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Applied Materials, Inc.

organization80% conf.·synced Aug 13, 2026

US-based chipmaking equipment manufacturer

49
sourced metrics
256
relationships
20
stated objectives
8
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

52 Week High
739.67USD
Aug 1, 2026source
52 Week Low
154.47USD
Aug 1, 2026source
Stock Price
501.77USD
Jul 30, 2026source
Forward Pe Ratio
49.2ratio
Jul 13, 2026source
Eps
2.86USD
May 15, 2026source
Average Earnings Surprise
7.1percent
May 15, 2026source
Pe Ratio
39.12ratio
May 14, 2026source
Margin
50.0percent
May 14, 2026source
Cash
7.0USD
Apr 26, 2026source
Speedup Factor
30times
Mar 16, 2026source
Simulation Speedup
30times_faster
Mar 16, 2026source
Market Share
27percent
Feb 14, 2026source
Book To Bill Ratio
1.0ratio
Feb 12, 2026source
Backlog
elevatedqualitative
Feb 12, 2026source
Revenue
7.012billion_USD
Jan 25, 2026source
Stockholders Equity
21.717billion_USD
Jan 25, 2026source
Employee Count
35500employees
Jan 25, 2026⚠ sources conflictsource
Taiwan Revenue
1.722billion_USD
Jan 25, 2026source

Stated objectives

Q1 FY2026 net revenue target of $6.85 billion +/- $500 million

source
target: 6850000000 by 2026-01-26 00:00:00stated

Q1 FY2026 non-GAAP diluted EPS target of $2.18 +/- $0.20

source
target: 2.18 by 2026-01-26 00:00:00stated

Extend leadership in leading-edge logic, DRAM and advanced packaging as next-generation technologies ramp in volume production

source
stated

Create new products and technologies enabling faster and more energy-efficient transistors, chips and systems

source
stated

Prepare operations and service organizations to support higher demand beginning in second half of calendar 2026

source
by 2026-07-01 00:00:00stated

Q2 FY2026 revenue target

source
target: 7.65 billion USD (+/- 500 million) by 2026-04-26 00:00:00stated

Semiconductor equipment business growth in calendar year 2026

source
target: over 20 percent growth by 2026-12-31 00:00:00stated

Q2 FY2026 non-GAAP diluted EPS target

source
target: 2.64 USD (+/- 0.20) by 2026-04-26 00:00:00stated

Achieve favorable gross margin trend as product/customer mix normalizes and cost actions take hold

source
stated

Improve supply chain lead times through supplier qualification and operational streamlining

source
stated

Relationship graph · 256 connections

Covered by
45
Supplies to
42
Competes with
40
Developed by
21
Employs
19
headquartered in
10
Customer of
10
subsidiary of
8
Partnered with
EssilorLuxottica
Invested in
The Motley Fool

Via News coverage

KLA Lifts 2026 Chip Equipment Forecast to $150 Billion on Global AI Demand
August 3, 2026
KLA Loses China Chip-Equipment Share as US Export Curbs Bite
August 3, 2026
TSMC Raises 2026 Capex Target as Global AI Chip Shortage Persists
July 21, 2026
Analog Devices Posts 30% Revenue Surge as Global AI Infrastructure Race Drives Semiconductor Demand
May 17, 2026
NVIDIA GPUs Cut Chip Design Time 3.5X, Creating Self-Accelerating Development Loop Across Global Semiconductor Industry
March 21, 2026
Global Memory Chip Shortage Intensifies as AI Demand Triples Supply Requirements
March 8, 2026
AI Chip Packaging Equipment to Grow 15-19% Through 2026 as Global Data Center Race Intensifies
March 5, 2026
US 10% Tariffs Add $12 Billion to Global AI Chip Orders as Cross-Border Supply Chains Face Cost Shock
March 2, 2026
This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Agentic AI Goes Operational: Platform Governance, Local Silicon, and the Physical-AI Data Race
In mid-to-late October 2026, enterprise vendors (Cisco, Fortinet, ServiceNow, Intuit, Salesforce/Braze, Adobe) shipped agent governance, AI security and AI-driven customer engagement products, while a parallel hardware wave (NVIDIA RTX Spark laptops, ASUS, Apple's iPad mini, Microsoft's hybrid local/cloud Windows) pushed AI onto local devices. A third strand, physical AI (Encord, Harvest Praxis, Hesai), argues that real-world sensor data and cheaper edge chips are the next bottleneck. The common thread is the shift from AI experimentation to governed, scaled deployment, with Salesforce's Braze acquisition showing consolidation and fintech players like Intuit tying AI to trusted financial data. The facts support a broad industry theme but contain little direct finance or regulatory evidence, so the AI-finance angle is thin.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,995
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