AMD ADVANCED MICRO DEVICES INC — earnings, filings & institutional moves

Price chart

Daily historical data with per-account defaults

Latest close

$551.76

Period return

+92.97 (+20.26%)

Volume

20.6M

2026-11-11O $543.06 H $555.68 L $522.65 C $551.76MA5 $485.8MA20 $517.55MA60 $536.98MA120 $523.37

6M · 129 barsYahoo Finance · USD2026-05-11 → 2026-11-11

Recent event timeline

Filings, earnings, research, and institutional changes — newest first

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2027. 02. 02.Highin 3 months
Next earnings date
EPS 컨센서스 2.93 · 매출 컨센서스 170.6억. 발표 후 실제치와 비교하세요.
2026. 11. 09.MediumBUY2 days ago
Oppenheimer: Outperform
US analyst rating / recommendation change.
2026. 11. 05.LowBUY7 days ago
UBS: Buy
US analyst rating / recommendation change.
2026. 11. 05.LowHOLD7 days ago
JP Morgan: Neutral
US analyst rating / recommendation change.
2026. 11. 05.LowHOLD7 days ago
Morgan Stanley: Equal-Weight
US analyst rating / recommendation change.
2026. 11. 05.LowBUY7 days ago
Piper Sandler: Overweight
US analyst rating / recommendation change.
2026. 11. 05.LowBUY7 days ago
Wells Fargo: Overweight
US analyst rating / recommendation change.
2026. 11. 05.Low7 days ago
RBC Capital: r Perform
US analyst rating / recommendation change.
2026. 11. 05.LowBUY7 days ago
Truist Securities: Buy
US analyst rating / recommendation change.
2026. 11. 04.LowBUY7 days ago
Wedbush: Outperform
US analyst rating / recommendation change.

Recent earnings

Consensus vs. actual, and revenue trend

Earnings tab →

Quarter	Date	Time	EPS est.	EPS actual	Surprise	Rev. est.	Rev. actual	Status
—	2027. 02. 02.	After market close (AMC)	$2.93	—	—	$17.06B	—	Scheduled
FY2026 Q3	2026. 09. 26.	Time TBD	—	$1.46	—	—	$13.38B	Reported
FY2026 Q2	2026. 06. 27.	Time TBD	—	$1.38	—	—	$11.54B	Reported
FY2026 Q1	2026. 05. 06.	Time TBD	—	$0.84	—	—	$10.25B	Reported

Research actions

Consensus PT $657.49 · 48 analysts

Research tab →

Date	Firm	Analyst	Action	Rating change	Price target	Report
2026. 11. 09.	Oppenheimer	—	Upgrade	Perform → Outperform	—	Oppenheimer: Perform → Outperform
2026. 11. 05.	UBS	—	Maintain	Buy → Buy	—	UBS: Buy
2026. 11. 05.	JP Morgan	—	Maintain	Neutral → Neutral	—	JP Morgan: Neutral
2026. 11. 05.	Morgan Stanley	—	Maintain	Equal-Weight → Equal-Weight	—	Morgan Stanley: Equal-Weight
2026. 11. 05.	Piper Sandler	—	Maintain	Overweight → Overweight	—	Piper Sandler: Overweight
2026. 11. 05.	Wells Fargo	—	Maintain	Overweight → Overweight	—	Wells Fargo: Overweight

Key stats

As of FY2026Q3 · Source: SEC/DART + price data

Market cap$844.99B

Shares out.1,640M

PER192.96x

EPS (TTM)$2.67

PBR12.36x

BPS$41.70

Dividend/share—

Dividend yield—

ConsensusStrong buy

Price target$657.49+27.6%

Target range$525.00 ~ $1250.00· 48 analysts

Last earnings vs est.Beat +7.4%

AI Brief (Premium)

Automated summary from public sources · not investment advice

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Management commentary

From earnings call / release

Earnings tab →

AMD management stated that the data center segment is driving revenue and profit growth, fueled by accelerating demand for AI infrastructure. First-quarter revenue reached $10.3 billion, with a gross margin of 53%. They also noted that customer engagement with MI450 and Helios is strengthening and exceeding expectations, and that the growing large-scale deployment pipeline is enhancing visibility into their growth trajectory.

Accelerated AI infrastructure demand drives data center revenue growth.
Q1 revenue reached $10.3 billion, with a gross margin of 53%.
Strengthened MI450 and Helios customer engagement, exceeding expectations.
Increased large-scale deployment pipeline ensures growth visibility.

Top institutions (13F)

Ranked by position value

Institutions tab →

#	Institution	Mandate	Shares	Value	Weight	Change	Position
1	Point72 Asset Management, L.P.	Point72 Asset Management, L.P.	1,414,656	$287.78M	0.52%	—	New position
2	TWO SIGMA INVESTMENTS, LP	TWO SIGMA INVESTMENTS, LP	1,342,291	$287.47M	0.45%	—	New position
3	TWO SIGMA INVESTMENTS, LP	TWO SIGMA INVESTMENTS, LP	1,372,004	$279.11M	0.24%	—	New position
4	Point72 Asset Management, L.P.	Point72 Asset Management, L.P.	545,993	$116.93M	0.19%	—	New position
5	SOROS FUND MANAGEMENT LLC	SOROS FUND MANAGEMENT LLC	34,645	$7.05M	0.13%	—	New position
6	SOROS FUND MANAGEMENT LLC	SOROS FUND MANAGEMENT LLC	17,201	$3.68M	0.07%	—	New position

Company info

Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded. The company offers artificial intelligence (AI) accelerators, microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing units, field programmable gate arrays (FPGA), system on modules, AI network interface cards, and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen AI, AMD Ryzen PRO, AMD Ryzen Threadripper, AMD Ryzen Threadripper PRO, AMD Athlon, and AMD PRO A-Series brands; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; professional graphics under the AMD Radeon Pro graphics brand; and AI and general-purpose compute infrastructure for hyperscale providers. The company offers data center graphics under the AMD Instinct accelerators and Radeon PRO V-series brands; server microprocessors under the AMD EPYC brand; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, and AMD R-Series and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo and Pensando brands. It serves original equipment and design manufacturers, public cloud service providers, system integrators, distributors, and add-in-board manufacturers. The company was incorporated in 1969 and is headquartered in Santa Clara, California.

Sector: Technology
Industry: Semiconductors
HQ: Santa Clara, CA, United States
Fiscal year end: —
Employees: 31,000
IPO date: —

View details →

Top news

Stored first · Google News · Yahoo Finance (English)

Quarter

Date

Time

EPS est.

EPS actual

Surprise

Rev. est.

Rev. actual

Status

—

2027. 02. 02.

After market close (AMC)

$2.93

—

$17.06B

—

Scheduled

FY2026 Q3

2026. 09. 26.

Time TBD

—

$1.46

—

$13.38B

Reported

FY2026 Q2

2026. 06. 27.

Time TBD

—

$1.38

—

$11.54B

Reported

FY2026 Q1

2026. 05. 06.

Time TBD

—

$0.84

—

$10.25B

Reported

Date

Firm

Analyst

Action

Rating change

Price target

Report

2026. 11. 09.

Oppenheimer

—

Upgrade

Perform → Outperform

—

Oppenheimer: Perform → Outperform

2026. 11. 05.

UBS

—

Maintain

Buy → Buy

—

UBS: Buy

2026. 11. 05.

JP Morgan

—

Maintain

Neutral → Neutral

—

JP Morgan: Neutral

2026. 11. 05.

Morgan Stanley

—

Maintain

Equal-Weight → Equal-Weight

—

Morgan Stanley: Equal-Weight

2026. 11. 05.

Piper Sandler

—

Maintain

Overweight → Overweight

—

Piper Sandler: Overweight

2026. 11. 05.

Wells Fargo

—

Maintain

Overweight → Overweight

—

Wells Fargo: Overweight

Institution

Mandate

Value

Weight

Change

Position

Point72 Asset Management, L.P.

1,414,656

$287.78M

0.52%

—

New position

TWO SIGMA INVESTMENTS, LP

1,342,291

$287.47M

0.45%

—

New position

TWO SIGMA INVESTMENTS, LP

1,372,004

$279.11M

0.24%

—

New position

Point72 Asset Management, L.P.

545,993

$116.93M

0.19%

—

New position

SOROS FUND MANAGEMENT LLC

34,645

$7.05M

0.13%

—

New position

SOROS FUND MANAGEMENT LLC

17,201

$3.68M

0.07%

—

New position