When will Applied Materials report Q2 2026 earnings?

The company is expected to report its fiscal Q2 2026 earnings next week, though an exact date has not been specified.

What is Wall Street's EPS estimate for AMAT?

Analysts estimate EPS of around $2.10, up from $1.89 in the same quarter last year, representing 11% growth.

Does Wall Street expect AMAT to beat earnings estimates?

Yes, expectations point to a likely earnings beat driven by strong demand for semiconductor equipment.

Applied Materials (AMAT) Reports Next Week: Wall Street Expects Earnings Growth

Applied Materials (AMAT) will report its fiscal Q2 2026 earnings next week. Wall Street expects earnings growth, supported by robust demand for semiconductor equipment. Investors are watching for guidance and revenue trends.

Applied Materials (AMAT), a leading semiconductor equipment maker, is set to report its fiscal second-quarter 2026 earnings next week. Analysts expect the company to post earnings growth compared to the same quarter last year. The stock has not yet reacted, but the outlook suggests a potential earnings beat.

Key Financial Metrics

Metric	Q2 2026 (Estimated)	Q2 2025 (Actual)	Change
Revenue	TBA	$6.65B	-
EPS	$2.10 (Estimate)	$1.89	+11%
Net Income	TBA	$1.55B	-

Source: Wall Street estimates and prior data

Highlights from the Report

The official report has not been released yet, but management is expected to highlight:

Strong demand for advanced chip-making equipment.
Growth in memory and storage segments.
Expansion in Asian markets, particularly China.

Future Guidance

No official guidance has been provided, but analysts expect the company to forecast Q3 revenue between $6.5B and $6.8B.

Impact on the Stock

AMAT shares typically see positive movement after beating expectations. If the company delivers earnings growth as expected, the stock could rise 2%-5% in the days following the announcement.

What This Means for Investors

Applied Materials' results are seen as a bellwether for the semiconductor industry. Strong growth could boost confidence in the sector, while any shortfall may pressure shares of peers.