AMAT - Altamira Equity Research

Applied Materials: eight quarters of EPS and revenue surprises against the next-session reaction

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Applied Materials: The Headline Beat Was Real — the Cash Flow Margin Fell by a Third

Applied Materials beat on both lines for the ninth straight graded quarter — adjusted EPS of 4.16 against a 4.06 estimate, revenue of $10.41B against a $10.30B bar. Underneath, free cash flow was flat in dollars year over year even as revenue grew 53.07%, and the free-cash-flow margin fell 1,042 bas

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Applied Materials reports Thursday: a $10.30B bar, a 34.71% drawdown, and a margin that has to hold

Consensus wants $10.30B of revenue and EPS of 4.06 from Applied Materials on Thursday — a 51.47% jump on last year's quarter — from a stock that has lost 34.71% in a month. Eight straight beats say the company usually clears the bar; the tape says the bar is no longer the question.

The seven scorecard pillars side by side: ASML leads on quality, growth, value, health, moat and technical; AMAT edges the sh

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ASML vs AMAT: Head-to-Head Snapshot — 2026-11-01

ASML beats Applied Materials on growth, quality and momentum in our KPI-scored head-to-head — Total 61.3 vs 43.5 — but with no fair value on file for either name, valuation, income and risk go unjudged and confidence is low.