Advanced Micro Devices, Inc.
- Open
- 544.01
- Day high
- 560.25
- Day low
- 540.05
- Prev close
- 546.72
- Volume
- 20.5M
- Mkt cap
- $909.7B
- P/E (TTM)
- 181.1
- EPS (TTM)
- $3.08
- P/B
- 14.1
- P/S
- 24.3
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$163.7M over the last 3 months (0 open-market buys, 66 sales)
- 🏛Institutions accumulating (13F)
Advanced Micro Devices, Inc. (AMD) is a Technology company listed on NASDAQ. The stock is up 279% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 66 sales (SEC Form 4). Drillr has 28 published research articles covering AMD.
Advanced Micro Devices, Inc. (AMD) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 26 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
AMD earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $1.29 | $1.37 | +6.2% | $10.3B | +3.6% |
| Feb 3, 2026 | $1.32 | $1.53 | +15.9% | $10.3B | +6.2% |
| Nov 4, 2025 | $1.17 | $1.20 | +2.6% | $9.2B | +5.6% |
| Feb 4, 2025 | $1.08 | $1.09 | +0.9% | $7.7B | +1.7% |
| Apr 30, 2024 | $0.62 | $0.62 | +0.6% | $5.5B | -0.1% |
| Jan 30, 2024 | $0.77 | $0.77 | +0.0% | $6.2B | +9.3% |
| Oct 31, 2023 | $0.68 | $0.70 | +2.9% | $5.8B | +8.0% |
| Aug 1, 2023 | $0.57 | $0.58 | +1.8% | $5.4B | +0.9% |
| May 2, 2023 | $0.56 | $0.60 | +7.1% | $5.4B | +1.0% |
| Jan 31, 2023 | $0.66 | $0.69 | +4.5% | $5.6B | +1.6% |
| Nov 1, 2022 | $0.67 | $0.67 | +0.0% | $5.6B | -1.5% |
| Aug 2, 2022 | $1.03 | $1.05 | +1.9% | $6.5B | +0.3% |
AMD insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 17, 2026 | Papermaster Mark Dofficer: Chief Technology Officer & EVP | Option | 6,000 | $84.85 |
| Jun 17, 2026 | Papermaster Mark Dofficer: Chief Technology Officer & EVP | Sell | 6,000 | $536.33 |
| Jun 17, 2026 | GUIDO PHILIPofficer: EVP & Chief Commercial Officer | Tax | 2,950 | $547.26 |
| Jun 17, 2026 | GUIDO PHILIPofficer: EVP & Chief Commercial Officer | Option | 7,495 | — |
| Jun 12, 2026 | Su Lisa Tdirector, officer: Chair, President & CEO | Sell | 500 | $476.43 |
| Jun 12, 2026 | Su Lisa Tdirector, officer: Chair, President & CEO | Sell | 12,862 | $452.40 |
| Jun 12, 2026 | Su Lisa Tdirector, officer: Chair, President & CEO | Sell | 5,376 | $471.52 |
| Jun 12, 2026 | Su Lisa Tdirector, officer: Chair, President & CEO | Sell | 400 | $464.10 |
| Jun 12, 2026 | Su Lisa Tdirector, officer: Chair, President & CEO | Sell | 7,426 | $470.60 |
| Jun 12, 2026 | Su Lisa Tdirector, officer: Chair, President & CEO | Sell | 3,700 | $473.61 |
| Jun 12, 2026 | Su Lisa Tdirector, officer: Chair, President & CEO | Sell | 3,337 | $466.31 |
| Jun 12, 2026 | Su Lisa Tdirector, officer: Chair, President & CEO | Sell | 900 | $461.67 |
| Jun 12, 2026 | Su Lisa Tdirector, officer: Chair, President & CEO | Sell | 700 | $450.40 |
| Jun 12, 2026 | Su Lisa Tdirector, officer: Chair, President & CEO | Sell | 4,400 | $451.53 |
| Jun 12, 2026 | Su Lisa Tdirector, officer: Chair, President & CEO | Sell | 3,679 | $467.48 |
Source: AMD SEC Form 4 filings, latest Jun 17, 2026. For informational purposes only — not investment advice.
See the full AMD insider & 13F page →AMD research & analysis
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Advanced Micro Devices, Inc. company profile
Overview
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global semiconductor company founded in 1969 and headquartered in Santa Clara, California. The company has evolved from a secondary player in the processor market to a major competitor to Intel and NVIDIA, particularly gaining significant momentum in recent years through its successful Zen CPU architecture and aggressive push into artificial intelligence computing. AMD went public in 1980 and has transformed itself into a diversified semiconductor company serving data centers, personal computers, gaming consoles, and embedded applications across multiple industries.
Business
AMD operates in the semiconductor industry, designing and manufacturing computer processors and graphics cards that serve as the computational engines for various electronic devices. The company's core business revolves around creating central processing units (CPUs) and graphics processing units (GPUs) - the fundamental chips that enable computers, servers, and other devices to process information and render visual content. The company operates through two primary business segments. The Data Center and AI segment represents approximately 50% of total revenue and focuses on high-performance processors for servers, cloud computing infrastructure, and artificial intelligence applications. This includes EPYC server processors that compete with Intel's Xeon chips, and MI-series AI accelerators that rival NVIDIA's data center GPUs for machine learning workloads. The Client segment accounts for roughly 30% of revenue and produces processors for desktop and laptop computers under the Ryzen brand, competing directly with Intel's Core processors. The Gaming segment contributes about 10% of revenue through discrete graphics cards for gaming PCs and custom processors for gaming consoles like PlayStation and Xbox. The Embedded segment makes up the remaining 10% and serves specialized markets including automotive, industrial, and communications equipment with customized processor solutions. AMD's products essentially serve as the "brains" of computing devices - CPUs handle general computing tasks and system operations, while GPUs accelerate graphics rendering, video processing, and increasingly, artificial intelligence computations. The company's recent focus has shifted heavily toward AI computing, where its processors compete to handle the massive computational demands of training and running AI models.
Revenue model
AMD generates revenue primarily through product sales of its semiconductor chips to original equipment manufacturers (OEMs), cloud service providers, system integrators, and distributors. The company operates a fabless model, meaning it designs chips but outsources manufacturing to specialized foundries like Taiwan Semiconductor Manufacturing Company (TSMC), then sells the finished products at substantial markups. The business model varies across segments. In the Data Center segment, AMD sells high-margin EPYC server processors and MI-series AI accelerators directly to cloud providers like Microsoft Azure and Meta, as well as enterprise customers building AI infrastructure. These products command premium pricing due to their specialized performance capabilities. The Client segment involves selling Ryzen processors to PC manufacturers and retailers, with revenue depending on both unit volumes and average selling prices that fluctuate with product mix and market positioning. The Gaming segment includes both discrete GPU sales to consumers and semi-custom processor sales to console manufacturers under long-term contracts. The Embedded segment operates on a design-win model where AMD secures multi-year contracts to supply customized chips for specific applications. Several factors significantly impact AMD's margins. Positive margin drivers include the ongoing shift toward AI computing which commands premium pricing, AMD's technological competitiveness allowing for higher average selling prices, and the company's increasing scale providing better negotiating power with suppliers. Negative margin pressures come from intense competition with Intel and NVIDIA that can force price cuts, the cyclical nature of semiconductor demand affecting volumes, supply chain constraints and foundry capacity limitations that can increase costs, and export restrictions on sales to certain markets like China which limit revenue opportunities.
Competitive moat
AMD's competitive moat is moderately strong but not impregnable, built primarily on technological differentiation and execution excellence rather than structural advantages. The company's primary moat stems from its advanced chip architectures, particularly the Zen CPU design that has successfully challenged Intel's long-standing dominance, and its growing AI capabilities that compete with NVIDIA's market leadership. The semiconductor industry inherently provides some protection through massive research and development requirements, complex manufacturing processes, and long product development cycles that create high barriers to entry. AMD benefits from strong relationships with key foundry partner TSMC and has built substantial intellectual property portfolios. The company's growing ecosystem of software tools, particularly the ROCm platform for AI development, creates some customer switching costs. However, AMD's moat faces significant challenges. The company operates in an intensely competitive duopoly with Intel in CPUs and faces NVIDIA's dominant position in AI accelerators. Both competitors have substantially larger R&D budgets and more extensive customer relationships. AMD's fabless model, while asset-light, creates dependency on foundry partners and limits control over manufacturing capacity and costs. The rapid pace of technological change means competitive advantages can erode quickly, and AMD must continuously invest heavily just to maintain its position. The most significant competitive threats come from potential disruption by custom silicon developed by major cloud providers like Google and Amazon, which could reduce demand for AMD's standardized processors, and from ARM-based processors that offer power efficiency advantages in certain applications. Additionally, geopolitical tensions affecting semiconductor trade could impact AMD's ability to compete in key markets.
Risks & safety
AMD demonstrates a strong financial position with solid liquidity and manageable debt levels, though current valuations appear elevated relative to historical metrics. • Liquidity and Solvency: Strong balance sheet with $6.0 billion in cash and short-term investments against $7.7 billion in current liabilities, providing a healthy current ratio of 2.8. Minimal debt burden with debt-to-equity ratio of only 8.2%, indicating very low solvency risk. • Cash Generation: Positive free cash flow of $727 million in Q1 2025, though down from stronger historical levels. Operating cash flow of $939 million demonstrates the business generates cash from operations. • Valuation Metrics: Current P/E ratio of 59x appears elevated, suggesting limited margin of safety at current prices. EV/EBITDA of 26x is reasonable for a growth technology company but leaves little room for execution missteps. • Other Considerations: Strong revenue growth trajectory provides some justification for premium valuations, but the stock appears vulnerable to any disappointment in AI market adoption or competitive pressures.
Recent development
Over the past few years, AMD has undergone a dramatic strategic transformation centered on artificial intelligence and data center computing. The most significant development has been the company's aggressive push into AI accelerators, launching the MI300 series in 2023 and achieving over $5 billion in AI-related revenue by 2024. This represents AMD's direct challenge to NVIDIA's dominance in AI computing, with the company rapidly iterating through product generations including MI325X and the upcoming MI350 series planned for mid-2025. The company has substantially expanded its software capabilities to support AI workloads, developing the ROCm platform and acquiring Silo AI to enhance enterprise AI solutions. In a major strategic move, AMD announced the acquisition of ZT Systems to build comprehensive rack-scale AI infrastructure solutions, signaling its ambition to provide complete AI systems rather than just individual components. In the client computing space, AMD has successfully launched its Zen 5 architecture and introduced AI-capable processors for personal computers, positioning itself for the emerging AI PC market. The company has also strengthened its enterprise relationships, including a strategic collaboration with Dell for commercial PCs. AMD has continued its annual product cadence across all segments, launching fifth-generation EPYC Turin processors for servers and preparing the Radeon 9000 series GPUs with RDNA 4 architecture. The company has maintained strong execution in gaining market share against Intel in both client and server markets while building its AI computing franchise from essentially zero to multi-billion dollar revenue in just two years.
AMD company profile · for informational purposes only — not investment advice.
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