Applied Materials to report fiscal third quarter 2026 results on Aug. 13

1 min read     Updated on 23 Jul 2026, 06:51 PM
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Applied Materials, Inc. confirmed its fiscal third quarter 2026 earnings call will take place on Aug. 13, 2026, at 4:30 p.m. ET. The session will be webcast live, with a replay available later that evening. The results will offer insights into the semiconductor equipment sector's performance amid rising AI demand.

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Applied Materials, Inc. will report its fiscal third quarter 2026 financial results and host an earnings conference call on Thursday, Aug. 13, 2026. The announcement provides investors with a fixed timeline to assess the semiconductor equipment leader’s performance during a period of critical importance for AI infrastructure and next-generation chip commercialization. Market participants will focus on revenue trends, order inflows, and margin stability as key indicators of the broader semiconductor cycle health.

The conference call is scheduled for 4:30 p.m. ET / 1:30 p.m. PT. Applied Materials will provide a live webcast of the proceedings at https://ir.appliedmaterials.com . A replay of the call will be available on the same day by 8:00 p.m. ET / 5:00 p.m. PT. This procedural update ensures transparency and accessibility for global stakeholders monitoring the company’s quarterly progress.

Earnings Schedule Details

Event Date Time (ET) Time (PT)
Conference Call Aug. 13, 2026 4:30 p.m. 1:30 p.m.
Replay Available Aug. 13, 2026 8:00 p.m. 5:00 p.m.

Applied Materials operates as a leader in materials engineering solutions essential to the foundation of virtually every new semiconductor and advanced display globally. The company’s technology is positioned as critical to advancing artificial intelligence capabilities and accelerating the deployment of next-generation chips. As such, its quarterly results often serve as a bellwether for capital expenditure trends across the semiconductor industry.

Investors are advised to monitor the live webcast for management commentary on supply chain dynamics, customer demand shifts, and strategic initiatives related to material innovation. The company continues to push the boundaries of science and engineering to deliver solutions that impact global technology advancement. Further information about Applied Materials’ operations and mission can be found at www.appliedmaterials.com .

For media inquiries, contact Ricky Gradwohl at 408.235.4676. For financial community inquiries, contact Mike Sullivan at 408.986.7977.

How might Applied Materials' Q3 2026 order backlog indicate the sustainability of AI-driven capital expenditure cycles into 2027?

What specific supply chain bottlenecks could emerge in the materials engineering sector if demand for next-generation chips continues to outpace capacity?

Will margin stability in this quarter reflect broader industry pricing power or signal increased competitive pressure from rival equipment manufacturers?

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UBS maintains Buy on Applied Materials, raises target to $705

0 min read     Updated on 16 Jul 2026, 12:51 AM
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UBS analyst Timothy Arcuri maintained a Buy rating on Applied Materials and increased the price target from $570 to $705, signaling potential upside for the semiconductor equipment manufacturer.

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UBS analyst Timothy Arcuri has maintained a Buy rating on Applied Materials (NASDAQ: AMAT) while raising the price target for the stock. The firm increased its target from $570 to $705, reflecting an adjusted outlook on the semiconductor equipment manufacturer's future performance.

The revised price target suggests potential upside for Applied Materials shares. This adjustment underscores UBS's assessment of the company's position within the sector.

Rating and Price Action

The decision to maintain the Buy rating indicates that the analyst expects the stock to outperform the broader market or its industry peers. The new price target of $705 represents an increase from the previous level of $570.

Metric Value
Rating Buy
Previous Price Target $570
New Price Target $705

The update in the price target comes as investors monitor the semiconductor supply chain. Applied Materials remains a key provider of equipment for chip fabrication.

What specific market trends or catalysts justify the significant 23% increase in the price target?

How might Applied Materials' revenue be impacted by the current geopolitical tensions affecting the global semiconductor supply chain?

Will the raised price target trigger similar rating adjustments from other major analyst firms covering the sector?

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