Advanced Micro Devices (AMD) Resumen de Acciones
Advanced Micro Devices, Inc. opera como empresa de semiconductores a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 6/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
AMD Community Fair Values
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Competidores de Advanced Micro Devices, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$511.57 |
| Máximo en las últimas 52 semanas | US$546.44 |
| Mínimo de 52 semanas | US$117.78 |
| Beta | 2.49 |
| Cambio en 1 mes | 20.62% |
| Variación en 3 meses | 160.23% |
| Cambio de 1 año | 340.40% |
| Variación en 3 años | 326.02% |
| Variación en 5 años | 504.34% |
| Variación desde la OPV | 17,629.50% |
Noticias y actualizaciones recientes
Seeking Alpha • Jun 09
The Compute Inversion And Why AMD Will Lead Agentic AI
Summary Advanced Micro Devices is rated Strong Buy, targeting a $977.32 fair value, driven by compute inversion and agentic AI trends. AMD's 256-core Venice CPU, panel-level EFB packaging, and open-ecosystem strategy position it to capture a significant share of the $120B+ server CPU TAM. Key catalysts include the Meta 6-GW ASIC deal, MI450X/Helios deployments, and AMD's move to bypass TSMC’s CoWoS bottleneck for margin expansion. Risks include memory cost inflation, U.S.-China export controls, and grid-power constraints, which may impact hyperscaler CapEx and AMD's growth trajectory. Read the full article on Seeking Alpha
Actualización de narrativa • 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.Recent updates
Seeking Alpha • Jun 09
The Compute Inversion And Why AMD Will Lead Agentic AI
Summary Advanced Micro Devices is rated Strong Buy, targeting a $977.32 fair value, driven by compute inversion and agentic AI trends. AMD's 256-core Venice CPU, panel-level EFB packaging, and open-ecosystem strategy position it to capture a significant share of the $120B+ server CPU TAM. Key catalysts include the Meta 6-GW ASIC deal, MI450X/Helios deployments, and AMD's move to bypass TSMC’s CoWoS bottleneck for margin expansion. Risks include memory cost inflation, U.S.-China export controls, and grid-power constraints, which may impact hyperscaler CapEx and AMD's growth trajectory. Read the full article on Seeking AlphaActualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.Artículo de análisis • 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...
Actualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.
Nueva narrativa • 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?Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • Nov 06
Advanced Micro Devices, Inc. Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next
Advanced Micro Devices, Inc. ( NASDAQ:AMD ) defied analyst predictions to release its quarterly results, which were...Actualización de narrativa • 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.Actualización de narrativa • Oct 22
Analysts Lift AMD Price Targets as AI Deals and Valuation Projections Fuel Optimism
Analysts have significantly raised their price targets for Advanced Micro Devices, increasing the fair value estimate from approximately $214 to over $239 per share. Stronger revenue growth, expanding profit margins, and major AI infrastructure deals are expected to drive substantial upside for the company.Artículo de análisis • Oct 18
Advanced Micro Devices, Inc. (NASDAQ:AMD) Stocks Shoot Up 46% But Its P/S Still Looks Reasonable
Advanced Micro Devices, Inc. ( NASDAQ:AMD ) shareholders have had their patience rewarded with a 46% share price jump...Actualización de narrativa • Oct 08
AI And Data Centers Will Face Risks Yet Unlock Potential
Analysts have raised their fair value estimate for Advanced Micro Devices from $184.67 to $213.93. They cite stronger revenue growth expectations and the recently announced multi-year AI infrastructure deal with OpenAI as key drivers of the upward revision.Artículo de análisis • Oct 08
Weekly Picks: 💻 An AI Chip Giant Gets Re-Rated Higher And 2 More Picks
This week’s picks cover: How AMD’s OpenAI partnership could ignite a re-rating, why IREN Energy is in phase 3 of a 4-phase transformation to a profitable powerhouse, and how PWR Holdings turned F1 dominance into a springboard for aerospace and EV growthActualización de narrativa • Oct 07
Gaining Ground on Nvidia
AMD surged after a multi-year OpenAI deal, reshaping its AI prospects and growth outlook. A key financial claim from AMD leadership: the OpenAI partnership is expected to deliver “ tens of billions of dollars ” in revenue to AMD and be highly accretive to earnings, with each gigawatt equating to double‑digit billions.Nueva narrativa • Oct 06
A formidable player in AI and enterprise computing.
1. Growth Engines in AI & Data Center AMD reported 36% YoY revenue growth in Q1 2025 , reaching $7.44B , with non‑GAAP EPS of $0.96 , a 55% YoY jump.Actualización de narrativa • Aug 27
AI And Data Centers Will Face Risks Yet Unlock Potential
Buoyed by accelerating AI server demand, renewed access to the Chinese AI chip market, and strong quarterly execution, analysts have raised Advanced Micro Devices’ consensus price target from $178.78 to $184.67. Analyst Commentary Bullish analysts cite a significant ramp in AI server demand from hyperscalers, with accelerating momentum in AMD's MI350 GPU series and expectations for the future launch of the MI400 architecture to drive revenue outperformance and market share gains through 2026.Actualización de narrativa • Aug 08
AI And Data Centers Will Face Risks Yet Unlock Potential
Advanced Micro Devices’ fair value estimate has increased, primarily reflecting modest improvements in net profit margin and revenue growth forecasts, resulting in a higher consensus analyst price target rising from $155.96 to $178.78. What's in the News AMD guided Q3 2025 revenue to ~$8.7B, implying ~28% YoY and ~13% sequential growth.Actualización de narrativa • Aug 06
A formidable player in AI and enterprise computing.
AMD delivered solid top-line growth and forward guidance that exceeded expectations. However, investors were let down by slimmer margins and the export controls drama, especially impacting the high-value MI308 AI GPU business.Nueva narrativa • Jul 08
AMD's Future Looks Promising with a 31% Revenue Growth
Price: $138.52 (7/2/25)Willing To Pay: <= $195As of right now I am incredibly bullish; AMD is actually my largest position in my portfolio right now so take that into consideration. Now when youArtículo de análisis • Jul 01
What Advanced Micro Devices, Inc.'s (NASDAQ:AMD) 28% Share Price Gain Is Not Telling You
Advanced Micro Devices, Inc. ( NASDAQ:AMD ) shares have continued their recent momentum with a 28% gain in the last...Rentabilidad de los accionistas
| AMD | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | 9.7% | 5.8% | 0.8% |
| 1Y | 340.4% | 98.7% | 24.2% |
Rentabilidad vs. Industria: AMD superó a la industria US Semiconductor, que obtuvo un rendimiento del 98.7% el año pasado.
Rentabilidad vs. Mercado: AMD superó al mercado US, que obtuvo un rendimiento del 24.2% el año pasado.
Volatilidad de los precios
| AMD volatility | |
|---|---|
| AMD Average Weekly Movement | 10.9% |
| Semiconductor Industry Average Movement | 11.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: AMD no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de AMD (11%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1969 | 31,000 | Lisa Su | www.amd.com |
Advanced Micro Devices, Inc. es una empresa internacional de semiconductores. Opera en tres segmentos: Centro de datos, Clientes y juegos, e Integrados. La empresa ofrece aceleradores de inteligencia artificial (IA), microprocesadores y unidades de procesamiento gráfico (GPU) como dispositivos independientes o incorporados a unidades de procesamiento acelerado, conjuntos de chips y GPU para centros de datos y profesionales; y procesadores integrados y productos de sistema en chip (SoC) semipersonalizados, servicios y tecnología de desarrollo de microprocesadores y SoC, unidades de procesamiento de datos, matrices de puertas programables en campo (FPGA), sistema en módulos, tarjetas de interfaz de red de IA y productos SoC adaptables.
Resumen de fundamentos de Advanced Micro Devices, Inc.
| Estadísticas fundamentales de AMD | |
|---|---|
| Capitalización bursátil | US$834.17b |
| Beneficios(TTM) | US$4.93b |
| Ingresos (TTM) | US$37.45b |
169.1x
Ratio precio-beneficio (PE)22.3x
Ratio precio-ventas (PS)¿Está AMD sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de AMD | |
|---|---|
| Ingresos | US$37.45b |
| Coste de los ingresos | US$17.58b |
| Beneficio bruto | US$19.87b |
| Otros gastos | US$14.94b |
| Beneficios | US$4.93b |
Últimos beneficios comunicados
Mar 28, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 3.02 |
| Margen bruto | 53.06% |
| Margen de beneficio neto | 13.17% |
| Ratio deuda/patrimonio | 5.0% |
¿Cómo se ha desempeñado AMD a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/14 00:37 |
| Precio de las acciones al final del día | 2026/06/12 00:00 |
| Beneficios | 2026/03/28 |
| Ingresos anuales | 2025/12/27 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Advanced Micro Devices, Inc. está cubierta por 79 analistas. 47 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Janco Venter | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |