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Advanced Micro Devices, Inc.TSX:AMD Stock Report

Market Cap CA$1.1t
Share Price
n/a
1Y172.1%
7D1.3%
1D-1.2%
Portfolio Value
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Advanced Micro Devices, Inc.

TSX:AMD Stock Report

Market Cap: CA$1.1t

Advanced Micro Devices (AMD) Stock Overview

Operates as a semiconductor company internationally. More details

AMD fundamental analysis
Snowflake Score
Valuation2/6
Future Growth6/6
Past Performance5/6
Financial Health5/6
Dividends0/6

Last Earnings Call

Q2 2026 · 4 Aug 2026
Full Transcript

AMD (Advanced Micro Devices, Inc.) reported record second-quarter 2026 financial results on August 4, 2026. The company achieved $11.5 billion in revenue, representing a 50% year-over-year increase, and a non-GAAP EPS of $1.66.

Financial Results vs. Consensus

AMD beat analyst consensus estimates for both top and bottom-line figures:

  • Revenue: Reported $11.54 billion vs. consensus estimate of $11.28 billion–$11.31 billion (Beat).
  • Non-GAAP EPS: Reported $1.66 vs. consensus estimate of $1.62 (Beat).

Management Outlook

Management highlighted that the Data Center segment, which more than doubled year-over-year to $6.7 billion, is expected to accelerate in the second half of 2026. The company provided Q3 2026 revenue guidance of approximately $13 billion (±$300 million), which also exceeded the consensus estimate of ~$12.5 billion. CEO Lisa Su emphasized the "multiyear AI adoption cycle" and strong customer demand for the new Helios rack-scale AI platform.

Market Reaction

Despite beating earnings and revenue expectations and providing strong guidance, AMD stock fell approximately 8%–9% in after-hours trading on August 4, 2026. Analysts attributed the decline to "extremely elevated expectations" and investor disappointment that the guidance, while strong, was not the "blowout" figure some had hoped for regarding the ramp of the Helios platform.

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Advanced Micro Devices, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Advanced Micro Devices
Historical stock prices
Current Share PriceUS$85.06
52 Week HighUS$106.05
52 Week LowUS$27.75
Beta2.49
1 Month Change-15.95%
3 Month Change4.13%
1 Year Change165.32%
3 Year Change291.44%
5 Year Changen/a
Change since IPO203.89%

Recent News & Updates

Seeking Alpha Aug 05

Why AMD's CapEx Shock Is Actually Bullish

Summary Advanced Micro Devices, Inc. delivered Q2 2026 revenue of $11.5 billion, up 50% year-over-year, with data center revenue reaching $6.7 billion. AMD’s CapEx increase reflects AI demand constraints, customer commitments, and capacity expansion rather than speculative infrastructure spending. Helios demand exceeded initial expectations, while AMD expects data center revenue to more than double by 2027. AMD’s valuation depends on successful AI execution, converting higher investment into accelerating revenue and free cash flow growth. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha Aug 05

Why AMD's CapEx Shock Is Actually Bullish

Summary Advanced Micro Devices, Inc. delivered Q2 2026 revenue of $11.5 billion, up 50% year-over-year, with data center revenue reaching $6.7 billion. AMD’s CapEx increase reflects AI demand constraints, customer commitments, and capacity expansion rather than speculative infrastructure spending. Helios demand exceeded initial expectations, while AMD expects data center revenue to more than double by 2027. AMD’s valuation depends on successful AI execution, converting higher investment into accelerating revenue and free cash flow growth. Read the full article on Seeking Alpha

Shareholder Returns

AMDCA SemiconductorCA Market
7D-1.5%7.9%2.4%
1Y165.3%62.2%31.4%

Return vs Industry: AMD exceeded the Canadian Semiconductor industry which returned 62.2% over the past year.

Return vs Market: AMD exceeded the Canadian Market which returned 31.4% over the past year.

Price Volatility

Is AMD's price volatile compared to industry and market?
AMD volatility
AMD Average Weekly Movement11.1%
Semiconductor Industry Average Movement13.7%
Market Average Movement9.7%
10% most volatile stocks in CA Market16.2%
10% least volatile stocks in CA Market3.7%

Stable Share Price: AMD has not had significant price volatility in the past 3 months compared to the Canadian market.

Volatility Over Time: AMD's weekly volatility (11%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
196931,000Lisa Suwww.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.

Advanced Micro Devices, Inc. Fundamentals Summary

How do Advanced Micro Devices's earnings and revenue compare to its market cap?
AMD fundamental statistics
Market capCA$1.10t
Earnings (TTM)CA$9.01b
Revenue (TTM)CA$57.53b
118.5x
P/E Ratio
18.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AMD income statement (TTM)
RevenueUS$41.31b
Cost of RevenueUS$18.29b
Gross ProfitUS$23.02b
Other ExpensesUS$16.55b
EarningsUS$6.47b

Last Reported Earnings

Jun 27, 2026

Next Earnings Date

n/a

Earnings per share (EPS)3.96
Gross Margin55.72%
Net Profit Margin15.66%
Debt/Equity Ratio4.8%

How did AMD perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/10 22:17
End of Day Share Price 2026/08/10 00:00
Earnings2026/06/27
Annual Earnings2025/12/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Advanced Micro Devices, Inc. is covered by 80 analysts. 47 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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