AMD(AMD)
Search documents
美股异动|AMD盘后跌逾7% 收入预测令市场失望
Xin Lang Cai Jing· 2026-02-03 22:47
来源:格隆汇APP 期内,经营利润率报28%,高过分析员预期的25.4%;资本开支录得2.22亿美元,少过市场估计的2.31亿 美元;研发开支报23.3亿美元,多于分析员预期的21.6亿美元。 格隆汇2月4日|美国超微半导体(AMD.US)盘后跌逾7%,报224.93美元。超微半导体公布,第四财政季 度经营利润录得28.5亿美元,优于分析员预期的24.7亿美元;经调整后每股盈利报1.53美元,胜于市场 估计的1.32美元;经营收入录得102.7亿美元,当中包括来自中国的MI308人工智能(AI)芯片销售额3.9亿 美元,整体收入好过分析员预期的96.5亿美元。 AMD预计,第一财季经营收入将录得95亿至101亿美元,优于分析员平均估计的93.9亿美元,但部分预 测超过100亿美元,这项展望令原本希望看到AI算力开出增加、能带来更大回报的投资者感到失望;预 计经调整后毛利率约为55%,则高过市场预期的54.5%。 ...
AMD's Q4: A Solid Quarter The Market Ignored (Rating Upgrade) (NASDAQ:AMD)
Seeking Alpha· 2026-02-03 22:30
It's been basically a quarter since my last analysis ( check it here ) of Advanced Micro Devices, Inc. ( AMD ), because my last article was right after Q3 earnings, where I mentioned thatEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: I/we have a ...
AMD's Q4: A Solid Quarter The Market Ignored (Rating Upgrade)
Seeking Alpha· 2026-02-03 22:30
It's been basically a quarter since my last analysis ( check it here ) of Advanced Micro Devices, Inc. ( AMD ), because my last article was right after Q3 earnings, where I mentioned thatEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: I/we have a ...
AMD Stock Drops Despite Beat-And-Raise Earnings Report
Investors· 2026-02-03 22:11
AMD Stock Drops Despite Beat-And-Raise Earnings Report | Investor's Business DailyBREAKING: [Futures Fall; Google AI Spending Soars]---Advanced Micro Devices (AMD) late Tuesday easily beat Wall Street's targets for its fiscal fourth quarter and guided above estimates for the current period. But AMD stock fell in extended trading. The Santa Clara, Calif.-based fabless chipmaker earned an adjusted $1.53 a share on sales of $10.27 billion in the quarter ended Dec. 27. Analysts surveyed by FactSet had expected… ...
AMD(AMD) - 2025 Q4 - Earnings Call Presentation
2026-02-03 22:00
AMD Financial Results Fourth Quarter and Full Year 2025 February 3, 2026 Cautionary Statement This presentation contains forward-looking statements concerning Advanced Micro Devices, Inc. (AMD), such as the features, functionality, performance, availability, timing and expected benefits of future AMD products; AMD's large growth opportunities across diverse set of markets; AMD's data center AI accelerator opportunity; AMD's expected first quarter 2026 financial outlook, including revenue, expected revenue f ...
AMD Forecast Disappoints as Investors Seek Bigger AI Payoff
Youtube· 2026-02-03 21:57
So it's interesting. I mean, again, you think about most of the measures here, the look back and the look forward above expectations. Then you have fourth quarter CapEx coming in a little bit, light, shares dropping right now down about 2%.Come on. What is your first read here. Yeah, I mean, this is a fabulous companies with the CapEx number is not really that important here.They don't they're not a big spender of CapEx. But having said that, I mean, look, the results overall for the print and the outlook l ...
AMD Sales Climb on Help From Data-Center Business
WSJ· 2026-02-03 21:49
The chip maker data center segment sales jumped 39%, driven by strong demand for its EPYC processors and the ramp-up of its Instinct GPU shipments. ...
EARNINGS ALERT: AMD
Youtube· 2026-02-03 21:39
AMD is on the first tick it looks like slightly lower. Um it's moving around quite dramatically though. Um fourth quarter adjusted EPS $153.That is way better than the$132 that was expected. Uh looking at revenue 10.27% billion. That is also better than expected by a pretty wide margin.Looking for uh 9.67% billion for an estimate. They provide capex numbers of 222 million uh which is actually lower than the estimate. Um all things considered seems relatively contained compared to some of the other numbers w ...
AMD crushes fourth quarter earnings expectations
Proactiveinvestors NA· 2026-02-03 21:37
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Lighthouse Gold to Acquire 100% interest in Aurora NW Project, Guyana
Thenewswire· 2026-02-03 21:30
Vancouver, Canada – February 3, 2026 – TheNewswire - Lighthouse Gold Inc. ("Lighthouse Gold" or the "Company") (CSE: LGHT) is pleased to announce, further to its news release dated December 9, 2025, that the Company has entered into a definitive option agreement dated February 3, 2026 (the “Agreement”), pursuant to which the Company acquired an option (the “Option”) to acquire a 100% interest in the Aurora NW Project, located in Guyana (the “Property”), comprising of associated mineral rights, permits an ...