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Source document· May 15, 2026

Applied Materials Q2 Earnings Beat Estimates, Revenues Increase Y/Y

View original at finance.yahoo.com
Applied Materials Q2 Earnings Beat Estimates, Revenues Increase Y/Y Applied Materials AMAT reported second-quarter fiscal 2026 non-GAAP earnings of $2.86 per share, which beat the Zacks Consensus Estimate by 6.5%…
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  • Largest customers are providing rolling eight-quarter forecasts, supporting planning for capacity and service resources

    60% confidence

  • EPIC platform is designed to shorten commercialization cycles from research to full-scale manufacturing

    60% confidence

  • Applied Materials has more than 35,000 users across its global workforce adopting AI internally

    60% confidence

  • EPIC collaboration model will improve R&D productivity, increase multi-node visibility for investment decisions, and accelerate design wins for tools and services

    60% confidence

  • The EPIC Center in Silicon Valley remains on track to begin operations in the fall

    60% confidence

  • AI demand is expanding beyond training and inference into agentic applications, which are more CPU-intensive and can raise demand for DRAM and NAND

    60% confidence

  • Quarter strength driven by the rapid global build-out of AI computing infrastructure and Applied Materials' leadership in leading-edge foundry-logic, DRAM and advanced packaging

    60% confidence

Data points we hold from this source

Applied Materials, Inc. · eps2.86 USD
Applied Materials, Inc. · average earnings surprise7.1 percent
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Applied Materials Q2 Earnings Beat Estimates, Revenues Increase Y/Y — Source | Via News | pt.VIA.NEWS