AMAT earnings & options Applied Materials, Inc.
Next reportNov 12, 2026
EPS estimate4.05
Options-implied moveThe size of the up-or-down move the options market is pricing for a stock by a given date, read from option prices (the at-the-money straddle). It is a market-implied estimate, not a forecast.
recorded at the close before the report
Hist. avg |reaction|4.1%
Median3.4%
Largest14.9%
Implied vs actual, past reports
Definitions →Solid bars: the actual two-session reaction around each report (signed value printed below). Amber outlines: the move options priced beforehand — recorded from August 2026 onward, so older reports show the actual only.
implied (when recorded)actual reaction
Report-by-report record
| Report date | EPS act / est | Revenue act / est | Reaction | Implied | IV30 before → after |
|---|---|---|---|---|---|
| Aug 13, 2026 | 3.50 / 3.40 | 9.12B / 8.99B | -7.5% | not recorded | — |
| May 14, 2026 | 2.86 / 2.68 | 7.91B / 7.68B | +0.0% | not recorded | — |
| Feb 12, 2026 | 2.38 / 2.21 | 7.01B / 6.87B | +4.4% | not recorded | — |
| Dec 12, 2025 | 2.17 / 2.11 | 6.80B / 6.68B | -3.3% | not recorded | — |
| Aug 14, 2025 | 2.48 / 2.36 | 7.30B / 7.22B | -14.9% | not recorded | — |
| May 15, 2025 | 2.39 / 2.31 | 7.10B / 7.13B | -4.9% | not recorded | — |
| Feb 13, 2025 | 2.38 / 2.28 | 7.17B / 7.15B | -6.5% | not recorded | — |
| Nov 14, 2024 | 2.32 / 2.19 | 7.04B / 6.96B | -7.6% | not recorded | — |
| Aug 15, 2024 | 2.12 / 2.02 | 6.78B / 6.68B | +3.1% | not recorded | — |
| May 16, 2024 | 2.09 / 1.99 | 6.65B / 6.54B | -2.5% | not recorded | — |
| Feb 15, 2024 | 2.13 / 1.91 | 6.71B / 6.48B | +7.2% | not recorded | — |
| Nov 16, 2023 | 2.12 / 2.00 | 6.72B / 6.14B | -4.4% | not recorded | — |
| Aug 17, 2023 | 1.90 / 1.74 | 6.42B / 6.16B | +3.2% | not recorded | — |
| May 18, 2023 | 2.00 / 1.84 | 6.63B / 6.38B | +1.0% | not recorded | — |
| Feb 16, 2023 | 2.03 / 1.93 | 6.74B / 6.69B | -3.4% | not recorded | — |
| Nov 17, 2022 | 2.03 / 1.73 | 6.75B / 6.45B | +0.5% | not recorded | — |
Reaction = close before the report date to the close of the session after it (report timing is not published by the source; this two-session window contains the reaction either way). Implied moves are recorded live before each report from August 2026 onward — never reconstructed. Earnings data: Financial Modeling Prep.