AMD · News · 20260815N
Revenue Performance and Mix
ADVANCED MICRO DEVICES INC · 2026-08-15 · Importance 69 · Surprise 64 · No source text
AMD reported second-quarter revenue of $11.54 billion, representing 50.1% year-over-year growth. Second-quarter earnings were $1.66 per share and exceeded analyst expectations. The reported growth was attributed to optimism around AMD’s AI and data-center businesses, although the digest provides no segment-level revenue breakdown.
Key facts
- AMD reported Q2 revenue of $11.54 billion, up 50.1% year-over-year. source
- AMD reported Q2 EPS of $1.66 and Q2 revenue of $11.54 billion. source
- Dockside LLC acquired 4,254 shares of Advanced Micro Devices (AMD) stock during the second quarter, valued at approximately $2.47 million. source
- Insider selling related to AMD totaled $74.7 million. source
- Jennison Associates LLC increased its holdings in AMD by 5.8% during the second quarter to 9,972,952 shares valued at $5.79 billion. source
- Institutional investors now own 71.34% of AMD. source
- Jennison Associates LLC's position in AMD is the 8th largest in its portfolio and represents about 3.5% of its investments. source
- Analysts' average price target for AMD is $546.87. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +33.4% | AMD reported Q2 revenue of $11.54 billion, up 50.1% year-over-year. |