The One Earnings Report to Watch After the Close
As you can see in the table below, we have a modicum of earnings reports after today’s close. While you may be a customer or even a fan of Boot Barn ($BOOT), odds are the market’s focus will be on April-quarter results and July-quarter guidance from Applied Materials ($AMAT).
Back in February AMAT shared it sees its semiconductor systems business up more than 20% in calendar 2026. Coming off the increased multi-year outlook from Taiwan Semi ($TSM) this morning and Cisco ($CSCO) resetting its expected 2026 orders from hyperscalers to $9 billion from $5 billion, we’ll want to see AMAT lift that “more than 20%” figure.
And an interesting story about that table. I attempted to use Microsoft Excel’s Data from Picture function three times to recreate it, but each time Excel stalled out. Using Claude, I uploaded the image and asked it to convert it to an Excel table. Done in seconds.
Just saying…
Position: The Street Pro Portfolio is long AMAT shares.
