Advanced Micro Devices, Inc.

NasdaqGS:AMD Voorraadrapport

Marktkapitalisatie: US$587.8b

Advanced Micro Devices Toekomstige groei

Future criteriumcontroles 6/6

Advanced Micro Devices zal naar verwachting groeien in winst en omzet met respectievelijk 31.9% en 23.4% per jaar. De winst per aandeel zal naar verwachting groeien met 31.4% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 25.4% zijn.

Belangrijke informatie

31.9%

Groei van de winst

31.44%

Groei van de winst per aandeel

Semiconductor winstgroei26.0%
Inkomstengroei23.4%
Toekomstig rendement op eigen vermogen25.42%
Dekking van analisten

Good

Laatst bijgewerkt04 May 2026

Recente toekomstige groei-updates

Advanced Micro Devices, Inc. Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next

Nov 06
Advanced Micro Devices, Inc. Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next

Recent updates

AMD: Cooling My Rating, Not My Conviction

May 03

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.

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.

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.

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.

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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Advanced Micro Devices, Inc. Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next

Nov 06
Advanced Micro Devices, Inc. Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next

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.

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.

Advanced Micro Devices, Inc. (NASDAQ:AMD) Stocks Shoot Up 46% But Its P/S Still Looks Reasonable

Oct 18
Advanced Micro Devices, Inc. (NASDAQ:AMD) Stocks Shoot Up 46% But Its P/S Still Looks Reasonable

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.

Weekly Picks: 💻 An AI Chip Giant Gets Re-Rated Higher And 2 More Picks

Oct 08
Weekly Picks: 💻 An AI Chip Giant Gets Re-Rated Higher And 2 More Picks

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.

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.

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.

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.

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

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

What Advanced Micro Devices, Inc.'s (NASDAQ:AMD) 28% Share Price Gain Is Not Telling You

Jul 01
What Advanced Micro Devices, Inc.'s (NASDAQ:AMD) 28% Share Price Gain Is Not Telling You

Optimistic Investors Push Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Up 34% But Growth Is Lacking

May 17
Optimistic Investors Push Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Up 34% But Growth Is Lacking

AMD Q1 Preview: Inflection Point Approaching (Technical Analysis)

Apr 29

A Cautious Opportunity Emerges For AMD Investors

Apr 17

Winst- en omzetgroeiprognoses

NasdaqGS:AMD - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202887,83420,91119,65821,21619
12/31/202768,95713,90413,55414,63444
12/31/202646,9357,5987,5098,28543
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
12/28/20196,731341276493N/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

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei AMD ( 31.9% per jaar) ligt boven de spaarquote ( 3.4% ).

Winst versus markt: De winst van AMD ( 31.9% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16% per jaar).

Hoge groeiwinsten: De winst van AMD zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van AMD ( 23.4% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.2% per jaar).

Hoge groei-inkomsten: De omzet van AMD ( 23.4% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen AMD zal naar verwachting over 3 jaar hoog zijn ( 25.4 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/04 16:56
Aandelenkoers aan het einde van de dag2026/05/04 00:00
Inkomsten2025/12/27
Jaarlijkse inkomsten2025/12/27

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 je 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. 44 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.

AnalistInstelling
Stefan ChangAletheia Analyst Network Limited
Janco VenterArete Research Services LLP
James FontanelliArete Research Services LLP