Advanced Micro Devices, Inc. (AMD)
Can Advanced Micro Devices Test $200?
A day after missing earnings, shares of Advanced Micro Devices are soaring. Wells Fargo reiterated its overweight rating on AMD with a $185 price target.
How AMD Stock Falls To $80
AMD stock (NASDAQ:AMD) has had a strong run this year so far, rising nearly 35% since early January, driven by recovering CPU demand and investor enthusiasm around generative AI. But with the stock now trading at a lofty 42x forward earnings, investors may want to pause and ask: how much of this valuation is justified, and how much is riding on high expectations?
Analysts revise AMD stock price target
Advanced Micro Devices (NASDAQ: AMD) posted mixed Q2 2025 earnings on Wednesday, August 5, surprising the market with an overall revenue of $7.7 billion (up 32% year-over-year) but failing to deliver on earnings per share (EPS), which sat at $0.48, down from $0.69 last year.
Why I Am Still Choosing AMD Over Nvidia
I remain bullish on Advanced Micro Devices, Inc., reiterating my Buy rating due to significant upside potential, especially as the AI inference cycle accelerates in 2025. Q2 was a transitional quarter; short-term margin and data center revenue concerns are outweighed by the ramp-up of MI350 GPUs and AI-driven growth. My AMD valuation models suggest a 15% to 6X upside, depending on AMD's ability to capitalize on AI inference and the commercial success of MI350 GPUs (a risk in itself).
AMD: 2025 Is Not The Year
Advanced Micro Devices, Inc. delivered solid Q2 results and Q3 guidance, with strength in Client & Gaming, but Data Center faces headwinds from China export restrictions. Visibility on China AI revenue and GPU growth remains limited, capping near-term excitement despite a strong product roadmap and management optimism. AMD stock's valuation now matches Nvidia's, reflecting high AI expectations, but margins and growth visibility don't justify further upside this year.
Why AMD Stock Is Tumbling Despite Better-Than-Expected Results
Better-than-expected sales and guidance weren't enough to lift Advanced Micro Devices (AMD) stock over the high bar set by its run-up in recent months.
AMD Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall
Advanced Micro Devices' second-quarter 2025 performance benefits from strong data center and gaming growth, but shares slip on export-related setbacks.
One Modest Quarter Doesn't Change My Conviction On AMD
Advanced Micro Devices, Inc. stock is a Buy in my books after their Q2 earnings report and subsequent pullback. I think the market reaction to Q2 was only negative because a lot of positives were already baked in. AI and data center growth, especially MI300/MI350 ramp and strong MI400 interest, still position AMD as a credible Nvidia alternative, though China sales need time.
From Export Controls To AI Innovation: Why AMD Remains A Buy Despite Headwinds
Advanced Micro Devices, Inc. delivered strong Q2 '25 results with 32% YoY revenue growth, but gross margins fell due to export control-related charges and Data Center segment slowdown. Despite short-term headwinds, I remain bullish as AMD expands in AI with MI350/MI400 GPU accelerators, full-stack platforms, and major partnerships like Microsoft and Oracle. Management's progress in AI software (ROCm 7) and optimism about export license approvals support long-term growth potential, even amid geopolitical risks.
Super Micro Computer and AMD stock prices tumble as AI growth fears overshadow earnings
Two of the tech industry's AI hardware companies are seeing their share prices drop after they reported their most recent quarterly earnings after the closing bell yesterday.
AMD's Results Sparked a Sell-Off—But That's Your Buy Signal
AMD's NASDAQ: AMD Q2 results were tepid, giving the market a reason to sell, at least for some participants. The results and subsequent sell-off also provide a reason to buy, having missed a high bar by a slim margin due to misplaced expectations and providing a discount to recently elevated prices.
AMD stock slumps 5% on earnings miss, China AI chip concerns
Shares of Advanced Micro Devices declined after the company topped revenue expectations but fell short of earnings estimates. "AI business revenue declined year over year as U.S. export restrictions effectively eliminated MI308 sales to China, and we began transitioning to our next generation," said CEO Lisa Su during a call with analysts.
