AM

Advanced Micro Devices Inc.

AMD · Advanced Micro Devices Inc. · Semiconductors

Up next day
5/12
42%
Fell despite growth
6/12
Good earnings ignored
Avg earnings move
±8.0%
typical swing on earnings
Price when beating
-1.3%
avg over 10 beats
Biggest single move
+18.6%
'26.3 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 5 of 10 beats (50%)
Moves in line with results — fairly predictable
Avg -1.3% on a beat, -4.5% on a miss
vs Semiconductors sector avg (9 peers)
This
-1.8%
Sector
-0.4%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
e.g. 6/2026 — a quarter that moved opposite; the company’s guidance then

Outlook AMD's outlook statements are based on current expectations. The following statements are forward-looking and actual results could differ materially depending on market conditions and the factors set forth under Cautionary Statement below. For the third quarter of 2026, AM

Earnings timeline · tap a bar for that quarter

Nov 3After close
'26.9 expectedEst. EPS $1.93
Quarter ended 6/2026
Reported 2026-08-04
Next-day move
-7.0%
After 5 days -8.5%
vs Consensus$1.61→$1.66+3.2% beat
Beat by +3.2% but stock -7.0%
EPS
$1.66
YoY +246%
Revenue
$11.5B
YoY +50%
Next-Q guidance
+13%
~$13.0B est.
Next-quarter guidance (company outlook)

Outlook AMD's outlook statements are based on current expectations. The following statements are forward-looking and actual results could differ materially depending on market conditions and the factors set forth under Cautionary Statement below. For the third quarter of 2026, AM

Price around earnings
Fell despite growthvs market -6.8%pNext-Q rev guidance +13%+52% run-up before

Earnings trend · last 12 quarters

EPS$1.66YoY +246%
'23.9'26.6
Revenue$11.5BYoY +50%
'23.9'26.6

Price vs earnings · last 12 quarters

↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
5x42%
Disappointment
weak · down ↓
1x8%
Good earnings ignored
good · down ↓
6x50%
← ← Weak earningsStrong earnings → →

Even on good earnings, the price often fell — earnings poorly reflected · 6 of 12q (50%)

Community · AMD

What do you think of this stock's earnings pattern?

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