EPS $3.50. Shares have fallen from $552.70 to $391.86 since Q3. Analysts expect Q4 revenue of $10.30B and EPS of $4.0558. CEO Gary Dickerson anticipates strong 2027 growth, citing demand visibility and clean-room capacity as key factors.
How this was made

The 30-second read
Why it matters
The fresh guidance and segment growth outlook create a clear trading catalyst ahead of the earnings release, with the stock likely to react to any deviation from these expectations.
Market read
The earnings preview is a primary catalyst for AMAT and may affect the broader semiconductor equipment sector.
What to watch
Potential supply‑chain constraints or export‑control impacts on China exposure could temper upside.
Background
Applied Materials is set to report Q4 FY2026 results at 4:00 PM ET. The article provides the latest consensus estimates and company‑issued guidance, highlighting strong growth expectations for 2026‑2027.
Ticker impact
The article previews Applied Materials' Q4 FY2026 earnings and provides fresh guidance numbers, making the upcoming earnings release a primary new catalyst for the stock.
potential upside as traders price in the strong 2027 outlook and 2026 guidance
Guidance is above prior consensus and highlights 62% segment growth, creating bullish expectations ahead of the earnings release.
Market effects
Positive guidance may lift broader semiconductor equipment sector and related chip makers.
U.S. tech and semiconductor stocks could see buying pressure.
Guidance may influence global supply‑chain expectations, especially for DRAM and packaging markets.
Counterpoint
If the earnings miss the lofty guidance, the stock could see a sharp sell‑off given its recent slide.
Key entities
- CompanyApplied Materials
Semiconductor equipment maker reporting Q4 FY2026 earnings.
- ExecutiveGary Dickerson
CEO of Applied Materials providing the guidance.


