Advanced Micro Devices, Inc. (AMD)
Inside AMD's Most Pivotal Quarter
Advanced Micro Devices, Inc.'s Q2 revenue is forecast at $7.43 billion, up 27.3% year-over-year, driven by MI300 GPU and EPYC server demand. EPS is expected to decline 30% YoY to $0.48 due to China export curbs and early-stage MI300 ramp costs. Gross margins could drop to 51–52% from 54% in Q1, pressured by high HBM costs and ROCm ecosystem investments.
AMD Stock To $330?
Could AMD stock (NASDAQ:AMD) reach $330 in the next two years? There's a good chance of this happening.
This Is Why It's Time To Trim Your AMD Stock Ahead Of Q2 Earnings (Downgrade)
I have closed out my entire Advanced Micro Devices, Inc. position, but I still expect good 12-month returns despite the likelihood of a near-term correction. My realized gain since buying in H1 2025 was 75% for the final closed stake. AMD's valuation is far too high in the near term. Definitely do not buy now. At least trim as a long-term investor, or close your position as an active trader.
AMD Earnings Preview: No Exit Sign At Q2
Heading into Q2 earnings, Advanced Micro Devices, Inc.'s stock is up 126%, surpassing Nvidia, and the question is whether gains are going to stick or get lost. The stock has priced in the potential price hikes on Instinet MI350 and a pause of the export ban on China as AMD's AI story builds back up. While most buy AMD for AI growth, we're buy-rated it for CPU sales (server and client) upside.
Countdown to Advanced Micro (AMD) Q2 Earnings: Wall Street Forecasts for Key Metrics
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 June 2025.
AMD's Long-Term Edge Is Still Undervalued
AMD's recent price surge and higher valuation have reduced the margin of safety, warranting a more cautious buy rating. Key catalysts include the GPU price hike, growing competitiveness versus Nvidia, and continued market share gains from Intel. Resumed GPU exports to China and AMD's dominance in AI inference further support a constructive long-term outlook.
AMD: Being Second Best Is Plenty Good
Advanced Micro Devices, Inc.'s new MI350 GPUs match Nvidia's top offerings, marking a breakthrough in AI GPU competitiveness. Nvidia's first-mover advantage is real, but AMD is now positioned to capture meaningful AI GPU market share. The next 1-3 years look exceptionally strong for AMD as demand for AI hardware remains high and AMD gains recognition.
AMD Just Flipped The Script On AI: A 70% Price Hike That Could Change Everything
AMD's rumored 70% price jump for its Instinct MI350 AI chips - from $15,000 to around $25,000 - is a real-time signal that AMD is evolving from being just a chip supplier to a full-scale AI compute platform player. The MI350 is getting close enough to Nvidia's performance that AMD can finally charge something closer to a premium. This chip isn't just a budget-friendly alternative anymore - it's being used in real-world, mission-critical AI workloads. Instead of chasing Nvidia (NVDA), AMD now looks like it's trying to lead on pricing and system-level execution. That's a major departure from its previous role as the cheaper alternative.
Investor Sentiment Shifting From Nvidia To AMD?
From a candlestick perspective, AMD's recent price action shows clear signs of steady accumulation. Buyers are in control. The recent breakout in the stock suggests that momentum is building, but it remains fundamentally discounted. Taking a look at what could be fueling this sentiment shift beneath the surface - factors like ROCm traction, steady GPU traction with products like the MI300 and MI325X, hyperscaler relationships, and AMD's multi-year roadmap.
Advanced Micro Devices (AMD) Advances While Market Declines: Some Information for Investors
Advanced Micro Devices (AMD) reached $177.44 at the closing of the latest trading day, reflecting a +2.18% change compared to its last close.
AMD set to deliver Q2 beat on CPU and GPU strength: Bank of America
Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) will report its second quarter earnings next week, and Bank of America analysts expect the chipmaker to deliver results ahead of consensus, driven by strength in its core CPU and GPU businesses and favorable pricing dynamics in AI products. The bank's analysts repeated their ‘Buy' rating on AMD shares and raised their price objective to $200 from $175, citing a stronger AI CPU and GPU environment.
Here's when AMD stock will reach $200, according to ChatGPT‑4o
Advanced Micro Devices (NASDAQ: AMD) continues its blistering 2025 rally, pushing closer to a milestone that analysts now widely expect a $200 share price.
