AMD reports third-quarter results on Tuesday, Nov. 3, after the bell, with its stock up 165.22% this year and market cap near $926.5 billion. Last quarter, revenue rose 50.1% to $11.54 billion, beating the $11.31 billion consensus, and Data Center revenue more than doubled to $6.72 billion, or 58% of sales. Management guided Q3 revenue to about $13 billion, plus or minus $300 million, with non-GAAP gross margin near 56%. Key points to watch include Helios shipments, tight EPYC supply and whether Q4 revenue meets the $16.14 billion consensus. AMD trades at about 36x the 2027 EPS consensus of $15.7629, but in the Q4 2025 report it beat EPS estimates by 15.98% and shares still fell 17.31%.
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/28/2026 | 215.38 |
| Change that session | -1.17% |
QQQ
• NeutralInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/28/2026 | 725.61 |
| Change that session | +0.60% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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