| AMD |
Report |
Revenue |
BEAT |
pred ~$11.52B vs. cons $11.345B |
MEDIUM |
| AMD |
Report |
Data Center revenue |
BEAT |
pred ~$6.74B vs. cons $6.638B |
MEDIUM |
| AMD |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$1.64 vs. cons $1.611 |
MEDIUM |
| AMD |
Guide |
Revenue (Q3 2026) |
UNCHANGED |
guide ~$12.70B vs. cons $12.633B |
LOW |
| AMD |
Guide |
Non-GAAP gross margin (Q3 2026) |
UNCHANGED |
guide ~56.0% vs. cons ~55.7% |
LOW |
| AMD |
Guide |
Helios / MI450 deployment timing (Q3-Q4 2026) |
UNCHANGED |
initial Q3 volume and meaningful Q4 ramp reaffirmed |
MEDIUM |
| AMD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| AMD |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Q3 estimate upside is too small to offset a high forward bar |
LOW |