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 flow was weak at $554 million due to inventory buildup and rising debt. Additionally, significant share dilution is expected from customer warrants and the World Labs acquisition, which may limit per-share gains despite the robust business growth. AMD shares currently trade about 17% above the analyst's fair value estimate, leading to a neutral stance given the momentum but concerns over dilution and cash flow.
AMD shares trade at USD 520.37 on Pluang as of Nov 04, 2026 06:21 WIB, up 11.47% in one day. The stock's market cap stands at $762.10 billion with a 52-week high of $649.42. Pluang order activity shows 58% selling and 42% buying, reflecting mixed investor sentiment.
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AMD, Arista Networks, and Supermicro are set to report earnings after a tough month that saw their stocks fall sharply due to concerns over AI demand and memory costs. Despite strong year-to-date gains, recent declines have raised questions about the...
Advanced Micro Devices (AMD) has invested $1 billion in Meta's equity raise, strengthening their partnership focused on AI infrastructure. This investment, though just over 1% of Meta's raise, is significant relative to AMD's market cap and cash rese...
Advanced Micro Devices (AMD) is positioned to benefit significantly from Anthropic's upcoming IPO and a hardware supply agreement exceeding $20 billion. Anthropic's S-1 filing reduces counterparty risk, confirms strong cash reserves, and secures a no...
Advanced Micro Devices (AMD) has significantly strengthened its position in AI with a 107% increase in Data Center sales and key customers like OpenAI and Meta. Despite this growth, AMD's stock is rated Sell at $578.44, as its valuation is considered...
