ATLAS News · Earnings

AMD in Focus as Northland Raises FY2026 Estimates and TIKR Compares It With Intel

Published November 10, 2026 · 2 sources

MarketBeat reports Northland Securities raised its FY2026 earnings estimates for AMD, while TIKR.com looks at AMD's guidance compared with Intel.

What happened

MarketBeat reports that Northland Securities raised its FY2026 earnings estimates for Advanced Micro Devices (NASDAQ: AMD). The update came in a research report issued on Wednesday, November 4th, and was attributed to analyst G. Richard.

Separately, TIKR.com published a piece noting that AMD has guided to more revenue than Intel. The article points out that ten years ago Intel was 12x the size of AMD, a gap it describes as hard to imagine at the time.

The snippets provided by both outlets are brief, so further details of the estimate changes and the guidance are not included here.

Context

Analyst estimate revisions and company guidance are two common reference points investors use to gauge how the market views a chipmaker's earnings outlook.

Why it matters

Higher analyst estimates and a revenue guidance comparison with Intel may shape how the market views AMD's position in the semiconductor industry.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

Advanced Micro DevicesAMD

+5.36%

Technology · NASDAQ

Live price

$535.84▲ +5.36%

live price · USD

Latest price during the session: $535.84+5.36% vs. previous close ($508.58)
Chance of a rise in 1 month: 44%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $431.18 and $616.09; 9 in 10, between $314.25 and $845.33.

See the full ATLAS analysis of Advanced Micro Devices →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

Research Analysts Offer Predictions for AMD FY2026 Earnings · MarketBeat · November 10, 2026
AMD Just Guided to More Revenue Than Intel. A Decade Ago Intel Was 12x Its Size · TIKR.com · November 10, 2026

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Information, not advice. This content is informational and is not an investment recommendation or an offer to buy or sell securities. ATLAS estimates come from statistical models using public data, can be wrong, and past performance does not guarantee future results. Disclaimer