💻 Technology
· Next Week
Advanced Micro Devices Inc. (NASDAQ: AMD) beats Q2-FY2026 earnings (August 4, 2026, after market close) adjusted non-GAAP EPS consensus of approx. USD 1.60 per share
Probability
76%
AMD guided Q2-FY2026 revenue at $11.2bn (±$300M) — up +46% y/y and +9% QoQ vs. Q1. The Data Center segment (MI300/MI350 AI accelerators, EPYC server CPUs) already grew +57% y/y to $5.8bn in Q1. AMD has beaten adjusted EPS estimates in 8 consecutive quarters (Q1-FY2026: non-GAAP EPS $1.57 vs. consensus $1.52). CEO Lisa Su cited 'accelerating demand for AI infrastructure.' No direct Polymarket data for AMD Q2; own assessment based on revenue guidance and beat history.
Data basis for this prediction
- AMD Q2-FY2026 Revenue Guidance: 11,2 Mrd. USD ±300 Mio. (AMD IR, Pressemitteilung 7. Juli 2026)
- AMD Q1-FY2026: Non-GAAP EPS 1,57 USD vs. Konsens 1,52 USD – Beat +3,3 % (AMD April 2026)
- AMD Data Center Q1-FY2026: 5,8 Mrd. USD (+57 % y/y) (AMD Pressemitteilung April 2026)
- AMD EPS-Beat-Rate: 8/8 letzte Quartale (Bloomberg/FactSet, Stand 26. 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 nach Börsenschluss einen bereinigten Non-GAAP-EPS von 1,66 USD je Aktie und übertraf damit den Konsens von ca. 1,60–1,62 USD deutlich. Der Quartalsumsatz erreichte mit 11,5 Mrd. USD ebenfalls einen Rekordwert (+50 % y/y, über der Guidance-Mitte von 11,2 Mrd. USD). Das Data-Center-Segment verdoppelte sich auf 6,7 Mrd. USD (+107 % y/y). Die Beat-Historie setzte sich damit fort. Quellen: finance.yahoo.com ('AMD Q2 2026 earnings: record revenue'), sci-tech-today.com ('Revenue Beats at $11.5 Billion'), cnbc.com ('AMD earnings report Q2 2026').