Applied Materials: Fiscal Q4 Earnings Snapshot

Applied Materials reported Q4 2026 revenue of $10.409 billion, beating estimates by 1%, and adjusted EPS of $4.16, exceeding expectations by 3%. The company provides semiconductor and electronics supplies, with demand for AI and memory products.

Cerebras (CS) rose 12% after Q3 revenue beat and raised 2026 guidance. Cisco (CSCO) gained 3% with Q1 beat-and-raise. Applied Materials (AMAT) fell 1.6% despite Q4 beat. Newsmax (NMAX) jumped 12% on Q3 profit and revenue growth. Flowers Foods (FLO) dropped 11% after missing Q3 estimates and cutting guidance.

Applied Materials reported fiscal Q4 adjusted EPS of $4.16, beating estimates of $4.06, with revenue of $10.4B exceeding forecasts. Q1 FY27 guidance was above consensus at the midpoint, with EPS of $4.15-$4.55 and revenue of $10.6B-$11.6B, though the low end falls short of expectations. The results indicate continued chipmaker spending on new capacity and advanced production.

Applied Materials (AMAT) reported Q4 EPS of $4.16, beating estimates by $0.10, with revenue at $10.41B, exceeding expectations. The stock is down 24.89% over 3 months but up 70.65% year-over-year. Analysts have revised EPS estimates positively, and the company's financial health is rated as good.

Applied Materials reported fiscal Q4 earnings of $4.16 per share on revenue of $10.41 billion, exceeding analyst expectations. The company's outlook for the current period was also positive. AMAT stock showed no significant movement in after-hours trading.

Applied Materials reported Q4 2026 revenue of $10.41B, up 53% YoY, and EPS of $4.16. Full-year revenue was $34.45B, up 21%. The company announced new collaborations at its EPIC Center and introduced new semiconductor technology. CEO Gary Dickerson expects Semiconductor Systems business to grow over 40% in 2026.