Applied Materials Inc (AMAT · NASDAQ)
AMAT · MARKET VIEW
Market view · as of Jun 3, 2026
Revenue (TTM)
$29.02B
+11.4% YoY
Gross margin
49.0%
EPS (latest q)
$2.86
vs $2.69 est · beat
52-wk position
100.0%
0.0% vs 52w high · +25.4% 1mo
Price (last ~year)
Applied Materials shares rose 7.0% daily and 51.1% over the last three months, coinciding with AI equipment demand at Computex and plans to increase its Southeast Asian workforce by 1,000 employees. The company reported $7.91 billion in revenue for the quarter ending April 30, 2026, reflecting an 11.4% year-over-year revenue increase and a 33.5% rise in earnings. With a market capitalization of $389.08 billion and a P/E ratio of 46.1, the firm has maintained a 49.0% gross margin and exceeded earnings estimates in each of the last four quarters.
Valuation
- Market cap
- $389.08B
- P/E
- 46.1
- PEG
- 1.555
- P/B
- 15.21
- P/S
- 13.41
- EV/EBITDA
- 32.55
- Beta
- 1.654
- Analyst target
- $511.17
Quality & returns
- Gross margin
- 49.0%
- Operating margin
- 31.9%
- Profit margin
- 29.3%
- ROE
- 39.7%
- ROA
- 14.9%
Price movement
- Last
- $490.05
- 1-month
- +25.4%
- 3-month
- +51.1%
- RSI (14)
- 71
- vs SMA200
- +66.3%
- 52-wk position
- 100.0% 0.0% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-04-30 | $7.91B | $2.52B | $2.81B | $3.29B |
| 2026-01-31 | $7.01B | $2.10B | $2.03B | $2.52B |
| 2025-10-31 | $6.80B | $1.71B | $1.90B | $2.45B |
| 2025-07-31 | $7.30B | $2.23B | $1.78B | $2.42B |
Recent news
- Bullish Navitas Collaborates with NVIDIA MGX™ Ecosystem to Accelerate 800 VDC AI Infrastructure · 2026-06-03
- Bullish Market Chatter: Applied Materials Looking to Hire 1,000 Workers in Southeast Asia in 2026 · 2026-06-03
- Bullish CIBC Asset Management Inc Increases Stake in Lam Research Corporation $LRCX · 2026-06-03
- Somewhat-Bullish Why Lightwave Logic (LWLG) Is Up 6.3% After Nvidia’s Silicon Photonics Endorsement And Insider Updates · 2026-06-03
- Bullish SMCI and Applied Materials lead AI equipment surge at Computex, SOXX +5.79% · 2026-06-03
- Somewhat-Bullish Applied Materials looks to hire 25% more chip talent in Southeast Asia · 2026-06-03
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)