Advanced Micro Devices (AMD) is upgraded to 'Buy' ahead of Q4 earnings, driven by robust AI accelerator demand and hyperscaler CapEx momentum. AMD's consistent earnings beats, strong analyst revisions, and anticipated double beat with upbeat FY2026 guidance support the positive outlook. Reopening of the Chinese market and licenses to ship MI308 chips present significant incremental growth opportunities for AMD.
Beyond analysts' top-and-bottom-line estimates for Advanced Micro (AMD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
Advanced Micro Devices (NASDAQ:AMD) just landed a chip deal with OpenAI, and the market is taking notice.
Advanced Micro Devices (AMD) is positioned for outsized growth driven by both GPU and CPU strength in AI data centers. AMD's MI450x/MI455 GPUs and EPYC CPUs are expected to accelerate data center revenue, with >35% growth targeted versus consensus 32%. Key hyperscaler wins (Oracle, OpenAI, Meta) and rack-scale solutions like Helios underpin AMD's bullish outlook through CY26.
Advanced Micro Devices (NASDAQ:AMD) is growing faster than any bull would've predicted a year back.
Advanced Micro (AMD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Advanced Micro Devices (AMD) stock surged by over 100%, in the past year, fueled by an impressive earnings performance and escalating demand for AI chips.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
AMD might be better equipped than Intel to handle a supply crunch.
Advanced Micro Devices, Inc. is rated Hold, reflecting strong AI-driven growth but a premium valuation versus peers like Nvidia. Consensus expects AMD to deliver over 50% annual EBITDA growth through 2028, driven by 30% revenue growth and margin expansion. AMD's Data Center segment is the primary growth driver, with over 60% revenue growth projected for 2026 and EBITDA doubling.
The perennial challenger's outperformance signals a structural shift.
Advanced Micro Devices (AMD) reached $253.73 at the closing of the latest trading day, reflecting a +1.57% change compared to its last close.