تحليلات المنتج الاختيارية
بإذنك، نستخدم تحليلات محدودة تراعي الخصوصية لفهم مسارات البحث الفعالة. لا نستخدم أدوات تتبع إعلانية أو تسجيل الجلسات. يمكنك تغيير هذا الخيار في التفضيلات. اقرأ سياسة الخصوصية.
Advanced Micro Devices Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $991.8B | |
|---|---|---|
| Revenue (ttm) | 41.3B | |
| Net income (ttm) | 6.4B | |
| EPS (ttm) | $3.90 | |
| Shares out | 1.6B | |
| P/E (trailing) | 148.4x | |
| P/E (forward) | 39.5x | |
| Volume | 15,025,553 | |
| Beta | 2.45 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-25 | 2022-12-31 | 2023-12-30 | 2024-12-28 | 2025-12-27 | Trend |
| Revenue | $16.43B | $23.60B | $22.68B | $25.79B | $34.64B | +20.5% |
| Gross profit | $7.93B | $10.60B | $10.46B | $12.73B | $17.15B | +21.3% |
| Operating income | $3.65B | $1.26B | $401.0M | $1.90B | $3.69B | +0.3% |
| Net income | $3.16B | $1.32B | $854.0M | $1.64B | $4.34B | +8.2% |
| EPS (diluted) | $2.57 | $0.84 | $0.53 | $1.00 | $2.65 | +0.8% |
| EBITDA | $4.00B | $1.32B | $401.0M | $5.26B | $7.28B | +16.2% |
| R&D | $2.85B | $5.01B | $5.87B | $6.46B | $8.09B | +29.9% |
| SG&A | $1.45B | $2.34B | $2.32B | $2.74B | $4.14B | +30.1% |
Recent company headlines from major financial publishers.
The modal Base scenario reflects successful delivery of guided datacenter server acceleration, with 2H 2026 server growth exceeding 80% and FY2027 server growth over 70%, taking FY2027 revenue to $88,102.43 million ($88.10B) and diluted EPS to $15.58. Consolidated operating margins normalize from 10.66% in FY2025 toward steady-state 35.31%. Terminal multiple compresses consistent with mature compounder peers, yielding an intrinsic fair value midpoint of $292.52.
Under the Bull scenario, datacenter AI GPU and EPYC server CPU adoption exceeds guidance, with server revenue expanding beyond the guided >70% FY2027 pace. Secured HBM allocations and customer ramps at OpenAI, Meta, and Anthropic drive diluted EPS toward management's strategic target of >$20, approaching consensus high estimates of $20.25. Operating margins expand significantly, supporting intrinsic fair value at the upper range boundary of $369.71.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 11.3% | $341 | $349 | $358 | $368 | $379 |
| 12.3% | $310 | $316 | $322 | $329 | $337 |
| 13.3% | $283 | $288 | $293 | $298 | $304 |
| 14.3% | $261 | $265 | $268 | $273 | $277 |
| 15.3% | $242 | $245 | $248 | $251 | $255 |
Upcoming earnings date and setup when available.
التصنيف الذي حملته نسخة البحث المنشورة في كل شهر. يقارن التصنيف السعر في تاريخ التحليل بالقيمة العادلة، وليس سجلاً لمدى صحة التقدير.
| السنة | يناير | فبراير | مارس | أبريل | مايو | يونيو | يوليو | أغسطس | سبتمبر | أكتوبر | نوفمبر | ديسمبر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
