
Applied Materials Tops Revenue Estimates at $10.41 Billion as AI Demand Lifts Results
The company guided first-quarter fiscal 2027 revenue to $11.10 billion, plus or minus $500 million, and non-GAAP diluted EPS to $4.35, plus or minus $0.20.
Applied Materials Inc /DE · Nasdaq · Semiconductors & Related Devices

The company guided first-quarter fiscal 2027 revenue to $11.10 billion, plus or minus $500 million, and non-GAAP diluted EPS to $4.35, plus or minus $0.20.
| Date | Insider | Trade | Shares | Avg. price | Value |
|---|---|---|---|---|---|
| Oct. 2, 2026 | Adam Sanders Corp. Controller & CAO | Sold | 725 | $544.56 | $394,807 |
| Sept. 8, 2026 | Judy Bruner director · indirect | Sold | 1,000 | $465.00 | $465,000 |
| Aug. 25, 2026 | Brice Hill SVP, CFO | Sold | 7,500 | $479.25 | $3.59 million |
Open-market purchases and sales reported on SEC Form 4 filed since July 24, 2026; grants, option exercises and shares withheld for tax aren't shown. A trade under a 10b5-1 plan was scheduled in advance. Where a filing was amended, the amendment's figures are shown.
Results of operations and financial condition · Financial statements and exhibits
AI summary, unreviewedApplied Materials Q4 FY2026 non-GAAP EPS $4.16 beats $4.06 consensus on $10.41 billion record revenue; Q1 FY2027 EPS guide of $4.35 midpoint tops $4.21 consensus
Other events · Financial statements and exhibits
AI summary, unreviewedApplied Materials to raise stake in BE Semiconductor (Besi) to approximately 20% via accelerated share purchase agreement, subject to HSR clearance
Departure/appointment of directors or officers · Regulation FD disclosure · Financial statements and exhibits