Earnings Snapshot: Applied Materials AI, DRAM growth drive Q3 beat; Q4 outlook tops consensus
Reported by Seeking Alpha · seekingalpha.com · August 13, 2026
Applied Materials Q3 revenue hit a record $9.12B and non-GAAP EPS rose 41% to $3.50, while Q4 guidance topped consensus on sales & EPS!
What the tape says
What to watch: Applied Materials Inc. (AMAT) beat estimates by roughly 41% — check whether the reaction already prices in the surprise before chasing it.
Market reaction today: $AMAT -1.65%
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