Advanced Micro Devices, Inc. (AMD)
ETFs to Buy as AMD Shares Slip After-Hours Despite Q3 Earnings Beat
AMD's Q3 beat & AI supercomputer deals signal strong growth, but Amazon's exit makes investment in diversified ETFs like SOXX and IGPT a smart move.
AMD Slips as Valuation Concerns Overshadow Q3 Beat
Advanced Micro Devices Inc (NASDAQ:AMD) stock is down 0.9% to trade at $247.75, despite the chipmaker posting third-quarter earnings of $1.20 per share on $9.25 billion in revenue -- both of which beat estimates.
AI Fear Is Loud, AMD's Execution Is Louder
Advanced Micro Devices delivered strong Q3 results, beating consensus on EPS and revenue, but shares dipped on AI bubble fears and market sentiment. AMD's investment thesis is reinforced by robust data center, client, and gaming segment growth, with positive guidance for Q4 and a promising AI product roadmap. Despite valuation concerns, AMD's execution, market share gains from Intel, and deep hyperscaler partnerships support a long-term buy rating after recent consolidation.
AMD just passed one test — but an even bigger one sits on the horizon
While Advanced Micro Devices' downward stock move on Wednesday may not suggest it, the chip maker passed Wall Street's test with its latest earnings report and commentary. Now investors are hungry for more substantial information, which could come next week at the company's analyst day.
5 Things to Know Before the Stock Market Opens
Stock futures are moving lower in early-Wednesday trading as investors continue to parse earnings reports and digest heightened worries over AI stock valuations; market watchers are monitoring Washington, with lawmakers still working to end the shutdown and investors watching for private-sector jobs numbers later today; Advanced Micro Devices (AMD) shares are falling after the chipmaker reported record revenue on strong data center sales; Super Micro Computer (SMCI) shares fell after its earnings report missed estimates; Pinterest (PINS) shares are plummeting after its earnings came in worse than expected.
AMD Stock Drops After Earnings Beat. What's Worrying Wall Street.
AMD reported revenue of $9.25 billion for the latest quarter, ahead of analysts' expectations for $8.76 billion.
AMD Plays The Long Game - Q3 FY25 Earnings Review
AMD (AMD) is well-positioned for long-term AI growth, especially as inference workloads become more important than training in the evolving market. Q3 2025 saw outstanding financials: 36% YoY revenue growth, strong margins, and a robust net cash position exceeding $4 billion. Valuation remains elevated, holding AMD above its 21-day EMA (~$235) can work; two daily closes below would cause concern.
Advanced Micro Devices, Inc. (AMD) Q3 2025 Earnings Call Transcript
Advanced Micro Devices, Inc. ( AMD ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Matthew Ramsay - Vice President of Financial Strategy & Investor Relations Lisa Su - Chair, President & CEO Jean Hu - Executive VP, CFO, Treasurer & Interim Chief Accounting Officer Conference Call Participants Vivek Arya - BofA Securities, Research Division Thomas O'Malley - Barclays Bank PLC, Research Division Joshua Buchalter - TD Cowen, Research Division Christopher Muse - Cantor Fitzgerald & Co., Research Division Stacy Rasgon - Sanford C. Bernstein & Co., LLC.
Markets Stay Lower on Valuation Questions: AI, etc.
We've entered the rapid-pace phase of Q3 earnings season, where results tend to come in more blended than they do for the earlier-reporting sectors.
AMD: Triple-Play Quarter Justifies Mr. Market's Recent Optimism
Advanced Micro Devices, Inc. delivered a strong Q3 2025, with revenue up 36% y/y and EPS beating expectations. The top line beat was driven by robust growth within the Client & Gaming and Data Center segments, with major AI accelerator deals fueling future prospects for AMD. TQI's fair value estimate for AMD is $285 per share, with a 5-year price target of $506, implying a 15.5% CAGR return.
Here's What Key Metrics Tell Us About Advanced Micro (AMD) Q3 Earnings
The headline numbers for Advanced Micro (AMD) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Advanced Micro Devices (AMD) Q3 Earnings and Revenues Beat Estimates
Advanced Micro Devices (AMD) came out with quarterly earnings of $1.2 per share, beating the Zacks Consensus Estimate of $1.17 per share. This compares to earnings of $0.92 per share a year ago.
