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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (68532)

7/26/2025 12:04:55 PM

From: Vattila

Read Replies (1) | Respond to of 72183

AMD 2025-Q2 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
Bing Copilot	$0.53	$7.35B	$8.00B
Grok	$0.50	$7.40B	$7.80B
Joe NYC	-	-	-
Kelvin C.P. Wang	-	-	-
neolib	-	-	-
Pravin Kamdar	$0.47	$7.45B	$8.40B
rzborusa	-	-	-
TGPTNDR	-	-	-
Vattila	$0.48	$7.50B	$8.30B
Zacks Estimate	$0.47	$7.41B	$8.18B

Updated with Pravin's revision of his numbers (from $0.45, $7.35B, $8.60B), raising EPS to match Zacks with slightly higher revenue, while on the other hand moderating his outlook a little. Still, should AMD's actual outlook land in this range, we'll swiftly be on our way to ATH, I would think. AMD made a strong case at the Advancing AI event, but as ever, the analysts want to see revenue and margins before embracing the growth narrative.

Post your numbers to participate!

Background Information

AMD's Q2 outlook: $7.40B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2025-Q1 results and scoreboards

Message #66742