Key Points Applied Materials expects fiscal fourth-quarter revenue of $10.25 billion, plus or minus $500 million -- about 51% year-over-year growth at the midpoint. Even the bottom of the guidance range would set a company record without clearing $10 billion. Revenue has come in above management's guidance midpoint in all three quarters of fiscal 2026. 10 stocks we like better than Applied Materials › Applied Materials (NASDAQ:AMAT) has never generated $10 billion of revenue in a single quarter. Management expects the current one (the chip-equipment maker's fiscal fourth quarter of 2026, which runs through late October) to be the first. Alongside its fiscal third-quarter report last month, the company put a midpoint of $10.
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