Advanced Micro Devices (NASDAQ: AMD) beats the adjusted EPS consensus of $1.60 per share in its Q2 2026 results (August 4, 2026)
Hit
✦ AI-generated prediction
Published on 12. July 2026
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Predicted for 4. August 2026
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Based on: Historical Cycle
AMD reports Q2 2026 results after market close on August 4, 2026. The adjusted EPS consensus is $1.60–1.62 per share (16 analysts; sources: TipRanks, finbold); revenue consensus is approximately $11.36 billion. AMD benefits strongly from continued AI infrastructure demand in the data center segment (EPYC CPUs, Instinct GPUs). Goldman Sachs rates AMD as the primary AI accelerator beneficiary (price target $640). AMD's beat rate has been above consensus in each of the last four quarters. Risks: hyperscaler capex deceleration, customer inventory destocking, GPU margin pressure from competition.
Data basis for this prediction
- TipRanks AMD Earnings: Berichtsdatum 4. August 2026 nach Börsenschluss
- finbold AMD Q2 2026: Konsens-EPS 1,60 USD, Umsatzkonsens 11,36 Mrd. USD
- TradingKey: Goldman Sachs AMD-Kursziel 640 USD, KI-Nachfrage als Treiber (Juli 2026)
- Capital.com AMD Stock Forecast: Q2 Earnings & Advancing AI Event Outlook (23.06.2026)
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 – klar über dem Konsens von 1,60–1,61 USD (EPS-Überraschung: +3,11 %). Auch beim Umsatz gab es ein Beat: 11,54 Mrd. USD vs. Konsens ~11,32 Mrd. USD (+1,87 %). Das Data-Center-Segment verdoppelte sich auf rekordhohe 6,72 Mrd. USD (+107 % YoY). Die Aktie fiel dennoch ~8–9 % nachbörslich, da Investoren hohe Betriebsausgaben und die im Verhältnis zu den Erwartungen nicht spektakuläre Guidance kritisierten – die Vorhersage bezog sich aber explizit nur auf das EPS-Beat, das eindeutig eingetreten ist. Quelle: ir.amd.com (offizielle Pressemitteilung), CNBC, Yahoo Finance, Benzinga.
💻 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.