AMD · News · 20260806N
Revenue Performance and Mix
ADVANCED MICRO DEVICES INC · 2026-08-06 · Importance 80 · Surprise 56 · In source text
AMD reported second-quarter 2026 revenue of $11.5 billion, up 50% year over year and 13% sequentially. Data Center revenue rose 107% year over year to $6.7 billion, representing 58% of total revenue. Embedded, Client, and Gaming businesses also grew, although Gaming remained comparatively soft. AMD expects third-quarter 2026 revenue of approximately $13 billion.
Key facts
- AMD delivered record $11.5 billion revenue and $1.66 EPS in the quarter. source
- Benzinga reported Rosenblatt analyst Kevin Cassidy raised his price target to $700 citing record data center revenue and overall revenue outperformance. source
- MarketBeat reported Argus raised its price target to $625 from $450 after AMD's quarter. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | — | AMD delivered record $11.5 billion revenue and $1.66 EPS in the quarter. |