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 buy (36 buy, 13 hold, 0 sell out of 49) with an average price target of $615.07.
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…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 8.92% |
| Vanguard Capital Management, LLC | 6.49% |
| State Street Corp | 4.58% |
| Amvescap Plc. | 3.09% |
| Geode Capital Management, LLC | 2.44% |
| Vanguard Portfolio Management, LLC | 2.30% |
| T. Rowe Price Associates, Inc. | 1.77% |
| JPMorgan Chase & Co | 1.49% |
| Document | Date |
|---|---|
| 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 |
| Annual report FY2025 AMD 2025 ANNUAL REPORT SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Fiscal Year End: December 27, 2025 • Market Cap (as of June 28, 2025): $232.3 | 2026-02-04 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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 |
| Execution of agreement and issuance of warrant with strategic partner Advanced Micro Devices (AMD) executed an agreement with OpenAI on October 5, 2025, involving the issuance of warrants (options to purchase AMD stock) to OpenAI. This is a strategic partnersh | 2025-10-06 |
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Google PlayApp StoreData updated 2026-09-18.