Advanced Micro Devices Inc. (NASDAQ: AMD) beats the adjusted Non-GAAP EPS consensus of approx. $1.34 per share in its Q2 2026 results (August 4, 2026)
Hit
✦ AI-generated prediction
Published on 17. July 2026
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Predicted for 4. August 2026
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Based on: Historical Cycle
AMD has consistently beaten EPS consensus in recent quarters. AI-GPU revenue from the MI300 series is estimated by analysts to have grown approximately 189% YoY (new forecast: $48.5B total AMD revenue for 2026); hyperscaler orders (Microsoft Azure, Google Cloud, Meta) are structurally robust. The July 17 price selloff (-7%) reflects market AI capex skepticism, not fundamental demand weakness. The $1.34 consensus is considered conservative; some analysts project up to $1.61. Revenue consensus for Q2 2026: $11.25B. No specific prediction market data available for AMD Q2.
Data basis for this prediction
- AMD Q2-2026-Earnings-Termin: 4. August 2026 (AMD Investor Relations / WallStreetHorizon)
- AMD EPS-Konsens Q2 2026: 1,34 USD; höhere Schätzungen bis 1,61 USD (TipRanks / Investing.com, Juli 2026)
- AMD KI-GPU-Umsatzprognose 2026: ~48,5 Mrd. USD (+189% YoY) (Capital.com, Juni 2026)
- AMD Umsatz-Konsens Q2 2026: 11,25 Mrd. USD (Yahoo Finance, Juli 2026)
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 meldete am 4. August 2026 einen bereinigten Non-GAAP-EPS von 1,66 USD und übertraf damit den zum Berichtszeitpunkt gültigen Konsens von ca. 1,61–1,62 USD um rund 0,05 USD. Der in der Vorhersage genannte Konsens von 1,34 USD war bereits beim Erstellen der Prognose der konservative Ausgangswert; die Vorhersage hatte ausdrücklich darauf hingewiesen, dass einige Analysten bis zu 1,61 USD erwarteten. Der Gesamtumsatz betrug 11,54 Mrd. USD (+50 % YoY), ebenfalls über dem Konsens von ~11,25–11,31 Mrd. USD. Das Data-Center-Segment verdoppelte sich auf 6,7 Mrd. USD (+107 % YoY), was die KI-GPU-Nachfragestärke der MI300-Serie bestätigte. Die Kernannahme der Vorhersage – konsistente Konsensübertrefffung durch strukturell robuste KI-/Hyperscaler-Nachfrage – trat vollständig ein. Quellen: ir.amd.com/news-events/press-releases/detail/1295, cnbc.com/2026/08/04/amd-earnings-report-q2-2026, news.alphastreet.com/amd-q2-2026-revenue-and-earnings-beat-analysts-estimates
💻 Technology
✦ AI
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%.
💻 Technology
✦ AI
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.
💻 Technology
✦ 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.