A post by @FirstSquawk on X.
APPLIED MATERIALS Q4 2026 NET SALES $10.41 BLN, ABOVE ESTIMATE OF $10.27 BLN, WITH ADJUSTED EPS $4.16, ABOVE ESTIMATE OF $4.06, AND SEMICONDUCTOR SYSTEMS NET SALES $8.00 BLN
@FirstSquawk on X
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Applied Materials reported fiscal Q4 2026 net sales of $10.41 billion, surpassing the $10.27 billion consensus estimate, with adjusted EPS of $4.16 beating the $4.06 forecast. Semiconductor Systems net sales reached $8.00 billion, underscoring continued strength in the company's core equipment segment. The beat matters as a signal of sustained semiconductor capital spending demand, with the semiconductor systems figure drawing particular scrutiny given its weighting in the results. Investors will watch for forward guidance on orders and any commentary on customer spending plans across leading-edge and mature nodes.
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