Advanced Micro Devices Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 5/6
Advanced Micro Devices yıllık ortalama 0.9% oranında kazançlarını artırırken, Semiconductor sektöründe kazançlar growing at 1.8% annual. Gelirler growing yılda ortalama 16.9% oranında artmaktadır. Advanced Micro Devices'in özkaynak karlılığı 7.7% ve net marjı 13.2%'dir.
Anahtar bilgiler
0.89%
Kazanç büyüme oranı
-9.06%
EPS büyüme oranı
| Semiconductor Sektör Büyümesi | 27.66% |
| Gelir büyüme oranı | 16.90% |
| Özkaynak getirisi | 7.65% |
| Net Marj | 13.17% |
| Son Kazanç Güncellemesi | 28 Mar 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Seeking Alpha • May 24
Advanced Micro Devices: 3 Things Favor This Nvidia Competitor, Reiterate Strong Buy
Summary Advanced Micro Devices is positioned as a rising competitor to Nvidia, especially as AI workloads shift toward inference and agent-driven tasks. My Strong Buy thesis for AMD rests on CPU parity with NVDA's Vera, accelerating ROCm adoption, and Helios rack-scale solutions challenging NVDA’s dominance. ROCm’s rapid enterprise and hyperscaler uptake, highlighted by Meta’s 6GW GPU commitment, signals growing confidence in AMD’s open, full-stack AI ecosystem. While NVDA’s topline growth outpaces AMD, the narrowing performance and ecosystem gap suggests AMD’s long-term market share gains are increasingly likely. Read the full article on Seeking Alpha
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.
Yeni Anlatı • Mar 16
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?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
This week’s picks cover: How AMD’s OpenAI partnership could ignite a re-rating, why IREN Energy is in phase 3 of a 4-phase transformation to a profitable powerhouse, and how PWR Holdings turned F1 dominance into a springboard for aerospace and EV growthAnlatı Güncellemesi • Oct 07
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.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.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 youAnaliz Makalesi • Jul 01
What Advanced Micro Devices, Inc.'s (NASDAQ:AMD) 28% Share Price Gain Is Not Telling You
Advanced Micro Devices, Inc. ( NASDAQ:AMD ) shares have continued their recent momentum with a 28% gain in the last...Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Advanced Micro Devices nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 28 Mar 26 | 37,454 | 4,932 | 4,464 | 8,760 |
| 27 Dec 25 | 34,639 | 4,269 | 4,097 | 8,091 |
| 27 Sep 25 | 32,027 | 3,131 | 3,728 | 7,473 |
| 28 Jun 25 | 29,600 | 2,730 | 3,366 | 6,970 |
| 29 Mar 25 | 27,750 | 2,227 | 3,014 | 6,659 |
| 28 Dec 24 | 25,785 | 1,641 | 2,735 | 6,456 |
| 28 Sep 24 | 24,295 | 1,826 | 2,598 | 6,255 |
| 29 Jun 24 | 23,276 | 1,354 | 2,467 | 6,126 |
| 30 Mar 24 | 22,800 | 1,116 | 2,374 | 5,986 |
| 30 Dec 23 | 22,680 | 854 | 2,318 | 5,872 |
| 30 Sep 23 | 22,111 | 208 | 2,298 | 5,727 |
| 01 Jul 23 | 21,876 | -25 | 2,279 | 5,499 |
| 01 Apr 23 | 23,067 | 395 | 2,324 | 5,356 |
| 31 Dec 22 | 23,601 | 1,320 | 2,336 | 5,005 |
| 24 Sep 22 | 22,828 | 2,273 | 2,191 | 4,450 |
| 25 Jun 22 | 21,576 | 3,130 | 1,977 | 3,936 |
| 26 Mar 22 | 18,876 | 3,393 | 1,726 | 3,295 |
| 25 Dec 21 | 16,434 | 3,162 | 1,448 | 2,845 |
| 25 Sep 21 | 14,852 | 3,969 | 1,311 | 2,607 |
| 26 Jun 21 | 13,340 | 3,436 | 1,241 | 2,350 |
| 27 Mar 21 | 11,422 | 2,883 | 1,115 | 2,151 |
| 26 Dec 20 | 9,763 | 2,490 | 995 | 1,983 |
| 26 Sep 20 | 8,646 | 879 | 893 | 1,805 |
| 27 Jun 20 | 7,646 | 609 | 805 | 1,703 |
| 28 Mar 20 | 7,245 | 487 | 779 | 1,616 |
| 28 Dec 19 | 6,731 | 341 | 750 | 1,547 |
| 28 Sep 19 | 6,023 | 209 | 682 | 1,523 |
| 29 Jun 19 | 5,875 | 191 | 645 | 1,480 |
| 30 Mar 19 | 6,100 | 272 | 598 | 1,464 |
| 29 Dec 18 | 6,475 | 337 | 562 | 1,434 |
| 29 Sep 18 | 6,396 | 280 | 558 | 1,383 |
| 30 Jun 18 | 6,327 | 239 | 542 | 1,340 |
| 31 Mar 18 | 5,722 | 81 | 527 | 1,268 |
| 30 Dec 17 | 5,253 | -33 | 516 | 1,196 |
| 30 Sep 17 | 5,019 | -65 | 503 | 1,140 |
| 01 Jul 17 | 4,742 | -532 | 488 | 1,079 |
| 01 Apr 17 | 4,618 | -421 | 478 | 1,037 |
| 31 Dec 16 | 4,319 | -498 | 466 | 1,008 |
| 24 Sep 16 | 4,124 | -548 | 448 | 973 |
| 25 Jun 16 | 3,878 | -339 | 439 | 955 |
| 26 Mar 16 | 3,793 | -589 | 456 | 947 |
| 26 Dec 15 | 3,991 | -660 | 482 | 947 |
| 26 Sep 15 | 4,272 | -922 | 517 | 956 |
| 27 Jun 15 | 4,640 | -708 | 559 | 993 |
Kaliteli Kazançlar: AMD yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: AMD 'nin mevcut net kar marjları (13.2%) geçen yılın (8%) sinden daha yüksektir.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: AMD şirketinin kazancı son 5 yılda yılda 0.9% oranında arttı.
Büyüme Hızlandırma: AMD 'un son bir yıldaki kazanç büyümesi ( 122.1% ) 5 yıllık ortalamasını (yıllık 0.9% ) aşıyor.
Kazançlar vs. Sektör: AMD geçen yılki kazanç büyümesi ( 122.1% ) Semiconductor sektörünün 18.7% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: AMD 'nin Özsermaye Getirisi ( 7.7% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/26 10:57 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/28 |
| Yıllık Kazançlar | 2025/12/27 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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. 80 Bu analistlerden 47, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Janco Venter | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |