Companies /Technology

Advanced Micro Devices Inc

NASDAQ: AMD Semiconductors
$483.90
▲ $17.06 (+3.65%) today
Markets closed · 12:37am ET

24/7 Wall St. View

AMD at a Glance

Valuation
Market cap
$762.1B
P/E ratio
119.1
Profitability
Revenue (TTM)
$41.3B
Profit margin
15.6%
EPS (TTM)
$3.92
Price
52-week range
$188 – $659
24/7 target
$505.37
Street target
$640.21
Earnings
Next report
Feb 1, 2027
Q3 2026 EPS
$2.09
vs. $1.94 est.
+7.9%

Headquartered in Santa Clara, CA Fiscal year ends December NASDAQ: AMD amd.com

About AMD

AMD designs high-performance and AI computing products and reports three segments.

- **Data Center:** AI accelerators (Instinct GPUs), EPYC server CPUs, GPUs, APUs, DPUs, AI network interface cards, FPGAs and adaptive SoCs. It also sells rack-scale systems such as Helios, which pair Instinct MI450 Series GPUs with 6th Gen EPYC CPUs and are deployed by customers including Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure.
- **Client and Gaming:** Ryzen desktop and notebook CPUs and APUs, chipsets, Radeon discrete GPUs, and semi-custom SoCs and development services for game consoles.
- **Embedded:** Embedded CPUs and APUs, FPGAs, system-on-modules and adaptive SoCs such as Versal, serving aerospace and defense, automotive, communications and industrial markets.

AMD also develops the open ROCm software stack for AI developers. It is expanding across the AI stack through pending acquisitions of World Labs (model research) and Taalas (specialized inference silicon). Manufacturing is outsourced to third-party foundries and contract manufacturers. AMD divested ZT Systems' manufacturing business in Q4 2025. Updated

Latest Activity

Mad Money w/ Jim Cramer 11/3/26

  • Cramer calls the mega caps millstones: Nasdaq rose 0.83% while the Dow fell 197 points
  • Strong after-hours results from AMD and Arista Networks as proof non-Magnificent-Seven tech can lead
  • Oracle's $10 billion block priced at $116 and traded to $126, a sign buyers see a floor in tech
  • Wants a crescendo washout before committing more; Apple's reaction and a Palantir selloff weighed

The leadership baton is being passed to second-tier data center names, and Cramer would rather own companies with clean balance sheets than the big caps issuing debt and equity to stay in the AI race. He is not calling a bottom yet: without a high-volume reversal day, he keeps money elsewhere.

Reddit Pulser/wallstreetbets
AMD stock jumps 7% on earnings as data center revenue nearly doubles

So it's really just Intel that's incompetent

A 45% revenue jump and near-doubled data center sales just answered the AI-overspending selloff that hit the stock days earlier. The thread's real lesson is in the trader who sold minutes before close: timing an earnings move is how gains get donated.

AMDAMD
Q3 2026
EPS
$2.09
est $1.94+7.9%
Revenue
$13.38B
est $13.08B+2.2%

Data Center revenue nearly doubled to $8.55 billion as the Instinct MI450 ramp kicked in, and management guided Q4 revenue to roughly $17 billion. That acceleration is what moves the stock tonight.

Quarterly EPS — reported vs estimate
Reddit's most-discussed stocks · Nov 3
  1. 1ORCLbearish302 comments · 1.1K upvotes
  2. 2PLTRbullish310 comments · 1.1K upvotes
  3. 3INTCbearish71 comments · 935 upvotes
  4. 4AMDsplit171 comments · 954 upvotes
  5. 5METAsplit353 comments · 1.2K upvotes

RDDTsouring fast

Traders are turning bearish on Oracle even as it pulls 302 comments, while Palantir is the one AI infrastructure name they're still excited about. Meta draws the heaviest chatter with opinion split both ways, and Reddit's own stock is souring fast.

Source: Reddit

Mad Money w/ Jim Cramer 11/2/26

  • Oil's drop pulled long rates down, lifting Amazon, Capital One, JP Morgan, Costco and Walmart on no company news
  • Non-tech growth is where the money went: medical devices like Medtronic and Intuitive Surgical, plus staples Pepsi and P&G
  • Apple's record September quarter beat on iPhone and Mac, but Cramer expects the stock lower short term on guidance
  • Oracle filed to raise $20 billion days after saying it would limit raises; Intel seen losing PC share to AMD

The call is that falling long rates are repricing everything outside tech right now rather than earnings, and Cramer says growth stocks away from semis are the clean way to play it. He is warning Apple holders that guidance will disappoint even after a record quarter, and he is openly annoyed at Oracle for raising capital immediately after promising restraint.

Reddit Pulser/wallstreetbets
MOMMA LISA, IT’S YOUR TIME TO SHINE! ❤️

Feels like no matter what they report, even great earnings and guidance it will just sell off. I hope I am wrong but that's the pattern at the moment.

Earnings land tomorrow, and the 503-upvote thread shows retail positioning for a rescue of the Nasdaq while fearing the recent pattern where even strong guidance gets sold. The risk worth pricing is a good earnings report that still ends red.

Last week's tech flush was the bait, according to this read, with the Nasdaq sitting on its trendline into a week stacked with job openings, unemployment data and four megacap tech earnings reports.

It's going to be a busy week of economic events. Job openings, crude oil stock and unemployment. It's also a big earnings week with $AAPL, $PLTR, $AMD, $QCOM, etc. Spooking people out of tech last week could have been the perfect trap for a reversal. https://t.co/bwOnF7JLqH https://t.co/0uepqdS471 [Quoted @FinanceLancelot]: The Nasdaq is approaching the trendline this week. According to the October 2018 pattern on the S&P 500, we begin a rally on November 4th, the day after the midterms. The 2020 and 2018 patterns look strange because this chart is in log and I captured the candlesticks in https://t.co/BYTu0dYr2a https://t.co/2bUG8LaBtV
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Bonds returned 14% over the decade, well short of the 39% rise in inflation, while Nvidia returned 13,127%. That gap explains why so many portfolios now lean hard on a handful of AI names.

Last 10 Years... NVIDIA $NVDA: +13,127% Bitcoin $BTC: +12,645% $AMD: +7,733% Tesla $TSLA: +2,607% Apple $AAPL: +1,177% Microsoft $MSFT: +938% Google $GOOGL: +755% Amazon $AMZN: +509% Meta $META: +460% S&P $SPY: +319% Gold $GLD: +220% US Inflation: +39% US Bonds $AGG: +14%
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Reddit Pulser/wallstreetbets
+$16,000,000 on AMD and SOXL. Sold it all.

God, I see what you’ve done for others.

A trader who rode the chipmaker since last June just closed everything, including a SOXL bounce trade, and says he won't open an equity long for a while because macro pressure has cracked the market. His exit is the signal worth arguing with.

The selling is hitting the non-AI names hardest, with Intel off 5.9% against NVIDIA's 3%, a sign of sector-wide de-risking.

SHARES OF US CHIP-RELATED COMPANIES FALL NVIDIA DOWN 3% AMD FALLS 5% INTEL DOWN 5.9% MARVELL TECHNOLOGY OFF 5.5%
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AMD Coverage

Frequently Asked Questions

What does AMD do?

AMD designs high-performance and AI computing products and reports three segments. - **Data Center:** AI accelerators (Instinct GPUs), EPYC server CPUs, GPUs, APUs, DPUs, AI network interface cards, FPGAs and adaptive SoCs.

What is the AMD stock price target?

24/7 Wall St.'s 12-month price target for AMD is $505.37, rated Buy. The Wall Street consensus target is $640.21. AMD price prediction →