Advanced Micro Devices (NASDAQ: AMD) beats the adjusted Non-GAAP EPS consensus of approx. USD 1.34 in Q2 2026 results (August 4, 2026, after market close)
Pending
✦ AI-generated prediction
Published on 19. July 2026
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Predicted for 4. August 2026
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Based on: Historical Cycle
Consensus: ~USD 1.34 Non-GAAP EPS (+396% YoY vs. Q2 2025: USD 0.27). AMD beat in 3 of the last 4 quarters, driven by strong AI GPU demand (MI300X/MI350 datacenter accelerators) and share gains vs. NVIDIA in high-performance computing. High-end analyst estimates reach USD 1.62 – well above consensus. The AI chip cycle remains intact in Q2 2026.
Data basis for this prediction
- AMD Q2 2026: Berichtstermin 4. August, EPS-Konsens $1,34 (Pluang/Yahoo Finance, Juli 2026)
- AMD: 3 von 4 letzten Quartalen Beat (TipRanks, Juli 2026)
- AMD KI-GPU-Nachfrage MI350: Capital.com Analyse, Juni 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: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
📈 Economy
✦ AI
AMD guided Q2 2026 revenue of $11.2B at ~56% non-GAAP gross margin—~46% YoY growth driven by strong MI300X AI accelerator demand. Street EPS consensus: $1.62. Goldman Sachs raised its price target to $640 (upgrade), Citigroup to $575 (upgraded to Buy). AMD's 'Advancing AI' event July 22–23, 2026 showcased new AI GPU products. No specific Polymarket market for AMD Q2 found; 70% probability based on guidance quality and analyst sentiment. Risk: HBM memory supply constraints or intensified Nvidia competition.
📈 Economy
✦ AI
Intel reported Q1 2026 Non-GAAP EPS of $0.29, dramatically above the then-consensus of $0.01, on revenue of $13.6B. For Q2 2026, Intel guided $0.20 EPS and a revenue range of $13.8–14.8B; street consensus is approx. $0.21. Intel benefits from data-centre recovery (Gaudi AI accelerators, Xeon 6) and rising foundry utilisation. Intel has historically tended to guide conservatively and beat. No Polymarket market for Q2 2026 found; 65% probability based on company history. Risk: margin pressure from foundry ramp costs.
📈 Economy
✦ AI
ARM closed Q4 FY2026 with Non-GAAP EPS of $0.60—11.1% above the $0.54 consensus; FY2026 annual revenue $4.92B (+23% YoY). For Q1 FY2027, consensus EPS is approx. $0.40 and revenue $1.26B (~20% YoY growth). Drivers: AI data-centre licensing (+29% YoY in FY2026), AI-chip royalties more than doubled. ARM has beaten consensus for four consecutive quarters. 20 of 41 analysts recommend Buy. No direct Polymarket market found; 73% probability based on trend continuity. Risk: higher operating expenses (~$760M planned).