Applied Materials set for August earnings, shares trade near record NASDAQ levels

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-23, 08:36.

Applied Materials (US0382221051) approaches its next earnings date in mid-August with the shares trading close to recent record levels on the NASDAQ. According to StatsAlpha, consensus points to an earnings release around August 13, followed by a dividend date later in the month.

What analysts are pricing in

StatsAlpha data show Applied Materials last closed at about 617.11 US dollars, after a 1-year return of roughly 244.8 percent, placing the company in the top 10 percent of its semiconductor equipment peer group by performance. The same data set labels the stock as a mega cap name in the Semiconductor Equipment & Materials industry with the current level described as around 84 percent above an estimated fair-value range.

Analyst commentary compiled by MarketBeat and other platforms highlights that recent share gains have been supported by rising forecasts for wafer fabrication equipment demand and strong AI-related spending, even as some investors express valuation concerns. In trading on June 22, MarketBeat records Applied Materials shares around 640.18 US dollars at the 16:00 Eastern close, up about 3.7 percent on the day, before slightly softer levels in extended trading.

Focus on the August earnings date

According to StatsAlpha’s company overview, the next Applied Materials earnings report is scheduled for around August 13, with a dividend date indicated for August 20. This timing places the update squarely in the core of the US second-quarter reporting season, when many S&P 500 technology and semiconductor names such as Lam Research and KLA also present new guidance.

In the run-up to that date, analysts are monitoring order trends in wafer fabrication equipment, the mix between foundry and memory customers, and the trajectory of AI-related capital expenditure from large chipmakers and cloud providers. Several houses have recently raised their long-term industry growth assumptions, citing a stronger-than-previously-expected equipment cycle into 2027 and 2028.

The business behind the numbers

Applied Materials generates most of its revenue by supplying materials engineering and process equipment used to manufacture semiconductor devices at advanced technology nodes. The company also serves adjacent markets in display technology and other materials-intensive manufacturing steps that benefit from similar engineering know-how.

Where the stock trades today

The Applied Materials shares (US0382221051) most recently traded on the NASDAQ at about 640 US dollars on June 22, 2026, at 16:00 Eastern, according to MarketBeat price data.

This article is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. Historical performance is not a reliable indicator of future results.