Advanced Micro Devices (AMD) reported its best quarter ever, with revenue up 45% year-over-year and data center sales nearly doubling. The company projects Q4 revenue growth of 27%, driven by strong AI chip demand, and expects 2027 revenue growth above 80%. Despite a drop in free cash flow due to inventory and financing costs, AMD's stock shows significant upside potential, leading to an upgrade to Buy. However, investors might consider semiconductor ETFs like SOXX for broader exposure amid market volatility.
AMD trades at USD 491.19 on Pluang as of Nov 04, 2026 22:42 WIB, up 1.51% in the last day. SOXX is priced at USD 455.92, down 1.95% over the same period. Pluang users hold AMD for about 93 days and SOXX for 51 days, showing different investment horizons for these semiconductor assets.
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...
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...
