US · Technology · Semiconductors
EPS came in at 1.66 against a street estimate of 1.35 — a beat of 23.0%.
Analysts rate Advanced Micro Devices Inc a strong buy (44 buy, 11 hold, 0 sell out of 55) with an average price target of $636.21.
CONFIDENT AMD posted record $11.5B revenue (+50% YoY), driven by data center surge (58% of revenue, +107% YoY). Guided Q3 $13B; projects data center >100% growth in 2027 with Helios AI platform ramping. Q2 FY26 Analysts pressed supply constraints (chiplets help; back-end/substrate capacity expanding), gross margin durability (offset by CPU mix accretion), and 2027 revenue calibration (management implied 'well over 100%' data center, suggesting $30B+ incremental). Management emphasized customer visibility, diverse customer base beyond 3-4 anchor accounts, and data center readiness without perceived constraint. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.21% |
| Vanguard Capital Management, LLC | 6.52% |
| State Street Corp | 4.56% |
| Amvescap Plc. | 3.26% |
| JPMorgan Chase & Co | 2.47% |
| Geode Capital Management, LLC | 2.42% |
| Vanguard Portfolio Management, LLC | 2.32% |
| T. Rowe Price Associates, Inc. | 2.20% |
| Document | Date |
|---|---|
| Current report · Q3 2026 HEADLINE NUMBERS • AMD agreed to acquire all equity interests in World Labs Technologies, Inc. • Total purchase price is approximately $8.2 billion. | 2026-09-28 |
| Board / officer change · Q3 2026 AMD (ADVANCED MICRO DEVICES, INC.) - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Form 8-K filed August 17, 2026 - current report on material co | 2026-08-19 |
| Material agreement · Q3 2026 ADVANCED MICRO DEVICES, INC. — 8-K FILING SUMMARY August 13-17, 2026 --- HEADLINE NUMBERS • Total debt issuance: $4.75 billion in senior notes acro | 2026-08-17 |
| Quarterly report · Q2 2026 AMD Q2 2026 QUARTERLY REPORT SUMMARY HEADLINE NUMBERS • Q2 2026 Net Revenue: $11,536 million vs. $7,685 million in Q2 2025 (+50% YoY) • Six Months 2 | 2026-08-05 |
| Results announced · Q3 2026 AMD Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $11.5 billion, up 50% year-over-year and up 13% quarter-over-quarter • GAAP net in | 2026-08-04 |
| Board / officer change · Q2 2026 AMD EXECUTIVE COMPENSATION CHANGES - FORM 8-K SUMMARY HEADLINE NUMBERS • CEO Base Salary Increase: Lisa T. Su's annual base salary rising from $1,32 | 2026-07-01 |
| Quarterly report · Q1 2026 AMD Q1 2026 QUARTERLY REPORT SUMMARY HEADLINE NUMBERS • Net revenue: $10,253 million (Q1 2026) vs $7,438 million (Q1 2025) – 38% year-over-year incr | 2026-05-06 |
| Proxy statement · Q2 2026 ADVANCED MICRO DEVICES, INC. – 2026 PROXY SUMMARY --- CEO TOTAL COMPENSATION CEO Lisa Su's 2025 compensation: Not explicitly stated in document exc | 2026-03-27 |
Readable in the app.
| Announcement | Date |
|---|---|
| Agreed to acquire World Labs Technologies for approximately $8.2 billion AMD announced on September 26, 2026, that it will acquire World Labs Technologies for approximately $8.2 billion. The purchase price will be paid entirely in AMD stock rather than cash. The | 2026-09-28 |
| Q2 2026 results; Data Center acceleration expected in H2 2026 AMD reported exceptionally strong Q2 2026 results, with record revenue of $11.5 billion (up 50% year-over-year) and net income of $2.3 billion (up 163% YoY). The company's Data Center segmen | 2026-08-04 |
| Strategic arrangement and warrant issuance with Meta Platforms AMD announced a strategic arrangement with Meta Platforms involving the issuance of a warrant to purchase AMD common stock, dated February 23, 2026. A warrant is a financial instrument givin | 2026-02-24 |
| Record Q3 results announced; strong Q4 guidance marks clear step up in growth trajectory AMD reported record third quarter 2025 results with revenue of $9.2 billion, up 36% year-over-year, driven by strong demand for AI accelerators and processors. Key metrics: gross margin impr | 2025-11-04 |
| Equity purchase agreement with ZT Group and Sanmina Corporation AMD filed an 8-K on October 27, 2025, referencing an Equity Purchase Agreement dated May 18, 2025, involving AMD, AMD Design LLC, ZT Group International Inc., and Sanmina Corporation. The ac | 2025-10-27 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.