Vandita Jadeja
Mon, April 13, 2026 astatine 10:47 AM CDT 5 min read
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AMD (AMD) reported Q4 2025 gross of $10.27B, beating statement by $550M, with information halfway gross hitting a grounds $5.38B (up 39% year-over-year) and escaped currency travel surging 90.83% to $2.08B.
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A strategical concern with OpenAI for a 6-gigawatt GPU deployment starting H2 2026 and Oracle’s AI supercluster utilizing 50,000 AMD GPUs successful Q3 2026 supply important gross visibility.
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AMD is capturing information halfway marketplace stock from Intel done EPYC processor gains portion benefiting from the broader AI acceleration trend, though U.S. export controls connected MI308 GPUs to China created $440M successful charges and stay a regulatory risk.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.
Tech company Advanced Micro Devices (NASDAQ:AMD) has staged a melodramatic reversal successful the semiconductor assemblage implicit the past year. With the banal trading astatine $245.04, our exemplary points to continued but measured upside from here.
The terms people for AMD is $284.67, implying 16.17% upside implicit the adjacent 12 months. Our proposal is buy, with a 90% assurance level.
READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks
| Current Price | $245.04 |
| 24/7 Wall St. Price Target | $284.67 |
| Upside Potential | 16.17% |
| Recommendation | BUY |
| Confidence Level | 90% |
AMD's past 12 months bespeak convulsive swings and singular recovery. The banal touched a 52-week debased of $83.75 and rallied to a 52-week precocious of $267.08, a scope reflecting some export power daze and consequent AI-driven re-rating. Year to day done April 10, AMD has gained 14.42%, with a crisp 12.66% surge successful the past week. The banal presently sits astir 8% beneath its 52-week high.
The Q4 2025 net study released February 3, 2026 reset expectations. AMD posted gross of $10.27B, exceeding the $9.72B statement estimate. EPS came successful astatine $1.53 versus the $1.32 estimate, beating expectations by a wide margin. Data Center gross deed a grounds $5.38B, up 39% twelvemonth implicit year, and escaped currency travel reached a grounds $2.08B, up 90.83% twelvemonth implicit year.
Our bull lawsuit reaches $296.92, a 21.17% full instrumentality from existent levels. AMD's concern with OpenAI for a 6-gigawatt GPU deployment, with an archetypal 1-GW rollout of MI450 GPUs successful H2 2026, represents step-change gross visibility. Oracle's archetypal nationalist AI supercluster utilizing the Helios rack plan with 50,000 AMD GPUs deploying successful Q3 2026 adds conviction.
EPYC marketplace stock gains against Intel (NASDAQ:INTC) proceed to compound. AWS launched EC2 instances connected 5th Gen EPYC processors, and the EPYC Venice architecture underpins AMD's next-generation supercomputing wins.

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