Applied Materials Guides Q4 Revenue $710 Million Above Wall Street Consensus

Applied Materials forecast fiscal Q4 2026 revenue of approximately $10.25 billion, exceeding analysts' average estimate of $9.54 billion by $710 million. The guidance came August 13, 2026, alongside record Q3 revenue of $9.12 billion. A gap that large between company guidance and consensus typically means sell-side models lag real-time demand signals in semiconductor equipment.