Advanced Micro Devices, Inc. (AMD)
Tech Earnings: Advanced Micro Devices, Super Micro Computer
Advanced Micro Devices Inc (NASDAQ:AMD) and Super Micro Computer Inc (NASDAQ:SMCI) announced first- and fiscal third-quarter results, respectively, after yesterday's close.
AMD little moved despite being 'much more upbeat than expected' on outlook
Advanced Micro Devices Inc (NASDAQ:AMD) shares were little moved by an earnings report that showed quarter-on-quarter decline in revenues and profits, with the semiconductor group's AI sales better than feared. Analysts said AMD significantly outperformed in its traditional markets and provided a constructive outlook for its GPU business that may alleviate investor concerns on that front.
AMD Relieves Market Despite Ongoing Share Price Outlook Caution
The revision trend following the release included numerous share price reductions despite citing the very strong result, strength in core businesses, and outlook for market share gains.
S&P rebound expected ahead of Fed decision, as China confirms trade talks
US stocks are expected to bounce back on Wednesday as China confirmed that trade talks with the US are set to begin in a matter of days. Futures for the Dow Jones were up 0.7%, while those for the S&P 500 and Nasdaq 100 were up just over 0.6%.
AMD Beats Earnings but China Export Controls Will Be Costly, Company Says
The chip maker's revenue for the latest quarter was $7.4 billion, above analysts' estimate for $7.1 billion.
Nvidia Stock Gains. Why It Got an AMD and Super Micro Earnings Boost.
Nvidia was reacting after rival Advanced Micro Devices and partner Super Micro Computer reported earnings.
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.
