Applied Materials Beat Everything but Wall Street’s Expectations for Margins

Applied Materials: When Beating Wall Street Numbers Isn't Enough (NASDAQ:AMAT)

AI-driven semiconductor equipment outlook: Applied Materials, Inc. revenue, margins and segment mix (foundry/DRAM). Click for more on AMAT earnings.

Applied Materials Beat Everything but Wall Street’s Expectations for Margins

Applied Materials beat Q3 estimates and raised guidance, but shares fell 6% as sequential growth slowed and gross margin guidance stalled at 50.4% for Q4.

Applied Materials Drops 5.2% as Stagnant 50.4% Margin Raises Questions on 32x AI Multiple

NEW YORK, August 14, 2026, 16:36 EDT — Applied Materials shares slid 5.2% after its 50.4% margin remained flat, placing the spotlight on the company's 32-times earnings valuation amid AI-driven market expectations. Applied Materials ended Friday at $506.85, falling 5.2% on the day and registering a 6.0% weekly decline.Fourth-quarter sales guidance topped consensus by 7.4%,…

Dow closes lower as Applied Materials leads semiconductor selloff

US stocks ended lower on Friday as investors locked in profits following a record-setting rally, while weaker-than-expected retail sales data and renewed pressure on semiconductor shares weighed on sentiment. The S&P 500 fell 0.2% to close at 7,785.76 after setting fresh record highs earlier in the week. The Nasdaq Composite also declined 0.3% to 26,729.16, while the Dow Jones Industrial Average lost about 108 points, or 0.2%, to finish at 53,73…