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AMD logo

Advanced Micro Devices, Inc. Stock Price

NasdaqGS:AMD Community·US$768.4b Market Cap
  • 14 Narratives written by author
  • 14 Comments on narratives written by author
  • 3163 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AMD Share Price Performance

US$459.61
297.29 (183.15%)
​
US$907.32
Fair Value
US$459.61
297.29 (183.15%)
49.3% undervalued intrinsic discount
US$907.32
Fair Value
Price US$459.61
Talos US$907.32
AnalystConsensusTarget US$612.84
AnalystHighTarget US$858.12
Mon, 15 Jun 26
Fair ValueUS$907.32
Share Pricen/a

AMD Community Narratives

TA
Talos
Talos's
Fair Value
·
Fair Value US$907.32 49.3% undervalued intrinsic discount

The "David vs. Goliath" AI Trade – Why Second Place is Worth Billions

11users have liked this narrative
1users have commented on this narrative
165users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$612.84 25.0% undervalued intrinsic discount

Analysts Lift AMD Price Targets as AI Deals and Valuation Projections Fuel Optimism

18users have liked this narrative
1users have commented on this narrative
694users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$858.12 46.4% undervalued intrinsic discount

AI And Cloud Computing Will Revolutionize Digital Infrastructure

3users have liked this narrative
0users have commented on this narrative
111users have followed this narrative
AMD logo
Advanced Micro Devices
2.1% overvalued intrinsic discount

A formidable player in AI and enterprise computing.

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OS
oscargarcia
oscargarcia
Updated 6 May
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AMD logo
Advanced Micro Devices
49.3% undervalued intrinsic discount

The "David vs. Goliath" AI Trade – Why Second Place is Worth Billions

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TA
Talos
Emerging Author
Talos
Updated 15 Jun
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AMD logo
Advanced Micro Devices
67.6% overvalued intrinsic discount

Gaining Ground on Nvidia

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QU
QuanD
QuanD
Updated 14 May
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AMD logo
Advanced Micro Devices
416.4% overvalued intrinsic discount

AMD–Meta AI Deal: Bull vs Bear Case for Investors

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WE
WealthAP
Recommended Voice
WealthAP
Published 24 Feb
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AMD logo
Advanced Micro Devices
345.5% overvalued intrinsic discount

Intense Competition Will Force AMD to Sacrifice Margins In Favor of R&D Spend

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RI
Richard_Bowman
Richard_Bowman
Updated 14 Oct 2024
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AMD logo
Advanced Micro Devices
129.8% overvalued intrinsic discount

AMD’s Game-Changing Q3 Highlights

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YI
yiannisz
Published 8 Nov 2024
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AMD logo
Advanced Micro Devices
129.8% overvalued intrinsic discount

AMD’s Game-Changing Q3 Highlights

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YI
yiannisz
Published 8 Nov 2024
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AMD logo
Advanced Micro Devices
137.3% overvalued intrinsic discount

Q3/4 Price Decline, 2025 Projections

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NA
NateF
Updated 3 Jan 2025
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AMD logo
Advanced Micro Devices
58.1% overvalued intrinsic discount

AMD's Future Looks Promising with a 31% Revenue Growth

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RE
RedCandleRx
RedCandleRx
Published 3 Jul 2025
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Trending Discussion

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Recently Updated Narratives

TA
Talos
AMD logo

Nvidia is King, but AMD's Kingdom is Expanding Faster Than Anticipated

Fair Value: US$907.32 49.3% undervalued intrinsic discount
165 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
2 likesusers have liked this narrative
QU
QuanD
AMD logo

AMD: AI Accelerator Momentum Is Real, But Valuation Now Needs Perfect Execution

Fair Value: US$274.31 67.6% overvalued intrinsic discount
48 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
1 likeusers have liked this narrative
OS
oscargarcia
AMD logo

AMD Q1 2026: AI Infrastructure Demand Ignites Valuation Surge

Fair Value: US$450 2.1% overvalued intrinsic discount
117 fair values setusers have set this as their fair value
7 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with solid track record.

1 Risk
3 Rewards
View Full Analysis

Advanced Micro Devices, Inc. Key Details

US$41.3b

Revenue

US$18.3b

Cost of Revenue

US$23.0b

Gross Profit

US$16.5b

Other Expenses

US$6.5b

Earnings

Last Reported Earnings
Jun 27, 2026
Next Reporting Earnings
n/a
3.96
55.72%
15.66%
4.8%
View Full Analysis

About AMD

Founded
1969
Employees
31000
CEO
Lisa Su
WebsiteView website
www.amd.com

Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded. The company offers artificial intelligence (AI) accelerators, microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing units, field programmable gate arrays (FPGA), system on modules, AI network interface cards, and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen AI, AMD Ryzen PRO, AMD Ryzen Threadripper, AMD Ryzen Threadripper PRO, AMD Athlon, and AMD PRO A-Series brands; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; professional graphics under the AMD Radeon Pro graphics brand; and AI and general-purpose compute infrastructure for hyperscale providers. The company offers data center graphics under the AMD Instinct accelerators and Radeon PRO V-series brands; server microprocessors under the AMD EPYC brand; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, and AMD R-Series and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo and Pensando brands. It serves original equipment and design manufacturers, public cloud service providers, system integrators, distributors, and add-in-board manufacturers. The company was incorporated in 1969 and is headquartered in Santa Clara, California.

Recent AMD News & Updates

Seeking Alpha • 21h

AMD: Buy This Post-Earnings Pullback

Summary AMD delivered 50.1% revenue growth to $11.54 billion while non-GAAP operating income surged 245% on substantial gross margin expansion. Data center segment revenue rose 107% year-over-year, driven by accelerating server CPU demand and broadening enterprise AI workload adoption momentum. Major hyperscalers including Anthropic, OpenAI, and Meta committed multiple gigawatts of Helios rack-scale systems and Instinct GPU deployments globally today. Management projects second-half server CPU revenue growth exceeding 80%, with total data center segment revenue more than doubling during 2027. Applying a 25-times multiple to upper-tier fiscal 2028 earnings forecasts yields a $696.50 target, implying 47% upside potential over time. Read the full article on Seeking Alpha

Recent updates

No updates

Advanced Micro Devices, Inc. Competitors

NVDA logo

NVIDIA

Symbol: NasdaqGS:NVDA
Market cap: US$5.3t
AVGO logo

Broadcom

Symbol: NasdaqGS:AVGO
Market cap: US$1.8t
MU logo

Micron Technology

Symbol: NasdaqGS:MU
Market cap: US$1.1t
View more competitors

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