Northland Securities increased its Q1 2026 EPS estimate for Advanced Micro Devices (AMD). The firm raised the forecast from $1.01 to $1.07 per share. Northland also projects an EPS of $5.65 for the full fiscal year 2026.
The revised estimate follows a neutral sentiment period for the stock. This period succeeded a volatile reaction to the company's last earnings report.
Recent factors influencing AMD include reports of extended CPU lead times for customers in China. Filings also noted significant insider selling.