| AMD |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$11.6B vs. cons $11.345B (Visible Alpha, Aug 4, 2026) |
HIGH |
| AMD |
Report |
Data Center Revenue (Q2 2026) |
BEAT |
pred ~$6.9B vs. cons $6.638B (Visible Alpha, Aug 4, 2026) |
HIGH |
| AMD |
Report |
Non-GAAP Gross Margin (Q2 2026) |
IN-LINE |
pred ~56.2% vs. cons 56.0% (Visible Alpha, Aug 4, 2026) |
MEDIUM |
| AMD |
Guide |
Revenue (Q3 2026) |
BETTER |
guide ~$12.75B vs. cons $12.37B (Visible Alpha, Aug 4, 2026) |
MEDIUM |
| AMD |
Guide |
Revenue (FY 2026) |
BETTER |
guide ~$52.5B vs. cons $50.41B (Visible Alpha, Aug 4, 2026) |
MEDIUM |
| AMD |
Guide |
Non-GAAP Gross Margin (Q3 2026) |
LOWER |
guide ~55.5% vs. cons ~56.5% (UNVERIFIED) |
LOW |
| AMD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| AMD |
Return |
5-day cumulative residual |
+8.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side revises Q3/Q4 estimates up on genuine revenue raise; gross margin guide lower is a partial offset but does not flip the direction; AMD follows through as Data Center AI CAGR confidence builds |
MEDIUM |