Advanced Micro Devices reported fourth-quarter earnings on Tuesday that topped expectations and provided a stronger-than-expected forecast. For the first quarter, AMD said it expected $9.8 billion in revenue, plus or minus $300 million, versus expectations of $9.38 billion.
Advanced Micro Devices is scheduled to report earnings after the closing bell Tuesday. Traders are anticipating a big move in the chipmaker's stock.
Advanced Micro Devices (NASDAQ: AMD) reports FY2025 full-year and Q4 earnings on Feb.
Stock futures are higher this morning as investors assess earnings reports and tech shares rally; gold and silver prices are surging after falling sharply in recent days; Palantir shares are soaring after the AI software maker's results topped Wall Street estimates; two of Elon Musk's companies, SpaceX and xAI, have merged at a reported valuation of $1.25 trillion; and chip giant Advanced Micro Devices is scheduled to release quarterly results after the closing bell. Here's what you need to know today.
Improved Manufacturing data joined another strong tranche of Q4 earnings reports today.
AMD's stock has had an explosive start to 2026, spiking over +15% as it gains share in the AI chip market.
AMD could do a better job than Intel at capitalizing on the AI-fueled boom in traditional server chips.
AMD's AI push, competitive chip pricing, and growing customer adoption have driven a 107% rally, raising questions about whether the stock can keep outpacing rivals.
Advanced Micro Devices (NASDAQ:AMD) will report its fourth quarter earnings on Tuesday, with Wedbush analysts expecting a solid performance from the company, driven by its CPU and services businesses. Heading into the report, Wedbush has maintained an 'Outperform' rating on AMD with a 12-month price target of $290.
Advanced Micro Devices' Data Center strength, fueled by EPYC and Instinct momentum, is expected to drive solid Q4 results amid fierce competition from NVIDIA and Broadcom.
Intel's CPU performance in desktop and notebook computers outperforms AMD, but server performance is where AMD's huge advantage really shows. AMD's data center expansion, robust product roadmap, and fabless model drive superior revenue growth and margin profile versus INTC. AMD's diversified portfolio and market share gains contrast with INTC's concentrated, capital-intensive strategy and ongoing restructuring.
Advanced Micro Devices earns a Strong Buy rating, especially as a portfolio hedge against Nvidia due to lower risk and diversified revenue streams. AMD targets the middle market with competitively priced AI accelerators and upcoming rack-scale solutions, expanding its growth runway vs. NVDA's hyperscaler concentration. AMD's horizontal R&D strategy and open standards approach position it to erode NVDA's proprietary moat and reduce portfolio downside risk.