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Applied Materials, Inc.

organization80% conf.·synced Aug 13, 2026

US-based chipmaking equipment manufacturer

49
sourced metrics
256
relationships
20
stated objectives
8
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

52 Week High
739.67USD
Aug 1, 2026source
52 Week Low
154.47USD
Aug 1, 2026source
Stock Price
501.77USD
Jul 30, 2026source
Forward Pe Ratio
49.2ratio
Jul 13, 2026source
Eps
2.86USD
May 15, 2026source
Average Earnings Surprise
7.1percent
May 15, 2026source
Pe Ratio
39.12ratio
May 14, 2026source
Margin
50.0percent
May 14, 2026source
Cash
7.0USD
Apr 26, 2026source
Speedup Factor
30times
Mar 16, 2026source
Simulation Speedup
30times_faster
Mar 16, 2026source
Market Share
27percent
Feb 14, 2026source
Book To Bill Ratio
1.0ratio
Feb 12, 2026source
Backlog
elevatedqualitative
Feb 12, 2026source
Revenue
7.012billion_USD
Jan 25, 2026source
Stockholders Equity
21.717billion_USD
Jan 25, 2026source
Employee Count
35500employees
Jan 25, 2026⚠ sources conflictsource
Taiwan Revenue
1.722billion_USD
Jan 25, 2026source

Stated objectives

Q1 FY2026 net revenue target of $6.85 billion +/- $500 million

source
target: 6850000000 by 2026-01-26 00:00:00stated

Q1 FY2026 non-GAAP diluted EPS target of $2.18 +/- $0.20

source
target: 2.18 by 2026-01-26 00:00:00stated

Extend leadership in leading-edge logic, DRAM and advanced packaging as next-generation technologies ramp in volume production

source
stated

Create new products and technologies enabling faster and more energy-efficient transistors, chips and systems

source
stated

Prepare operations and service organizations to support higher demand beginning in second half of calendar 2026

source
by 2026-07-01 00:00:00stated

Q2 FY2026 revenue target

source
target: 7.65 billion USD (+/- 500 million) by 2026-04-26 00:00:00stated

Semiconductor equipment business growth in calendar year 2026

source
target: over 20 percent growth by 2026-12-31 00:00:00stated

Q2 FY2026 non-GAAP diluted EPS target

source
target: 2.64 USD (+/- 0.20) by 2026-04-26 00:00:00stated

Achieve favorable gross margin trend as product/customer mix normalizes and cost actions take hold

source
stated

Improve supply chain lead times through supplier qualification and operational streamlining

source
stated

Relationship graph · 256 connections

Covered by
45
Supplies to
42
Competes with
40
Developed by
21
Employs
19
headquartered in
10
Customer of
10
subsidiary of
8
Partnered with
EssilorLuxottica
Invested in
The Motley Fool

Via News coverage

KLA Raises Q3 Revenue Guidance to $4B, Announces 10-for-1 Stock Split
August 3, 2026
TSMC Lifts 2026 Capex Target After Record Q2, Boosting Equipment Makers
July 21, 2026
ADI Stock Up 57% YTD as AI Data Center Spending Lifts Semiconductor Names
May 17, 2026
Samsung Signals Semiconductor Investment Push as AI Infrastructure Demand Accelerates
April 9, 2026
NVIDIA GPUs Accelerate Chip Design 3.5X, Creating Self-Reinforcing AI Infrastructure Loop
March 21, 2026
Memory Chip Makers Hit Record Margins as AI Systems Triple LPDDR Content
March 8, 2026
Chip Stocks Drop 3-4% Despite Nvidia Earnings as 10% Tariffs Hit Sector
March 2, 2026
Hyperscalers Deploy $216B in AI Capex, Triggering Semiconductor Capacity Race
February 27, 2026
This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
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