Advanced Micro Devices, Inc. (AMD)
AMD: Buy The Q4 Earnings Dip
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.
Here's Why AMD Isn't Generating Market Buzz Despite Solid Q4 Gains
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 is down 9% after reporting earnings. Here's why
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.
Wall Street analysts update AMD's stock price target after Q4 2025 earnings
Wall Street analysts are reacting to Advanced Micro Devices' (NASDAQ: AMD) Q4 2025 earnings with mixed price outlooks, even as the stock suffers short-term losses.
AMD Is Being Punished For The Wrong Reasons (Q4 Earnings Review)
Advanced Micro Devices is unfairly punished post-Q4 despite beating earnings expectations and showing strong segment growth. Data center and client revenues surged, with AMD poised for structural gross margin expansion as 2nm products ramp through 2026. AMD's systems-level pivot, OpenAI partnership, and 2nm manufacturing edge underpin a 114% upside potential to $477/share in 12–16 months.
AMD's Frankfurt-listed shares fall after weaker sales
Advanced Micro Devices shares fell over 6% in early Frankfurt trading on Wednesday after the company forecast a slight decline in quarterly revenue, raising concerns about whether it can effectively challenge Nvidia in the booming AI market.
Advanced Micro Devices, Inc. (AMD) Q4 2025 Earnings Call Transcript
Advanced Micro Devices, Inc. (AMD) Q4 2025 Earnings Call Transcript
AMD: Record Quarter, But Stock Plummets - A Strong Buy Opportunity?
Advanced Micro Devices, Inc. delivered record Q4 2025 results, beating revenue and EPS estimates, yet shares dropped 8% post-earnings due to sentiment and guidance concerns. Data Center revenues surged 39% YoY to $5.38B, now over half of AMD's total, driving operating leverage and margin expansion despite temporary China-related headwinds. Gross margin volatility stemmed from U.S. export restrictions impacting MI308 GPU sales to China; Q1 2026 guidance implies 55% margin and sequential revenue decline, unsettling investors.
AMD: Strong Growth -- Shares Slump?
Advanced Micro Devices, Inc. delivered strong Q4 results, beating consensus on both revenue and earnings, yet shares declined due to valuation concerns. Data center revenue growth accelerated to 39% YoY, making it AMD's key growth driver, while gaming and client segments also contributed robustly. Despite expanding gross margins and a positive Q1 outlook, AMD's lack of operating leverage and rising expenses limited earnings upside.
Advanced Micro (AMD) Q4 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 December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Markets Rotate Back Out of Tech, Q4 Earnings After the Close
Trading sagged mid-day, but only after the Dow hit a new intra-day high.
AMD: Don't Be Fooled By The Reaction
AMD delivered a top- and bottom-line beat in Q4, with 34% revenue growth to $10.3 billion and strong data center performance. Q4 adjusted gross margin reached 57%, well above guidance, and operating income rose 41% year-over-year, highlighting robust margin expansion. Q1 guidance of $9.8 billion revenue and 55% adjusted margins supports confidence in premium valuation and 2026 EPS targets of $6.50–$7.00.
