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U.S.-listed market research with live data and structured thesis notes.

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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
AMD Silicon, IP & Semicap

Advanced Micro Devices

GPU/CPU AI accelerator challenger

Detail page

Instinct GPUs give hyperscalers a second-source path for AI training and inference.

Price $483.36
1D change -1.21%
Market cap $789.07B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric AMD
Price $483.36
1D Change -1.21%
Market Cap $789.07B
Enterprise Value $780.24B
Trailing P/E 123.3
Forward P/E 31.3
PEG Ratio 1.13x
Price / Sales 19.1
EV / Revenue 18.9
Revenue Growth 50.1%
Earnings Growth 159.5%
Gross Margin 55.7%
Operating Margin 17.2%
Net Margin 15.6%
ROE 10.2%
Free Cash Flow $8.84B
FCF Margin 21.4%
Debt / Equity 6.36x
Current Ratio 2.61x
Dividend Yield 0.00%
Next Earnings Nov 03, 2026
Quarterly Revenue $10.25B
Revenue QoQ -0.2%
Quarterly Net Income $1.38B
Net Income QoQ -8.5%

AMD thesis lens

GPU/CPU AI accelerator challenger

Why it could benefit

  • Instinct GPUs give hyperscalers a second-source path for AI training and inference.
  • EPYC CPUs and adaptive compute help AMD participate across the AI server bill of materials.
  • If open accelerator ecosystems broaden, AMD can gain share from customers avoiding single-vendor dependence.

Moat / edge

  • High-performance CPU franchise and growing GPU roadmap.
  • Deep relationships with hyperscalers, OEMs, and enterprise server buyers.
  • Chiplet design capability and manufacturing partnership with TSMC.

What to watch

  • Instinct shipment ramp and software maturity.
  • Gross margin mix between CPUs, GPUs, gaming, and embedded.
  • Cloud customer adoption versus Nvidia alternatives.

Key risks

  • Nvidia's software ecosystem remains the hardest competitive hurdle.
  • AI GPU demand can be lumpy if customer qualification slips.