Applied Materials Inc

AMAT: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Applied Materials Earnings: Hop Aboard the AI Spending Rocket Ship

William Kerwin

Feb 13, 2026

Applied Materials reported strong January-quarter results and provided an impressive outlook for calendar 2026. Management expects more than 20% growth in equipment sales in 2026, aligning with peer Lam Research's market commentary provided in late January.

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Applied Materials Inc

Applied Materials Earnings: Hop Aboard the AI Spending Rocket Ship

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