AMD CEO Lisa Su defended the company's earnings results and forecast and said that “AI is accelerating at a pace that I would not have imagined.” Su said the chipmaker has seen a step up in demand and its data center business over the last two to three months.
AMD Chair and CEO Lisa Su joins 'Squawk on the Street' to discuss the company's quarterly earnings results, the company's CPU business, guidance concerns, state of AI demand, 2026 outlook, relationship with OpenAI, and more.
Advanced Micro Devices (AMD) investors are becoming harder to impress.
Morning Brief Anchor Julie Hyman takes a closer look at the biggest market stories for Wednesday, February 4, 2026. KeyBanc Capital Markets equity research analyst John Vinh explains why AMD's shares are falling after its fourth quarter results.
Advanced Micro Devices (NASDAQ: AMD) delivered positive quarterly results on February 4, beating Wall Street revenue expectations by roughly $600 million. Nonetheless, AMD shares fell more than 13% following the report.
AMD's beat wasn't as strong as it seemed, and high operating expenditures also clouded a strong report.
Advanced Micro Devices' NASDAQ: AMD share price dipped more than 5% following its Q4 2025 earnings report, opening a screaming buying opportunity because it missed the analysts' highest mark. Although results were better than the consensus, whisper numbers were pricing in gains that won't come until later this year, highlighting another issue with the report.
Advanced Micro Devices (NASDAQ:AMD) is the latest large-cap tech company to plunge after the release of some strong quarterly earnings results.
Stock futures are little changed this morning after a downturn in tech shares sent major indexes lower on Tuesday; AMD stock is sharply lower as the bar remains high for chipmakers to impress investors with their earnings reports; shares of a wide range of companies, including Eli Lilly, Chipotle, Uber and Super Micro Computer are making big moves this morning following the release of quarterly results; Google parent Alphabet is scheduled to release its earnings report after the closing bell; and shares of Silicon Laboratories are surging following news it will be acquired by Texas Instruments. Here's what you need to know today.
Yesterday, Advanced Micro Devices unveiled better-than-expected Q4 2025 results, with revenue of $10.27B (+34% y/y) and EPS of $1.53 (+40% y/y), crushing street estimates. Data Center momentum, driven by EPYC processors and Instinct GPUs, positions AMD for >60% annual revenue growth in this segment over the next 3–5 years. TQI's Valuation model indicates a fair value of $405/share and a 5-year price target of ~$733, implying a 27% CAGR and supporting a 'Strong Buy' rating.
Advanced Micro Devices (AMD) delivered strong FY 2025 diluted EPS growth, driven by accelerated Data Center and resilient Client and Gaming segment performance. AMD's Data Center segment achieved 32% annual growth, aided by a one-off $390 million China GPU export revenue boost. Despite gains, AMD lost 1% Data Center revenue share versus 2024, with Nvidia maintaining dominance in the most lucrative AI datacentre market.
AMD dropped 9% in early premarket trading on Wednesday. Some analysts had predicted the chipmaker would provide stronger guidance for the first quarter amid an ongoing AI boom.