AMD Enters A New Phase [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
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Source: Seeking Alpha
AMD management targets 55–58% long-term gross margins by monetizing GPUs, CPUs, and networking while avoiding low-margin rack or systems resale. The OpenAI 6-gigawatt partnership accelerates ecosystem adoption, shortening sales cycles and validating AMD infrastructure across hyperscalers and neoclouds. ASICs are expected to represent only 20–25% of long-term accelerators, leaving most workloads reliant on programmable, general-purpose GPUs. AMD's FY2026 EPS is projected at $6.44, implying ~34x forward earnings today and supporting a $250 target via earnings-driven re-rating. IR_Stone/iStock via Getty Images Reading Advanced Micro Devices, Inc.'s ( AMD ) recent presentations at the Barclays Global Technology Conference and Analyst and Investor Day , it's evident that AMD is no longer talking about a turnaround. The messaging has clearly shifted This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AMD either through sto
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AMD
Earnings
- 11/4/25 - Beat
AMD
Sec Filings
- 12/12/25 - Form 4
- 12/11/25 - Form 144
- 12/8/25 - Form 4
- AMD's page on the SEC website