Advanced Micro Devices continues to lag behind Nvidia as the AI revolution moves onto the “agentic phase”, while a possible slowdown in hyperscalers' CapEx plans ahead would particularly hurt AMD. 67% of CIOs seek to purchase “AI agents” from external software companies, benefitting rival Nvidia as it is the key technology provider to key players like Salesforce, ServiceNow, and others. AMD still doesn't offer hardware systems that are optimized for “agentic AI”, missing the opportunity to serve the 27% of enterprises that are open to building their own “AI agents”.
AMD (AMD -0.84%) is scheduled to report quarterly financial results likely to have huge implications for stock market investors.
Besides Wall Street's top -and-bottom-line estimates for Advanced Micro (AMD), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
The analysts are bullish on AMD and forecast a substantial 45% upside at the consensus. However, sentiment dampened in Q1 and Q2, weighing on the stock price.
Advanced Micro Devices (AMD 1.46%) investors are having a forgettable year so far as shares of the chipmaker have pulled back by more than 20% in 2025 as of this writing. However, there is a good chance that the company's fortunes could turn around for the better once it releases its first-quarter 2025 results after the market closes on May 6.
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.
The upcoming earnings of AMD will be crucial for the company in terms of forward guidance on AI revenue trajectory and the impact of tariffs. We could see AMD beat estimates for first quarter similar to Intel due to customers pulling ahead their purchases to prevent a tariff hit. AMD has stopped giving guidance for AI revenue, but the product pipeline is strong, and the company could still reach over $10 billion in AI revenue in 2025.
Trading patterns in the past 3~4 weeks suggest an imminent trend reversal for AMD stock prices. Technical indicators such as bullish crossover and rising RSI suggest increasing upward momentum and buying interest. I further expect AMD's upcoming FQ1 earnings report (ER, scheduled on May 6, 2025) to provide the trigger for such a reversal.
Advanced Micro Devices (AMD) reachead $96.39 at the closing of the latest trading day, reflecting a -0.26% change compared to its last close.
Advanced Micro Devices (AMD 4.49%) stock recorded another day of strong gains Thursday. Amid a 2% jump for the S&P 500 and a 2.7% rally for the Nasdaq Composite, the semiconductor specialist's share price closed out the day up 4.5%.
ARM and AMD are strong AI picks with solid growth, but AMD offers more direct exposure to generative AI and trades at a cheaper valuation. ARM has higher profit margins due to its royalty model, but trades at a rich premium compared to AMD. I discuss which is a better pick ahead of upcoming earnings.
Despite the fanfare, the artificial intelligence (AI) revolution has just begun. With the AI market valued at $189 billion in 2023, the United Nations believes it will become a $4.8 trillion market by 2033.