Applied Materials Inc

AMAT: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Applied Materials: We Expect Upside Heading Into July-Quarter Results

William Kerwin

Aug 3, 2026

We've refreshed our model assumptions for Applied Materials heading into the firm's July-quarter earnings report. Peers Lam and KLA have reported June-quarter results in recent weeks, giving context for the broader chip equipment demand picture for Applied.

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Applied Materials Inc

Applied Materials: We Expect Upside Heading Into July-Quarter Results

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