Advanced Micro Devices Inc. (NASDAQ: AMD) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. USD 1.61 per share (results August 4, 2026, after market close)
Hit
✦ AI-generated prediction
Published on 22. July 2026
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Predicted for 4. August 2026
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Based on: Historical Cycle
AMD reports Q2 2026 after market close on August 4. Non-GAAP EPS consensus approx. $1.61, revenue consensus approx. $11.29B (+47% YoY) (TipRanks/Yahoo Finance). AMD's own Q2 revenue guidance of $11.2B already exceeded the analyst consensus of $10.5B — a strong beat signal. New GPU contracts with OpenAI and Meta for 6GW MI450 deployments (first shipments H2 2026) and strong EPYC Zen 6 CPU demand support the outlook. AMD's 'Advancing AI 2026' conference (July 22–23) likely reinforced positive demand signals. AMD has beaten consensus EPS in 7 of the last 8 quarters.
Data basis for this prediction
- TipRanks / Yahoo Finance: AMD Q2 2026 Non-GAAP-EPS-Konsens 1,61 USD, Termin 4.08.2026
- TechTimes / Pluang (Juli 2026): AMD Q2-Revenue-Guidance 11,2 Mrd. USD vs. Konsens 10,5 Mrd.
- TradingKey (22.07.2026): AMD-OpenAI-/Meta-Vertrag, 6-GW MI450-GPU-Deployment ab H2 2026
- TheStreet / Goldman Sachs (Juli 2026): AMD 'powerful advantage' im Server-CPU-Markt
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
AMD berichtete am 4. August 2026 nach Börsenschluss ein Non-GAAP-EPS von 1,66 USD und übertraf damit den Konsens von ca. 1,61–1,62 USD klar. Auch der Umsatz übertraf mit 11,54 Mrd. USD die Erwartungen (Konsens: ~11,28–11,30 Mrd. USD), getrieben durch ein Data-Center-Umsatzwachstum von +107 % YoY auf 6,7 Mrd. USD. Quellen: Yahoo Finance / QZ ('AMD Q2 2026 earnings: record revenue as data center sales double'), CNBC ('AMD earnings report Q2 2026'), Shacknews ('AMD Q2 2026 earnings results beat on revenue expectations').
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PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
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CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
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✦ AI
ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.