Applied Materials, Inc. Announces Fiscal Q1 2026 Earnings Conference Call Date and Details

Applied Materials will host its fiscal Q1 2026 earnings call on February 12, 2026, at 4:30 p.m. ET.

Quiver AI Summary

Applied Materials, Inc. has announced its fiscal first quarter 2026 earnings conference call, scheduled for February 12, 2026, at 4:30 p.m. ET. The call will be available via live webcast on the company's investor relations website, with a replay accessible later that day. Applied Materials, a leader in materials engineering for semiconductor and advanced display technologies, focuses on innovations that support advancements in AI and the development of next-generation chips. The press release also includes contact information for media and financial inquiries.

Potential Positives

The announcement of the earnings conference call indicates transparency and a commitment to keeping investors and stakeholders informed about the company's financial performance.
As a leader in materials engineering solutions, Applied Materials positions itself as essential to the advancement of key technologies, including AI and next-generation chips, highlighting its strategic significance in the industry.
The availability of a live webcast and a replay of the conference call demonstrates a proactive approach to engagement with the financial community and enhances accessibility for a wider audience.
By promoting its innovations and contributions to semiconductor and display technologies, Applied Materials reinforces its brand reputation as an industry pioneer, potentially attracting new customers and investors.

Potential Negatives

None

FAQ

When will Applied Materials announce its Q1 2026 earnings?

Applied Materials will announce its fiscal first quarter 2026 earnings on Thursday, Feb. 12, 2026.

How can I listen to the Applied Materials earnings call?

The earnings conference call will be webcast live at https://ir.appliedmaterials.com.

Is there a replay of the earnings conference call?

A replay of the earnings call will be available on the same day starting at 8:00 p.m. ET.

What is Applied Materials known for?

Applied Materials is a leader in materials engineering solutions for semiconductors and advanced displays.

Who can I contact for media inquiries related to Applied Materials?

For media inquiries, contact Ricky Gradwohl at 408.235.4676.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$AMAT Insider Trading Activity

$AMAT insiders have traded $AMAT stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $AMAT stock by insiders over the last 6 months:

TERI A. LITTLE (SVP, CLO) has made 0 purchases and 2 sales selling 8,000 shares for an estimated $1,889,262.
ADAM SANDERS (Corp. Controller & CAO) sold 609 shares for an estimated $155,620

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$AMAT Revenue

$AMAT had revenues of $6.8B in Q4 2025. This is a decrease of -3.48% from the same period in the prior year.

You can track AMAT financials on Quiver Quantitative's AMAT stock page.

$AMAT Congressional Stock Trading

Members of Congress have traded $AMAT stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $AMAT stock by members of Congress over the last 6 months:

SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 08/04.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$AMAT Hedge Fund Activity

We have seen 1,062 institutional investors add shares of $AMAT stock to their portfolio, and 1,100 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 16,986,059 shares (+1334.4%) to their portfolio in Q3 2025, for an estimated $3,477,725,719
CAPITAL RESEARCH GLOBAL INVESTORS added 10,305,182 shares (+225.4%) to their portfolio in Q3 2025, for an estimated $2,109,882,962
KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 4,819,994 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $986,845,571
PRICE T ROWE ASSOCIATES INC /MD/ removed 3,932,086 shares (-46.4%) from their portfolio in Q3 2025, for an estimated $805,055,287
AMERIPRISE FINANCIAL INC added 3,583,751 shares (+40.1%) to their portfolio in Q3 2025, for an estimated $733,737,179
COATUE MANAGEMENT LLC added 3,349,048 shares (+inf%) to their portfolio in Q3 2025, for an estimated $685,684,087
SANDERS CAPITAL, LLC added 3,280,730 shares (+42.6%) to their portfolio in Q3 2025, for an estimated $671,696,660

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$AMAT Analyst Ratings

Wall Street analysts have issued reports on $AMAT in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 01/20/2026
Barclays issued a "Overweight" rating on 01/15/2026
RBC Capital issued a "Outperform" rating on 01/15/2026
B. Riley Securities issued a "Buy" rating on 12/18/2025
UBS issued a "Buy" rating on 11/25/2025
JP Morgan issued a "Overweight" rating on 11/14/2025
Wells Fargo issued a "Overweight" rating on 11/14/2025

To track analyst ratings and price targets for $AMAT, check out Quiver Quantitative's $AMAT forecast page.

$AMAT Price Targets

Multiple analysts have issued price targets for $AMAT recently. We have seen 24 analysts offer price targets for $AMAT in the last 6 months, with a median target of $272.5.

Here are some recent targets:

Charles Shi from Needham set a target price of $390.0 on 01/20/2026
Steve Barger from Keybanc set a target price of $380.0 on 01/16/2026
Tom O'Malley from Barclays set a target price of $360.0 on 01/15/2026
Srini Pajjuri from RBC Capital set a target price of $385.0 on 01/15/2026
Joe Quatrochi from Wells Fargo set a target price of $350.0 on 01/15/2026
Brian Chin from Stifel set a target price of $340.0 on 01/14/2026
Vivek Arya from B of A Securities set a target price of $350.0 on 01/13/2026

Full Release

SANTA CLARA, Calif., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal first quarter 2026 earnings conference call on Thursday, Feb. 12, 2026, at 4:30 p.m. ET / 1:30 p.m. PT.

The call will be webcast live at: https://ir.appliedmaterials.com . A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT.

About Applied Materials
Applied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the foundation of virtually every new semiconductor and advanced display in the world. The technology we create is essential to advancing AI and accelerating the commercialization of next-generation chips. At Applied, we push the boundaries of science and engineering to deliver material innovation that changes the world. Learn more at www.appliedmaterials.com .

Contact:
Ricky Gradwohl (editorial/media) 408.235.4676
Michael Sullivan (financial community) 408.986.7977