--- title: "Applied Materials Tops Second-Quarter Views Amid Computing Infrastructure Growth" type: "News" locale: "en" url: "https://longbridge.com/en/news/286468365.md" description: "Applied Materials reported strong fiscal second-quarter results, with adjusted earnings per share of $2.86, surpassing estimates of $2.68. Revenue rose 11% to $7.91 billion, exceeding the expected $7.68 billion. The company anticipates continued growth, projecting adjusted EPS of $3.36 for the next quarter and revenue of $8.95 billion. CEO Gary Dickerson highlighted the demand for AI computing infrastructure as a key driver for sustained revenue growth. Applied Materials shares rose 3.8% in after-hours trading, reflecting a 71% increase year-to-date." datetime: "2026-05-14T20:40:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286468365.md) - [en](https://longbridge.com/en/news/286468365.md) - [zh-HK](https://longbridge.com/zh-HK/news/286468365.md) --- # Applied Materials Tops Second-Quarter Views Amid Computing Infrastructure Growth 04:40 PM EDT, 05/14/2026 (MT Newswires) -- Applied Materials' ( AMAT ) fiscal second-quarter results exceeded Wall Street's estimates as the semiconductor equipment maker capitalized on mounting demand for computing infrastructure. Adjusted earnings per share increased to $2.86 during the quarter ended April 26 from $2.39 a year ago, topping the FactSet-polled consensus of $2.68. Revenue grew 11% to $7.91 billion, ahead of the Street's $7.68 billion view. "The rapid global build-out of (artificial intelligence) computing infrastructure combined with Applied's strong leadership positions in leading-edge logic, (dynamic random access memory) and advanced packaging provide an exceptionally strong foundation for sustained, multi-year revenue and profit growth," Chief Executive Gary Dickerson said in a statement late Thursday. Sales in the semiconductor systems segment rose to $5.97 billion from $5.40 billion, while applied global services advanced to $1.67 billion from $1.42 billion. RBC Capital Markets expected Applied Materials ( AMAT ) to beat second-quarter estimates and provide an above-consensus third-quarter outlook amid robust DRAM and high-bandwidth memory spending trends. Applied Materials ( AMAT ) expects adjusted EPS of $3.36 a share, plus or minus $0.20, for the ongoing quarter. Revenue is pegged at $8.95 billion, plus or minus $500 million. The consensus on FactSet is for non-GAAP EPS of $2.89 and sales of $8.14 billion. "We now expect our semiconductor equipment business to grow more than 30% in calendar 2026," Dickerson said. Applied Materials ( AMAT ) shares were up 3.8% in after-hours trading. The stock is up 71% so far this year as of Thursday close. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited. ### Related Stocks - [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md) - [BOTZ.US](https://longbridge.com/en/quote/BOTZ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [IBOT.US](https://longbridge.com/en/quote/IBOT.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [ARKQ.US](https://longbridge.com/en/quote/ARKQ.US.md) - [ROBO.US](https://longbridge.com/en/quote/ROBO.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [FDS.US](https://longbridge.com/en/quote/FDS.US.md) - [RY.US](https://longbridge.com/en/quote/RY.US.md) ## Related News & Research - [Why Applied Materials (AMAT) Stock Is a Buy Heading Into Its Earnings](https://longbridge.com/en/news/286421049.md) - [AMAT Q2 goes past estimates to record high on AI-driven demand](https://longbridge.com/en/news/286460157.md) - [How High Can Applied Materials Stock (AMAT) Rise? One Analyst Sees Another 33% Upside](https://longbridge.com/en/news/286632079.md) - [Applied Materials Last-Minute Q2 Earnings Alert: Options Traders Expect a 7.6% Move in AMAT Stock](https://longbridge.com/en/news/286445568.md) - [Applied Materials Sees Multi-Year AI Boom Driving Record Revenue And Growth Through 2028](https://longbridge.com/en/news/286592782.md)