Applied Materials reports its fiscal fourth quarter of 2026 next week, with the stock 56% below its June record after a 13.6% drop on November 5. These are the questions people ask about it, each answered with one number and the page where the data lives. At the end I list the API calls behind each answer.
When does Applied Materials report Q4 2026 earnings?
Thursday, November 12, 2026, after the market closes, with the call at 1:30 p.m. Pacific (21:30 UTC). The call page will carry the transcript: Applied Materials Q4 2026 earnings call. Earlier calls are on its earnings calls page.
What did Applied Materials guide?
Revenue of $10.25 billion, plus or minus $500 million, and non-GAAP earnings of $4.02 a share, plus or minus $0.20, in its third-quarter release. That would be 12.5% more than the record $9.12 billion of the third quarter: the Q3 2026 earnings release.
What do analysts expect?
$10.30 billion on average from 24 analysts, just above the guide's midpoint, with a range of $10.25 billion to $10.54 billion, and $4.06 a share. Figures as of November 1: Applied Materials analyst estimates.
Does Applied Materials usually beat its guide?
By a little. Revenue came in 1.8% to 3.4% above the midpoint of its own range in each of the last three quarters: Applied Materials financials.
How has the stock reacted to past reports?
Badly, even after beats. It fell the session after six of its last eight reports, including -14.1% in August 2025 and -5.1% in August 2026, and moved 6.5% on average either way: Applied Materials stock page.
How much of Applied Materials is sold short?
14.2 million shares at the October 15 settlement, 0.6 million more than two weeks earlier, or 2.2 days of average volume: Applied Materials short interest.
Have insiders been selling?
Yes: 42 open-market sales worth about $179 million this year, the latest on October 2, and no open-market purchases: Applied Materials insider trading.
Where is the stock going into the report?
It closed at $319.25 on November 5, down 13.6% that day as chip-equipment stocks fell together (Lam Research -16.4%, KLA -13.4%). That is 55.8% below its record close of $723.00 on June 30, a market value of about $253 billion.
How I pulled these numbers
Each answer is one call to the Equibles MCP server: GetUpcomingInvestorEvents for the call time, GetAnalystEstimates for consensus, GetGuidance and ReadDocumentLines on the 8-K releases for the guidance history, GetStockPrices for the post-report moves, GetShortInterest for the FINRA settlements and GetInsiderTransactions for the Form 4s.
Data: SEC filings, company releases, analyst estimates, FINRA short interest and daily prices, processed by Equibles.
This is our analysis of public filings and market data, not investment advice. Equibles staff may hold positions in the securities discussed.
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