First Squawk(@FirstSquawk):APPLIED MATERIALS DELIVERED AN ESTIMATE-BEATING FORECAST THAT STILL GOT A LUKEWARM REACTION FROM INVESTORS, WITH FISCAL FOURTH-QUARTER REVENUE SEEN AT APPROXIMATELY $10.3 BLN VERSUS THE $9.62 BLN ANALYST AVERAGE AND EPS OF $4.02 EXCLUDING SOME ITEMS VERSUS A $3.72 PROJECTION, THOUGH SHARES FELL ABOUT 3% IN LATE TRADING AS A SIGN OF THE LOFTY HOPES SURROUNDING THE AI-LINKED COMPANY.

First Squawk

@FirstSquawk

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First Squawk@FirstSquawk

2026.08.13 20:28

APPLIED MATERIALS DELIVERED AN ESTIMATE-BEATING FORECAST THAT STILL GOT A LUKEWARM REACTION FROM INVESTORS, WITH FISCAL FOURTH-QUARTER REVENUE SEEN AT APPROXIMATELY $10.3 BLN VERSUS THE $9.62 BLN ANALYST AVERAGE AND EPS OF $4.02 EXCLUDING SOME ITEMS VERSUS A $3.72 PROJECTION, THOUGH SHARES FELL ABOUT 3% IN LATE TRADING AS A SIGN OF THE LOFTY HOPES SURROUNDING THE AI-LINKED COMPANY.