Applied Materials Inc (AMAT) Earnings Preview
Next report: Thu, Nov 12, 2026, after the close. Analysts' average EPS estimate: $4.06. The facts below describe past reports and today's prices; none of them predicts the result.
- Move the option market prices in: ±10.9% (at-the-money straddle, 2026-11-13 expiry)
- Typical move after a report: ±6.7% (median of the last 8, either direction)
- Model fair value (multi-method blend): $273.60 against a $332.72 price, a -17.8% model fair value differential
The last 8 reports
Reported EPS came in above the estimate 8 of 8 times.
| Reported | EPS estimate | EPS actual | Surprise | Stock move |
|---|---|---|---|---|
| Thu, Aug 13, 2026 | $3.38 | $3.50 | +3.6% | -5.1% |
| Thu, May 14, 2026 | $2.69 | $2.86 | +6.3% | -0.9% |
| Thu, Feb 12, 2026 | $2.21 | $2.38 | +7.7% | +8.1% |
| Fri, Dec 12, 2025 | $2.09 | $2.17 | +3.8% | +0.8% |
| Thu, Aug 14, 2025 | $2.36 | $2.48 | +5.1% | -14.1% |
| Thu, May 15, 2025 | $2.31 | $2.39 | +3.5% | -5.3% |
| Thu, Feb 13, 2025 | $2.30 | $2.38 | +3.5% | -8.2% |
| Thu, Nov 14, 2024 | $2.19 | $2.32 | +5.9% | -9.2% |