# Applied Materials’ Q4 Preview Put $10.30 Billion Revenue Estimate in Focus By John Kim Canonical URL: https://www.tokenpost.com/news/business/55977 Published: 2026-11-12T22:28:48.000Z Updated: 2026-11-12T22:28:48.000Z Section: Business > Analysts expected $4.06 in non-GAAP diluted EPS, above the company’s $4.02 guidance midpoint. Applied Materials was scheduled to release fiscal fourth-quarter results after the market closed Nov. 12, with analysts expecting $10.30 billion in revenue and $4.06 per share in non-GAAP diluted earnings. The estimates implied about 51% revenue growth from $6.80 billion and an 87% increase in earnings per share from $2.17 a year earlier. Both estimates topped the company's guidance midpoint of $10.25 billion in revenue and $4.02 per share; the guidance allowed a $500 million revenue variation and a 20-cent-per-share variation. The previous quarter provides another point of comparison. Applied Materials recorded $9.115 billion in revenue for the fiscal third quarter ended July 26, up 25% from a year earlier, and reported non-GAAP EPS of $3.50. The company’s [third-quarter results and outlook]() set the baseline for the fourth-quarter forecast. Applied Materials makes equipment chipmakers use to manufacture semiconductors. Demand for tools used in leading-edge logic, DRAM and advanced packaging has been linked to artificial intelligence-related chip production. The company’s equipment sales provide a view of chipmakers’ spending on manufacturing capacity. ## Links in this article - [third-quarter results and outlook](https://www.tokenpost.com/news/business/28390)