Advanced Micro Devices, Inc. (AMD)
AMD's Inflection Is Here
Advanced Micro Devices, Inc. Data Center revenue reached $5.4 billion in Q4, up 39% year-over-year and now exceeding 52% of total sales. AMD management projects Data Center revenue growth above 60% annually through 2028, driven by MI400 GPUs and Helios rack-scale systems. Data Center operating income hit $1.8 billion, or 33% of segment revenue, reflecting meaningful operating leverage expansion.
AMD vs. NVDA: What's the Better AI Stock?
A big chunk of the S&P 500 has already reported 2025 Q4 results, though the reporting docket remains stacked for weeks to come. We've already heard from six of the Magnificent Seven members, with NVIDIA NVDA the only one yet to report from the beloved group.
AMD: A De-Risked AI Compounder
Advanced Micro Devices, Inc.'s steep post-earnings selloff is likely overdone, as the company's Q4 earnings beat and 2026 outlook continue to underscore durable execution despite looming industry challenges. A key underappreciated support for AMD is the comeback of server CPUs, with demand accelerating against the buildout of AI infrastructure to support inference at scale. This continues to reinforce AMD EPYC's relevance and share gains, complementing the upcoming ramp of its Instinct MI450 Series accelerators and its first rack-scale Helios platform.
AMD Plunges 11% Post Q4 Earnings: Buy, Sell or Hold the Stock?
Advanced Micro Devices shares slide 11% after Q4 results, as strong earnings and revenue growth are overshadowed by modest Q1 guidance and seasonal weakness concerns.
Here's Why Advanced Micro Devices (AMD) is a Strong Momentum Stock
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Earnings Growth & Price Strength Make Advanced Micro Devices (AMD) a Stock to Watch
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Sell AMD Stock At $215?
Advanced Micro Devices (AMD) shares have declined by 12% over the last week and are presently priced at $215. Our comprehensive evaluation indicates that it might be prudent to lower exposure to AMD shares.
AMD: Why I'm Buying Post-Earnings
Advanced Micro Devices, Inc. is upgraded to Strong Buy, driven by data center and AI infrastructure leadership. Data Center revenue now exceeds 52% of total, with 39% Y/Y growth and strong adoption of Instinct GPUs and EPYC CPUs. AMD's rack-scale Helios platform and system-level approach position it for durable share gains and TAM expansion.
Advanced Micro Devices, Inc. (AMD) is Attracting Investor Attention: Here is What You Should Know
Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
AMD Q4 Earnings: 3 Reasons For The Knife To Fall More
Advanced Micro Devices shares corrected over 21% post-earnings, but I see more downside pressure ahead. AMD's price pullback thus far is actually mild compared to historical volatility given the deep business cycle. Record-high inventory levels ($7.92B, 139 DOI) raise concerns about competition and demand pressure.
ChatGPT picks 2 stocks to buy during the February earnings season
As the February earnings season gathers pace, several companies are offering investors buying opportunities after delivering concrete results.
AMD: The China Asterisk
Advanced Micro Devices delivered a strong Q4 beat, but shares fell due to concerns over the sustainability of China-driven revenue. A significant portion of AMD's Q4 data center growth stemmed from China sales under a temporary regulatory window, raising questions about future growth rates. Despite the China 'asterisk,' I remain bullish, citing multi-year data center growth targets and the MI450's competitive positioning versus Nvidia.
