AMD (NASDAQ: AMD) reports Q3 FY2026 quarterly revenue above $13.0 billion (earnings report November 3, 2026)
Hit
✦ AI-generated prediction
Published on 2. October 2026
·
Predicted for 3. November 2026
·
Based on: Historical Cycle
AMD posted a record $9.2 billion in Q3 2025 (+36% YoY, beating $8.7B consensus). For Q3 2026, AMD guided $12.7–$13.3 billion; Bloomberg analyst consensus is $12.4–12.97 billion, slightly below AMD's own guidance. The $13.0 billion threshold sits at the midpoint of AMD's own guidance range and should be achievable given AMD's consistent track record of beating its own guidance. Main driver: Data Center segment with Instinct MI350/MI400 AI accelerators (sourced by Microsoft, Meta, Google). Kalshi markets flag AMD as a 2026 semiconductor outperformer. No explicit Polymarket/Kalshi market for exact Q3 revenue; calibrated to ~62% based on guidance midpoint and AMD's beat history.
Data basis for this prediction
- AMD Q3 2025: Rekordumsatz 9,2 Mrd. USD (+36 % YoY), Konsens 8,7 Mrd. USD übertroffen (AMD Investor Relations / AMD Newsroom, 29. Oktober 2025)
- AMD Q3 FY2026 Guidance: 12,7–13,3 Mrd. USD; Analystenkonsens LSEG/MarketBeat: 12,4–12,52 Mrd. USD (MarketBeat / Investing.com, Oktober 2026)
- AMD Q3 FY2026 Earnings-Datum: 3. November 2026, nach Börsenschluss (AMD IR Calendar / Investing.com, Oktober 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 3. November 2026 einen Q3-FY2026-Umsatz von 13,4 Milliarden USD – deutlich über der Vorhersageschwelle von 13,0 Milliarden USD und über dem Analystenkonsens von 13,12 Milliarden USD (+45 % YoY, neuer Rekord). Haupttreiber war das Data-Center-Segment mit +97 % YoY, angeführt von AMD Instinct MI450 GPUs und EPYC CPUs. AMD übertraf damit erneut die eigene Guidance (Midpoint 13,0 Mrd.) und bestätigte die historische Tendenz, Erwartungen zu schlagen. Quellen: AMD Newsroom (newsroom.amd.com/news/amd-reports-third-quarter-2026-earnings/), GlobeNewswire, TechPowerUp, SEC Form 8-K.
💻 Technology
✦ AI
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.
💻 Technology
✦ AI
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%.
💻 Technology
✦ AI
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.