AMD CEO Lisa Su announced on the Q3 earnings call that the company now expects its 2027 revenue to grow by more than 80%, more than double the previous long-term growth target set in 2025. This surge is mainly driven by the data center segment, which is projected to account for over 80% of total revenue in 2027, fueled by strong demand from major AI customers like Meta, Microsoft, and OpenAI. Despite supply constraints and potential dilution from customer warrants, AMD's optimistic outlook reflects robust AI-driven growth, with the next key test being the Q4 revenue report and NVIDIA's upcoming earnings. Investors should watch closely if AMD meets or exceeds its $17 billion Q4 revenue guidance to validate this ambitious forecast.
AMD's ambitious growth target for 2027 highlights its rising prominence in AI-driven markets. On Pluang, AMD shares are trading at USD 499.01, up 3.12% as of Nov 04, 2026 22:13 WIB, with a market cap of $789.95 billion. Investor activity shows a slight tilt towards selling, with 58% of orders to sell and 42% to buy, reflecting cautious optimism ahead of upcoming earnings reports.
The Dow Jones surged 2% following Advanced Micro Devices (AMD) reporting a record quarter with adjusted EPS of $2.09, beating estimates and easing fears about AI-related spending. AMD's CEO highlighted that demand currently exceeds supply, signaling ...
Advanced Micro Devices (AMD) reported strong Q3 results, surpassing revenue and earnings per share expectations, driven by robust growth in its Data Center segment. The company's strategic partnerships with AI leaders and the launch of its Helios pla...
Jim Cramer highlighted a potential comeback in technology stocks outside the usual leaders like Nvidia and Microsoft, pointing to companies such as AMD, Arista Networks, and Oracle showing strength. Gains in Broadcom and Micron also suggest a shift t...
Advanced Micro Devices (AMD) reported a strong Q3 with 45% revenue growth, led by a 97% jump in its data center business, which now accounts for two-thirds of total revenue. This growth helped expand margins and operating leverage. Management expects...
Advanced Micro Devices (AMD) reported a strong Q3 with 45% year-over-year revenue growth, driven by a 97% surge in data center revenue that helped expand margins. The company also exceeded its Q4 revenue guidance of $17 billion. However, free cash fl...
