Applied Materials INC /DE

Market Movers (8-K)

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NASDAQ
Applied Materials announced the appointment of Akash Palkhiwala, CFO and COO of Qualcomm, to its Board of Directors, effective August 27, 2026.
NASDAQ
Applied Materials announced record third quarter 2026 revenue of $9.12 billion, a 25% year-over-year increase, with significant growth in EPS driven by strong demand for its materials engineering solutions.
Better than expected
NASDAQ
Applied Materials announced record-breaking second quarter 2026 financial results, with revenue reaching $7.91 billion and GAAP EPS hitting $3.51, driven by strong demand in AI infrastructure.
Better than expected
NASDAQ
Applied Materials, Inc. shareholders approved all three proposals at their annual meeting, including the election of ten directors, advisory approval of executive compensation, and ratification of KPMG LLP as auditor.
NASDAQ
Applied Materials reports strong Q1 FY2026 results, driven by AI investments and record DRAM and services revenue, despite a slight revenue dip.
Better than expected
NASDAQ
Applied Materials announced record annual revenue of $28.37 billion and record non-GAAP EPS of $9.42 for fiscal year 2025, driven by AI adoption in advanced semiconductors.
Better than expected

Quarterly Earnings (10-Q)

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NASDAQ
Applied Materials reported a substantial increase in revenue and net income for its third fiscal quarter, driven by strong performance in its Semiconductor Systems segment and growth in services.
Better than expected
NASDAQ
Applied Materials Inc. (AMAT) announced robust financial results for its second quarter of fiscal year 2026, with significant increases in revenue and net income compared to the prior year.
NASDAQ
Applied Materials reported a significant 71% increase in net income for Q1 fiscal 2026, driven by lower tax rates and higher equity investment gains, even as revenue slightly declined.
Better than expected
NASDAQ
Applied Materials reported increased revenue and operating income for Q3 FY2025, but net income was significantly impacted by a $410 million valuation allowance against deferred tax assets.
Worse than expected
NASDAQ
Applied Materials' Q2 2025 results show increased revenue and operating income, but a decrease in net income compared to the previous year.
Worse than expected
NASDAQ
Applied Materials' Q1 2025 shows increased revenue but a decrease in net income compared to the same period last year.
Worse than expected

Annual Reports (10-K)

NASDAQ
Applied Materials, Inc. reported a 4% increase in net revenue to $28.37 billion for fiscal year 2025, driven by strategic investments in semiconductor systems and services, despite a workforce reduction plan and increased tax provisions.
Capital raise
NASDAQ
Applied Materials, a leader in materials engineering solutions, released its 10-K filing for fiscal year 2024, highlighting a slight revenue increase and navigating complex global trade and supply chain issues.
Delay expected

Insider Trading (Form 4)

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NASDAQ
Judy Bruner, a Director of Applied Materials Inc /De, sold 1,000 shares of common stock on September 8, 2026 for $465.00 per share.
NASDAQ
Akash J. Palkhiwala, a Director of Applied Materials Inc /De, received 279 shares of common stock on August 27, 2026.
NASDAQ
Brice Hill, SVP, CFO of Applied Materials Inc /De, sold 7,500 shares of common stock on August 25, 2026 for $479.25 per share.
NASDAQ
Adam Sanders, Corp. Controller & CAO of Applied Materials Inc, reported a sale of 125 shares of common stock on July 1, 2026.
NASDAQ
Applied Materials President and CEO Gary E. Dickerson reported transactions involving the sale of company common stock.
NASDAQ
Applied Materials director Thomas J. Iannotti sold 9,250 shares of common stock and gifted 750 shares in a recent SEC filing.

Proxy Statements (Def-14A)

NASDAQ
Applied Materials achieved record revenue and EPS in fiscal 2025, driven by strategic investments and innovation in semiconductor technology, while outlining strong corporate governance practices.
Better than expected
NASDAQ
Applied Materials, Inc. will hold its annual shareholder meeting on March 6, 2025, to vote on director elections, executive compensation, and auditor ratification.
NASDAQ
Applied Materials delivered record revenue and earnings in fiscal year 2024, marking its fifth consecutive year of growth, and is seeking shareholder approval on executive compensation and the ratification of its independent accounting firm.
Better than expected

Schedule 13G - Passive Investments

NASDAQ
Vanguard Capital Management has reported beneficial ownership of 7.49% of Applied Materials Inc.'s common stock as of March 31, 2026.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting a 0% beneficial ownership in Applied Materials Inc. following an internal realignment.