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$AMD

Schwab Network on $AMD (Nov 2, 2026)

AI summary · Schwab Network

AMD enters its report with very little room for error: it fell 20 percent in October and another 7.5 percent today after Intel's PC warning. Analysts expect about $13.12 billion revenue and $1.94 EPS, but guidance matters most — investors want consistent growth, looking for roughly $16 billion revenue and $2.55 EPS in the first quarter.

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We have several names to report on, but AMD is definitely one to keep an eye on, as we see big tech companies facing more scrutiny than ever this earnings season.

AMD suffered a major setback after Intel's PC warning, and the impact still lingers. Their share price fell 20 percent in October. Today their price has dropped another 7.5 percent.

So there is very little room for error in this report. Market analysts are expecting revenue of around $13.12 billion and EPS of $1.94.

However, guidance or future predictions are very important here. Investors want to see consistent growth in the first quarter. They are expecting revenue of about $16 billion and EPS of $2.55.

Watchpoints

first-quarter guidance in the earnings report

What this channel has said about $AMD

Schwab Network has 25 calls on this stock; only the adjacent ones are shown.

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