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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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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
Largest customers are providing rolling eight-quarter forecasts, supporting planning for capacity and service resources
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
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
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

Data points we hold from this source

Applied Materials, Inc. · eps	2.86 USD
Applied Materials, Inc. · average earnings surprise	7.1 percent