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2026-08-09·AMAT·quarterly financial result
lowneutral

Applied Materials (AMAT) filed its quarterly 10-Q with the SEC on 2026-05-21, reporting revenue of $14.266B, net income...

Applied Materials (AMAT) filed its quarterly 10-Q with the SEC on 2026-05-21, reporting revenue of $14.266B, net income of $3.322B, total assets of $36.299B, and total liabilities of $15.884B.

window 30devidence 98confidence score 100price AMAT $522.12

confidence score

Strong evidence: 93 independent source classes support this read.

100
low confidence93 independent source classesofficialothermarketpasses publish gate
priced-in check

AMAT has not made a large direction-matching 30-90 day move yet.

not priced in
as of 2026-08-107d n/a45d n/a90d +21%yahoo

signal brief

Applied Materials (AMAT) filed its quarterly 10-Q with the SEC on 2026-05-21, reporting revenue of $14.266B, net income of $3.322B, total assets of $36.299B, and total liabilities of $15.884B. The implied net margin is roughly 23%, and the balance sheet is conservative: liabilities are under 44% of assets. This is a company-specific fundamental data point from an official filing, making it directly relevant to semiconductor-equipment demand tracking.

The extract does not include prior-period figures, segment revenue, or management guidance, so it is not possible to determine whether the quarter was a beat or miss against consensus. Therefore the direction is neutral: the filing confirms AMAT remains large and profitable, but it does not by itself signal acceleration or deceleration in wafer-fab equipment (WFE) spending.

Read-through: AMAT is a bellwether for foundry/logic and memory capex. Sustained ~$14B half-year revenue implies continued advanced-node buildouts at customers such as TSMC, Samsung, and Intel, and peers such as Lam Research (LRCX) should face similar WFE conditions. A separate TSMC-reported 2D-transistor breakthrough (molybdenum disulfide, sub-1nm) is a potential future tooling-demand driver, but no AMAT-specific order or design win is disclosed, so it only supports the longer-term equipment-intensity narrative.

What the sources said:

  • SEC XBRL company facts (source): 'revenue: 14266000000 (10-Q filed 2026-05-21); net_income: 3322000000; assets: 36299000000; liabilities: 15884000000.'
  • 3dnews.ru (source): 'TSMC reported a breakthrough in developing next-generation transistors — it created a 2D transistor from molybdenum disulfide.'
  • benchmark.rs (source): 'TSMC is mastering physics with transistors below one nanometer.'

source data used

spillover entities

TSMSAMSUNGINTCLRCX

Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.