Advanced Micro Devices, Inc. (AMD)
AMD: Why I'm Slapping A Strong Sell On This Market Darling (Rating Downgrade)
Advanced Micro Devices, Inc.'s core revenue growth excluding a one-time China boost is stable to decelerating, despite headline results suggesting a stronger acceleration. AMD management guides for minimal China contribution ahead, warning investors not to assume further upside from this highly uncertain market. Gross margins face pressure in H2 FY26 as AMD ramps MI450 and Helios, with yields and ramp costs likely delaying long-term margin targets.
AMD fundamentals praised by analysts after Q4 report sparks sell-off
Analysts at Wedbush and Baird welcomed Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD)'s fourth quarter 2025 results as solid, but flagged caveats which may have contributed to a sharp post-earnings sell-off. Wedbush said AMD delivered “positive results, albeit also not as positive as the print looked,” noting that much of the data center upside came from MI308 sales to China, which suggested “more muted growth for AI silicon net this one-time benefit.
AMD Q4 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall
Advanced Micro Devices beats Q4 estimates with 34% revenue growth led by Data Center strength, but shares dip about 7.6% after the earnings report.
AMD CEO Lisa Su: 'AI is accelerating at a pace that I would not have imagined'
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 CEO Lisa Su: AI is accelerating at a pace that I would not have imagined
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.
AMD's Stock Takes a Hit Despite Solid Earnings. What Happened?
Advanced Micro Devices (AMD) investors are becoming harder to impress.
Breaking down AMD's earnings, what Kevin Warsh's past may reveal about him as a Fed chair
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.
Why AMD stock is crashing
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.
Why AMD's stock is diving toward its worst day in years after earnings
AMD's beat wasn't as strong as it seemed, and high operating expenditures also clouded a strong report.
AMD's Post-Earnings Dip Looks Like the Buying Window Bulls Wanted
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.
AMD Stock is Melting Down Again—Time to Buy?
Advanced Micro Devices (NASDAQ:AMD) is the latest large-cap tech company to plunge after the release of some strong quarterly earnings results.
5 Things to Know Before the Stock Market Opens
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.
