AMD Advanced Micro Devices
Second merchant GPU source competing for the same CoWoS and HBM
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
AMD · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-04EarningsBeat / raise
Reported EPS 1.66 vs 1.61 expected (+3.2% surprise).
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7
2026-05-05EarningsBeat / raise
Reported EPS 1.37 vs 1.29 expected (+5.8% surprise).
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6
2026-02-03EarningsBeat / raise
Reported EPS 1.53 vs 1.32 expected (+15.5% surprise).
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5
2025-11-04EarningsBeat / raise
Reported EPS 1.2 vs 1.18 expected (+2.1% surprise).
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4
2025-08-05EarningsMiss / cut
Reported EPS 0.48 vs 0.5 expected (-3.5% surprise).
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3
2025-05-06EarningsBeat / raise
Reported EPS 0.96 vs 0.93 expected (+2.8% surprise).
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2
2025-02-04EarningsBeat / raise
Reported EPS 1.09 vs 1.09 expected (+0.4% surprise).
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1
2024-10-29EarningsBeat / raise
Reported EPS 0.92 vs 0.92 expected (+0.5% surprise).
Latest headlines
Auto-updated daily- AMD Stock Fell 8% in a Day as Lam Research’s Supply Warning Sank Chip Stocks. Here’s Where the Stock Could Go by 20302026-10-23
- AMD or Broadcom: If I Could Only Own 1 AI Chip Stock Through 2030, Here's My Pick2026-10-23
- AMD Stock Price Prediction: One Growth Opportunity Could Push Shares Much Higher2026-10-23
- Same Playbook, Different Silicon: Broadcom Holds the Throne, Marvell Plays the AMD Challenger.2026-10-23
- AMD Has a High Floor, High Volatility Trajectory Through the End of 20262026-10-23
- Nasdaq, Dow, S&P 500 Futures Drop Premarket: NVDA, AMD, META, CRWV, MRNA, WDC, BE In Focus2026-10-23
Alternative data that moves AMD
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-04 | 1.61 | 1.66 | +3.2% |
| 2026-05-05 | 1.29 | 1.37 | +5.8% |
| 2026-02-03 | 1.32 | 1.53 | +15.5% |
| 2025-11-04 | 1.18 | 1.2 | +2.1% |
| 2025-08-05 | 0.5 | 0.48 | −3.5% |
| 2025-05-06 | 0.93 | 0.96 | +2.8% |
| 2025-02-04 | 1.09 | 1.09 | +0.4% |
| 2024-10-29 | 0.92 | 0.92 | +0.5% |
| 2024-07-30 | 0.68 | 0.69 | +1.3% |
| 2024-04-30 | 0.61 | 0.62 | +2.0% |
| 2024-01-30 | 0.77 | 0.77 | −0.0% |
| 2023-10-31 | 0.68 | 0.7 | +3.6% |
| 2023-08-01 | 0.57 | 0.58 | +1.1% |
| 2023-05-02 | 0.56 | 0.6 | +6.5% |
| 2023-01-31 | 0.67 | 0.69 | +2.5% |
| 2022-11-01 | 0.7 | 0.67 | −4.8% |
| 2022-08-02 | 1.04 | 1.05 | +1.4% |
| 2022-05-03 | 0.92 | 1.13 | +22.2% |
| 2022-02-01 | 0.76 | 0.92 | +21.4% |
| 2021-10-26 | 0.66 | 0.73 | +10.0% |
| 2021-07-27 | 0.54 | 0.63 | +16.9% |
| 2021-04-27 | 0.44 | 0.52 | +18.3% |
| 2021-01-26 | 0.48 | 0.52 | +9.5% |
| 2020-10-27 | 0.36 | 0.41 | +15.5% |
About Advanced Micro Devices
Website ↗Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded. The company offers artificial intelligence (AI) accelerators, microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing units, field programmable gate arrays (FPGA), system on modules, AI network interface cards, and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen AI, AMD Ryzen PRO, AMD Ryzen Threadripper, AMD Ryzen Threadripper PRO, AMD Athlon, and AMD PRO A-Series brands; graphics under the AMD Radeon graphics and AMD Embedded Radeon grap…
Deployable AI compute tracks the minimum of logic, HBM and packaging. Merchant GPUs and hyperscaler ASICs compete for the same upstream capacity.
What would prove us wrong. Weakens if accelerator lead times fall below a quarter while hyperscaler capex guides keep rising — supply would be catching demand.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| NVDA NVIDIA | Demand aggregator for HBM, packaging, optics and robotics compute | $216.0 | +2.38% | −4.0% | +16.1% | |
| AVGO Broadcom | Custom ASICs and Ethernet switch silicon for hyperscaler clusters | $330.6 | +2.76% | −6.3% | −4.0% | |
| MRVL Marvell Technology | Custom silicon, DSPs and electro-optics for AI infrastructure | $236.6 | +3.55% | −9.6% | +178.9% | |
| ARM Arm Holdings | CPU IP inside custom accelerators, servers and edge devices | $222.8 | +5.92% | −28.2% | +103.8% | |
| ALAB Astera Labs | PCIe/CXL retimers and scale-up connectivity | $266.1 | +3.46% | −27.0% | +59.9% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.