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Applied Materials Inc (AMAT) operating KPIs

AMATNasdaqSemiconductors & Related DevicesFiscal year ends October 26
Financials through Q3 FY2026, quarter ended Jul 26, 2026Last filing: 10-Q on Aug 20, 2026Score 19/3037% above fair value
$390.09−31.57 (-7.49%)

Close on Oct 30, 2026Market cap $309.57BP/E 33.7Yield 0.46%

Applied Materials dRAM revenue share (incl. High-Bandwidth Memory / HBM) (%)

Includes DRAM wafer fab equipment and HBM advanced packaging systems (HBM packaging revenue exceeded $700M in FY24 and grew 52% YoY to record levels in Q3 FY26)

QuarterlyAnnual
Latest, Q3 '26
26.0%
Period ended Jul 26, 2026
Change on a year earlier
+4.0 pts
22.0% in Q3 '25
History
39 quarters
Since Q1 '17
Sources
35
Documents cited below

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedDRAM revenue share (incl. High-Bandwidth Memory / HBM) (%)Year on yearSource
Q3 '26Jul 26, 202626.0%+4.0 ptsApplied Materials Form 10-Q (filed 2026-08-20) ↗
Q2 '26Apr 26, 202629.0%+2.0 ptsApplied Materials Form 10-Q (filed 2026-05-21) ↗
Q1 '26Jan 25, 202634.0%+7.0 ptsApplied Materials Form 10-Q (filed 2026-02-19) ↗
Q4 '25Oct 26, 202529.0%+6.0 ptsApplied Materials SEC Filing (0001628280-25-051998|exhibit991q42025earningsre.htm) ↗
Q3 '25Jul 27, 202522.0%-2.0 ptsApplied Materials Form 10-Q (filed 2026-08-20) ↗
Q2 '25Apr 27, 202527.0%-5.0 ptsApplied Materials Form 10-Q (filed 2026-05-21) ↗
Q1 '25Jan 26, 202527.0%-7.0 ptsApplied Materials Form 10-Q (filed 2026-02-19) ↗
Q4 '24Oct 27, 202423.0%-4.0 ptsApplied Materials SEC Filing (0001628280-25-051998|exhibit991q42025earningsre.htm) ↗
Q3 '24Jul 28, 202424.0%+7.0 ptsApplied Materials Form 10-Q (filed 2025-08-21) ↗
Q2 '24Apr 28, 202432.0%+21.0 ptsApplied Materials Form 10-Q (filed 2025-05-22) ↗
Q1 '24Jan 28, 202434.0%+21.0 ptsApplied Materials Form 10-Q (filed 2025-02-20) ↗
Q4 '23Oct 29, 202327.0%+11.0 ptsApplied Materials SEC Filing (0000006951-24-000037|exhibit991q42024earningsre.htm) ↗
Q3 '23Jul 30, 202317.0%+2.0 ptsApplied Materials Form 10-Q (filed 2024-08-22) ↗
Q2 '23Apr 30, 202311.0%-10.0 ptsApplied Materials Form 10-Q (filed 2024-05-23) ↗
Q1 '23Jan 29, 202313.0%-12.0 ptsApplied Materials Form 10-Q (filed 2024-02-27) ↗
Q4 '22Oct 30, 202216.0%-7.0 ptsApplied Materials SEC Filing (0000006951-23-000035|exhibit991q42023earningsre.htm) ↗

Cite this data

StockData. (2026). Applied Materials DRAM revenue share (incl. High-Bandwidth Memory / HBM) (%), quarterly Q1 '17–Q3 '26 [Data set]. Compiled from Applied Materials SEC filings and investor materials. https://stockdatahq.com/stocks/amat/kpis/semi-tech-dram-pct

See every metric in the Applied Materials KPI table. Data updated Oct 25, 2026.