Consensus EPS · Q2 2026
$2.68
Consensus revenue · Q2 2026
$7.7B
Analysts
20
Expected report
May 14, 2026
Analyst consensus (locked)
Analyst consensus
Based on estimates from 20 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $7.6B | $7.7B | $7.9B |
| EPS | $2.63 | $2.68 | $2.82 |
| EBITDA | $2.8B | $2.8B | $2.8B |
| EBIT | $2.8B | $2.8B | $2.9B |
| Net income | $2.1B | $2.1B | $2.3B |
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $7B | $6.9B | +2.0% | $2.38 | $2.21 | +7.8% |
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 20 analysts.
| Low | Consensus | Median | High | Current | Upside |
|---|---|---|---|---|---|
| $425.00 | $518.36 | $520.00 | $575.00 | $453.01 | +14.4% |
Upside calculated vs most recent trading price of $453.01.
Analyst ratings
Consensus: Buy — based on 53 analyst ratings.
12-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| May 28, 2026 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| May 27, 2026 | Mizuho | maintain | Outperform | Outperform |
| May 19, 2026 | Argus Research | maintain | Buy | Buy |
| May 18, 2026 | Morgan Stanley | downgrade | Overweight | Equal Weight |
| May 15, 2026 | Wolfe Research | maintain | Outperform | Outperform |
| May 15, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| May 15, 2026 | UBS | maintain | Buy | Buy |
| May 15, 2026 | TD Cowen | maintain | Buy | Buy |
| May 15, 2026 | RBC Capital | maintain | Outperform | Outperform |
| May 15, 2026 | Needham | maintain | Buy | Buy |
Applied Materials (AMAT) Key Financials
Charts, filings, and peer comparison for every metric
Frequently asked questions
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