<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>

應用材料

Global X 機器人工智能ETF

標普半導體 ETF - SPDR

IBOT

費城交易所 半導體 ETF - iShares

工業創新 ETF - ARK

全球機器人自動化 ETF - ROBO

半導體 ETF - VanEck Vectors

應用材料公司報告了強勁的 2023 財年第二季度業績，調整後的每股收益為 2.86 美元，超過了 2.68 美元的預期。收入增長 11%，達到 79.1 億美元，超出預期的 76.8 億美元。該公司預計將繼續增長，預計下個季度的調整後每股收益為 3.36 美元，收入為 89.5 億美元。首席執行官 Gary Dickerson 強調，人工智能計算基礎設施的需求是持續收入增長的關鍵驅動力。應用材料公司的股票在盤後交易中上漲了 3.8%，年初至今上漲了 71%

Applied Materials Tops Second-Quarter Views Amid Computing Infrastructure Growth

fidelity

VanEck Robotics ETF

輝盛研究系統

加拿大皇家銀行

在計算基礎設施增長的背景下，應用材料超出了第二季度的預期