Advanced Micro Devices（AMD）株式概要
アドバンスト・マイクロ・デバイセズ社は半導体企業として国際的に事業を展開している。 詳細
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Advanced Micro Devices, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$454.62 |
| 52週高値 | US$584.73 |
| 52週安値 | US$149.22 |
| ベータ | 2.47 |
| 1ヶ月の変化 | -12.84% |
| 3ヶ月変化 | 34.86% |
| 1年変化 | 156.21% |
| 3年間の変化 | 286.58% |
| 5年間の変化 | 303.89% |
| IPOからの変化 | 15,655.78% |
最新ニュース
Recent updates
Seeking Alpha • Jul 23
AMD: The Full-Stack AI Opportunity
Summary AMD (AMD) remains a compelling buy, with a new base case price target of $671 (21% upside) and a bullish scenario at $807.87 (45% upside). AMD’s flexible, customizable AI infrastructure—spanning GPUs, CPUs, DPUs, networking, and rack-scale systems—positions it as a strong alternative to Nvidia, especially for hyperscalers seeking to avoid vendor lock-in. Rising analyst expectations reflect robust AI-driven growth: Q2 revenue consensus at $11.3B (+47% YoY), EPS at $1.61 (+235% YoY), and EBITDA/fcf estimates up 22–28%. Key risks include competition from Nvidia’s integrated platform, custom ASICs, supply chain execution for Helios, and cyclicality in consumer AI-PC markets. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 20
AMD: AI Data Center Partnerships Will Drive Future Upside
The analyst fair value estimate for Advanced Micro Devices has been raised from $680.93 to $725.00. This change reflects higher modeled revenue growth, profit margins, and data center driven earnings potential that aligns with Street analysts' increased price targets tied to EPYC server strength, AI data center demand, and AMD's positioning as an alternative GPU supplier.ナラティブ更新 • Jul 06
AMD: AI Data Center Demand And Meta Pact Will Drive Future Upside
Analyst price targets for AMD have moved sharply higher, with the updated fair value estimate rising from about $363 to roughly $681, as analysts point to stronger expectations around AI driven data center demand, EPYC server CPU traction, and AMD's positioning as an alternative GPU supplier in a tight supply environment. Analyst Commentary Recent Street research on Advanced Micro Devices shows a strong tilt toward higher valuation frameworks, with many bullish analysts lifting price targets as they reassess AI related growth opportunities in both data center CPUs and GPUs. The focus is on AMD's role in AI infrastructure, its position as an alternative GPU supplier, and the earnings power implied by long term AI related total addressable market forecasts.
ナラティブ更新 • Jun 22
AMD: Agentic AI Server Demand Will Expose Rich Pricing Risk
Analysts have raised the fair value estimate for AMD to $487.90 from $472.17, citing a series of higher price targets linked to expectations for stronger server and GPU demand and AMD's involvement in the growing agentic AI CPU market. Analyst Commentary Recent research on Advanced Micro Devices highlights a wide range of views on how agentic AI, GPUs, and server CPUs could influence the stock's valuation and execution risk.分析記事 • Jun 16
Advanced Micro Devices (AMD) Stock Could Be 21.6% Overvalued After Its AI Fueled Run
Advanced Micro Devices (AMD) has drawn fresh attention after recent trading data showed strong share price momentum over the past month and past 3 months, prompting investors to reassess how the stock aligns with their portfolios. See our latest analysis for Advanced Micro Devices. Beyond the recent surge, Advanced Micro Devices has seen momentum build over the past year, with a 90 day share price return of 174.37% and a 1 year total shareholder return of 330.57% on the back of growing...
ナラティブ更新 • Jun 15
Nvidia is King, but AMD's Kingdom is Expanding Faster Than Anticipated
The market previously priced AMD as a "forced choice" spillover. Recent quarters, particularly the massive Data Center revenue run-rates achieved into 2026, have completely shattered this narrative.
ナラティブ更新 • Jun 05
AMD: Agentic AI CPU Hype Will Eventually Pressure Future Margins
Analysts raised the implied fair value estimate for AMD stock from $225.00 to $330.50, pointing to higher Street price targets that reflect growing expectations for the agentic AI CPU opportunity and AMD's potential role as a key alternative provider in an expanding AI compute market. Analyst Commentary Recent Street research around Advanced Micro Devices centers on how agentic AI could reshape CPU demand and AMD's role in that build out.ナラティブ更新 • May 22
AMD: Meta AI Infrastructure And New Partnerships Will Support Measured Upside
Analysts lifted the base case price target for Advanced Micro Devices to about $472 from about $290, reflecting updated assumptions for faster AI related revenue growth, higher profit margins, and a richer future P/E multiple amid a wave of recent target hikes tied to AI data center and CPU opportunities. Analyst Commentary Recent Street research around Advanced Micro Devices clusters into two camps, with bullish analysts leaning into the AI growth story and bearish analysts focusing more on valuation risk and execution hurdles.
ナラティブ更新 • May 14
AMD: AI Accelerator Momentum Is Real, But Valuation Now Needs Perfect Execution
AMD remains one of the clearest second-place beneficiaries of the AI infrastructure buildout. Hyperscalers want a credible alternative to Nvidia, and AMD’s data-center CPUs, Instinct accelerators, and broader adaptive-computing portfolio give it a real path to take share as customers diversify suppliers.分析記事 • May 08
Advanced Micro Devices, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
A week ago, Advanced Micro Devices, Inc. ( NASDAQ:AMD ) came out with a strong set of quarterly numbers that could...
ナラティブ更新 • May 06
AMD Q1 2026: AI Infrastructure Demand Ignites Valuation Surge
Advanced Micro Devices (AMD) released its Q1 2026 financial results on May 5, 2026, delivering a "blowout" performance that has fundamentally shifted investor sentiment. Driven by a massive structural pivot toward AI infrastructure, the company exceeded analyst estimates across every primary metric.ナラティブ更新 • Apr 30
AMD: Meta And OpenAI GPU Deals Will Pressure Future Margins
Analysts have raised AMD’s fair value estimate from $213.89 to $225.00. The revision reflects updated views that incorporate higher modeled revenue growth, lower profit margins tied to recent Meta and OpenAI GPU deals, and a higher future P/E assumption in light of recent price target changes across Wall Street.ナラティブ更新 • Apr 15
AMD: Meta AI Pact Will Support Future AI Infrastructure Scale
The analyst price target for AMD has been adjusted slightly lower to $362.79 from $362.85, as analysts refresh their models around updated revenue growth, profit margin assumptions, and a modestly lower future P/E following recent commentary on AI partnerships and GPU deployment timelines. Analyst Commentary Recent research focuses heavily on AMD's role in large scale AI infrastructure and how major partnerships factor into valuation, execution risk, and long term growth potential.ナラティブ更新 • Apr 01
AMD: Expanded Meta AI Infrastructure Deal Will Support Future Upside
Analysts have raised their average price target for AMD by $5 to $280, citing expanded multi-year GPU deployments with Meta, reinforced confidence in the MI450/Helio roadmap, and a series of recent research updates that emphasize AI accelerator share gains and deepening ecosystem partnerships. Analyst Commentary Recent research on Advanced Micro Devices clusters around the expanded GPU agreement with Meta, the MI450 and Helio roadmap, and growing partnerships in data center and edge inference.ナラティブ更新 • Mar 18
AMD: Expanded Meta And OpenAI AI Agreements Will Support Future Upside
Analysts have lifted the fair value estimate for AMD by about $6 to $289.61. This reflects updated assumptions around higher profit margins, slightly stronger revenue growth, a lower future P/E multiple, and recent Street research highlighting expanded GPU partnerships with Meta, OpenAI, and large customers across data center and AI workloads.
新しいナラティブ • Mar 16
Open Source Online Order Systems: A Complete Guide
Running a food or beverage delivery business comes with no shortage of decisions. One of the most consequential?ナラティブ更新 • Mar 04
AMD: Meta AI Infrastructure Pact Will Support Long-Term Earnings Power
Analysts have raised their AMD price target by $7 to reflect updated assumptions for higher revenue growth and slightly lower future P/E multiples. They cite new multi year GPU and CPU partnerships with Meta and other AI customers, which they view as reinforcing the company’s role in large scale AI infrastructure.ナラティブ更新 • Feb 25
The 6-Gigawatt Shift: How the Meta-AMD Alliance Recharts the AI Landscape
On February 24, 2026, AMD and Meta Platforms announced a massive, multi-year strategic partnership to overhaul Meta's AI infrastructure. This deal is widely viewed as a "divorce" from Nvidia’s near-monopoly, positioning AMD as a primary Tier-1 provider in the generative AI race.ナラティブ更新 • Feb 18
AMD: AI Accelerator And Server Demand Will Support Long-Term Earnings Power
Analysts have trimmed their consolidated AMD price target by about $5 to reflect slightly more cautious revenue growth assumptions and a lower future P/E, while acknowledging stronger profit margin expectations supported by recent research highlighting AI accelerator demand, server CPU sell through into 2026, and ongoing debate around competitive risks. Analyst Commentary Recent research on Advanced Micro Devices points to a split tape in sentiment, but with a clear group of bullish analysts leaning into AI, server demand, and competitive positioning as key supports for valuation and growth expectations.ナラティブ更新 • Feb 04
AMD: AI Data Center Demand Will Drive Long-Term Earnings Power
Analysts have raised their price targets on Advanced Micro Devices by up to $30, citing healthy server demand, confidence in the AI accelerator roadmap, and updated assumptions for growth, margins, and a higher future P/E multiple in their models. Analyst Commentary Recent research on Advanced Micro Devices has tilted clearly constructive, with several bullish analysts revisiting their models and assumptions around AI, servers, and long term earnings power.ナラティブ更新 • Feb 04
Nvidia is King, but AMD is Building a New Kingdom
The market has long priced AMD as the "forced choice" (Spillover). Q4 2025 proved this wrong.ナラティブ更新 • Jan 21
AMD: AI Rack Systems And Policy Risks Will Shape The Next Phase
Analysts nudged their price target higher for Advanced Micro Devices, with fair value moving from $207.91 to $213.89 as they factor in slightly stronger expected revenue growth, a small uplift in profit margins, and a modestly higher future P/E multiple, supported by recent research highlighting AI accelerator demand, rack scale system opportunities, and broader data center traction. Analyst Commentary Recent research around AMD reflects a mix of optimism on AI growth and clear reminders that execution and competition still matter a lot for what investors are paying for the stock.ナラティブ更新 • Jan 07
AMD: AI And Rack Scale Execution Will Define The Next Chapter
Analysts have raised their AMD fair value estimate from about $137 to roughly $208. This change reflects higher assumptions for revenue growth and profit margins in AI accelerators and rack scale systems, partly offset by a slightly higher discount rate and more conservative future P/E expectations.ナラティブ更新 • Dec 19
AMD: OpenAI Data Center Pact Will Drive Long-Term AI Upside
The analyst fair value estimate for Advanced Micro Devices has risen sharply from $230.00 to approximately $362.15, as analysts increase long-term revenue growth and margin assumptions based on large multiyear AI accelerator and rack-scale system opportunities highlighted in recent Street research. Analyst Commentary Bullish analysts are broadly constructive on AMD's positioning in the accelerating AI infrastructure cycle, with recent notes emphasizing both the magnitude and duration of the company’s growth runway.ナラティブ更新 • Dec 05
AMD: Multiyear AI Data Center Deals Will Drive Future Upside Potential
Analysts have modestly raised their fair value estimate for Advanced Micro Devices to approximately $284 per share from about $277. This reflects increased confidence in accelerating AI driven revenue growth, improving profit margins, and a more balanced long term earnings profile despite intensifying competition from both GPU rivals and emerging custom accelerators.ナラティブ更新 • Nov 20
AMD: Major AI Partnerships And Data Center Momentum Will Drive Future Gains
Analysts have raised their fair value estimate for Advanced Micro Devices to approximately $277 per share from $246. This change is driven by stronger revenue growth forecasts and optimism around the company's expanding role in artificial intelligence and data center markets.分析記事 • Nov 06
Advanced Micro Devices, Inc. Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next
Advanced Micro Devices, Inc. ( NASDAQ:AMD ) defied analyst predictions to release its quarterly results, which were...ナラティブ更新 • Nov 05
AMD: Major AI Partnerships And Execution Will Determine Future Industry Positioning
Analysts have increased their average price target for Advanced Micro Devices by approximately $7 to $246. They cite robust AI-related partnerships, strong quarterly revenue growth, and improving profit margin projections as key factors behind the upward revision.ナラティブ更新 • Oct 22
Analysts Lift AMD Price Targets as AI Deals and Valuation Projections Fuel Optimism
Analysts have significantly raised their price targets for Advanced Micro Devices, increasing the fair value estimate from approximately $214 to over $239 per share. Stronger revenue growth, expanding profit margins, and major AI infrastructure deals are expected to drive substantial upside for the company.分析記事 • Oct 18
Advanced Micro Devices, Inc. (NASDAQ:AMD) Stocks Shoot Up 46% But Its P/S Still Looks Reasonable
Advanced Micro Devices, Inc. ( NASDAQ:AMD ) shareholders have had their patience rewarded with a 46% share price jump...ナラティブ更新 • Oct 08
AI And Data Centers Will Face Risks Yet Unlock Potential
Analysts have raised their fair value estimate for Advanced Micro Devices from $184.67 to $213.93. They cite stronger revenue growth expectations and the recently announced multi-year AI infrastructure deal with OpenAI as key drivers of the upward revision.分析記事 • Oct 08
Weekly Picks: 💻 An AI Chip Giant Gets Re-Rated Higher And 2 More Picks
This week’s picks cover: How AMD’s OpenAI partnership could ignite a re-rating, why IREN Energy is in phase 3 of a 4-phase transformation to a profitable powerhouse, and how PWR Holdings turned F1 dominance into a springboard for aerospace and EV growthナラティブ更新 • Oct 07
Gaining Ground on Nvidia
AMD surged after a multi-year OpenAI deal, reshaping its AI prospects and growth outlook. A key financial claim from AMD leadership: the OpenAI partnership is expected to deliver “ tens of billions of dollars ” in revenue to AMD and be highly accretive to earnings, with each gigawatt equating to double‑digit billions.ナラティブ更新 • Oct 06
A formidable player in AI and enterprise computing.
AMD's massive OpenAI deal What’s going on — the deal details Supply & deployment commitment AMD will supply GPUs (AI accelerators) to OpenAI over multiple years, targeting a total deployment of 6 gigawatts (GW) of compute. The first tranche — 1 GW — is expected to be delivered in the second half of 2026.株主還元
| AMD | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | -16.5% | -1.7% | -0.7% |
| 1Y | 156.2% | 51.3% | 15.3% |
業界別リターン: AMD過去 1 年間で51.3 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: AMD過去 1 年間で15.3 % の収益を上げたUS市場を上回りました。
価格変動
| AMD volatility | |
|---|---|
| AMD Average Weekly Movement | 11.8% |
| Semiconductor Industry Average Movement | 13.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: AMDの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: AMDの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1969 | 31,000 | Lisa Su | www.amd.com |
アドバンスト・マイクロ・デバイセズ社は、国際的な半導体企業として事業を展開している。事業セグメントは3つ：データセンター、クライアント・ゲーミング、エンベデッド。同社は、人工知能（AI）アクセラレーター、マイクロプロセッサー、グラフィックス・プロセッシング・ユニット（GPU）をスタンドアロン・デバイスとして、またはアクセラレーテッド・プロセッシング・ユニット、チップセット、データセンター用GPUやプロフェッショナル用GPUに組み込んで提供しているほか、組み込みプロセッサーやセミカスタム・システム・オン・チップ（SoC）製品、マイクロプロセッサーやSoCの開発サービスおよび技術、データ処理ユニット、フィールド・プログラマブル・ゲート・アレイ（FPGA）、システム・オン・モジュール、AIネットワーク・インターフェース・カード、アダプティブSoC製品を提供している。AMD Ryzen、AMD Ryzen AI、AMD Ryzen PRO、AMD Ryzen Threadripper、AMD Ryzen Threadripper PRO、AMD Athlon、AMD PRO Aシリーズの各ブランドでプロセッサーを、AMD RadeonグラフィックスおよびAMD Embedded Radeonグラフィックスでグラフィックスを、AMD Radeon Proグラフィックス・ブランドでプロフェッショナル・グラフィックスを、ハイパースケール・プロバイダー向けにAIおよび汎用コンピュート・インフラを提供している。データセンター・グラフィックスではAMD InstinctアクセラレーターおよびRadeon PRO Vシリーズ・ブランド、サーバー・マイクロプロセッサーではAMD EPYCブランド、低消費電力ソリューションではAMD Athlon、AMD Geode、AMD Ryzen、AMD EPYC、AMD RシリーズおよびGシリーズ・ブランドを提供している；Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, Spartan-7 ブランドの FPGA 製品；Zynq-7000、Zynq UltraScale+ MPSoC、Zynq UltraScale+ RFSoC、Versal HBM、Versal Premium、Versal Prime、Versal AI Core、Versal AI Edge、Vitis、VivadoブランドのアダプティブSOC、AlveoおよびPensandoブランドのコンピュートおよびネットワーク・アクセラレーション・ボード製品。また、AlveoおよびPensandoブランドのコンピュートおよびネットワーク・アクセラレーション・ボード製品も提供している。1969年に法人化され、カリフォルニア州サンタクララに本社を置いている。
Advanced Micro Devices, Inc. 基礎のまとめ
| AMD 基礎統計学 | |
|---|---|
| 時価総額 | US$807.07b |
| 収益（TTM） | US$4.93b |
| 売上高(TTM) | US$37.45b |
150.3x
PER（株価収益率19.8x
P/SレシオAMD は割高か？
公正価値と評価分析を参照収益と収入
| AMD 損益計算書（TTM） | |
|---|---|
| 収益 | US$37.45b |
| 売上原価 | US$17.58b |
| 売上総利益 | US$19.87b |
| その他の費用 | US$14.94b |
| 収益 | US$4.93b |
直近の収益報告
Mar 28, 2026
次回決算日
Aug 04, 2026
| 一株当たり利益（EPS） | 3.02 |
| グロス・マージン | 53.06% |
| 純利益率 | 13.17% |
| 有利子負債／自己資本比率 | 5.0% |
AMD の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/28 21:41 |
| 終値 | 2026/07/28 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2025/12/27 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Advanced Micro Devices, Inc. 47 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。80
| アナリスト | 機関 |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Janco Venter | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |