📈 Economy · Next Month

Advanced Micro Devices (NASDAQ: AMD) beats the adjusted Non-GAAP EPS consensus of approx. USD 1.34 in Q2 2026 results (August 4, 2026, after market close)

Hit ✦ AI-generated prediction Published on 19. July 2026 · Predicted for 4. August 2026 · Based on: Historical Cycle

Probability

68%

Consensus: ~USD 1.34 Non-GAAP EPS (+396% YoY vs. Q2 2025: USD 0.27). AMD beat in 3 of the last 4 quarters, driven by strong AI GPU demand (MI300X/MI350 datacenter accelerators) and share gains vs. NVIDIA in high-performance computing. High-end analyst estimates reach USD 1.62 – well above consensus. The AI chip cycle remains intact in Q2 2026.

Data basis for this prediction

AMD Q2 2026: Berichtstermin 4. August, EPS-Konsens $1,34 (Pluang/Yahoo Finance, Juli 2026)
AMD: 3 von 4 letzten Quartalen Beat (TipRanks, Juli 2026)
AMD KI-GPU-Nachfrage MI350: Capital.com Analyse, Juni 2026

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 4. August 2026 nach Börsenschluss einen Non-GAAP-EPS von 1,66 USD und übertraf damit sowohl den in der Vorhersage genannten Konsens von ~1,34 USD als auch den zum Berichtszeitpunkt aktualisierten Analystenkonsens von ~1,60–1,62 USD. Der tatsächliche EPS-Überraschungseffekt lag bei ca. +3,75 % gegenüber dem revidierten Konsens. Der Umsatz erreichte mit 11,5 Mrd. USD ebenfalls einen Rekord (+50 % YoY), das Datacenter-Segment verdoppelte sich auf 6,7 Mrd. USD (+107 % YoY) – getrieben von starker Nachfrage nach Instinct-GPUs und EPYC-Prozessoren, genau wie in der Prognose begründet. Quellen: ir.amd.com (Pressemitteilung Q2 2026), CNBC (cnbc.com/2026/08/04/amd-earnings-report-q2-2026.html), Yahoo Finance / Motley Fool Earnings Call Transcript.

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