Added to YB: 2026-08-21
Pitch date: 2026-08-19
AMD [neutral]
Advanced Micro Devices, Inc.
+0.8%
current return
Author Info
No bio for this author
Company Info
Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded.
Market Cap
$761.4B
Pitch Price
$465.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
75.91
P/E
119.05
EV/Sales
18.22
Sector
Semiconductors and Semiconductor Equipment
Category
growth
What AMD’s Q2 2026 Confirms (and What It Still Has to Prove)
AMD (earnings): Q2'26 rev $11.5B (+50% YoY) beat $11.35B; non-GAAP EPS $1.66 vs $1.60 est; data center $6.7B (+107%), now 58% of rev; Q3 guide ~$13B beats. Stock fell ~9% AH despite beat—priced in after +126-146% YTD run; GAAP GM 54% vs 56% est on Helios/MI450 ramp. Helios shipping, Anthropic 2GW deal, $18B design wins. Key risks: Nvidia Vera CPU competition, near-term margin pressure into 2027.
Read full article (6 min)