Advanced Micro Devices (NASDAQ: AMD) beats Q2 2026 adjusted Non-GAAP EPS consensus of $1.61 per share (4 August 2026)
Hit
✦ AI-generated prediction
Published on 15. July 2026
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Predicted for 4. August 2026
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Based on: Historical Cycle
AMD reports on 4 August 2026 after market close; consensus: $1.61 Non-GAAP. AI GPU segment (MI300X family, MI400 pre-production) growing massively – hyperscalers (Microsoft Azure, Alphabet, Meta) increasing investment in GPU architectures beyond NVIDIA. AMD beat consensus in 5 of last 6 quarters. Data center segment grew ~80% YoY in 2025. No direct Polymarket quote; AMD historical EPS beat rate ~68–72% (FactSet average).
Data basis for this prediction
- StockTitan / Investing.com: AMD Q2 2026 Ergebnistermin 4. August 2026 nach Börsenschluss
- AMD Non-GAAP EPS Konsens Q2 2026: $1,61 (Alphastreet / FactSet, Stand Juli 2026)
- AMD Datenzentrum-Segment-Wachstum ~80 % YoY in 2025 (AMD Annual Report 2025)
- FactSet: AMD EPS-Beat-Rate ~68–72 % (Historischer Durchschnitt, Stand Q4 2025)
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 einen Non-GAAP-EPS von 1,66 USD und übertraf damit den Konsens von 1,61 USD um 0,05 USD (~3 %). Der Umsatz erreichte 11,5 Mrd. USD (+50 % YoY, Rekord), das Datenzentrum-Segment verdoppelte sich auf 6,7 Mrd. USD (+107 % YoY). Quellen: AMD IR Press Release (ir.amd.com), GlobeNewswire, Alphastreet, Daily Political.
💻 Technology
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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.
💻 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.