- AMAT options imply a ±10.2% move for Applied Materials's Nov 12, 2026 earnings report (after market close), as of October 29, 2026.
- Applied Materials has moved ±6.5% on average at the peak of earnings day over the last 10 years; the median is ±5.9% and the 95th percentile ±10.5%.
- AMAT's actual earnings move exceeded what options had priced in 11 of its last 17 reports (65%).
- Last report (Aug 13, 2026): options priced ±7.3%, the stock closed -5.1%.
Timeline: what happens when
| When | What | Why it matters |
|---|---|---|
| Thu Nov 5 | IV ramp window opens | The five sessions before a report are where AMAT's implied volatility has historically climbed; the ramp chart below shows the last one. |
| Thu Nov 12 | AMAT reports after market close | 4:00 pm ET (results shortly after). The implied move on this page is frozen at the last pre-print reading. |
| Fri Nov 13 | Reaction session | The move that counts against the implied is measured at this session's close, off the pre-report close. |
| Fri Nov 13 | This page updates with the result | Only after the session has closed — a realised move is not published before it is real. |
| Wed Nov 18 | +3 sessions | First drift checkpoint: has the reaction held, faded or extended? |
| Tue Nov 24 | +7 sessions | Second checkpoint; the drift chart below shows how the last two reports travelled. |
Dates are NYSE sessions; a market holiday shifts the post-print rows by a day. Report timing is the company's scheduled slot and can change — this page refreshes daily.
What options price vs what AMAT has done
AMAT's last five reports: priced vs happened
| Report | Options priced | Close move | Peak move |
|---|---|---|---|
| Aug 13, 2026 | ±7.3% | -5.1% | -7.0% |
| May 14, 2026 | ±8.1% | -0.9% | -4.3% |
| Feb 12, 2026 | ±7.8% | +8.1% | +14.6% |
| Nov 13, 2025 | ±5.7% | +1.2% | -8.9% |
| Aug 14, 2025 | ±5.6% | -14.1% | -14.1% |
Full 10-year table and the live number all season: AMAT implied-move page · season-wide scoreboard: Q3 implied-vs-actual tracker.
The EarningsWatcher Lens on AMAT
Where the priced move sits. Options price ±10.2%. Against AMAT's own ten-year record of earnings-day peak moves, that is larger than roughly four in five of AMAT's earnings-day peaks over ten years (80th percentile ±8.9%), short of the ±10.5% tail.
Recent versus long history. For AMAT, the recent regime is louder than the long one: ±9.3% over the last two years against ±6.5% over ten. Today's priced move is above both averages.
The base rate. In the 17 AMAT reports with a recorded implied move, the realised peak exceeded what options had priced 11 times (65%) — history here has favoured the buyers of movement. That is a description of the past, not a forecast of this print.
The last print. Aug 13, 2026: options priced ±7.3%; the stock closed -5.1% with an intraday peak of -7.0% — inside the priced range.
What this does not say. None of the above carries a direction. The implied move is the size of the move options are pricing, in either direction, and the history is how big past moves were — not which way the next one goes.
Free to quote with attribution: EarningsWatcher, October 29, 2026 · earnings-watcher.com/wiki/amat-earnings-november-2026
The week before: AMAT's IV rush
That climb is tradeable — and it ends at the print. How members play it: the IV Rush Radar draws AMAT's live IV against its typical ramp with three entry signals and a projected straddle. Free breakdown: AMAT before earnings.
The weeks after: does the move hold?
The reaction close is the start, not the story — DriftLab scores AMAT's follow-through, gap-fill odds and drift strength for members. Free breakdown: AMAT after earnings.
- Simulator — build the exact AMAT position and see its likelihood of success and risk/reward against ten years of reactions, with real IV crush modelled
- IV Rush Radar — AMAT's live pre-earnings IV curve, three snapshot signals, projected straddle
- DriftLab — follow-through, gap-fill and drift scores for the days after
- Data Picks — the week's scored ideas across five strategies, AMAT week included
Sources and method
- Implied move — EarningsWatcher's live options data for AMAT: the move the at-the-money straddle prices into the report, read daily and frozen at the last pre-print reading. As of October 29, 2026.
- Historical moves — the Moves Analyzer's per-release record for AMAT: 40 reports over ten years, measured as the peak intraday move on earnings day (the app's default view) and the reaction-session close, both off the pre-report close.
- Implied-vs-actual history — 17 reports with a recorded implied move, from the same dataset; the "beat the implied" count compares the realised peak with the priced move.
- Report date and timing — Applied Materials's scheduled release slot as tracked by EarningsWatcher; confirmed with the company's investor-relations materials where available.
- Method — how EarningsWatcher measures implied and realised moves · how the implied move is calculated.
Updates
- Oct 29, 2026 — Published ahead of the report; implied move and history refresh daily until the print.
- Pending — the result is added the session after AMAT reports, once the reaction close is recorded.
Frequently asked questions
When is AMAT's November 2026 earnings report?
Applied Materials reports on Nov 12, 2026, after market close — 4:00 pm ET (results shortly after). Dates can change; this page refreshes daily.
What is the expected move for AMAT earnings?
Options currently price a ±10.2% move (the implied move) for the Nov 12, 2026 report. For context, AMAT's 10-year average peak move is ±6.5%, the median ±5.9% and the 95th-percentile tail ±10.5%.
Will AMAT beat earnings — can this page predict the move?
No page can predict direction, and this one does not try. What is measurable: how big a move options price, how that compared with what actually happened in each past report (11 of 17 beat the implied), and how the stock has behaved before and after prints. Decision tools — the simulator's likelihood of success, the IV Rush signals, DriftLab's follow-through scores — are for EarningsWatcher members.
What usually happens to AMAT stock after earnings?
Over its tracked reports AMAT's earnings-day close averaged ±4.4% with the biggest single-day close at -14.1%. The day-by-day record — and whether moves follow through or fade — is on the AMAT after-earnings page and in DriftLab.