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AMATBullishApplied Materials fiscal Q4 results and guidancenews
High materiality7/10

Applied Materials guides Qtr revenue to $11.1B, projects >30% WFE growth and plans to double capacity by 2028

Nov 13, 2026, 12:09 PM EST1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The company raised revenue and market-growth expectations (WFE +30% in 2027) and announced planned capacity expansion, implying potential higher future revenue and capital spending; the net impact depends on conversion of order backlog and execution of the capacity build-out.

AI summary

What happened, with direct paths to the underlying reporting

Applied Materials reported $10.4B in the quarter and guided current-quarter revenue to $11.1B, while projecting >30% WFE growth in 2027 and plans to double capacity by end-2028.

  • Applied Materials reported fiscal-quarter revenue of $10.4 billion.
  • Management guided revenue of $11.1 billion for the current quarter.
  • Management projected WFE (wafer fab equipment) growth of +30% in 2027 and expects to outperform that number.
  • Applied Materials expects to double its capacity by the end of 2028 to meet growing demand.

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