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We Ran All That Way for 2% Upside? Recapping AMD's Actuals vs. Consensus

Benchmarking Results Alongside Historical Valuation Context

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Consensus Media
Aug 04, 2026
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I will never understand the runaway fascination with AMD relative to Nvidia. ~$225M of revenue upside, and 4 pennies of EPS? That’s all you can give us for a positive surprise? Take a look at the full breakdown of Actuals vs. Consensus:

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