Advanced Micro Devices forecast first-quarter sales above market estimates on Tuesday, betting on robust demand for its artificial intelligence chips from massive data center capacity expansions to po... ...

By Arsheeya Bajwa and Stephen Nellis Feb 3 (Reuters) - Advanced Micro Devices on Tuesday forecast a slight decline in quarterly revenue, raising concerns about whether it can effectively challenge Nvidia in the booming AI market and sending its shares tumbling 8% ​in after-hours trade. The lacklustre prediction comes despite an unexpected boost from sales of certain artificial intelligence chips to China, which began ‌in the last quarter after the Trump administration approved a license for orders that A ...

NEWS RELEASE Media Contact: Phil Hughes AMD Communications 512-865-9697 phil.hughes@amd.com Investor Contact: Liz Stine AMD Investor Relations 720-652-3965 liz.stine@amd.com GAAP Quarterly Financial Results | | Q4 2025 | Q4 2024 | Y/Y | Q3 2025 | Q/Q | | --- | --- | --- | --- | --- | --- | | Revenue ($M) | $10,270 | $7,658 | Up 34% | $9,246 | Up 11% | | Gross profit ($M) | $5,577 | $3,882 | Up 44% | $4,780 | Up 17% | | Gross margin | 54% | 51% | Up 3 ppts | 52% | Up 2 ppts | | Operating expenses ($M) | $3,8 ...

SANTA CLARA, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the fourth quarter and full year of 2025. Fourth quarter revenue was a record $10.3 billion, gross margin was 54%, operating income was $1.8 billion, net income was $1.5 billion and diluted earnings per share was $0.92. On a non-GAAP(*) basis, gross margin was 57%, operating income was a record $2.9 billion, net income was a record $2.5 billion and diluted earnings per share was a record $1.53. For ...

-- Here's How Much Traders Expect AMD Stock To Move After Earnings [Major Indexes Slide as Tech Stocks Tumble][Palantir Stock Soars on Strong Earnings, Outlook][Data Blackout Returns As Shutdown Delays Jobs Report][Where Are Gold and Silver Prices Headed Next?]- Top StoriesAMD is expected to report record fourth-quarter revenue, driven by data center sales growth. Here, CEO Lisa Su is seen speaking last month at the CES consumer electronics trade show in Las Vegas.Bridget Bennett / Bloomberg / Getty ImagesC ...

today. Welcome back to Morning Trade Live. It's time now for the big picture.So, let's welcome in Joe Maza, head trading derivative strategist at Charles Schwab. Very good morning to you, Joe. So, >> no data to chew on this morning, but I suppose that's okay.What do you make of these moves in the market. Obviously with this degree of rotation, we're seeing as I mentioned this software selloff accelerating, moving out of some of these high-flying Mac 7 names into other areas of the market. We're seeing a bit ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) will release earnings results for its fourth quarter, after the closing bell on Tuesday, Feb. 3.Analysts expect the Santa Clara, California-based company to report quarterly earnings at $1.24 per share, up from $1.09 per share in the year-ago period. The consensus estimate for AMD's quarterly revenue is $9.67 billion, versus $7.66 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for revenue in 12 straight quarters. ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) will release earnings results for its fourth quarter, after the closing bell on Tuesday, Feb. 3.Analysts expect the Santa Clara, California-based company to report quarterly earnings at $1.24 per share, up from $1.09 per share in the year-ago period. The consensus estimate for AMD's quarterly revenue is $9.67 billion, versus $7.66 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for revenue in 12 straight quarters. ...

[music] We're back on Morning Trade Live. Let's focus on AMD ahead of this afternoon's earnings report. More on that in just a little while.But look at the performance over the last year for this stock compared to say Nvidia and Broadcom. All three companies making solid moves higher. But AMD is the clear outperformer up nearly 120% [music] year-over-year.So the big question is, can it keep it up. We're going to be getting a little bit more of an update later. AMD is the focus of the morning trade.So joinin ...

Core Insights - Advanced Micro Devices (AMD) is expected to report Q4 2025 earnings on February 3, 2026, with Wall Street anticipating an EPS of $1.32 and revenue of approximately $9.6 billion, reflecting 21% year-over-year growth in EPS and 25% in revenue [1] - AMD shares have increased by 115% over the past year, significantly outperforming the broader technology sector [1] Financial Expectations - Expected gross margin is 54.5% [1] - Data center revenue is projected to exceed $4 billion [1] - Consensus revenue is around $9.6 billion, with EPS consensus at $1.32 [1] - A meaningful earnings beat would require EPS of at least $1.40 and revenue exceeding $9.8 billion [1] Historical Performance - AMD has beaten or met earnings estimates in six of the past seven quarters, with an average surprise of approximately 8% [1] - In Q3 2025, AMD reported a 10.3% earnings surprise, with earnings of $0.75 compared to an estimate of $0.68 [1] - Q2 2025 saw an exceptional 1,180% earnings beat, with actual earnings of $0.54 against an expected loss [1] Recent Developments - Management guided Q4 revenue to approximately $9.6 billion with a gross margin of 54.5% [1] - The client and gaming segments generated $4 billion in combined revenue, up 73% year-over-year, driven by record Ryzen processor sales [1] - Data center revenue reached $4.3 billion, up 22% year-over-year, fueled by demand for EPYC processors and Instinct AI accelerators from major clients like OpenAI, Oracle, and IBM [1] Analyst Sentiment - HSBC raised its price target for AMD to $335 from $300, citing structural acceleration in server CPU demand driven by AI workloads [1] - Zacks Investment Research noted AMD's stock performance of 107.1% over the past year, compared to NVIDIA's 63.8%, indicating AMD's competitive position in AI accelerators [1] - The average analyst price target is $289.23, suggesting a 17% upside from current levels, with 41 out of 53 analysts rating it as Buy or Strong Buy [1] Potential Stock Movements - Bull case triggers include positive management commentary on MI500 series GPU ramp and data center revenue surpassing $4.5 billion [1] - Bear case triggers involve cautious 2026 guidance and revenue misses below $9.4 billion, particularly in the Data Center segment [1] - Wild cards include potential China export restrictions and broader concerns about AI infrastructure spending [1] Market Confidence - The options market indicates a 91.5% probability that AMD will beat consensus estimates, reflecting strong investor confidence [1] - Analysts are focused on sustaining data center revenue growth above $4.3 billion, which is critical for justifying AMD's premium valuation [1] Valuation Context - AMD trades at 37.31x forward earnings, a premium to the semiconductor sector average, justified by a 60.3% year-over-year earnings growth [1] - The company's PEG ratio of 0.51 suggests that the growth rate supports current multiples, although any guidance disappointment could lead to multiple compression [1]