AMD
Advanced Micro DevicesPrevious close
504.80
Change
−61.62 / −10.88%
Market Cap
$817B
1M
−17.48%
S&P 500 −0.91% over same period
Volume / Avg Volume
39.8M / 18.9M
2.11× average
Latest earnings analysisFY2026 Q2Reported 2026-08-04
AMD Q2 FY2026: revenue $11.54 billion, EPS $1.38, Q3 guide $13 billion
AMD's second quarter of fiscal 2026 was a record on both revenue and profit: revenue of $11.54 billion, up 50.0% year-over-year, with non-GAAP EPS of $1.66 beating the $1.63 consensus estimate. Data Center did the heavy lifting at $6.72 billion, or 58.2% of sales. Guidance for the next quarter points to $13 billion, so the growth story is intact — the open questions are customer concentration and cash conversion.
Read the full analysis →Revenue$11.54BYoY +50.10%
EPS (non-GAAP)$1.66Beatest. $1.63
Next-quarter revenue guidance$13.00B ±2.3%YoY +12.70%
Next-day move−7.04%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-08-04 | $11.5B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-05-05 | $10.3B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-03 | $34.6B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-11-04 | $9.2B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-08-05 | $7.7B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-06 | $7.4B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 54 of its 5-year rangeMid-range
5-year range 80.8 – 1,725.0 · Median 132.2
Last 4 quarters: $310M in buybacks + $0 in dividends, 0.04% of market cap combined
P/E (TTM)
143.0
P/B
13.7
P/S
22.3
PEG
0.74
Earnings Reaction
Over the last 6 reports, the stock moved ±8.9% on average on the first trading day after, rising 3 times
Most recent −7.04%
Guidance Credibility
Of the last 2 next-quarter revenue guides, 2 were met; actual results averaged 3.5% above guidance
Volatility & Correlation
1-year beta 3.29 · Correlation with S&P 500 0.61High beta
Annualized volatility 69% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 5 · $78.2MNet selling $78.2M
- 10-15Norrod Forrest EugeneEVP & GM DSGSell$9.3M17,262 shares · 9 trades · Avg price 540.70
- 09-15Norrod Forrest EugeneEVP & GM DSGSell$8.7M17,261 shares · 9 trades · Avg price 503.05
- 09-10Su Lisa TChair, President & CEOSell$48.1M95,000 shares · 22 trades · Avg price 506.80
- 08-25Hu Jean X.EVP, CFO and TreasurerSell$7.1M15,000 shares · 8 trades · Avg price 474.08
- 08-24Norrod Forrest EugeneEVP & GM DSGSell$5.0M10,700 shares · 9 trades · Avg price 462.78
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 11.54 | +50.1% | 53.8% | 2.30 | 1.38 |
| FY2026 Q1 | 10.25 | +37.8% | 52.8% | 1.38 | 0.84 |
| FY2025 Q4 | 10.27 | +34.1% | 54.3% | 1.51 | 0.92 |
| FY2025 Q3 | 9.25 | +35.6% | 51.7% | 1.24 | 0.75 |
| FY2025 Q2 | 7.69 | +31.7% | 39.8% | 0.87 | 0.54 |
| FY2025 Q1 | 7.44 | +35.9% | 50.2% | 0.71 | 0.44 |
| FY2024 Q4 | 7.66 | +24.2% | 50.7% | 0.48 | 0.30 |
| FY2024 Q3 | 6.82 | +17.6% | 50.1% | 0.77 | 0.47 |
| FY2024 Q2 | 5.84 | +8.9% | 49.1% | 0.27 | 0.16 |
| FY2024 Q1 | 5.47 | +2.2% | 46.8% | 0.12 | 0.07 |
| FY2023 Q4 | 6.17 | +10.2% | 47.2% | 0.67 | 0.42 |
| FY2023 Q3 | 5.80 | +4.2% | 47.4% | 0.30 | 0.18 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| AMD | 143.0 | +50.1% | 53.8% | −17.48% | Bullish |
| NVDA | 25.8 | +105.9% | 75.0% | −10.39% | Bullish |
| AAPL | 39.3 | +16.4% | 50.1% | +3.49% | Bullish |
| MSFT | 27.2 | +18.8% | 67.8% | +1.76% | Bullish |
| AVGO | 40.4 | +85.5% | 69.1% | −7.15% | Bullish |
| MU | 11.8 | +379.3% | 86.8% | −16.93% | Bullish |
| INTC | — | +20.9% | 43.0% | −45.30% | Bullish |
| PLTR | 156.5 | +92.8% | 84.7% | −1.57% | Bullish |
| ORCL | 21.5 | +29.6% | — | −4.83% | Bullish |