| AMD |
Report |
Q2 2026 revenue |
BEAT |
pred ~$11.48B vs. cons $11.30B |
MEDIUM |
| AMD |
Report |
Q2 2026 Data Center revenue |
BEAT |
pred ~$6.76B vs. cons $6.65B |
MEDIUM |
| AMD |
Report |
Q2 2026 non-GAAP gross margin |
IN-LINE |
pred ~56.2% vs. cons 56.0% |
MEDIUM |
| AMD |
Guide |
Revenue |
BETTER |
guide ~$12.8B vs. cons $12.5B (Q3 2026) |
MEDIUM |
| AMD |
Guide |
Non-GAAP gross margin |
LOWER |
guide ~56.0% vs. cons 56.3% (Q3 2026) |
MEDIUM |
| AMD |
Guide |
Implied revenue from Helios ramp commentary |
LOWER |
guide ~$15.4B vs. cons $15.7B (Q4 2026) |
LOW |
| AMD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
LOW |
| AMD |
Return |
5-day cumulative residual |
+1.0% (FADE) |
The Q3 revenue guide of ~$12.8B vs. $12.5B supports the initial move, but implied Q4 revenue of ~$15.4B vs. $15.7B and Q3 gross margin of ~56.0% vs. 56.3% limit estimate revisions and cause part of the day-1 gain to fade. |
LOW |