<div id="readability-page-1">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.&#34;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,&#34; 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.&#34;We now expect our semiconductor equipment business to grow more than 30% in calendar 2026,&#34; 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.</div>

应用材料

Global X 机器人工智能ETF

标普半导体 ETF - SPDR

IBOT

费城交易所 半导体 ETF - iShares

工业创新 ETF - ARK

全球机器人自动化 ETF - ROBO

半导体 ETF - VanEck Vectors

应用材料公司报告了强劲的 2023 财年第二季度业绩，调整后的每股收益为 2.86 美元，超过了 2.68 美元的预期。收入增长 11%，达到 79.1 亿美元，超出预期的 76.8 亿美元。该公司预计将继续增长，预计下个季度的调整后每股收益为 3.36 美元，收入为 89.5 亿美元。首席执行官 Gary Dickerson 强调，人工智能计算基础设施的需求是持续收入增长的关键驱动力。应用材料公司的股票在盘后交易中上涨了 3.8%，年初至今上涨了 71%

Applied Materials Tops Second-Quarter Views Amid Computing Infrastructure Growth

fidelity

VanEck Robotics ETF

辉盛研究系统

加拿大皇家银行

在计算基础设施增长的背景下，应用材料超出了第二季度的预期