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Via News Knowledge File

Advanced Micro Devices

organization80% conf.·synced Sep 30, 2026

Competitor to Intel in x86 server market

60
sourced metrics
822
relationships
20
stated objectives
8
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Price 52 Week Low
161.79USD
Sep 29, 2026reference only
Price 52 Week High
630.63USD
Sep 29, 2026reference only
Stock Return Ytd
171.9%
Sep 29, 2026reference only
Stock Price
607.57USD
Sep 29, 2026reference only
Market Cap
991842861268USD
Sep 29, 2026reference only
Shares Outstanding
1632475042.0shares
Jul 29, 2026reference only
Operating Income
1990000000.0USD
Jun 27, 2026reference only
Cost Of Revenue
5333000000.0USD
Jun 27, 2026reference only
Total Assets
84464000000.0USD
Jun 27, 2026reference only
Gross Profit
6203000000.0USD
Jun 27, 2026reference only
Eps
1.38USD_per_share
Jun 27, 2026reference only
Revenue
11536000000.0USD
Jun 27, 2026reference only
Net Income
2297000000.0USD
Jun 27, 2026reference only
Stockholders Equity
67224000000.0USD
Jun 27, 2026reference only
Rd Expense
2528000000.0USD
Jun 27, 2026reference only
Cash
5086000000.0USD
Jun 27, 2026reference only
Operating Cash Flow
2955000000.0USD
Mar 28, 2026reference only
Capex
389000000.0USD
Mar 28, 2026reference only

Stated objectives

60% jump in data center revenue

source
target: 60% stated

Grow by 35% per year for next 3-5 years due to AI demand

source
target: 35 stated

Q4 2025 revenue guidance

source
target: 9.6 billion USD by 2025-12-31 00:00:00stated

Q4 2025 gross margin guidance

source
target: 54.5% by 2025-12-31 00:00:00stated

Analysts expect 28-35% annual revenue growth through 2027 driven by AI and data center demand

source
target: 28-35% YoY by 2027-12-31 00:00:00stated

Market pricing implies 35-40% EPS growth in coming years

source
target: 35-40% EPS growth stated

AMD targets approximately 35% annual revenue/earnings growth driven by insatiable AI demand

source
target: 35% per year stated

Grow Data Center segment revenue by more than 60% annually

source
target: >60% annual growth stated

Scale AI business to tens of billions in annual revenue

source
target: tens of billions USD annually by 2027-01-01 00:00:00stated

Grow total company revenue at greater than 35% CAGR over the next 3 to 5 years

source
target: >35% CAGR stated

Relationship graph · 822 connections

Competes with
235
Supplies to
191
Developed by
121
Covered by
73
Customer of
53
Invested in
30
Employs
25
rates
15
acquired by
MEXTZT Systems

Via News coverage

Départs de dirigeants, milliards d'Alphabet et preuves de rentabilité : l'IA entre dans l'âge des comptes à rendre
August 28, 2026
Intel vs Nvidia : Le géant des puces peut-il suivre le rythme en 2025 ?
February 8, 2026
L'action Intel s'envole grâce aux perspectives de croissance dans les centres de données et l'IA
February 3, 2026
Nvidia et AMD : Équilibrer la croissance de l'IA avec les risques du marché
January 29, 2026
L'essor de l'IA propulse les géants de la tech, mais des risques se profilent
January 11, 2026
L'essor de l'IA alimente des géants de mille milliards de dollars malgré des avertissements baissiers
January 11, 2026
Les valeurs de l'IA rebondissent sur l'optimisme du CES de Nvidia : les puces en tête, les logiciels suivront
January 10, 2026
Les actions de TSMC s'envolent grâce à l'optimisme autour de l'IA, mais les questions sur la croissance à long terme persistent
January 5, 2026
This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
Ce que nous savons · l'intelligence derrière cette page
En direct du substrat
Ce que nous observons
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
Notre lecture des données ›
Signaux que nous suivons
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Tendances que nous surveillons ›
Là où les sources divergent
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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