Advanced Micro Devices, Inc.

NasdaqGS:AMD Stok Raporu

Piyasa değeri: US$577.9b

Advanced Micro Devices Gelecekteki Büyüme

Future kriter kontrolleri 6/6

Advanced Micro Devices kazanç ve gelirin sırasıyla yıllık 31.8% ve 23.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 31.5% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 25% olacağı tahmin edilmektedir.

Anahtar bilgiler

31.8%

Kazanç büyüme oranı

31.51%

EPS büyüme oranı

Semiconductor kazanç büyümesi25.9%
Gelir büyüme oranı23.3%
Gelecekteki özkaynak getirisi25.05%
Analist kapsamı

Good

Son güncelleme30 Apr 2026

Gelecekteki son büyüme güncellemeleri

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: 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 Bulls Went Too Far, Too Fast

Apr 25

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.

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?

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

MI350 Series And EPYC Integration Will Strengthen Data Centers

Strong growth in Data Center and Client segments is projected, driven by MI350 series release and EPYC processor investments, enhancing competitiveness and margins.

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:AMD - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202887,41920,91119,65821,21618
12/31/202768,49513,75213,55414,51744
12/31/202646,8847,4747,5098,25843
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: AMD 'nin tahmini kazanç büyümesi (yıllık 31.8% ) tasarruf oranının ( 3.4% ) üzerindedir.

Kazançlar ve Piyasa: AMD şirketinin kazançlarının (yıllık 31.8% ) US pazarından (yıllık 15.8% ) 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 23.3% ) US pazarından (yıllık 11% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: AMD şirketinin gelirinin (yıllık 23.3% ) 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 ( 25 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/01 23:41
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2025/12/27
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 ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan 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 44, 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