Applied Materials Likely to Post Fiscal Q3 Beat and Raise, RBC Says

MT Newswires Live

08/10

Applied Materials (AMAT) is likely to post a fiscal Q3 beat as well as boost its 2026 systems segment outlook amid NAND recovery and ICAPS division stabilization, RBC Capital Markets said in a Sunday research note.

The brokerage said it expects adjusted EPS of $3.36 on revenue of $8.9 billion for Q3. The company will report fiscal Q3 results on Aug. 13.

The company's value-based pricing is a potential near-term tailwind to revenue, and it is positioned to sustain its double-digit wafer fab equipment growth for the next three years on generative AI, DRAM tightness, and competition in advanced foundry, analysts wrote.

The brokerage said it reiterated its outperform rating on the stock and price target of $520 per share.

Price: 531.08, Change: -8.06, Percent Change: -1.49

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hans/news/2658930397"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2658930397\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2658930397?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-10 23:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2658930397","market":"fut","top_or_hot":-1,"title":"Applied Materials Likely to Post Fiscal Q3 Beat and Raise, RBC Says","media":"MT Newswires Live","content":"<html><body><p> Applied Materials (AMAT) is likely to post a fiscal Q3 beat as well as boost its 2026 systems segment outlook amid NAND recovery and ICAPS division stabilization, RBC Capital Markets said in a Sunday research note.</p><p>The brokerage said it expects adjusted EPS of $3.36 on revenue of $8.9 billion for Q3. The company will report fiscal Q3 results on Aug. 13.</p><p>The company's value-based pricing is a potential near-term tailwind to revenue, and it is positioned to sustain its double-digit wafer fab equipment growth for the next three years on generative AI, DRAM tightness, and competition in advanced foundry, analysts wrote.</p><p>The brokerage said it reiterated its outperform rating on the stock and price target of $520 per share.</p><p>Price: 531.08, Change: -8.06, Percent Change: -1.49</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Applied Materials Likely to Post Fiscal Q3 Beat and Raise, RBC Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApplied Materials Likely to Post Fiscal Q3 Beat and Raise, RBC Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-08-10 23:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Applied Materials (AMAT) is likely to post a fiscal Q3 beat as well as boost its 2026 systems segment outlook amid NAND recovery and ICAPS division stabilization, RBC Capital Markets said in a Sunday research note.</p><p>The brokerage said it expects adjusted EPS of $3.36 on revenue of $8.9 billion for Q3. The company will report fiscal Q3 results on Aug. 13.</p><p>The company's value-based pricing is a potential near-term tailwind to revenue, and it is positioned to sustain its double-digit wafer fab equipment growth for the next three years on generative AI, DRAM tightness, and competition in advanced foundry, analysts wrote.</p><p>The brokerage said it reiterated its outperform rating on the stock and price target of $520 per share.</p><p>Price: 531.08, Change: -8.06, Percent Change: -1.49</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"XNTK","symbol_name":"SPDR NYSE Technology ETF","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2658930397","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2658930397","pubTimestamp":1786375877,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Applied Materials  is likely to post a fiscal Q3 beat as well as boost its 2026 systems segment outlook amid NAND recovery and ICAPS division stabilization, RBC Capital Markets said in a Sunday research note.The brokerage said it expects adjusted EPS of $3.36 on revenue of $8.9 billion for Q3. The company will report fiscal Q3 results on Aug. 13.The company's value-based pricing is a potential near-term tailwind to revenue, and it is positioned to sustain its double-digit wafer fab equipment growth for the next three years on generative AI, DRAM tightness, and competition in advanced foundry, analysts wrote.The brokerage said it reiterated its outperform rating on the stock and price target of $520 per share.Price: 531.08, Change: -8.06, Percent Change: -1.49","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"XNTK":"SPDR NYSE Technology ETF","SOXQ":"Invesco PHLX Semiconductor ETF","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4518":"OLED概念","TINY":"ProShares Nanotechnology ETF","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","QQQG":"Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF","SMH":"半导体指数ETF-HOLDRs","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","EPAI":"Harbor AI Inflection Strategy ETF","SHOC":"Strive U.S. Semiconductor ETF","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","WUGI":"AXS Esoterica NextG Economy ETF","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","AMAT":"应用材料","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","PSI":"INVESCO SEMICONDUCTORS ETF","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","TDV":"ProShares S&P Technology Dividend Aristocrats ETF","RDVI":"FT Vest Rising Dividend Achievers Target Income ETF","BK4567":"ESG概念","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","RDVY":"First Trust Rising Dividend Achievers ETF","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","DISK":"Tema Memory ETF","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","DRMY":"XFUNDS Memory Income ETF","UYM":"基础材料指数ETF-ProShares两倍做多","BK4516":"特朗普概念","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","POST":"Post Holdings","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC"},"translate_title":"加拿大皇家银行表示，应用材料公司可能会公布第三财季的业绩并加薪","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XNTK":0.6,"TINY":0.6,"WUGI":0.6,"DRMY":0.76,"TDV":0.6,"EPAI":0.6,"PSI":0.6,"SHOC":0.6,"AMAT":1.5,"CHPS":0.6,"QQQG":0.6,"RDVI":0.6,"SMH":0.6,"SOXQ":0.6,"RDVY":0.6,"DISK":0.76,"UYM":1.5,"POST":1.5},"content_text":"Applied Materials (AMAT) is likely to post a fiscal Q3 beat as well as boost its 2026 systems segment outlook amid NAND recovery and ICAPS division stabilization, RBC Capital Markets said in a Sunday research note.The brokerage said it expects adjusted EPS of $3.36 on revenue of $8.9 billion for Q3. The company will report fiscal Q3 results on Aug. 13.The company's value-based pricing is a potential near-term tailwind to revenue, and it is positioned to sustain its double-digit wafer fab equipment growth for the next three years on generative AI, DRAM tightness, and competition in advanced foundry, analysts wrote.The brokerage said it reiterated its outperform rating on the stock and price target of $520 per share.Price: 531.08, Change: -8.06, Percent Change: -1.49","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}