AMDQ2 20261/5Estimate vs Actual
Earnings per Share
$1.66
+ 2.0% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
Advanced Micro Devices Q2 2026 · Story
Read the quarter card by card, ready to share.
AMDQ2 20261/5AMDQ2 20262/5Guidance
Revenue
- Company Guidance
- 12.7 – 13.3 billion
- Market Estimate
- 12.52 billion
Even Low End 1.4% Above Estimate ▲
Gross Margin (Non-GAAP)
- Company Guidance
- 56%
Flat Trend
Operating Expenses (Non-GAAP)
- Company Guidance
- 3.65 billion
Spending Accelerating ▼
AMDQ2 20263/5Price Reaction
First Full Session
− 7.0%
From the report-day close to the next session's close.
AMDQ2 20264/5In 30 Seconds
Revenue rose 50% to a record $11.54B, and adjusted EPS of $1.66 beat the $1.62 estimate.
- Data center revenue more than doubled, up 107% to $6.72B; Q3 revenue guidance is $13.0B (±$0.3B).
- The stock fell about 9% after hours as guidance came in below the market's more optimistic $14B scenario.
First point of the analysis's “In 30 Seconds”.
Full AnalysisAMDQ2 20265/5Score
80/ 100
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