Advanced Micro Devices (AMD) received a Strong Buy rating with its valuation at 33 times 2027 earnings, 22% below its peak, despite improved earnings outlook. Market concerns focus on AI customer spending, but AMD's EPYC server CPU business, targeting a $220 billion market, is viewed as a major growth opportunity. Key to the bullish outlook is fourth-quarter guidance, with expectations of around $17 billion revenue and over 70% server CPU growth. Potential share dilution from AI GPU deal warrants could reach 19%, but is offset by increased revenue and profits from these deals.
As of Oct 26, 2026 21:21 WIB, AMD shares trade at USD 519.49 on Pluang, showing a modest 0.52% gain over the day. The company's market capitalization stands at $843.65 billion, reflecting strong investor interest in its technology sector positioning. This market activity highlights ongoing attention to AMD's growth prospects, including its EPYC server CPU business and AI-related developments.
