Advanced Micro Devices, Inc. (AMD)
AMD: Resilience In The Face Of Macro And Regulatory Adversity
Technically, AMD is a broken stock. Fundamentally, AMD is in fine fettle. In its Q1 2025 earnings report, AMD showed strong performance with $7.44B in revenue, driven by Data Center and Client segments. Management's guidance for Q2 2025 suggests continued robust growth, despite macro and regulatory headwinds.
Advanced Micro Devices, Inc. (AMD) Q1 2025 Earnings Call Transcript
Advanced Micro Devices, Inc. (NASDAQ:AMD ) Q1 2025 Earnings Conference Call May 6, 2025 5:00 PM ET Company Participants Matt Ramsey - Investor Relations Lisa Su - Chair and Chief Executive Officer Jean Hu - Executive Vice President, Chief Financial Officer and Treasurer Conference Call Participants Joshua Buchalter - TD Cowen & Company Timothy Arcuri - UBS Harlan Sur - JPMorgan Aaron Rakers - Wells Fargo Thomas O'Malley - Barclays Vivek Arya - Bank of America Securities C J Muse - Cantor Fitzgerald Stacy Rasgon - Bernstein Research Ross Seymore - Deutsche Bank Joe Moore - Morgan Stanley Operator Greetings. And welcome to the AMD First Quarter 2025 Conference Call.
Bottom Is Out: AMD Has No AI GPU Growth To Brag About (Rating Upgrade)
Advanced Micro Devices, Inc. reported Q1 2025, but didn't report its AI GPU sales, and CEO Lisa Su dodged Q&A about AI GPU growth. The bottom is out. We're upgrading AMD to a buy. AMD stock is cheap at current levels (underperforming semis) with potential for upside from CPU sales that can offset what is now obviously lackluster AI-GPU growth. Tariff pull-ins could be playing a bigger part than management makes it seem in the better-than-expected guide and print for the quarter.
AMD Q1 Earnings: I'm As Bullish As Can Be (Maintain Strong Buy)
Advanced Micro Devices, Inc. is undervalued with a 22.8x forward P/E, a 44% discount to its 5-year average, and a 0.82 forward PEG ratio, despite the most favorable growth outlook in recent years. AMD is a strong #2 in the AI hardware market and has a competitive edge in the inference market over Nvidia. The company is executing exceptionally well under CEO Dr. Lisa Su, with a promising outlook for the MI450x chip slated for 2H 2026.
Advanced Micro (AMD) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Advanced Micro (AMD) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Tariff Talk Returns to Sink Markets; Plus Q1 Earnings
President Trump's return to tough tariff talk has informed today's market sentiment.
Advanced Micro Devices (AMD) Beats Q1 Earnings and Revenue Estimates
Advanced Micro Devices (AMD) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $0.62 per share a year ago.
AMD earnings reaction, top wellness stocks: Asking for a Trend
Asking for a Trend Host Josh Lipton, joined by Charles Schwab head trading and derivatives strategist Joe Mazzola, examines some of the top themes of the trading day after the closing bell. Synovus Trust senior portfolio manager Daniel Morgan joins to discuss AMD's latest earnings print, and Bank of America Securities leisure analyst Alex Perry examines shifting trends in the fitness space and their impact on wellness stocks.
AMD Stock Surges on Strong Earnings and Outlook, Driven by 'AI Momentum'
Advanced Micro Devices (AMD) delivered first-quarter earnings that topped analysts' estimates as sales from its data center segment surged, sending shares higher in extended trading Tuesday.
Advanced Micro Devices Guides for Higher Quarterly Revenue
The chip maker logged higher profit and sales in the fiscal first quarter. Shares rose in after-hours trading.
AMD's stock rises as earnings show momentum in its data-center business
The chip maker expects “strong growth” this year despite the uncertain macroeconomic and regulatory environment.
EARNINGS ALERT: AMD
Shares of AMD Inc. (AMD) rise after a top and bottom-line beat in its 1Q earnings report. George Tsilis joins Caroline Woods with immediate reaction to the release.
