AMD Posts Record Q2 Revenue of $11.5B as Data Center Sales More Than Double
AMD has more than doubled off its 52-week low of $149.22.
Summary
AMD posted record Q2 2026 revenue of $11.5 billion, up 50% year-over-year, with Data Center revenue more than doubling. The company guided Q3 revenue to approximately $13 billion, indicating accelerating growth.
Key Events · Earnings and Guidance · AMD
-
Record Q2 Revenue
Revenue reached $11.5 billion, up 50% year-over-year, driven by a 107% surge in Data Center revenue to $6.7 billion.
-
Earnings Beat
Non-GAAP diluted EPS of $1.66 exceeded the year-ago $0.48 by 246%, while GAAP EPS of $1.38 compared to $0.54 a year earlier.
-
Strong Q3 Guidance
AMD guided Q3 2026 revenue to approximately $13 billion, implying 41% year-over-year growth and a 13% sequential increase from Q2's record.
-
Data Center Momentum
Data Center operating income swung to $2.1 billion from a loss a year ago, with operating margin reaching 31%, reflecting the ramp of Instinct GPUs and EPYC CPUs.
Analysis · AMD · Manufacturing
A standout quarter saw revenue surge 50% year-over-year to a record $11.5 billion, fueled by a 107% jump in Data Center revenue to $6.7 billion. Non-GAAP earnings per share of $1.66 crushed the year-ago $0.48, and the company guided for Q3 revenue of approximately $13 billion — well above the $11.5 billion just reported — signaling accelerating momentum. The results confirm that AMD is capturing a massive share of AI infrastructure spending, with its Instinct GPUs and EPYC CPUs gaining traction at hyperscalers like Microsoft and Anthropic. The stock is likely to react sharply to the magnitude of the beat and the bullish outlook.
How filings like this one have moved
In the 30 days to Oct 14, 2026, 36.5% of the 995 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.63%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, AMD was trading at $482.00 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $845.6B. The 52-week trading range was $149.22 to $584.73. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.