Advanced Micro Devices, Inc.

NasdaqGS:AMD 株式レポート

時価総額：US$821.6b

Advanced Micro Devices 将来の成長

Future 基準チェック /66

Advanced Micro Devices利益と収益がそれぞれ年間34.8%と27.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に26.4% 35.1%なると予測されています。

主要情報

34.8%

収益成長率

35.05%

EPS成長率

Semiconductor 収益成長25.9%
収益成長率27.3%
将来の株主資本利益率26.36%
アナリストカバレッジ

Good

最終更新日24 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

Seeking Alpha • May 24

Advanced Micro Devices: 3 Things Favor This Nvidia Competitor, Reiterate Strong Buy

Summary Advanced Micro Devices is positioned as a rising competitor to Nvidia, especially as AI workloads shift toward inference and agent-driven tasks. My Strong Buy thesis for AMD rests on CPU parity with NVDA's Vera, accelerating ROCm adoption, and Helios rack-scale solutions challenging NVDA’s dominance. ROCm’s rapid enterprise and hyperscaler uptake, highlighted by Meta’s 6GW GPU commitment, signals growing confidence in AMD’s open, full-stack AI ecosystem. While NVDA’s topline growth outpaces AMD, the narrowing performance and ecosystem gap suggests AMD’s long-term market share gains are increasingly likely. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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 growth
ナラティブの更新 • 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.
新しいナラティブ • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
User avatar
新しいナラティブ • 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 you
分析記事 • 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...

業績と収益の成長予測

NasdaqGS:AMD - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028102,70026,10023,63725,23430
12/31/202775,97817,23215,58116,97447
12/31/202649,4308,8318,2609,62146
3/28/202637,4544,9328,5749,725N/A
12/27/202534,6394,2696,7357,709N/A
9/27/202532,0273,1315,4486,408N/A
6/28/202529,6002,7304,0434,877N/A
3/29/202527,7502,2272,7533,459N/A
12/28/202425,7851,6412,4053,041N/A
9/28/202424,2951,8261,5562,123N/A
6/29/202423,2761,3541,3571,916N/A
3/30/202422,8001,1161,1721,702N/A
12/30/202322,6808541,1211,667N/A
9/30/202322,1112081,3221,853N/A
7/1/202321,876-251,8672,397N/A
4/1/202323,0673952,5193,056N/A
12/31/202223,6011,3203,1153,565N/A
9/24/202222,8282,2733,4083,820N/A
6/25/202221,5763,1303,3303,704N/A
3/26/202218,8763,3933,3123,618N/A
12/25/202116,4343,1623,2203,521N/A
9/25/202114,8523,9692,9643,253N/A
6/26/202113,3403,4362,4652,743N/A
3/27/202111,4222,8831,7292,034N/A
12/26/20209,7632,4907771,071N/A
9/26/20208,646879697959N/A
6/27/20207,646609611854N/A
3/28/20207,245487431641N/A
12/28/20196,731341N/A493N/A
9/28/20196,023209N/A171N/A
6/29/20195,875191N/A13N/A
3/30/20196,100272N/A-72N/A
12/29/20186,475337N/A34N/A
9/29/20186,396280N/A238N/A
6/30/20186,327239N/A231N/A
3/31/20185,72281N/A204N/A
12/30/20175,253-33N/A12N/A
9/30/20175,019-65N/A-124N/A
7/1/20174,742-532N/A-164N/A
4/1/20174,618-421N/A-167N/A
12/31/20164,319-498N/A81N/A
9/24/20164,124-548N/A-39N/A
6/25/20163,878-339N/A-124N/A
3/26/20163,793-589N/A-96N/A
12/26/20153,991-660N/A-226N/A
9/26/20154,272-922N/A-169N/A
6/27/20154,640-708N/A-95N/A

アナリストによる今後の成長予測

収入対貯蓄率: AMDの予測収益成長率 (年間34.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: AMDの収益 ( 34.8% ) はUS市場 ( 16.9% ) よりも速いペースで成長すると予測されています。

高成長収益: AMDの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: AMDの収益 ( 27.3% ) US市場 ( 11.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: AMDの収益 ( 27.3% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AMDの 自己資本利益率 は、3年後には高くなると予測されています ( 26.4 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/27 03:48
終値2026/05/27 00:00
収益2026/03/28
年間収益2025/12/27

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Advanced Micro Devices, Inc. 47 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。80

アナリスト機関
Stefan ChangAletheia Analyst Network Limited
Janco VenterArete Research Services LLP
James FontanelliArete Research Services LLP