AMDAdvanced Micro Devices

Next report: No date yet; none in the next 8 weeks
Last result: $1.84Beat; vs $1.68 expected on Nov 3
Stock move on it: +1.01%; one session
Typical move: ±4.0%; average over 2 reports
Price: $585.58; +5.91% today · $700B cap

Past and upcoming reports


Nov 3, 2026	Sep 30, 2026	Time not given	$1.68	Beat$1.84	Beat+9.5%	+1.01%
Aug 4, 2026	Jun 30, 2026	Time not given	$1.61	Missed$1.44	Missed−10.6%	−7.04%

After the report

Aug 4, 2026 report

This covers the Aug 4, 2026 report. The Nov 3, 2026 numbers are in the table above.

AMD beat EPS estimates, but flat 56% gross-margin guidance pressured the post-report setup

AMD reported $1.44 EPS for the quarter ended June 30, beating the $1.35 estimate by 6.7%. Revenue grew 50% year over year, data-center revenue increased 107%, and Q3 revenue guidance exceeded consensus. Shares were $483.48 on August 7, down 1.19%, while management guided to a flat 56% gross margin, highlighting execution-cost risk.

Reported against expected

Beat

Reported EPS was $1.44 versus the $1.35 estimate, a $0.09 or 6.7% beat for the quarter ended June 30.

Guidance

Raised

Q3 revenue guidance was above consensus, but gross-margin guidance remained flat at 56%.

How the stock reacted

AMD closed at $483.48 on August 7, down $5.80 or 1.19%. event-day and subsequent window returns were unavailable.

What changed

AMD delivered $1.44 EPS, while data-center revenue rose 107% and Q3 revenue guidance exceeded consensus.

What the price now assumes

The $483.48 close and 1.19% decline suggest margin-conversion concerns outweighed the reported growth signals.

What it means for the business

Maintain a constructive growth bias. upgrade only if Q3 execution lifts margins above the guided 56%.

The next one to three months, as we saw it then

Better case40%

Revenue momentum converts into improved earnings if Q3 execution demonstrates that AI infrastructure costs are not suppressing margins.

Base case40%

AMD sustains elevated revenue growth, but flat margins keep valuation and earnings-conversion concerns unresolved.

Worse case20%

High valuation becomes vulnerable if AI infrastructure costs prevent revenue growth from producing comparable earnings expansion.

If you hold it

Hold unless Q3 revenue misses guidance or gross margin falls below the guided 56%. trim if both occur.

If you are watching

Add only if Q3 revenue meets or exceeds guidance and gross margin rises above 56%. no trade if revenue meets guidance but margin stays flat.

Scenario odds are a judgement, not measured.