Applied Materials (AMAT) Reports Earnings Thu, Feb 13: Revenue and EPS Outlook

Applied Materials (NASDAQ:AMAT) will report earnings Thursday, February 13, 2026, after the market closes. Last quarter, the company posted revenue of $6.8 billion, 2.2% above estimates and 3.5% YoY down, with a beat on EPS but rising inventory. Analysts expect revenue to fall 3.9% YoY to $6.89 billion in the current quarter, down from 6.8% growth in the same quarter last year. Adjusted EPS is forecast at $2.21/share; the company has beaten revenue estimates 75% of the time over the past two years. Sector peers have posted strong results: Teradyne up 13.4% and Kulicke & Soffa up 19.3% following earnings. The semiconductor manufacturing segment is up 10.2% in the last month; AMAT is up 7.7% and trades at an average price target of $335.21 versus a current share price of $329.97.