Applied Materials CEO, CFO Outline Growth Drivers For 2026-27

0 min read | Published on 14 Aug 2026, 02:59 AM |Updated on 14 Aug 2026, 02:59 AM

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Shriram SScanX News Team

Key Highlights

Applied Materials executives highlighted a robust pipeline of new process diagnostics and control products expected to fuel growth in 2027 and beyond. The CFO also projected a very significant increase in DRAM revenues during the second half of calendar 2026 as customers expand cleanroom capacity.

*this image is generated using AI for illustrative purposes only.

Applied Materials leadership outlined its strategic growth trajectory during a recent conference call, emphasizing upcoming product innovations and market expansion opportunities.

The company’s chief executive officer stated that the firm possesses a strong pipeline of new process diagnostics and control products. These innovations are positioned to drive growth starting in 2027 and extending into subsequent years.

Revenue Outlook For DRAM Sector

The chief financial officer provided specific guidance regarding the dynamic random-access memory (DRAM) segment. He indicated an expectation of a very significant increase in DRAM revenues during the second half of calendar 2026.

This anticipated revenue surge is linked to customer activities, specifically the expansion of cleanroom capacity which is scheduled to begin in that period.

What the Numbers Show

The guidance suggests a distinct temporal separation between product-led growth and capacity-driven revenue spikes. While the CEO focused on long-term product pipelines for 2027, the CFO’s commentary highlights an immediate operational catalyst in late 2026 tied directly to infrastructure expansion by customers.

Which specific DRAM manufacturers are leading the cleanroom capacity expansions expected to drive revenue in late 2026?

How might the 2027 rollout of new process diagnostics and control products differentiate Applied Materials from competitors like Lam Research or ASML?

What risks could delay the scheduled cleanroom capacity expansions, thereby impacting the projected DRAM revenue surge in H2 2026?

Coherent faces 18.79% implied move in volatile earnings week

2 min read | Published on 09 Aug 2026, 05:40 PM |Updated on 09 Aug 2026, 05:40 PM

Reviewed by

Ritika DScanX News Team

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Key Highlights

Coherent Corp. leads the week's earnings volatility with an 18.79% implied move, followed by Cerebras Systems at 16.01%. Ten large-cap stocks across AI, biotech, and energy sectors face double-digit expected swings, reflecting heightened market sensitivity to AI infrastructure growth, margin expansion, and execution risks in newly public companies.

*this image is generated using AI for illustrative purposes only.

The options market is pricing substantial volatility for Coherent Corp., which carries the widest expected swing of the week at 18.79% ahead of its Aug. 12 earnings report. This high level of implied volatility reflects investor uncertainty regarding datacom transceiver demand, telecom recovery trends, and margin expansion prospects for the photonics maker. Coherent reports after the close on Aug. 12, with analysts expecting revenue of $1.99 billion and earnings of $1.61 per share.

This week’s earnings calendar features ten other companies with market capitalizations exceeding $10 billion that also carry implied moves above 10%. An implied move represents the price swing in either direction that options traders are paying to hedge against ahead of a report, measuring expected volatility rather than directional bias. The list extends beyond semiconductor and AI names into space, biotech, and energy sectors, indicating broad market anticipation of material updates across multiple industries.

Top Expected Movers by Implied Volatility

Rank	Company	Implied Move	Report Date	Consensus Revenue	Consensus EPS
1	Coherent Corp.	18.79%	Aug. 12 (After Close)	$1.99 billion	$1.61
2	Cerebras Systems Inc.	16.01%	Aug. 12 (After Close)	$194.20 million	-$0.17
3	Lumentum Holdings Inc.	13.91%	Aug. 11 (After Close)	$987.89 million	$2.97
4	CoreWeave Inc.	13.62%	Aug. 11 (After Close)	$2.56 billion	-$1.22
5	Rocket Lab Corp.	13.59%	Aug. 10 (After Close)	$231.35 million	-$0.07
6	Super Micro Computer Inc.	13.29%	Aug. 11 (After Close)	$12.33 billion	$0.62
7	AST SpaceMobile Inc.	13.11%	Aug. 10 (After Close)	$34.98 million	-$0.28
8	Pershing Square	12.88%	Aug. 13 (Before Open)	$75.90 million	$0.12
9	BridgeBio Pharma Inc.	11.50%	Aug. 10 (After Close)	$218.74 million	-$0.58
10	Venture Global Inc.	10.95%	Aug. 11 (Before Open)	$4.66 billion	$0.49

Cerebras Systems Inc., reporting on Aug. 12, follows closely with a 16.01% implied move. As a newly public AI chip designer that went public in May, Cerebras faces scrutiny on inference revenue traction, customer wins, and gross margins during its first quarters as a public company. The stock has fallen 35% since its initial public offering, adding to the volatility expectations for its debut earnings report.

Lumentum Holdings Inc. and CoreWeave Inc. round out the top four with implied moves of 13.91% and 13.62%, respectively. Lumentum, up 141.2% in 2026, is driven by cloud and datacom transceiver demand tied to AI networking. CoreWeave, an AI cloud provider up 24.4% since January, faces pressure points around revenue backlog, GPU capacity deployment, customer concentration, and capital spending.

What the Numbers Show

The concentration of high-implied-move stocks in the AI infrastructure sector—specifically Coherent, Cerebras, Lumentum, CoreWeave, and Super Micro Computer—suggests that market participants view these earnings reports as pivotal for validating the current AI investment thesis. With Applied Materials Inc., already up about 110% in 2026, setting the stage earlier in the week, investors are closely watching whether downstream component makers and service providers can sustain similar growth narratives or if margin pressures and execution risks will trigger sharp corrections.

How might Coherent Corp.'s guidance on datacom transceiver demand influence the broader semiconductor supply chain outlook for Q3?

Will Cerebras Systems' ability to demonstrate positive gross margins in its debut earnings report validate its valuation despite the 35% post-IPO decline?

Could CoreWeave's disclosure on GPU capacity deployment and customer concentration trigger a sector-wide reassessment of AI cloud provider profitability models?