AMD's Inflection Is Here [Seeking Alpha]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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US:NYSE Investor Relations:
ir.amd.com/investor-overview
Company Research
Source: Seeking Alpha
AMD management projects Data Center revenue growth above 60% annually through 2028, driven by MI400 GPUs and Helios rack-scale systems. Data Center operating income hit $1.8 billion, or 33% of segment revenue, reflecting meaningful operating leverage expansion. Free cash flow nearly doubled year-over-year to a record $2.1 billion, supporting continued AI investment and balance sheet strength. China restrictions, 10-week server lead times, and gaming revenue declines create near-term volatility despite strong AI demand momentum. Jian Fan/iStock via Getty Images Investment Thesis Advanced Micro Devices, Inc.'s ( AMD ) Data Center segment is becoming a compounding growth engine with 39% YoY revenue growth and over half of the company's revenue coming from the segment. Market share increases This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AMD, NVDA, AVGO either through stock ownership, options, or other derivatives.
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AMD
News
- AMD has grabbed a little more of the CPU market share but Intel still rules the roost [Yahoo! Finance]Yahoo! Finance
- Nvidia's stock is down and AMD is up. The culprit may be Arista. [CNBC]CNBC
- Advanced Micro Devices (NASDAQ:AMD) was given a new $220.00 price target on by analysts at DA Davidson.MarketBeat
- Can Advanced Micro Devices (AMD) Gain Ground in the AI Chip Race? [Yahoo! Finance]Yahoo! Finance
- AMD: Something Doesn't Add Up [Seeking Alpha]Seeking Alpha
AMD
Earnings
- 2/3/26 - Beat
AMD
Sec Filings
- 2/13/26 - Form 4
- 2/13/26 - Form 4
- 2/11/26 - Form 144
- AMD's page on the SEC website