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Advanced Micro Devices (NASDAQ: AMD) beats Q2 2026 adjusted Non-GAAP EPS consensus of approx. $1.62 per share (August 4, 2026, after market close)
Probability
70%
AMD guided Q2 2026 revenue of $11.2B at ~56% non-GAAP gross margin—~46% YoY growth driven by strong MI300X AI accelerator demand. Street EPS consensus: $1.62. Goldman Sachs raised its price target to $640 (upgrade), Citigroup to $575 (upgraded to Buy). AMD's 'Advancing AI' event July 22–23, 2026 showcased new AI GPU products. No specific Polymarket market for AMD Q2 found; 70% probability based on guidance quality and analyst sentiment. Risk: HBM memory supply constraints or intensified Nvidia competition.
Data basis for this prediction
- MarketChameleon – AMD earnings date: 4. August 2026, EPS-Konsens $1,62 (Stand Juli 2026)
- AMD Q2 2026 Guidance: Revenue $11,2 Mrd., Non-GAAP-Bruttomarge ~56 % (AMD Investor Relations)
- TechTimes – AMD Q2 Earnings Preview: Goldman Sachs Kursziel $640, Citigroup $575 (Stand 13. Juli 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 berichtete am 4. August 2026 ein Non-GAAP-EPS von 1,66 USD je Aktie und übertraf damit den Konsens von ca. 1,62 USD deutlich. Der Umsatz lag bei 11,5 Mrd. USD (vs. Konsens ~11,3 Mrd. USD) – ebenfalls ein Beat. Quellen: ir.amd.com Pressemitteilung, CNBC Q2-2026-Bericht, MarketBeat Earnings-Transcript. Trotz des Doppel-Beats fiel die Aktie ~7 % nachbörslich, da Investoren die Guidance als nicht spektakulär genug im Verhältnis zu hohen Erwartungen werteten – das betrifft aber die Kursreaktion, nicht die Vorhersage selbst.