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
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Predicted for 4. August 2026
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Based on: Historical Cycle
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.
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.