Advanced Micro Devices Balance Sheet Health
Finanzielle Gesundheit Kriterienprüfungen 5/6
Advanced Micro Devices hat ein Gesamteigenkapital von $67.2B und eine Gesamtverschuldung von $3.2B, wodurch sich der Verschuldungsgrad auf 4.8% beläuft. Die Gesamtaktiva und Gesamtpassiva betragen $84.5B bzw. $17.2B. Advanced Micro Devices Das EBIT des Unternehmens beträgt $6.5B, so dass der Zinsdeckungsgrad -96.1 beträgt. Das Unternehmen verfügt über Barmittel und kurzfristige Anlagen in Höhe von $13.1B.
Wichtige Informationen
4.80%
Verhältnis von Schulden zu Eigenkapital
US$3.23b
Verschuldung
| Zinsdeckungsgrad | -96.1x |
| Bargeld | US$13.11b |
| Eigenkapital | US$67.22b |
| Gesamtverbindlichkeiten | US$17.24b |
| Gesamtvermögen | US$84.46b |
Jüngste Berichte zur Finanzlage
Keine Aktualisierungen
Recent updates
Seeking Alpha • Aug 18
AMD: On Dilution And Insider Sales
Summary Advanced Micro Devices, Inc. has surged 562% since April 2025, driven by three major AI infrastructure deals targeting Nvidia’s data center dominance. AMD stock’s valuation is predicated on aggressive FY28+ earnings growth, but recent deals require issuing 320 million shares, raising significant dilution and profitability concerns. Despite strong FY25–26 results and optimistic long-term projections, insiders, including the CEO, have sold $220 million in shares, signaling caution amid AI capex mania. AMD’s large, dilutive contracts with Meta, OpenAI, and Anthropic may jeopardize margin sustainability and challenge the achievability of Street earnings estimates beyond FY28. Read the full article on Seeking Alpha
Narrative-Update • Aug 17
AMD: AI Data Center Racks Will Stress Test Rich Market Expectations
Analysts have lifted the implied fair value estimate for Advanced Micro Devices from about $487.90 to roughly $612.80, reflecting higher modeled revenue growth, slightly stronger profit margins, and updated long term P/E assumptions, supported by a wide series of recent price target increases tied to AI data center and accelerator opportunities. Analyst Commentary Recent research on Advanced Micro Devices highlights a wide range of opinions on how AI infrastructure, data center products, and new partnerships could influence valuation, growth expectations, and execution risk.Analyseartikel • Aug 12
There May Be Underlying Issues With The Quality Of Advanced Micro Devices' (NASDAQ:AMD) Earnings
Advanced Micro Devices, Inc.'s ( NASDAQ:AMD ) robust earnings report didn't manage to move the market for its stock...Analyseartikel • Aug 08
Advanced Micro Devices, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Advanced Micro Devices, Inc. ( NASDAQ:AMD ) just released its second-quarter report and things are looking bullish. The...
Narrative-Update • Aug 03
AMD: AI Infrastructure Megadeals Will Drive Future Upside Potential
Analysts have increased the internal fair value estimate for AMD from $725.00 to approximately $858.12, reflecting updated expectations for revenue growth, profitability, and future P/E multiples in light of a series of higher Street price targets and AI-focused research commentary. Analyst Commentary Bullish analysts are broadly constructive on Advanced Micro Devices, with a series of recent research notes highlighting AI accelerators, server CPUs, and new partnerships as key supports for higher fair value assumptions.Narrative-Update • Jul 20
AMD: AI Data Center Partnerships Will Drive Future Upside
The analyst fair value estimate for Advanced Micro Devices has been raised from $680.93 to $725.00. This change reflects higher modeled revenue growth, profit margins, and data center driven earnings potential that aligns with Street analysts' increased price targets tied to EPYC server strength, AI data center demand, and AMD's positioning as an alternative GPU supplier.Narrative-Update • Jul 06
AMD: AI Data Center Demand And Meta Pact Will Drive Future Upside
Analyst price targets for AMD have moved sharply higher, with the updated fair value estimate rising from about $363 to roughly $681, as analysts point to stronger expectations around AI driven data center demand, EPYC server CPU traction, and AMD's positioning as an alternative GPU supplier in a tight supply environment. Analyst Commentary Recent Street research on Advanced Micro Devices shows a strong tilt toward higher valuation frameworks, with many bullish analysts lifting price targets as they reassess AI related growth opportunities in both data center CPUs and GPUs. The focus is on AMD's role in AI infrastructure, its position as an alternative GPU supplier, and the earnings power implied by long term AI related total addressable market forecasts.Narrative-Update • Jun 22
AMD: Agentic AI Server Demand Will Expose Rich Pricing Risk
Analysts have raised the fair value estimate for AMD to $487.90 from $472.17, citing a series of higher price targets linked to expectations for stronger server and GPU demand and AMD's involvement in the growing agentic AI CPU market. Analyst Commentary Recent research on Advanced Micro Devices highlights a wide range of views on how agentic AI, GPUs, and server CPUs could influence the stock's valuation and execution risk.Analyseartikel • Jun 16
Advanced Micro Devices (AMD) Stock Could Be 21.6% Overvalued After Its AI Fueled Run
Advanced Micro Devices (AMD) has drawn fresh attention after recent trading data showed strong share price momentum over the past month and past 3 months, prompting investors to reassess how the stock aligns with their portfolios. See our latest analysis for Advanced Micro Devices. Beyond the recent surge, Advanced Micro Devices has seen momentum build over the past year, with a 90 day share price return of 174.37% and a 1 year total shareholder return of 330.57% on the back of growing...
Narrative-Update • Jun 15
Nvidia is King, but AMD's Kingdom is Expanding Faster Than Anticipated
The market previously priced AMD as a "forced choice" spillover. Recent quarters, particularly the massive Data Center revenue run-rates achieved into 2026, have completely shattered this narrative.
Narrative-Update • Jun 05
AMD: Agentic AI CPU Hype Will Eventually Pressure Future Margins
Analysts raised the implied fair value estimate for AMD stock from $225.00 to $330.50, pointing to higher Street price targets that reflect growing expectations for the agentic AI CPU opportunity and AMD's potential role as a key alternative provider in an expanding AI compute market. Analyst Commentary Recent Street research around Advanced Micro Devices centers on how agentic AI could reshape CPU demand and AMD's role in that build out.Narrative-Update • May 22
AMD: Meta AI Infrastructure And New Partnerships Will Support Measured Upside
Analysts lifted the base case price target for Advanced Micro Devices to about $472 from about $290, reflecting updated assumptions for faster AI related revenue growth, higher profit margins, and a richer future P/E multiple amid a wave of recent target hikes tied to AI data center and CPU opportunities. Analyst Commentary Recent Street research around Advanced Micro Devices clusters into two camps, with bullish analysts leaning into the AI growth story and bearish analysts focusing more on valuation risk and execution hurdles.
Narrative-Update • May 14
AMD: AI Accelerator Momentum Is Real, But Valuation Now Needs Perfect Execution
AMD remains one of the clearest second-place beneficiaries of the AI infrastructure buildout. Hyperscalers want a credible alternative to Nvidia, and AMD’s data-center CPUs, Instinct accelerators, and broader adaptive-computing portfolio give it a real path to take share as customers diversify suppliers.Analyseartikel • May 08
Advanced Micro Devices, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
A week ago, Advanced Micro Devices, Inc. ( NASDAQ:AMD ) came out with a strong set of quarterly numbers that could...
Narrative-Update • May 06
AMD Q1 2026: AI Infrastructure Demand Ignites Valuation Surge
Advanced Micro Devices (AMD) released its Q1 2026 financial results on May 5, 2026, delivering a "blowout" performance that has fundamentally shifted investor sentiment. Driven by a massive structural pivot toward AI infrastructure, the company exceeded analyst estimates across every primary metric.Narrative-Update • Apr 30
AMD: Meta And OpenAI GPU Deals Will Pressure Future Margins
Analysts have raised AMD’s fair value estimate from $213.89 to $225.00. The revision reflects updated views that incorporate higher modeled revenue growth, lower profit margins tied to recent Meta and OpenAI GPU deals, and a higher future P/E assumption in light of recent price target changes across Wall Street.Narrative-Update • Apr 15
AMD: Meta AI Pact Will Support Future AI Infrastructure Scale
The analyst price target for AMD has been adjusted slightly lower to $362.79 from $362.85, as analysts refresh their models around updated revenue growth, profit margin assumptions, and a modestly lower future P/E following recent commentary on AI partnerships and GPU deployment timelines. Analyst Commentary Recent research focuses heavily on AMD's role in large scale AI infrastructure and how major partnerships factor into valuation, execution risk, and long term growth potential.Narrative-Update • Apr 01
AMD: Expanded Meta AI Infrastructure Deal Will Support Future Upside
Analysts have raised their average price target for AMD by $5 to $280, citing expanded multi-year GPU deployments with Meta, reinforced confidence in the MI450/Helio roadmap, and a series of recent research updates that emphasize AI accelerator share gains and deepening ecosystem partnerships. Analyst Commentary Recent research on Advanced Micro Devices clusters around the expanded GPU agreement with Meta, the MI450 and Helio roadmap, and growing partnerships in data center and edge inference.Narrative-Update • Mar 18
AMD: Expanded Meta And OpenAI AI Agreements Will Support Future Upside
Analysts have lifted the fair value estimate for AMD by about $6 to $289.61. This reflects updated assumptions around higher profit margins, slightly stronger revenue growth, a lower future P/E multiple, and recent Street research highlighting expanded GPU partnerships with Meta, OpenAI, and large customers across data center and AI workloads.
Neues Narrative • Mar 16
Open Source Online Order Systems: A Complete Guide
Running a food or beverage delivery business comes with no shortage of decisions. One of the most consequential?Narrative-Update • Mar 04
AMD: Meta AI Infrastructure Pact Will Support Long-Term Earnings Power
Analysts have raised their AMD price target by $7 to reflect updated assumptions for higher revenue growth and slightly lower future P/E multiples. They cite new multi year GPU and CPU partnerships with Meta and other AI customers, which they view as reinforcing the company’s role in large scale AI infrastructure.Narrative-Update • Feb 25
The 6-Gigawatt Shift: How the Meta-AMD Alliance Recharts the AI Landscape
On February 24, 2026, AMD and Meta Platforms announced a massive, multi-year strategic partnership to overhaul Meta's AI infrastructure. This deal is widely viewed as a "divorce" from Nvidia’s near-monopoly, positioning AMD as a primary Tier-1 provider in the generative AI race.Narrative-Update • Feb 18
AMD: AI Accelerator And Server Demand Will Support Long-Term Earnings Power
Analysts have trimmed their consolidated AMD price target by about $5 to reflect slightly more cautious revenue growth assumptions and a lower future P/E, while acknowledging stronger profit margin expectations supported by recent research highlighting AI accelerator demand, server CPU sell through into 2026, and ongoing debate around competitive risks. Analyst Commentary Recent research on Advanced Micro Devices points to a split tape in sentiment, but with a clear group of bullish analysts leaning into AI, server demand, and competitive positioning as key supports for valuation and growth expectations.Narrative-Update • Feb 04
AMD: AI Data Center Demand Will Drive Long-Term Earnings Power
Analysts have raised their price targets on Advanced Micro Devices by up to $30, citing healthy server demand, confidence in the AI accelerator roadmap, and updated assumptions for growth, margins, and a higher future P/E multiple in their models. Analyst Commentary Recent research on Advanced Micro Devices has tilted clearly constructive, with several bullish analysts revisiting their models and assumptions around AI, servers, and long term earnings power.Narrative-Update • Feb 04
Nvidia is King, but AMD is Building a New Kingdom
The market has long priced AMD as the "forced choice" (Spillover). Q4 2025 proved this wrong.Narrative-Update • Jan 21
AMD: AI Rack Systems And Policy Risks Will Shape The Next Phase
Analysts nudged their price target higher for Advanced Micro Devices, with fair value moving from $207.91 to $213.89 as they factor in slightly stronger expected revenue growth, a small uplift in profit margins, and a modestly higher future P/E multiple, supported by recent research highlighting AI accelerator demand, rack scale system opportunities, and broader data center traction. Analyst Commentary Recent research around AMD reflects a mix of optimism on AI growth and clear reminders that execution and competition still matter a lot for what investors are paying for the stock.Narrative-Update • Jan 07
AMD: AI And Rack Scale Execution Will Define The Next Chapter
Analysts have raised their AMD fair value estimate from about $137 to roughly $208. This change reflects higher assumptions for revenue growth and profit margins in AI accelerators and rack scale systems, partly offset by a slightly higher discount rate and more conservative future P/E expectations.Narrative-Update • Dec 19
AMD: OpenAI Data Center Pact Will Drive Long-Term AI Upside
The analyst fair value estimate for Advanced Micro Devices has risen sharply from $230.00 to approximately $362.15, as analysts increase long-term revenue growth and margin assumptions based on large multiyear AI accelerator and rack-scale system opportunities highlighted in recent Street research. Analyst Commentary Bullish analysts are broadly constructive on AMD's positioning in the accelerating AI infrastructure cycle, with recent notes emphasizing both the magnitude and duration of the company’s growth runway.Narrative-Update • Dec 05
AMD: Multiyear AI Data Center Deals Will Drive Future Upside Potential
Analysts have modestly raised their fair value estimate for Advanced Micro Devices to approximately $284 per share from about $277. This reflects increased confidence in accelerating AI driven revenue growth, improving profit margins, and a more balanced long term earnings profile despite intensifying competition from both GPU rivals and emerging custom accelerators.Narrative-Update • Nov 20
AMD: Major AI Partnerships And Data Center Momentum Will Drive Future Gains
Analysts have raised their fair value estimate for Advanced Micro Devices to approximately $277 per share from $246. This change is driven by stronger revenue growth forecasts and optimism around the company's expanding role in artificial intelligence and data center markets.Narrative-Update • Nov 05
AMD: Major AI Partnerships And Execution Will Determine Future Industry Positioning
Analysts have increased their average price target for Advanced Micro Devices by approximately $7 to $246. They cite robust AI-related partnerships, strong quarterly revenue growth, and improving profit margin projections as key factors behind the upward revision.Analyse der Finanzlage
Kurzfristige Verbindlichkeiten: AMDDie kurzfristigen Aktiva des Unternehmens ($31.5B) übersteigen seine kurzfristigen Passiva ($12.1B).
Langfristige Verbindlichkeiten: AMDDie kurzfristigen Vermögenswerte des Unternehmens ($31.5B) übersteigen seine langfristigen Verbindlichkeiten ($5.2B).
Geschichte und Analyse des Verhältnisses von Schulden zu Eigenkapital
Verschuldungsgrad: AMD über mehr Barmittel verfügt als seine Gesamtverschuldung.
Schulden abbauen: AMDDas Verhältnis von Schulden zu Eigenkapital ist in den letzten 5 Jahren von 4.4% auf 4.8% gestiegen.
Schuldendeckung: AMDDie Schulden des Unternehmens sind gut durch den operativen Cashflow gedeckt (312.5%).
Zinsdeckung: AMD mehr Zinsen einnimmt als er zahlt, so dass die Deckung der Zinszahlungen kein Problem darstellt.
Bilanz
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Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/19 04:02 |
| Aktienkurs zum Tagesende | 2026/08/19 00:00 |
| Gewinne | 2026/06/27 |
| Jährliche Einnahmen | 2025/12/27 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
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| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
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Analysten-Quellen
Advanced Micro Devices, Inc. wird von 81 Analysten beobachtet. 49 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |