AMD
Advanced Micro Devices, Inc. · Technology · Semiconductors
$633.91
+2.95% today · +0.52% 1W
Oct 2 close or latest
PreviewWhy it's moving
Analyst target raises behind the outperformance
- AMD +2.95% on the last session vs SPY +0.74%: +2.2 pts of stock-specific move.
- 10 Reddit mentions in the past 24 hours, 78% positive over the week.
- 3 analyst actions in the past 10 days (1 positive, 0 negative); latest: B of A Securities maintained Buy, raised target $620 → $720.
- 2 insider or congressional trades in the past 30 days.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 3
In 30 days
estimated date
EPS estimate
$1.93
$1.72 to $2.03 · 39 analysts
Revenue estimate
$13.1B
$12.7B to $14.0B
Track record
5/8 beats
last 8 reports · moved ±8.8% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 4, 2026 AMC | 2Q2026 | $1.61 | $1.66 | +$0.05 (+3.2%) beat | $11.5B | -7.0% -6.8 vs SPY | -6.6% | -8.5% |
| May 5, 2026 AMC | 1Q2026 | $1.29 | $1.37 | +$0.08 (+5.8%) beat | $10.3B | +18.6% +17.2 vs SPY | +15.3% | +26.2% |
| Feb 3, 2026 AMC | 4Q2025 | $1.32 | $1.53 | +$0.21 (+16.0%) beat | $10.3B | -17.3% -16.8 vs SPY | -11.2% | -11.8% |
| Nov 4, 2025 AMC | 3Q2025 | $1.17 | $1.20 | +$0.03 (+2.5%) beat | $9.2B | +2.5% +2.2 vs SPY | -2.7% | -5.0% |
| Aug 5, 2025 AMC | $0.48 | $0.48 | $0.00 (0.0%) in line | — | -6.4% -7.2 vs SPY | -5.3% | +0.4% | |
| May 6, 2025 AMC | $0.93 | $0.96 | +$0.03 (+3.2%) beat | — | +1.8% +1.3 vs SPY | +2.2% | +14.0% | |
| Feb 4, 2025 AMC | $1.09 | $1.09 | $0.00 (0.0%) in line | — | -6.3% -6.7 vs SPY | -9.9% | -7.0% | |
| Oct 29, 2024 AMC | $0.92 | $0.92 | $0.00 (0.0%) in line | — | -10.6% -10.3 vs SPY | -8.0% | -14.8% | |
| Jul 30, 2024 AMC | $0.68 | $0.69 | +$0.01 (+1.5%) beat | — | +4.4% +2.7 vs SPY | +8.9% | -6.0% | |
| Apr 30, 2024 AMC | $0.61 | $0.62 | +$0.01 (+1.6%) beat | — | -8.9% -8.6 vs SPY | -6.5% | -2.5% | |
| Jan 30, 2024 AMC | $0.77 | $0.77 | $0.00 (0.0%) in line | — | -2.5% -0.9 vs SPY | -3.7% | -2.4% | |
| Oct 31, 2023 AMC | $0.68 | $0.70 | +$0.02 (+2.9%) beat | — | +9.7% +8.6 vs SPY | +0.1% | +15.2% | |
| Aug 1, 2023 AMC | $0.57 | $0.58 | +$0.01 (+1.8%) beat | — | -7.0% -5.6 vs SPY | +1.6% | -3.7% | |
| May 2, 2023 AMC | $0.56 | $0.60 | +$0.04 (+7.1%) beat | — | -9.2% -8.5 vs SPY | -7.1% | +5.7% | |
| Jan 31, 2023 AMC | $0.67 | $0.69 | +$0.02 (+3.0%) beat | — | +12.6% +11.6 vs SPY | +4.4% | +14.3% | |
| Nov 1, 2022 AMC | $0.70 | $0.67 | −$0.03 (−4.3%) miss | — | -1.7% +0.8 vs SPY | +5.6% | +7.0% | |
| Aug 2, 2022 AMC | $1.04 | $1.05 | +$0.01 (+1.0%) beat | — | -1.2% -2.8 vs SPY | -4.5% | -3.8% | |
| May 3, 2022 AMC | $0.92 | $1.13 | +$0.21 (+22.8%) beat | — | +9.1% +6.0 vs SPY | +7.7% | -2.6% | |
| Feb 1, 2022 AMC | $0.76 | $0.92 | +$0.16 (+21.1%) beat | — | +5.1% +4.2 vs SPY | +11.2% | +9.8% | |
| Oct 26, 2021 AMC | $0.66 | $0.73 | +$0.07 (+10.6%) beat | — | -0.5% -0.1 vs SPY | -1.1% | +3.8% | |
| Jul 27, 2021 AMC | $0.54 | $0.63 | +$0.09 (+16.7%) beat | — | — | — | — | |
| Apr 27, 2021 AMC | $0.44 | $0.52 | +$0.08 (+18.2%) beat | — | — | — | — | |
| Jan 26, 2021 AMC | $0.48 | $0.52 | +$0.04 (+8.3%) beat | — | — | — | — | |
| Oct 27, 2020 BMO | $0.36 | $0.41 | +$0.05 (+13.9%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $1.93 (39) | $1.72 – $2.03 | +61% | +6.6% | ▲25 ▼3 | $13.1B | +41% |
| Next quarter · Dec 31, 2026 | $2.65 (39) | $1.93 – $3.22 | +73% | +2.5% | ▲23 ▼10 | $16.1B | +57% |
| Current year · Dec 31, 2026 | $7.58 (49) | $7.00 – $8.20 | +82% | +2.6% | ▲3 ▼1 | $50.9B | +47% |
| Next year · Dec 31, 2027 | $15.58 (50) | $9.60 – $20.25 | +106% | +18.3% | ▲3 ▼1 | $88.2B | +73% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.