Earnings move database · CC BY 4.0 · Updated 2026-08-27

AMD: Expectations vs Outcomes

Every tracked Advanced Micro Devices print on both axes: what the straddle charged going in against what the stock did coming out, and what management guided against what the company printed.

Rolling ratio

0.57x

mean of 1 scored print

Beat the straddle

0%

of 1 scored prints

Cleared its guide

50%

2 scored metrics, 1 outstanding

One scored print is not a track record. A rolling ratio only starts meaning something after several quarters, and this name has 1. Read the row, not the average.

Print by Print

Q3 2026

not_tracked

Not on the calendar yet

No implied move was quoted for this print, so it is tracked on the guidance axis only.

Q3 2026 guidance against the printed figures
GuidedRangePrintedVerdict
Revenue$12.7bn to $13.3bn·Outstanding

Guided to $13bn plus or minus $300m against a roughly $12.5bn consensus: management set the bar above the street, which is the opposite of the Palantir shape.

Guidance published; the print is not on the calendar yet. The row scores when the date is confirmed and the quarter is reported.

Our coverage of the print where it was issued

Q2 2026

Scored

Reported 2026-08-04 (after close) · reaction session 2026-08-05

Implied
±12.3%
struck an earlier session, 2026-08-03
Realised
-7.0%
close to close
Ratio
0.57x
-5.3% vs priced
Rolling
0.57x
after 1 scored
Q2 2026 guidance against the printed figures
GuidedRangePrintedVerdict
Revenue$10.9bn to $11.5bn$11.54bnAbove
Gross margin56%54%Below

The row that explains the reaction. AMD cleared the top of its own revenue range and still fell, because the margin line came in under the roughly 56% guided. Whether the reported 54% is on the same basis as the guide was not clear at the time, so that metric carries low confidence and stays out of the strict scorecard.

518.58 to 482.05

Resolved on the August 5 close: 518.58 to 482.05, a fall of 7.04% over the reaction session. The extended-hours reaction on the night ran 9 to 10% and one morning read was published as 5%, so both are snapshots rather than the session. The 7.04% close sits inside the 12.3% implied, which makes the straddle pass in the preview a win.

Our preview, trade logNasdaq historical closesTIKR: AMD stock fell 7% todayAMD earnings releaseBenzingaTradingKey

AMD rows from the Implied vs Realised Earnings Move Database, Regards of Wallstreet. Licensed CC BY 4.0. Methodology · Full database