[FLASH] Applied Materials beats and guides above consensus, and the shares fall about 3% after the bell
Applied Materials reported fiscal Q3 after the close on 2026-08-13: EPS of $3.50 against $3.45 expected, revenue of $9.12bn up 24.8% year on year, margins expanding for a thirteenth consecutive quarter, and next-quarter revenue guidance of about $10.25bn at the midpoint, roughly 6.1% above consensus. The shares nonetheless fell about 2.5% during the regular session and a further ~3% after hours to $519.70, with the reaction attributed to a ~108% run in 2026 leaving the stock priced for flawless execution, and to softening China demand. The print lands after the last complete price bar, so trend measures built on 08-13 and earlier do not yet contain the reaction.