Advanced Micro Devices (NASDAQ: AMD) reports Q3 FY2026 revenue above $12.7 billion — quarterly earnings November 3, 2026 after market close, confirmed by AMD Investor Relations or Bloomberg by November 4, 2026
Hit
✦ AI-generated prediction
Published on 4. October 2026
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Predicted for 3. November 2026
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Based on: Historical Cycle
AMD issued Q3 FY2026 (July–September) revenue guidance of $13.0 billion ± $300 million (range: $12.7–$13.3 billion). Wall Street consensus stands at approximately $12.4 billion. This prediction tests whether AMD hits at least the lower bound of its own guidance ($12.7 billion). Drivers: AI accelerator demand remains high (hyperscaler MI300X/MI325X orders growing); AMD Data Center segment has posted double-digit YoY growth for five consecutive quarters. AMD has beaten its own guidance in 5 of the last 6 quarters. Risk: macro cooling (NFP 29,000, recession fears) could dampen enterprise demand.
Data basis for this prediction
- AMD Q3 FY2026 Umsatz-Guidance: 13,0 Mrd. USD ± 300 Mio. USD (AMD IR / DividendCalculator.co, September 2026)
- Wall-Street-Konsensschätzung AMD Q3 FY2026: ca. 12,4 Mrd. USD (TipRanks / MarketBeat, Stand 4. Oktober 2026)
- AMD Q3 FY2025 Umsatz (Vergleichsbasis): 6,82 Mrd. USD (AMD IR, Oktober 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 meldete am 3. November 2026 nach Börsenschluss einen Q3-FY2026-Umsatz von 13,4 Milliarden USD — deutlich über dem Schwellenwert von 12,7 Mrd. USD und über der eigenen Guidance-Mitte von 13,0 Mrd. USD. Der tatsächliche Umsatz übertraf auch den Wall-Street-Konsens (13,12 Mrd. USD). Treiber war das Datenzentrum-Segment mit einem Rekordumsatz von 8,5 Mrd. USD (+97 % YoY), angetrieben durch EPYC-Prozessoren und den Launch der AMD Instinct MI450-GPUs. Quellen: AMD Newsroom (newsroom.amd.com), GlobeNewswire, SEC Form 8-K, Benzinga Earnings Call Transcript.
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Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.
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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.