Advanced Micro Devices, Inc.

NasdaqGS:AMD Stok Raporu

Piyasa değeri: US$876.2b

Advanced Micro Devices Gelecekteki Büyüme

Future kriter kontrolleri 6/6

Advanced Micro Devices kazanç ve gelirin sırasıyla yıllık 34.8% ve 27.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 35.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 26% olacağı tahmin edilmektedir.

Anahtar bilgiler

34.8%

Kazanç büyüme oranı

35.11%

EPS büyüme oranı

Semiconductor kazanç büyümesi27.1%
Gelir büyüme oranı27.3%
Gelecekteki özkaynak getirisi25.99%
Analist kapsamı

Good

Son güncelleme19 Jun 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi 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

Analiz Makalesi 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...
Seeking Alpha Jun 15

AMD: Agentic AI Makes EPYC The Winner Of The AI Infrastructure Cycle

Summary Advanced Micro Devices is positioned for high growth as AI adoption drives a shift toward greater CPU demand in data centers. I reiterate a "Strong Buy" rating on AMD with a $661 price target, supported by a projected 35%+ annual CPU TAM growth to $120 billion by 2030. AMD’s EPYC CPUs and strategic partnerships, including Meta’s 6GW GPU deal, underpin margin-accretive revenue and operating leverage. Despite premium valuation at 22.54x P/S, AMD’s capital allocation, robust balance sheet, and accelerating share repurchases support the forward growth thesis. Read the full article on Seeking Alpha
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
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Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi Oct 08

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

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Anlatı Güncellemesi Oct 07

Gaining Ground on Nvidia

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Yeni Anlatı 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Yeni Anlatı 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

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:AMD - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028102,66626,10923,74025,24532
12/31/202776,30017,32715,62216,97747
12/31/202649,4428,8298,2869,62246
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: AMD 'nin tahmini kazanç büyümesi (yıllık 34.8% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: AMD şirketinin kazançlarının (yıllık 34.8% ) US pazarından (yıllık 18.9% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: AMD şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: AMD şirketinin gelirinin (yıllık 27.3% ) US pazarından (yıllık 13% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: AMD şirketinin gelirinin (yıllık 27.3% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: AMD 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 26 %)


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/21 08:43
Gün Sonu Hisse Fiyatı2026/06/18 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2025/12/27

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Advanced Micro Devices, Inc. 79 Bu analistlerden 47, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Stefan ChangAletheia Analyst Network Limited
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP