| AMD |
Report |
Revenue |
BEAT |
pred ~$11.42B vs. cons $11.30B |
MEDIUM |
| AMD |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$1.68 vs. cons $1.63 |
MEDIUM |
| AMD |
Report |
Data Center revenue |
BEAT |
pred ~$6.75B vs. cons $6.62B |
MEDIUM |
| AMD |
Guide |
3Q26 revenue |
BETTER |
guide ~$12.05B vs. cons $11.92B (2026Q3) |
MEDIUM |
| AMD |
Guide |
3Q26 non-GAAP gross margin |
LOWER |
guide ~55.5% vs. cons 55.8% (2026Q3) |
MEDIUM |
| AMD |
Guide |
4Q26 Helios/MI450 Data Center AI revenue ramp commentary |
LOWER |
guide ~$1.05B vs. cons $1.25B (2026Q4) |
LOW |
| AMD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| AMD |
Return |
5-day cumulative residual |
+1.0% (FADE) |
A ~$11.42B reported-revenue beat versus $11.30B consensus and a ~$12.05B 3Q26 guide versus $11.92B should support an initial positive reaction, but a ~55.5% 3Q gross-margin outlook versus 55.8% consensus and a more measured ~$1.05B 4Q Helios ramp versus $1.25B expected leave 2027 AI-revenue and profitability estimates vulnerable to modest downward revisions. |
MEDIUM |