NewsSignals AI analysis·Jinse Finance·Nov 3, 2026

AMD Data Center Revenue Jumps 97%, Q3 Earnings Beat Estimates

Grade Abullish AI signal$AMDSTOCK$AMDON

AMD reported third-quarter adjusted earnings per share of $2.09, above the $1.97 estimate and up from $1.20 a year earlier. Revenue reached $13.38 billion, up 45% year over year and above the $13.08 billion estimate. Data-center revenue was $8.55 billion, rising 97% year over year and exceeding the $8.2 billion estimate, highlighting AI-related demand in the segment. Adjusted operating income was $3.92 billion, up 75% year over year and above the $3.68 billion estimate; adjusted operating margin was 29%, compared with 24% a year earlier and 28% expected. AMD guided for fourth-quarter revenue of about $17 billion, plus or minus 3%, and adjusted gross margin of about 55%, versus a 55.5% market estimate. Third-quarter free cash flow was $554 million, down 64% year over year and below the $1.97 billion estimate. Research and development spending was $2.80 billion, up 31% year over year.

Bullish strength: 78/100

AMD revenue rose 45% YoY, beating market expectations
Data center revenue surged 97%, with strong AI demand

Bearish strength: 22/100

Free cash flow fell 64% YoY, far below expectations

This is automated NewsSignals analysis of third-party reporting, not independent original reporting or investment advice. AI scores are not price predictions.

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