1 month
+2.7%
price return
Year to date
+130.2%
price return
Recent earnings
4/4
quarters beat
Big funds
8
hold this stock
News tone
Bullish
50 articles, 7 days
1 month
+2.7%
price return
Year to date
+130.2%
price return
Recent earnings
4/4
quarters beat
Big funds
8
hold this stock
News tone
Bullish
50 articles, 7 days
Analysts
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsWhat it reported, what was expected, and what comes next.
Reported Aug 4, 2026
Earnings per share
$1.35 expected
Revenue
No comparable estimate
Next report
EPS expected
$1.72 to $2.03
Revenue expected
37 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
From the release
The three statements, quarter by quarter.
Sep 2025 to Jun 2026
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| RevenueTotal revenue | $9.25B | $10.27B | $10.25B | $11.54B |
| Cost of what it soldCost of revenue | $4.47B | $4.69B | $4.84B | $5.33B |
| Gross profit | $4.78B | $5.58B | $5.42B | $6.20B |
| What it spent | ||||
| Research and development | $2.14B | $2.33B | $2.40B | $2.53B |
| Sales and adminSelling, general and administrative | $1.07B | $1.20B | $1.25B | $1.40B |
| Other operating costsOperating costs not itemised in the filing's summary | $302.0M | $297.0M | $290.0M | $284.0M |
| Total operating expenses | $3.51B | $3.83B | $3.94B | $4.21B |
| What was left | ||||
| Operating profitOperating income | $1.27B | $1.75B | $1.48B | $1.99B |
| Interest on debtInterest expense | $37.0M | $36.0M | $37.0M | $37.0M |
| Profit before tax | $1.32B | $2.08B | $1.61B | $2.55B |
| TaxIncome tax expense | $153.0M | $455.0M | $238.0M | $246.0M |
| Net profitNet income | $1.24B | $1.51B | $1.38B | $2.30B |
| EBITDAEarnings before interest, tax, depreciation, amortisation | $2.11B | $2.86B | $2.40B | $3.35B |
Business quality, value, and expectations at a glance.
Fundamentals
Richly priced and profitable.
Valuation
Quality
Growth
Filed positions and reported activity tied to this stock.
8 funds hold a position, insiders have been net selling, and 9 market voices are discussing it.
Real smart money
Insiders
Politicians
Influencers
Trend, range, and the price levels that matter.
Technicals
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
$514.3920D support
20D resistance
Returns
Price vs moving averages
Volume pace
Recent coverage and its overall tone.
News
Coverage is bullish
25 bullish · 22 neutral · 3 bearish
Tone of tracked coverage
Micron Ventures Launches $250 Million Fund to Invest in the Next Generation of AI
BullishAug 13Cerebras Plummets 13% After Earnings. But Intel & AMD Barrel Ahead with Strong Gains.
BullishAug 13CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?
Leans bullishAug 13Expedia Stock Is Up 60% This Year. The B2B Business Deserves the Credit.
Leans bullishAug 13FIS Stock Is Down 36% This Year. The Street Still Sees 22% Upside.
Leans bullishAug 13MSCI Inc raises weightings for Taiwanese stocks
Leans bullishAug 13Latigo Biotherapeutics raises $350M in IPO, advancing non-opioid pain treatments with promising early data.
NeutralAug 13Freeport-McMoRan Executive Sells Shares
NeutralAug 13Angus King
$1K to $15K · traded Jul 21
$1K
bought
StockSavvyShayBullish
Aug 5 · 2x · Argues AMD's capex increase funds growth in server CPU and AI accelerators, supporting long-term upside despite near-term sentiment.
Top traders
Trader B00Short
entry $491.93 · -$16K unrealized
$365K
position
Trader 69ALong
entry $232.47 · +$84K unrealized
$153K
position
Trader D7ELong
entry $482.29 · +$4K unrealized
$55K
position
Trader 2EEShort
entry $442.96 · -$5K unrealized
$37K
position
Trader 232Short
entry $434.09 · -$4K unrealized
$25K
position