$AMAT | Applied Materials Q4 26 Earnings: • Net Sales: $10.41B (est $10.27B) • Adj EPS: $4.16 (est $4.06) • Semiconductor Systems Net Sales: $8.00B (est $7.94B) • Sees Q1 Net Sales: $10.60B To…

Applied Materials reported fiscal fourth-quarter net sales of $10.41 billion, ahead of the $10.27 billion consensus, with adjusted EPS of $4.16 versus an estimated $4.06. Semiconductor Systems revenue came in at $8.00 billion against roughly $7.94 billion expected, and the company guided first-quarter net sales to a range of $10.60 billion to $11.60 billion, whose midpoint sits well above the $10.87 billion consensus. The transmission channel here runs through capital expenditure expectations: upside guidance from a leading wafer-equipment supplier signals that chipmakers are committing more spending to fabrication capacity, which tends to lift demand expectations across the semiconductor equipment supply chain. Applied Materials itself is the most direct exposure, while the broader materials and equipment group benefits through read-through to peers exposed to the same wafer-fab and advanced-node investment cycle. The next catalyst to watch is peer and customer capex commentary, along with the monthly semiconductor equipment billings and Asian foundry revenue prints, which will show whether the guidance step-up is being matched by

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