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Santa Clara, California-based Applied Materials, Inc. (AMAT) provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States and internationally. The company has a market cap of $320.2 billion and operates through Semiconductor Systems and Applied Global Services (AGS) segments.
AMAT is expected to release its Q2 2026 earnings on Thursday, May 14, after the market closes. Ahead of the event, analysts expect the company’s EPS to be $2.66 on a diluted basis, up 11.3% from $2.39 in the year-ago quarter. The company has exceeded Wall Street’s EPS estimates in each of its last four quarters.