AMD(US:AMD) Yahoo Finance·2026-01-14 18:03Core Insights - AMD is set to announce its Q4 and full fiscal year 2025 report on February 3, 2026, with shares reacting positively to new research from KeyBanc, highlighting significant growth and demand from major clients [1][2] Group 1: Stock Performance and Analyst Ratings - AMD's stock price has increased by 89% over the past year, driven by demand from clients such as Microsoft, Dell, Apple, and OpenAI [1] - On January 13, AMD's stock gained 6.4% after KeyBanc upgraded its rating to "Overweight" from "Sector Weight," with a price target of $270 [2] - Year-to-date, AMD's stock is up 3.6% [4] Group 2: Financial Performance - AMD reported record Q3 earnings with $9.2 billion in revenue, a 36% year-over-year increase, and diluted EPS of $1.20, surpassing Wall Street expectations [4] - The data center segment contributed significantly, increasing 22% year-over-year to $4.3 billion [4] - The client and gaming segment revenue rose by 73% year-over-year to $4 billion, driven by strong sales of Ryzen processors [6] Group 3: Market Demand and Future Projections - AMD is largely sold out of server CPUs for 2026 due to a surge in demand from hyperscalers, with potential price increases of 10%-15% in Q1 [3] - KeyBanc projects AMD's AI-specific revenues to reach $14 billion to $15 billion in 2026, driven by demand for MI355 and upcoming MI455 accelerators [3] Group 4: Product Development - AMD is expanding its AI portfolio with the new x86 processor, the AMD Ryzen AI Embedded processor, aimed at AI-driven applications [7] - The new P100 and X100 Series processors are designed for high-performance x86 compute and AI acceleration in various applications, including autonomous systems and robotics [7]