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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 $449.04
1D change +11.04%
Market cap $736.46B
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 $449.04
1D Change +11.04%
Market Cap $736.46B
Enterprise Value $729.90B
Trailing P/E 95.9
Forward P/E 25.5
PEG Ratio 0.40x
Price / Sales 16.2
EV / Revenue 16.1
Revenue Growth 44.7%
Earnings Growth 93.8%
Gross Margin 56.0%
Operating Margin 21.2%
Net Margin 16.8%
ROE 12.0%
Free Cash Flow $7.36B
FCF Margin 16.2%
Debt / Equity 0.13x
Current Ratio 2.73x
Dividend Yield 0.00%
Next Earnings Feb 02, 2027
Quarterly Revenue $13.38B
Revenue QoQ +16.0%
Quarterly Net Income $2.43B
Net Income QoQ +5.7%

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.