Following second-quarter earnings, analysts successively expressed positive views on AMD, AMZN, TXN, INTC and PLTR, with upward revisions announced for EPS and price targets. We review the specific post-earnings upward revisions for each stock.
Advanced Micro Devices (AMD) is expected to see data center revenue double from next year onward, while production of its Helios rack-scale AI systems is progressing as planned. In response, analysts raised their 2026 EPS estimate by 4% and their price target by 16%.
Amazon.com (AMZN) saw cloud growth accelerate to 37% year on year, with growth in its proprietary AI semiconductor, Trainium, also contributing. Full-year EPS estimates were raised 40%, while the midpoint of full-year revenue guidance indicated that the outlook for the July–September quarter would be slightly below market expectations.
Texas Instruments (TXN) reported second-quarter revenue 4% above market expectations, and third-quarter revenue guidance is expected to come in 5% above market expectations. Full-year EPS was raised 9% and the price target 10%.
Intel (INTC) reported a 25% year-on-year increase in second-quarter revenue, while adjusted EPS returned to profitability. Growth in demand related to data centers and AI, along with improved yields for the 18A process, was cited as contributing to performance.
Palantir Technologies A (PLTR) saw commercial-sector revenue increase 149% year on year and customer numbers rise 35%, driven by sustained AI demand. The midpoint of full-year revenue guidance was raised 7%, driving continued business growth.