Earnings Today, August 13, 2026: Applied Materials, Nu Holdings, and Tapestry Report

What's Happening Today

Thursday, August 13, 2026, brings a full slate of corporate earnings reports as the Q2 and Q3 2026 earnings season continues. The most closely watched report of the day is Applied Materials (NASDAQ: AMAT), the semiconductor equipment giant scheduled to release fiscal third-quarter results after the closing bell. Also reporting are fintech leader Nu Holdings (NYSE: NU) after the market close, and luxury goods company Tapestry (NYSE: TPR) before the opening bell.

All three companies occupy important positions in their respective industries. Applied Materials is one of the most influential companies in the global semiconductor supply chain. Nu Holdings is the largest digital bank in Latin America. Tapestry is the parent of Coach, Kate Spade New York, and Stuart Weitzman. Together, their results will offer investors insights into artificial intelligence capital spending, consumer banking health in emerging markets, and the health of the accessible luxury goods sector.

Major Companies Reporting Earnings on August 13, 2026

Applied Materials (NASDAQ: AMAT) — After Market Close

Applied Materials is the world's largest semiconductor equipment company by revenue, supplying the machines, materials, and processes that chip manufacturers use to build semiconductors. Its customers include leading foundries such as Taiwan Semiconductor Manufacturing (TSMC) and Intel, as well as memory makers like Micron Technology and SK Hynix.

The company will report fiscal third-quarter 2026 results after the closing bell today, with a conference call scheduled for 4:30 p.m. ET.

Analysts forecast earnings per share of approximately $3.39, representing a 36.7% increase year-over-year, on revenue of roughly $9.0 billion, up approximately 23% from the same quarter a year ago. Applied Materials guided the quarter to revenue of $8.95 billion, plus or minus $500 million.

In fiscal Q2 2026, the company reported record revenue of $7.9 billion, up 11% year-over-year, with gross margins of 50% and operating income rising 20% to $2.5 billion, driven by AI-related demand across leading-edge foundry, logic, DRAM, and advanced packaging segments.

Stifel analysts Brian Chin and Daniela Talio reiterated a Buy rating with a $650 price target ahead of the report, noting they expect revenue growth above their already-strong estimates. They also said their fiscal Q4 estimates are "likely conservative," given a full quarter of output from Applied's new Singapore facility, which began ramping in June.

AMAT stock had retreated from a year-to-date high of $740 to around $539 ahead of the earnings release, as broader AI and semiconductor stocks pulled back. Options markets were pricing in a potential post-earnings move of approximately 6-7%.

Nu Holdings (NYSE: NU) — After Market Close

Nu Holdings is the parent of Nubank, the digital bank with more than 100 million customers across Brazil, Mexico, and Colombia. The company has no physical branches, operating entirely through smartphone apps — a cost structure that has allowed it to grow rapidly while maintaining profitability.

Nu is scheduled to report second-quarter 2026 results after the market closes today. Analysts expect quarterly revenue growth of approximately 49% year-over-year, with earnings per share of $0.19, compared to $0.12 in the year-ago quarter. Revenue estimates range widely by analyst, reflecting varying views on the company's monetization trajectory.

For the full year 2026, the Wall Street consensus calls for total revenue growth of approximately 41%, with EPS of $0.58. Despite those expectations, Nu stock was down approximately 19% year-to-date ahead of the report, trading at around $13.56.

More than half of all Brazilian adults are Nu customers. The Mexico operation has grown to roughly 15 million customers, representing about 15% of Mexican adults, even though Nu only entered that market in 2019. Analysts will focus on customer monetization rates, credit quality, and any updates on the company's push into the U.S. market.

Tapestry (NYSE: TPR) — Before Market Open

Tapestry is the New York-based luxury goods company that owns Coach, Kate Spade New York, and Stuart Weitzman. The company reports fiscal fourth-quarter and full-year 2026 results before the opening bell on Thursday, with a conference call at 8:00 a.m. ET.

Analysts expect fiscal Q4 earnings per share of approximately $1.27 to $1.28 on revenue of roughly $1.87 billion. Seventeen analysts cover the company, with EPS projections ranging from $1.20 to $1.42 — a wide range that reflects differing views on promotional intensity and demand across the Coach and Kate Spade brands.

Key items investors will watch include comparable store sales trends across all three brands, gross margin performance, international growth particularly in Asia, inventory levels, and most importantly, fiscal 2027 guidance. Management's commentary on the health of the accessible luxury consumer will be closely followed.

Other Notable Companies Reporting Today

Several other companies are also scheduled to report earnings on August 13. Birkenstock Holding (NASDAQ: BIRK), the German footwear brand, is expected before the open with EPS estimates of $0.76. JD.com (NASDAQ: JD), one of China's largest e-commerce retailers, reports before the open as well. YETI Holdings (NYSE: YETI), the premium outdoor lifestyle brand, is also on the calendar before the opening bell with an EPS estimate around $0.54-$0.67.

After the bell, dLocal Limited, a payments infrastructure company operating in high-growth emerging markets, also reports.

Key Storylines to Watch

AI Capital Spending and Semiconductor Equipment Demand

The most important storyline surrounding today's earnings calendar is whether AI-driven capital spending continues to translate into revenue acceleration at Applied Materials. The company sits in the middle of the AI buildout: every chip used in a data center must be manufactured, and Applied Materials makes a significant portion of the equipment required to do so.

Leading chip makers have increased capital expenditure guidance throughout 2026, citing accelerating AI demand. If Applied's results confirm that spending is flowing through to equipment orders, it will be a positive signal for the broader semiconductor equipment sector, including peers such as Lam Research (LRCX) and KLA Corporation (KLAC).

Latin American Fintech Competition

Nu Holdings' results will be watched for signs of whether the company can maintain its competitive advantages as rivals intensify their digital banking push across Brazil and Mexico. Analysts have flagged rising competition — particularly from Mercado Pago — as a key risk. At the same time, Nu has consistently maintained its monthly average cost to serve per active customer at around $0.80, a structural efficiency advantage. Strong customer monetization figures and stable credit quality would likely be viewed favorably.

Accessible Luxury Consumer Health

Tapestry's results will offer a gauge on the so-called accessible luxury consumer — shoppers who buy premium branded products but are more price-sensitive than ultra-high-net-worth buyers. How the Coach brand is performing in North America, whether Kate Spade has stabilized, and how international markets are trending will all be key data points for the broader retail sector.

Market Impact

Applied Materials results will directly affect the iShares Semiconductor ETF (SOXX) and the VanEck Semiconductor ETF (SMH), both of which carry AMAT as a significant holding. Strong results or guidance upgrades from Applied could boost sentiment across the semiconductor equipment sector, while a miss or cautious outlook could weigh on peers.

Nu Holdings is the largest component of several emerging markets and fintech-focused ETFs. A strong quarter could lift sentiment around Latin American fintech broadly. Tapestry results will be watched by investors holding consumer discretionary ETFs and retail-sector funds.

With 315 companies reporting today across the full market — 72 before the open and 69 after the close — the overall volume of data is significant, though Applied Materials is the single most watched name given its market capitalization of more than $430 billion and its central role in the AI semiconductor supply chain.

What Investors Should Watch Next

Following today's results, investors should listen to Applied Materials' conference call at 4:30 p.m. ET for commentary on customer demand trends, backlog, and full-year fiscal 2026 guidance. Any updates on the Singapore facility ramp and DRAM demand will be particularly closely watched.

On Friday, August 14, a smaller number of companies are expected to round out the week's earnings calendar. Next week's schedule will likely include additional retail, energy, and technology companies reporting.

Investors should also keep an eye on macroeconomic releases this week. The Federal Reserve held the federal funds rate steady at 3.50%–3.75% at its July 29 FOMC meeting, though CME FedWatch data reflects ongoing debate about whether additional rate hikes remain possible later in 2026.

Conclusion

August 13, 2026, is one of the more consequential single-day earnings calendars of the current reporting season. Applied Materials' results are the key event — a beat and raised guidance would signal that AI capital spending is translating into durable revenue growth for semiconductor equipment makers. Nu Holdings and Tapestry round out the day with insights into emerging market banking and consumer spending. All three reports are worth watching regardless of whether you hold the stocks directly, as their results carry implications across multiple sectors and asset classes.

Sources

• Applied Materials investor relations: https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-report-fiscal-third-quarter-2026-results-aug
• Kiplinger, Earnings Calendar and Analysis for This Week (August 10-14): https://www.kiplinger.com/investing/stocks/17494/next-week-earnings-calendar-stocks
• Digrin, Stock Earnings Calendar Aug 13, 2026: https://www.digrin.com/stocks/earnings_calendar
• Benzinga, Applied Materials Stock: What to Expect From Q3 Earnings, August 9, 2026: https://www.benzinga.com/markets/equities/26/08/61064204/applied-materials-stock-what-to-expect-from-q3-earnings-on-august-13
• The Motley Fool, Nu Holdings' Next Earnings Report on Aug. 13 Could Send the Stock Soaring, August 11, 2026: https://www.fool.com/investing/2026/08/11/nu-holdings-next-earnings-report-on-aug-13-could-send-the-stock-soaring-heres-why
• Alphastreet, Tapestry (TPR) Q4 2026 Preview: https://news.alphastreet.com/tapestry-tpr-q4-2026-preview-eps-est-1-28-reports-august-13/amp
• Investopedia, Here's How Much Applied Materials Stock Is Expected to Move After Earnings: https://www.investopedia.com/here-is-how-much-applied-materials-stock-is-expected-to-move-after-earnings-amat-q3-fy2026-12057305
• MarketBeat, Tapestry (TPR) to Announce Quarterly Earnings on Thursday: https://www.marketbeat.com/instant-alerts/tapestry-tpr-to-announce-quarterly-earnings-on-thursday-2026-08-06
• Nu Holdings Q2 2026 Earnings Report, MarketBeat: https://www.marketbeat.com/earnings/reports/2026-8-13-nu-holdings-ltd-stock