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Company / Finance

Applied Materials, Inc.

AMAT · NASDAQ

Applied Materials reported Q1 fiscal 2026 revenue of $7.01 billion, operating income of $1.83 billion and cash of $7.22 billion. The thesis turns on wafer-fab equipment demand, China controls, services durability and capital-return discipline.

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NASDAQAMATCoverage BootstrapApplied Materials, Inc.
Latest ReportMay 20, 2026Applied Materials: AI chip demand still has to clear the equipment cycleView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Applied Materials: AI chip demand still has to clear the equipment cycle

Applied Materials reported Q1 fiscal 2026 revenue of $7.01 billion, operating income of $1.83 billion and cash of $7.22 billion. The thesis turns on wafer-fab equipment demand, China controls, services durability and capital-return discipline.

May 20, 2026Research reportSlides available
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Applied Materials, Inc.Materials: AI chip demand still has to clear the equipment cycleMay 20, 2026
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Applied Materials: AI chip demand still has to clear the equipment cycleApplied Materials reported Q1 fiscal 2026 revenue of $7.01 billion, operating income of $1.83 billion and cash of $7.22 billion. The thesis turns on wafer-fab equipment demand, China controls, services durability and capital-return discipline.NASDAQMay 20, 2026Research reportReadSlides