AMAT · Applied Materials· Filed February 12, 2026high

Applied Materials — Q1 FY26 Earnings Release

Original: 8-K: Results of Operations / Earnings · Financial Statements and Exhibits

Summary

8-K under Item 2.02 indicates Applied Materials issued quarterly earnings, with Item 9.01 covering the press release exhibit. PMs should focus on WFE demand commentary, China revenue mix, and any guidance read-through for SK Hynix, Samsung, and TSMC capex. Full filing body not analyzed; description inferred from form + item codes.

Historical Impact

3 past 8-K events at Applied Materials

Median +5d

+4.55%

Range

-3.86% to +14.31%

Positive outcomes

2/3

Filed	P₀	P₊₅	+5d
May 14, 2026	$441	$424	-3.86%
Mar 13, 2026	$342	$357	+4.55%

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