Advanced Micro Devices (AMD) Aandelenoverzicht
Advanced Micro Devices, Inc. is internationaal actief als halfgeleiderbedrijf. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 6/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 0/6 |
AMD Community Fair Values
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Analyst Price Targets
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Advanced Micro Devices, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$557.89 |
| 52 Week Hoogtepunt | US$584.73 |
| 52 Week Laag | US$141.60 |
| Bèta | 2.47 |
| 1 maand verandering | 23.32% |
| 3 maanden verandering | 127.67% |
| 1 Jaar Verandering | 281.02% |
| 3 jaar verandering | 381.19% |
| 5 jaar verandering | 549.54% |
| Verandering sinds IPO | 19,234.81% |
Recent nieuws en updates
Seeking Alpha • Jul 09
AMD Has Ascended Into Greatness, And A Reset Won't Destroy It
Summary Advanced Micro Devices, Inc. is now positioned as a leading AI infrastructure platform, second only to Nvidia in the semiconductor space. AMD benefits from the industrialization of AI, with strong exposure to persistent inference, agentic workflows, and enterprise deployment across diverse sectors. Q1 2026 saw Data Center revenue grow 57%, bolstered by major GPU commitments from OpenAI and Meta, validating AMD's durable AI platform. Management's disciplined strategy, record free cash flow, and the ZT Systems deal enable AMD to climb the value stack and deliver complete AI systems. Read the full article on Seeking Alpha
Narratiefupdate • 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.Recent updates
Seeking Alpha • Jul 09
AMD Has Ascended Into Greatness, And A Reset Won't Destroy It
Summary Advanced Micro Devices, Inc. is now positioned as a leading AI infrastructure platform, second only to Nvidia in the semiconductor space. AMD benefits from the industrialization of AI, with strong exposure to persistent inference, agentic workflows, and enterprise deployment across diverse sectors. Q1 2026 saw Data Center revenue grow 57%, bolstered by major GPU commitments from OpenAI and Meta, validating AMD's durable AI platform. Management's disciplined strategy, record free cash flow, and the ZT Systems deal enable AMD to climb the value stack and deliver complete AI systems. Read the full article on Seeking AlphaNarratiefupdate • 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.
Narratiefupdate • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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...
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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 growthNarratiefupdate • 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.Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Rendement voor aandeelhouders
| AMD | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | 7.7% | 3.8% | 0.6% |
| 1Y | 281.0% | 71.7% | 19.5% |
Rendement versus industrie: AMD overtrof de US Semiconductor industrie, die het afgelopen jaar een rendement 71.7 % opleverde.
Rendement versus markt: AMD overtrof de US markt, die het afgelopen jaar een rendement opleverde van 19.5 %.
Prijsvolatiliteit
| AMD volatility | |
|---|---|
| AMD Average Weekly Movement | 12.0% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: De aandelenkoers van AMD is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 12% ) van AMD is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1969 | 31,000 | Lisa Su | www.amd.com |
Advanced Micro Devices, Inc. is internationaal actief als halfgeleiderbedrijf. Het is actief in drie segmenten: Datacenter, Client en Gaming, en Embedded. Het bedrijf biedt kunstmatige intelligentie (AI)-versnellers, microprocessors en grafische verwerkingseenheden (GPU's) als zelfstandige apparaten of ingebouwd in versnelde verwerkingseenheden, chipsets en datacenter- en professionele GPU's; en ingebedde processors en semi-maatwerk systeem-op-chip (SoC)-producten, microprocessor- en SoC-ontwikkelingsdiensten en -technologie, gegevensverwerkingseenheden, FPGA's (Field Programmable Gate Arrays), systeem-op-modules, AI-netwerkinterfacekaarten en adaptieve SoC-producten.
Advanced Micro Devices, Inc. Samenvatting
| AMD fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$891.48b |
| Inkomsten(TTM) | US$4.93b |
| Inkomsten(TTM) | US$37.45b |
184.4x
Koers/Winstverhouding24.3x
P/S-verhoudingIs AMD overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| AMD resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$37.45b |
| Kosten van inkomsten | US$17.58b |
| Brutowinst | US$19.87b |
| Overige uitgaven | US$14.94b |
| Inkomsten | US$4.93b |
Laatst gerapporteerde inkomsten
Mar 28, 2026
Volgende inkomensdatum
Aug 04, 2026
| Winst per aandeel (EPS) | 3.02 |
| Brutomarge | 53.06% |
| Nettowinstmarge | 13.17% |
| Schuld/Eigen Vermogen Verhouding | 5.0% |
Hoe presteerde AMD op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/10 21:25 |
| Aandelenkoers aan het einde van de dag | 2026/07/10 00:00 |
| Inkomsten | 2026/03/28 |
| Jaarlijkse inkomsten | 2025/12/27 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Advanced Micro Devices, Inc. wordt gevolgd door 79 analisten. 48 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Janco Venter | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |