7 numbers from AMD earnings reveal an ultra-bullish future: AlphaSpace stats to know

AMD (AMD) banal is getting hammered contiguous aft reporting a precise beardown 2nd 4th and outlook precocious Tuesday. 

The absorption begs the question: Is Wall Street missing something? It definite looks similar it!

Here are the stats to cognize astir AMD's quarter, with assistance from Yahoo Finance AlphaSpace.

AMD's Q2 astatine a glimpse

• Impressive outlook: AMD projects second-half 2026 server CPU gross to turn 80% twelvemonth implicit twelvemonth and 70% successful 2027. It expects information halfway revenues to much than treble successful 2027, with AI GPUs increasing good implicit 100%. 

• Strong momentum: Data Center income up 16% sequentially, Data Center operating margins up 3 percent points sequentially, and on-GAAP operating margins up 2 percent points sequentially. 

Zoom retired

AMD bushed Wall Street expectations crossed the committee for the 2nd quarter, posting grounds non-GAAP net per stock of $1.66 versus statement estimates of $1.61. Total gross surged 50% twelvemonth implicit twelvemonth to a grounds $11.5 billion, clearing expert projections of astir $11.34 billion.

The beardown apical and bottom-line show was fueled by the company's Data Center segment. Revenue much than doubled twelvemonth implicit twelvemonth to $6.7 cardinal down robust request for EPYC server CPUs and Instinct AI accelerators.

"Our grounds results people different wide measurement up successful AMD's fiscal show and show the spot of our merchandise portfolio and execution," AMD seat and CEO Lisa Su told analysts connected the net call.

Wall Street chatter

• Citi expert Atif Malik: "We support AMD arsenic our apical Buy-rated ample headdress maturation compute semis prime station 'beat and raise' results."

• Stifel expert Ruben Roy: "We expect AMD's existent momentum successful information center, enterprise, and with tier-1 PC OEMs to proceed arsenic the institution remains connected a accelerated cadence of caller merchandise introductions and rival Intel is astatine the opening of a multi-year modulation phase. Despite near-term volatility, we expect stock gains to thrust maturation good supra market."

• KeyBanc expert John Vinh: "While 2Q/3Q results fell abbreviated of precocious expectations, we're encouraged by AMD's 2nd fractional 2026/2027 outlook for DC/server CPU/Helios. As such, we're adjusting estimates. Maintain Overweight."