Analyse produit facultative
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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.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
