AMD is scheduled to report its third-quarter 2026 results on November 3, guiding to revenue of $13 billion (±$300 million), up 41% year over year and 13% sequentially, while the Zacks consensus is $13.12 billion, up 42%. The consensus EPS estimate is $1.94 per share, up 61.7% year over year, and AMD has beaten Zacks consensus earnings estimates in each of the past four quarters, by an average of 6.74%. The article says demand for EPYC server processors, Instinct MI350-series GPUs and Ryzen chips may support results, though competition from NVIDIA, Broadcom and Intel adds pressure. AMD shares have surged 135.7% year to date, versus 9.7% for the Zacks Computer and Technology sector, while Intel is up 78.2%, NVIDIA is up 9.8%, and Broadcom has dropped 5.8%. Its Value Score of F points to a stretched valuation, with forward 12-month price/sales of 10.27X versus the sector's 5.17X.
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AMDsemiconductorsearningsIntel
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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 11/02/2026 | 202.06 |
| Change that session | -1.26% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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