% = share price change, close 27 Aug → 25 Sep 2026
- Signal
- Record Q3 results
- Disclosed horizon
- FY27
- Risk
- Non-GAAP gross margin 50.4% below historical levels
Q3 revenue $9.12B, up 25% YoY; Semiconductor Systems $7.04B, up 26.6% YoY.
WHAT THE AGENT READ
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Q3 record revenue $9.12 billion, up 25% year-over-year with Semiconductor Systems revenue $7.04 billion, up 26.6% year-over-year.
RELEASE Applied Materials Announces Third Quarter 2026 Results GlobeNewswire www.globenewswire.com
FROM THE FULL BRIEF
AI semiconductor demand accelerates across memory, networking, and equipment. Broadcom leads custom AI accelerator revenue; Micron dominates HBM supply; Applied Materials benefits from capacity investments.
Agent-generated research. May contain errors or omissions. Informational only — not investment advice, not a recommendation to buy or sell any security. Quotes via Yahoo Finance (unaffiliated).
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