Price
$631.38+15.49%Social Signal Score
Analyst Ratings
71 analysts52-week range
- Last close
- $631.38
- Off 52w high
- -0.4%
- 200-day average
- $376.83
- vs 200-day
- +67.5%
Revenue
$11.54B+782.63%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Lisa T. Su
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 31,000
- Beta
- 2.48
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 37.14
Financials
Revenue
$11.54B+782.6%Net Income
$2.30BEBITDA
$3.35BFree Cash Flow
$1.56B+7690.0%EPS (diluted)
$1.38Shares Outstanding (diluted)
1.66B+103.1%Operating Expenses
$3.93BCash & Debt
$13.11BReturn of Capital
$207.00MRevenue by Segment (annual)
$34.64BDividend per Share
$0.01Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $34.64B | $4.33B | $2.67 |
| 2024 | $25.79B | $1.64B | $1.01 |
| 2023 | $22.68B | $854.00M | $0.53 |
| 2022 | $23.60B | $1.32B | $0.85 |
| 2021 | $16.43B | $3.16B | $2.61 |
| 2020 | $9.76B | $2.49B | $2.10 |
| 2019 | $6.73B | $341.00M | $0.31 |
| 2018 | $6.47B | $337.00M | $0.34 |
| 2017 | $5.25B | $-33.00M | $-0.03 |
| 2016 | $4.32B | $-498.00M | $-0.60 |
| 2015 | $3.99B | $-660.00M | $-0.84 |
| 2014 | $5.51B | $-403.00M | $-0.52 |
| 2013 | $5.30B | $-83.00M | $-0.11 |
| 2012 | $5.42B | $-1.18B | $-1.60 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $3.92
- Implied price
- $70.60
- Return from $633.91
- -35.5% a year
To earn 15.0% a year on these assumptions you'd need to buy at $35.10 — -94.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -2.0% | -46.1% | -43.6% | -41.5% | -39.7% | -38.0% |
| 3.0% | -43.3% | -40.7% | -38.5% | -36.6% | -34.9% |
| 8.0% | -40.6% | -37.8% | -35.5% | -33.5% | -31.7% |
| 13.0% | -37.8% | -35.0% | -32.5% | -30.4% | -28.6% |
| 18.0% | -35.0% | -32.1% | -29.6% | -27.4% | -25.4% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50-28.57%Social Signal Score
Mentions (100)
- 4chan /biz/biz·2h ago·Neutral
>>62756908 Yeah, AMD is gaining too. Let's just wait and see.
View source ↗ - News (RSS)fool·11h ago·Positive
Advanced Micro Devices vs. Intel: Which Semiconductor Stock Is a Better Buy in 2026? AMD is posting strong AI chip growth with high-profile customer wins. Intel is recovering, with its fastest revenue growth in 15 years, but execution risk remains.
View source ↗ - News (RSS)seekingalpha·13h ago·Negative
AMD Stock: The $8 Billion Bet That Could Redefine Its AI Strategy
View source ↗ - Newsyoutube.com·17h ago·Neutral
Bull v. Bear: AMD "More Expensive" than NVDA, Forward Earnings Back Valuation Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. AMD Inc. (AMD) is much more expensive than Nvidia (NVDA), though the earnings projections offer confidence the stock will grow into the valuation, says Kevin Hincks.
View source ↗ - 4chan /biz/biz·17h ago·Negative
AMD BROS WHY ARE WE CRASHING AAAAAAAAAAA
View source ↗ - Newsseekingalpha.com·17h ago·Negative
AMD Stock: The $8 Billion Bet That Could Redefine Its AI Strategy AMD acquired World Labs for $8.2 billion. While the price is steep, the price of foregoing AI talent might be steeper. AMD is positioning itself to compete for the next frontier in the AI revolution.
View source ↗ - Newszacks.com·18h ago·Neutral
Why Advanced Micro (AMD) Could Beat Earnings Estimates Again Advanced Micro (AMD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
View source ↗ - Newsfinbold.com·19h ago·Neutral
Wall Street analyst raises AMD stock forecast for 12 months Even though Advanced Micro Devices Inc. (NASDAQ: AMD) stock rallied to a new peak over the past four weeks through October 5, 2026, Ruben Roy, a Wall Street analyst at Stifel Nicolaus, has elevated his 12-month price target.
View source ↗ - 4chan /biz/biz·20h ago·Positive
The next AMD giga pump is IMMINENT
View source ↗ - Newsfool.com·1d ago·Positive
AMD Has Promised OpenAI and Meta Up to 320 Million Shares for a Penny Each. Here's What That Does to the Share Count. AMD gave warrants to OpenAI and Meta for up to 160 million shares apiece at $0.01 a share, vesting as each buys up to 6 gigawatts of its AI chips. If both warrants fully vest and are exercised, the two companies would hold around 16% of an enlarged AMD.
View source ↗ - News (RSS)fool·1d ago·Positive
2 Super Semiconductor Stocks to Buy and Hold Through the Next Decade Nvidia and AMD are two great semiconductor stocks to buy and hold for the long term.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
…ay with this s***. I was also thinking about timings while taking a shower and came to the conclusion it's inconsequential to someone smalltime like me. I could buy AMD tomorrow and it could drop 20% the next day, what's that to me? Like 4000 Euros? I can make it in two months tops. Unless you're putting 80% of your liquidity onto something and that amounts to hundreds of thousands of dollars, it doesn't matter.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>>62752283 lol but to be fair you could trade headlines just fine the problem is when anons conflate short term trades to long term holds which I think AMD is fine to hold for at least 3-5 years if you believe the hype there are definitely better headline trades than AMD too (like spy options)
View source ↗ - 4chan /biz/biz·1d ago·Positive
>>62752256 stick to spy options if you think the market will pump on the news if you like AMD just buy it don't try to time this s***, just think back to any time this year you could have timed it because of some stupid fake peace deal it's meaningless you lose out more than you gain by trying to time it
View source ↗ - 4chan /biz/biz·1d ago·Negative
So the news are in. The US is slowly withdrawing fighters, bombers and tankers from the Middle East, we can assume that the land invasion isn't happening. My question is: would now be a good time to get into AMD or should I wait for a correction? And what is gonna cause that correction?
View source ↗ - News (RSS)fool·1d ago·Positive
AMD Reaches a $1 Trillion Market Cap. Can It Finally Dethrone Nvidia? The market is pricing AMD as if it has become the best AI computing stock, but that's just not the case.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
Next AMD 2x when?
View source ↗ - Newsfool.com·1d ago·Neutral
AMD Reaches a $1 Trillion Market Cap. Can It Finally Dethrone Nvidia? Nvidia is growing faster and is larger than AMD. Nvidia's stock is priced cheaply while AMD's is very expensive.
View source ↗ - News (RSS)seekingalpha·2d ago·Neutral
Key deals this week: Onsemi, Mattel, Nebius, Advanced Micro Devices, and more
View source ↗ - News (Marketaux)seekingalpha.com·2d ago·Negative
AMD: The Job Is Difficult, But Not Impossible (NASDAQ:AMD) Advanced Micro Dev[+231 characters]
View source ↗ - News (RSS)seekingalpha·2d ago·Neutral
AMD: The Job Is Difficult, But Not Impossible
View source ↗ - News (RSS)fool·2d ago·Neutral
Prediction: This AI Chip Stock Will Be the Biggest Winner of 2027 (Hint: It’s Not Nvidia, AMD, or Broadcom) TSMC is the world's largest semiconductor foundry, which gives it immense pricing power.
View source ↗ - News (RSS)fool·2d ago·Neutral
Intel Was Worth About 28 Times as Much as AMD 10 Years Ago. Now AMD Is Worth About 60% More. Can Intel's plants win back what AMD took one server chip at a time?
View source ↗ - News (RSS)fool·3d ago·Neutral
Why AMD Stock Jumped 30% in September Meta's new Muse agent helped lift CPU stocks, including AMD.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
I bought a new AMD CPU months ago and I still haven't installed it.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62748618 >NVDA >exploding It was hovering at 210 like the entire year. In fact nvidia holders were constantly crying that it didn't move much while AMD went up like 300% this year.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62748618 I was looking at AMD but went KORU instead unfortunately. If AI becomes open like Googles leaked prediction expects, AMD is a great play. They sell 4k computers that are just perfect for running locally. I hear its by far the best option for businesses that dont want to protect their data.
View source ↗ - 4chan /biz/biz·3d ago·Positive
>>62748617 What made AMD finally pop? Was weird how it was flat for so long while NVDA was exploding.
View source ↗ - 4chan /biz/biz·3d ago·Negative
Im up 84% on AMD, I dont even know what to do with it now, sell, hold, take out initial investment or wtf
View source ↗ - News (RSS)seekingalpha·3d ago·Positive
SA Asks: Does AMD still have upside after its latest rally? (Update)
View source ↗ - News (RSS)fool·3d ago·Neutral
Got $1,000? 2 Growth Stocks Building the Data Centers of the AI Infrastructure Supercycle. AMD and Broadcom looked poised to lead during the next wave of the AI infrastructure build-out.
View source ↗ - 4chan /biz/biz·3d ago·Negative
AHHHHH I regret selling AMD at 600-ish it was meant to crash back down to 550 or somewhere around there
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62747507 My last remaining AMD shares in my portfolio are really just there to taunt me at this point. Sold the majority of my shares way too early at around 400-500 USD.
View source ↗ - Newsmarketbeat.com·3d ago·Neutral
Kodiak Sciences' Two Wet AMD Treatments Match Aflibercept in Phase III Study Kodiak Sciences NASDAQ: KOD reported that its Phase III DAYBREAK study met primary endpoints for two investigational treatments in treatment-naïve patients with wet age-related macular degeneration, or wet AMD, with both therapies demonstrating statistical equivalence to aflibercept on visual-acuity outcomes.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
…747392 Wouldn't a biblical AI crash first require a biblical AI pump, like what happened during the dot.com era? I mean, sure some cyclical companies like Micron and AMD are up a lot, but I don't really see a massive crash manifesting when the big AI hyperscalers like Meta, Google and Microsoft are all trading in the low to mid 20 PE ratios and companies like Oracle are down 50% from their ATH. Also the S&P500 is right now at an 18 PE ratio, lower than it has been in years. Nothing screams poten…
View source ↗ - 4chan /biz/biz·3d ago·Neutral
AMD BROS OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
View source ↗ - News247wallst.com·3d ago·Neutral
If You Invest $10,000 in AMD Today, Here's What It Could Be Worth by 2030 AMD has surged dramatically over the past year, and its AI ambitions stretch into trillion-dollar markets by 2030, but the model scoring it a hold at near fair value tells a more complicated story about what that growth is actually
View source ↗ - Newsinvezz.com·3d ago·Neutral
AMD stock gains 3%, here's why AMD stock gained 3% on Friday as technology shares rallied following weaker-than-expected US employment data that reduced expectations for another Federal Reserve interest-rate hike. The US economy added 29,000 jobs in September, the nonfarm payrolls report showed, while the unemployment rate rose to 4.2%.
View source ↗ - News247wallst.com·3d ago·Neutral
AMD Climbs 3% as Chip Stocks Extend Their Run; Arm Jumps 8%, NVIDIA Rises 2% Semiconductor shares are extending their recent run, and Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is moving with a chip complex that buyers are bidding up across the board. AMD stock is up 3% to $637.
View source ↗ - Newszacks.com·3d ago·Positive
Why Advanced Micro Devices (AMD) is a Top Stock for the Long-Term The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
View source ↗ - Newsetftrends.com·4d ago·Negative
AMD, Meta Power GAMR's Gaming Index as Capcom Joins Advanced Micro Devices, Inc. (AMD) and Meta Platforms, Inc. (META) powered a September gain for the gaming index behind the Amplify Video Game Leaders ETF (GAMR). The VettaFi Video Game Leaders Index rose 2.8% for the month, while a quarterly rebalance added two Japanese game makers.
View source ↗ - Newsfool.com·4d ago·Positive
Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026? Applied Materials supplies manufacturing equipment and related services to the companies that fabricate semiconductors. Advanced Micro Devices grew revenue about 34% in 2025, with gains in both its data center segment and its client and gaming segment.
View source ↗ - Newsmarketbeat.com·4d ago·Neutral
Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next Advanced Micro Devices TodayAMDAdvanced Micro Devices$617.63 +5.87 (+0.96%) As of 01:52 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$163.14▼$639.00P/E Ratio159.06Price Target$567.63Add to WatchlistFor years, Advanced Micro Devices Inc. NASDAQ: AMD has been in the shadow of larger rival NVIDIA Corp. NASDAQ: NVDA, despite being valued at roughly $1 trillion.
View source ↗ - News (Marketaux)gurufocus.com·4d ago·Positive
Intel, AMD Lead 5 Biggest Stock Winners in September 5 stocks rounded out September as the Na[+331 characters]
View source ↗ - News247wallst.com·4d ago·Positive
AMD Doesn't Need to Beat Nvidia to Be a Big AI Winner AMD's Data Center revenue just doubled and hyperscalers are signing gigawatt-scale deals, yet our model flags a specific risk hiding in plain sight that could send the stock sharply lower before those wins fully materialize.
View source ↗ - News247wallst.com·5d ago·Neutral
The Hyperscaler CPU Threat to AMD No One Is Talking About AMD just posted its fifth straight record quarter for server CPUs, yet a quiet structural shift in the cloud threatens to cap how far that streak can run.
View source ↗ - News247wallst.com·5d ago·Positive
I'm Dollar Cost Averaging AMD at Today's Price Without Fear AMD sits near a trillion-dollar market cap with a valuation that would make most investors flinch, yet one investor keeps hitting the buy button every single month without checking the price first.
View source ↗ - Newsinvezz.com·5d ago·Neutral
Nvidia, AMD and Intel rise on Micron earnings, so why is MU stock falling? Nvidia, AMD and Intel stocks moved higher before Thursday's opening bell after Micron Technology delivered an earnings beat, reinforcing confidence that the AI infrastructure boom remains intact. Micron itself moved the other way.
View source ↗ - News (RSS)fool·5d ago·Neutral
History Says AMD Stock's $1 Trillion Milestone Isn't a Ceiling The three chipmakers with a full year of history past $1 trillion all kept climbing. Can AMD?
View source ↗ - Newsfool.com·5d ago·Neutral
History Says AMD Stock's $1 Trillion Milestone Isn't a Ceiling AMD closed with a market cap above $1 trillion for the first time on Sept. 21, 2026. Nvidia, Taiwan Semiconductor, and Broadcom each gained in the 12 months after their first $1 trillion closes, by between 43% and 216%.
View source ↗ - News (RSS)fool·5d ago·Neutral
Nvidia, Broadcom, and AMD Investors Need to Have Oct. 15 Circled on Their Calendars Taiwan Semiconductor is the main foundry for those three chip designers, and its report could impact their stocks, too.
View source ↗ - News (RSS)fool·5d ago·Neutral
Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026? AMD is growing fast as the primary alternative to Nvidia in AI chips, with data center sales more than doubling year over year. Arm earns royalties across billions of devices and is finding new momentum in data centers, but its growth is more measured.
View source ↗ - News (RSS)seekingalpha·5d ago·Neutral
AMD Stock Crosses $1 Trillion -- And The Market Still Underestimates The Dark Horse
View source ↗ - News (RSS)seekingalpha·5d ago·Positive
AMD: Lisa Su Proved Me Wrong (Rating Upgrade)
View source ↗ - 4chan /biz/biz·5d ago·Neutral
AMD was -43% one minute ago. What the f*** is going on.
View source ↗ - 4chan /biz/biz·5d ago·Neutral
LMAO uhhh AMD BROS?! What the f***
View source ↗ - Newsseekingalpha.com·5d ago·Positive
AMD: Lisa Su Proved Me Wrong (Rating Upgrade) Advanced Micro Devices is upgraded to Buy following the $8.2B World Labs acquisition, expanding frontier AI and physical AI capabilities. AMD's execution and margin concerns have eased, with strong demand for compute supporting both GPU and CPU prices and Helios gaining traction beyond OpenAI. The World Labs deal deepens AMD's AI ecosystem, adds elite talent, and positions AMD to challenge Nvidia in simulation and robotics markets.
View source ↗ - 4chan /biz/biz·5d ago·Positive
AMD on its way back down so I can buy in (need 550 though)
View source ↗ - News (Marketaux)gurufocus.com·5d ago·Positive
Advanced Micro Devices (AMD) Price Target Raised to $1,000 Amid Data Center Growth and AI Demand On September 30, 2026, Advanced[+250 characters]
View source ↗ - News (RSS)thestreet·5d ago·Neutral
Jim Cramer delivers unmistakable verdict on AMD’s future after 281% run AMD briefly crossed $1 trillion in market value on Sept. 21, 2026 before falling back.
View source ↗ - 4chan /biz/biz·5d ago·Negative
guize I need to cash out 6 grand for some bills, winter tires and some hardware, do I sell MU or AMD? Im up 100% on both
View source ↗ - Newszacks.com·5d ago·Positive
AMD's World Labs Buyout Boosts AI Prospects: Can It Rival NVDA & AVGO? Advanced Micro Devices' $8.2B World Labs deal could deepen its AI capabilities in spatial intelligence, robotics & rack-scale infrastructure as competition rises.
View source ↗ - News (Marketaux)gurufocus.com·5d ago·Positive
First Trust NASDAQ-100 Tech (QTEC) Sells $4.9 Million More Intel on Sept. 28 Stock Shares changed Value Position Inte[+289 characters]
View source ↗ - Newsmarketbeat.com·5d ago·Neutral
AI Uncertainty Is Rising, But These 3 Chip ETFs Still Have Momentum It's easy to get skittish about the tech sector amid recent talk of slowing AI development and OpenAI scrapping the launch of its latest model due to safety concerns. AI demand has driven much of the sector's growth in recent years, after all.
View source ↗ - News (RSS)seekingalpha·5d ago·Positive
AMD: Expensive, But Growth Is Still Fast Enough To Keep The Bull Case Alive
View source ↗ - News247wallst.com·5d ago·Neutral
Cathie Wood Sold $110 Million of AMD and Bought Nvidia Instead Cathie Wood just dumped one of this year's biggest AI winners to load up on a stock that has barely moved, and the reasoning behind that swap reveals a lot about where she thinks the real opportunity still sits.
View source ↗ - Newsseekingalpha.com·6d ago·Positive
AMD: Expensive, But Growth Is Still Fast Enough To Keep The Bull Case Alive AMD is rated Buy, despite its high valuation, because current AI and Data Center growth remain fast enough for earnings to potentially catch up with the stock price. Major AI infrastructure buyers have a sufficiently large revenue base and continue to increase AI-related capital spending, supporting the long-term size of the market AMD is targeting. At a 28.5x P/E reference based on NVIDIA's current trailing multiple, on…
View source ↗ - News (RSS)investing·6d ago·Neutral
Cathie Wood’s ARK sells AMD stock, buys Nvidia and Tesla
View source ↗ - News (RSS)seekingalpha·6d ago·Positive
4D Molecular: Reiterate 'Buy' With Wet AMD 4D-150 Program On Track And Phase 3 DME Trial Underway
View source ↗ - 4chan /biz/biz·6d ago·Neutral
Haha... why is AMD up 170% YTD?
View source ↗ - News (RSS)marketwatch·6d ago·Neutral
The real prize in AMD’s $8 billion World Labs acquisition isn’t what you’d think AMD is getting cutting-edge spatial-intelligence models, but more importantly, a leader who can help recruit top talent and bring real-world AI applications into focus.
View source ↗ - News (RSS)thestreet·6d ago·Neutral
AMD takes on Nvidia with aggressive $8.2 billion bet on AI’s next era The AI systems that matter most a decade from now may not be the ones that can just read text and generate language.
View source ↗ - 4chan /biz/biz·6d ago·Negative
Up 22% on my AMD, does I sell
View source ↗ - Newsseekingalpha.com·6d ago·Neutral
4D Molecular: Reiterate 'Buy' With Wet AMD 4D-150 Program On Track And Phase 3 DME Trial Underway 4D Molecular Therapeutics remains a 'Buy' as its gene therapy 4D-150 advances in phase 3 trials for wet AMD and diabetic macular edema [DME]. Topline data from the pivotal 4FRONT-1 and 4FRONT-2 wet AMD studies are expected in Q2 and H2 2027, supporting regulatory filings for both wet AMD. Phase 2b and SPECTRA data show 4D-150 reduces injection burden by up to 87% in wet AMD and 61% in DME, with the …
View source ↗ - News (RSS)seekingalpha·6d ago·Neutral
AMD: Why I Say 80x Forward P/E Doesn't Matter This Time
View source ↗ - Newszacks.com·6d ago·Positive
AMD vs. Nvidia: Which Chip Giant Looks Stronger After Their Latest Acquisitions? AMD and Nvidia continue to expand beyond AI chips as the semiconductor giants position themselves for the next phase of artificial intelligence.
View source ↗ - Newsmarketwatch.com·6d ago·Neutral
The real prize in AMD's $8 billion World Labs acquisition isn't what you'd think AMD is getting cutting-edge spatial-intelligence models, but more importantly, a leader who can help recruit top talent and bring real-world AI applications into focus.
View source ↗ - Newsfool.com·6d ago·Neutral
Could Advanced Micro Devices Stock Help You Become a Millionaire? AMD's data center segment revenue more than doubled year over year in its most recent quarter. The Helios rack-scale AI platform -- AMD's answer to Nvidia's Vera Rubin -- is gaining significant traction with hyperscalers.
View source ↗ - Newsproactiveinvestors.com·6d ago·Neutral
AMD to acquire World Labs for $8.2B in AI infrastructure push Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) agreed to acquire World Labs for approximately $8.2 billion, seeking to use AI model research to shape its future computing infrastructure. The all-stock agreement would bring researchers and model experts into the chipmaker to help develop hardware, software and systems for emerging AI applications.
View source ↗ - 4chan /biz/biz·6d ago·Neutral
AMD bobos need to f****** surrender and die already
View source ↗ - News (RSS)fool·6d ago·Positive
Nvidia vs. AMD: Which AI Chip Stock Has More Room to Run After AMD's Surge Past $1 Trillion? AMD stock has nearly tripled this year, propelling the company into the $1 trillion club.
View source ↗ - News (Marketaux)gurufocus.com·6d ago·Positive
Market Uncertainty Amid AI Talks and Economic Data Ahead (AMD) Among the companies in focus, Advanc[+283 characters]
View source ↗ - Newsyoutube.com·6d ago·Negative
AMD Goes Big on World Models as Anthropic Heads to IPO Bloomberg's Ed Ludlow breaks down President Trump's new AI-powered website America.gov, putting AI at the center of his agenda. Plus, Anthropic warns of "existential risks to humanity" in its prospectus ahead of its IPO according to reports, and AMD makes a big AI bet on the frontier by acquiring Fei-Fei Li's World Labs in an all-stock deal valued at $8.2 billion.
View source ↗ - News (RSS)zerohedge·6d ago·Neutral
…d by US regulators. In other corporate news, AstraZeneca is investing $2 billion in US biotech Summit Therapeutics to collaborate on a promising new cancer medicine; AMD agreed to acquire World Labs for $8.2 billion, gaining an AI startup founded by industry pioneer and researcher Fei-Fei Li; Vail Resorts anticipates a rebound in fiscal year 2027 above analyst estimates, based on a range of normal weather conditions and incremental cost savings. Markets are finding their footing after a turbulen…
View source ↗ - News247wallst.com·6d ago·Neutral
AMD Pays $8.2 Billion in Stock for Non-Chipmaking Startup as CEO Bets on Physical AI Lisa Su just committed billions in AMD stock to a startup that makes virtual worlds instead of chips, betting that understanding physical AI from the inside is the only way to outmaneuver NVIDIA where it matters most.
View source ↗ - News247wallst.com·6d ago·Neutral
One Market Could Transform AMD's Growth Story AMD just crossed into the trillion-dollar club on the back of one market that management believes will grow to $1.
View source ↗ - Newsseekingalpha.com·6d ago·Positive
AMD: Path To $1,000 (Rating Upgrade) Advanced Micro Devices, Inc. is experiencing rapid data center growth, with a 50% Y/Y increase in Q2 (107% Y/Y in data centers) and strong AI accelerator demand. I am upgrading AMD to Buy with a $1,000 share price by the end of 2028, due to the just-announced World Labs acquisition that is boosting AMD's AI intelligence. Strategic supply agreements with AI frontier labs and hyperscalers (like Meta), plus upcoming MI450x AI accelerator shipments, underpin AMD'…
View source ↗ - Newstechxplore.com·6d ago·Neutral
AMD buys firm founded by AI 'godmother' Fei-Fei Li Chipmaker Advanced Micro Devices announced Monday that it has acquired World Labs, an artificial intelligence company founded by Fei-Fei Li, one of the field's most prominent researchers and sometimes referred to as "The Godmother of AI."
View source ↗ - Newsyoutube.com·6d ago·Negative
AMD hits $1 trillion and Micron earnings loom, but tech valuations tell a different story Anthropic's IPO prospectus, as reviewed by Reuters, shows 2025 revenue of nearly $4.6 billion, up about 12-fold from 2024, alongside an $8.06 billion operating loss, a $42 billion net loss that Reuters says includes a $34 billion accounting charge, and a warning that advanced AI could pose "catastrophic or existential risks to humanity." Yahoo Finance Host Julie Hyman, Breaking Business News Reporter Jake C…
View source ↗ - Newsfinbold.com·6d ago·Positive
Wall Street sets AMD stock price for 12 months Although Advanced Micro Devices Inc. (NASDAQ: AMD) stock has rallied over 167% year-to-date (YTD), Kevin Cassidy, a Wall Street analyst at Rosenblatt, expects further upside to reach a new all-time high (ATH) over the next 12 months.
View source ↗ - Newsinvezz.com·6d ago·Neutral
AMD stock rises as analysts back $8.2B World Labs AI deal Advanced Micro Devices (AMD) stock gained on Tuesday after the chipmaker announced an $8.2 billion all-stock deal to acquire World Labs, an artificial intelligence startup focused on spatial intelligence and 3D “world models.” Under the transaction, World Labs founder and AI researcher Dr. Fei-Fei Li will join AMD as executive vice president and chief scientist, reporting directly to CEO Lisa Su.
View source ↗ - News (RSS)fool·6d ago·Positive
Advanced Micro Devices vs. SK Hynix: Which Technology Stock Is a Better Buy in 2026? AMD's 34% revenue surge and $6.7B free cash flow contrast sharply with SK Hynix's $31.4B net income, but their vastly different valuations tell competing stories about AI infrastructure's future.
View source ↗ - Newszacks.com·6d ago·Positive
Should You Buy AMD Post-World Labs Deal or Still Favor NVIDIA ETFs? AMD's World Labs deal strengthens its long-term AI story, but valuation, growth and price targets favor NVIDIA for now.
View source ↗ - Newszacks.com·6d ago·Positive
Bet on These ETFs as AMD Agrees to Buy World Labs for $8.2B AMD's $8.2B World Labs deal expands its AI ambitions, while AMD-heavy ETFs offer diversified exposure to the broader physical AI shift.
View source ↗ - News247wallst.com·6d ago·Neutral
AMD at 4 Milestones: Total Return From the Intel Settlement to the $1 Trillion Club AMD just hit a $1 trillion market cap, but the real story lives in the four moments before it got there. Each entry point produced a wildly different outcome, and the gaps reveal something most milestone headlines bury.
View source ↗ - Newsbarrons.com·7d ago·Positive
AMD, Nvidia, Navitas, Summit Therapeutics, Fair Isaac, and More Stocks That Explain Today's Market AMD was inching higher after announcing an $8.2 billion deal to buy World Labs, with other chip stocks gaining.
View source ↗ - Newsbenzinga.com·7d ago·Negative
Jim Cramer Says AMD's ‘Incredible Run' Isn't Over Advanced Micro Devices Inc. (NASDAQ:AMD) remains at the center of the AI trade as the chipmaker expands its technology portfolio through an $8.2 billion acquisition while investors focus on rising demand for CPUs and GPUs from agentic AI workloads.
View source ↗ - Newsfool.com·7d ago·Negative
Advanced Micro Devices (AMD) Just Joined the $1 Trillion Club. Next Stop: $2 Trillion? Advanced Micro Devices (AMD) recently became the latest American public company to amass a $1 trillion valuation, joining 12 others. AMD has experienced an incredible increase in value on the back of surging demand for its artificial intelligence chips.
View source ↗ - News (RSS)scmp·7d ago·Neutral
AMD acquires ‘godmother of AI’ Li Fei-Fei’s start-up as battle with Nvidia intensifies US chip giant Advanced Micro Devices (AMD) has agreed to acquire World Labs, the artificial intelligence start-up founded by renowned Chinese-American computer scientist Li Fei-Fei, for US$8.2 billion in an all-stock deal, as the company steps up its rivalry with Nvidia. The acquisition, expected to close by the end of this year, would integrate World Labs’ research team and spatial-intelligence model expertis…
View source ↗ - News (RSS)japantimes·7d ago·Positive
AMD to buy Fei-Fei Li’s World Labs AI startup for $8.2 billion World Labs develops AI software that can run applications in the physical world.
View source ↗
Earnings
Tue, Nov 3(in 4 weeks)
Consensus estimate $1.94 per share
Typical surprise +2.5% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 4$1.66 vs $1.62beat
- Tue, May 5$1.37 vs $1.29beat
- Tue, Feb 3$1.53 vs $1.32beat
- Tue, Nov 4$1.20 vs $1.17beat
- Tue, Aug 5$0.48 vs $0.48beat
- Tue, May 6$0.96 vs $0.94beat
Estimates and results for AMD via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Earnings Call — 2026Q2
Management and analyst remarks, with per-speaker sentiment.
- Matthew RamsayVP, Financial Strategy and Investor Relations+0.00
Thank you, and welcome to AMD's Second Quarter 2026 Financial Results Conference Call. By now, you should have had the opportunity to review a copy of our earnings press release and the accompanying slides. If you have not had the chance to review these materials, they can be found on the Investor Relations page of amd.com. Today, we will refer primarily to non-GAAP financial measures during the c…
- Lisa SuChair and CEO+0.90
Thank you, Matt, and good afternoon to all those listening today. We delivered another outstanding quarter with record revenue and profitability as adoption of our leadership products continued to expand. Revenue increased 50% year-over-year to $11.5 billion, driven by significantly higher sales of EPYC, Instinct, Ryzen and embedded processors. Data center revenue more than doubled year-over-year …
- Jean HuExecutive Vice President, CFO and Treasurer+0.60
Thank you, Lisa, and good afternoon, everyone. I'll start with a review of our second quarter financial results and then provide our current outlook for the third quarter of fiscal 2026. We had an outstanding second quarter, marking our sixth consecutive quarter of greater than 30% year-over-year revenue growth. Revenue increased 50% year-over-year and 13% sequentially to a record $11.5 billion, d…
- Matthew RamsayVP, Financial Strategy and Investor Relations+0.00
Thank you very much, Jean. John, we'd like to go ahead and start the Q&A session now. Please do poll the audience for questions. We ask that each caller ask one question with one brief follow-up. Thank you.…
- Thomas O'MalleyAnalyst, Barclays+0.10
Lisa, you laid out the Analyst Day $1.4 trillion TAM on the accelerator side. You laid out the $220 billion on the CPU side. But the share dynamics within those are very different. So I think the genesis of the question here is when do you see that crossover point happening in the data center GPU business and the CPU business. Is that something that comes this calendar year? And when you look at t…
- Lisa SuChair and CEO+0.90
Yes. Tom, thanks for the question. So look, we are certainly seeing a very, very strong compute market demand over both the data center accelerator as well as the server CPU. I think the server CPU is a little bit newer, and so we've been giving updates on that. As we go forward, certainly, looking at our Q3 guide and our Q4 guide, we see very strong growth across both server and data center AI. S…
- Thomas O'MalleyAnalyst, Barclays+0.10
And then maybe under that framework with both growing very strongly into next year. Maybe this one is for you, Jean. You obviously have some headwinds on the GPU side as you're ramping Helios. But also on the server processor side, you would imagine that you're getting above corporate gross margins there. Maybe as you look at the trade-offs to gross margins into next year, is one kind of offsettin…
- Jean HuExecutive Vice President, CFO and Treasurer+0.50
Yes, Tom, that's a great question. Thank you for that. I think as we talked before, our gross margin is primarily driven by the business mix. We're actually very pleased with our gross margin progress in the first half of 2026 and our guidance for Q3 2026. I think the way to think about 2027 is there are a few puts and takes. The first thing is, as Lisa just mentioned, our server business is expan…
Excerpts from AMD's 2026Q2earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by AMD officers and directors.
- Bought
- —
- Sold
- $101.9m
0 trades
75 trades
- Norrod Forrest Eugenesold
- Norrod Forrest Eugenesold
- Norrod Forrest Eugenesold
- Norrod Forrest Eugenesold
- Norrod Forrest Eugenesold
- Norrod Forrest Eugenesold
- Norrod Forrest Eugenesold
- Norrod Forrest Eugenesold
25 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Gilbert Cisneroshouse · CA31 · disclosed Sep 11, 2026 (24d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 7, 2026 (52d later)Buy$1,001 - $15,000
- Rick W. Allenhouse · GA12 · disclosed Aug 19, 2026 (36d later)Buy$1,001 - $15,000
- Tony Wiedhouse · WI08 · disclosed Aug 10, 2026 (62d later)Sell$100,001 - $250,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$15,001 - $50,000
- Daniel Milton Newhousehouse · WA04 · disclosed Jul 20, 2026 (10d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jul 3, 2026 (28d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jun 9, 2026 (25d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jun 9, 2026 (26d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jun 4, 2026 (30d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed May 20, 2026 (23d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed May 20, 2026 (27d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed May 11, 2026 (27d later)Buy$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (26d later)Sell$1,001 - $15,000
- Thomas Suozzihouse · NY03 · disclosed Mar 18, 2026 (28d later)Sell$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Mar 13, 2026 (39d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Mar 10, 2026 (28d later)Buy$1,001 - $15,000
- Cleo Fieldshouse · LA06 · disclosed Feb 25, 2026 (22d later)Buy$50,001 - $100,000
- Julia Letlowhouse · LA05 · disclosed Jan 13, 2026 (210d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jan 12, 2026 (24d later)Sell$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.