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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.