Advanced Micro Devices, Inc. (AMD)
Should You Buy, Hold, or Sell AMD Stock Ahead of Q2 Earnings?
Advanced Micro Devices' second-quarter 2025 performance is likely to have benefited from gains in data center and client segments amid headwinds from export controls.
Wall Street Roundup: Tech Earnings Bring Comfort, Strange Fed Dynamics
Tech earnings from Microsoft and Meta exceeded expectations, driven by strong AI momentum and robust guidance, providing comfort to tech investors. Intel struggled with weak earnings, poor guidance, and ongoing restructuring, highlighting company-specific challenges rather than broader tech sector weakness.
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.
