Advanced Micro Devices, Inc.

NasdaqGS:AMD 株式レポート

時価総額：US$842.6b

Advanced Micro Devices 将来の成長

Future 基準チェック /66

Advanced Micro Devices利益と収益がそれぞれ年間38.5%と32%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に31.4% 37.7%なると予測されています。

主要情報

38.5%

収益成長率

37.74%

EPS成長率

Semiconductor 収益成長30.5%
収益成長率32.0%
将来の株主資本利益率31.42%
アナリストカバレッジ

Good

最終更新日11 Sep 2026

今後の成長に関する最新情報

分析記事 • Aug 08

Advanced Micro Devices, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Advanced Micro Devices, Inc. ( NASDAQ:AMD ) just released its second-quarter report and things are looking bullish. The...
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...

Recent updates

Seeking Alpha • Sep 07

AMD: The AI Demand Is Real, But So Are The Risks

Summary AMD is a leading AI chip supplier, benefiting from surging data center demand and robust revenue growth. Despite 50% YoY revenue growth and strong profitability, AMD faces margin pressure from rising memory costs and an elevated AI revenue mix. Valuation is demanding at 60x forward earnings and 14.6x EV/Sales, requiring sustained high growth and margin discipline to justify it. Key risks include hyperscaler clients developing custom silicon and the potential for an AI bubble burst impacting chip stocks. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 03

AMD: AI Data Center Euphoria Will Eventually Constrain Future Profit Margins

Analysts lifted the Advanced Micro Devices fair value estimate from $330.50 to $372.73 as they reworked models to reflect higher projected profit margins, lower future P/E assumptions, and growing conviction in AMD's position as a full-stack AI infrastructure provider, supported by rising Street price targets and expanding data center opportunities. Analyst Commentary Recent research on Advanced Micro Devices focuses heavily on the company’s role in AI infrastructure, with many firms lifting price targets and highlighting data center growth expectations.
ナラティブ更新 • Aug 17

AMD: AI Data Center Racks Will Stress Test Rich Market Expectations

Analysts have lifted the implied fair value estimate for Advanced Micro Devices from about $487.90 to roughly $612.80, reflecting higher modeled revenue growth, slightly stronger profit margins, and updated long term P/E assumptions, supported by a wide series of recent price target increases tied to AI data center and accelerator opportunities. Analyst Commentary Recent research on Advanced Micro Devices highlights a wide range of opinions on how AI infrastructure, data center products, and new partnerships could influence valuation, growth expectations, and execution risk.
分析記事 • Aug 12

There May Be Underlying Issues With The Quality Of Advanced Micro Devices' (NASDAQ:AMD) Earnings

Advanced Micro Devices, Inc.'s ( NASDAQ:AMD ) robust earnings report didn't manage to move the market for its stock...
分析記事 • Aug 08

Advanced Micro Devices, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Advanced Micro Devices, Inc. ( NASDAQ:AMD ) just released its second-quarter report and things are looking bullish. The...
ナラティブ更新 • Aug 03

AMD: AI Infrastructure Megadeals Will Drive Future Upside Potential

Analysts have increased the internal fair value estimate for AMD from $725.00 to approximately $858.12, reflecting updated expectations for revenue growth, profitability, and future P/E multiples in light of a series of higher Street price targets and AI-focused research commentary. Analyst Commentary Bullish analysts are broadly constructive on Advanced Micro Devices, with a series of recent research notes highlighting AI accelerators, server CPUs, and new partnerships as key supports for higher fair value assumptions.
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.

業績と収益の成長予測

NasdaqGS:AMD - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028120,59533,52229,82332,52837
12/31/202787,77621,86516,08219,50852
12/31/202650,8349,3547,56310,17649
6/27/202641,3056,4698,40310,080N/A
3/28/202637,4544,9328,5749,725N/A
12/27/202534,6394,2696,7357,709N/A
9/27/202532,0273,1315,4486,408N/A
6/28/202529,6002,7304,0434,877N/A
3/29/202527,7502,2272,7533,459N/A
12/28/202425,7851,6412,4053,041N/A
9/28/202424,2951,8261,5562,123N/A
6/29/202423,2761,3541,3571,916N/A
3/30/202422,8001,1161,1721,702N/A
12/30/202322,6808541,1211,667N/A
9/30/202322,1112081,3221,853N/A
7/1/202321,876-251,8672,397N/A
4/1/202323,0673952,5193,056N/A
12/31/202223,6011,3203,1153,565N/A
9/24/202222,8282,2733,4083,820N/A
6/25/202221,5763,1303,3303,704N/A
3/26/202218,8763,3933,3123,618N/A
12/25/202116,4343,1623,2203,521N/A
9/25/202114,8523,9692,9643,253N/A
6/26/202113,3403,4362,4652,743N/A
3/27/202111,4222,8831,7292,034N/A
12/26/20209,7632,4907771,071N/A
9/26/20208,646879697959N/A
6/27/20207,646609611854N/A
3/28/20207,245487N/A641N/A
12/28/20196,731341N/A493N/A
9/28/20196,023209N/A171N/A
6/29/20195,875191N/A13N/A
3/30/20196,100272N/A-72N/A
12/29/20186,475337N/A34N/A
9/29/20186,396280N/A238N/A
6/30/20186,327239N/A231N/A
3/31/20185,72281N/A204N/A
12/30/20175,253-33N/A12N/A
9/30/20175,019-65N/A-124N/A
7/1/20174,742-532N/A-164N/A
4/1/20174,618-421N/A-167N/A
12/31/20164,319-498N/A81N/A
9/24/20164,124-548N/A-39N/A
6/25/20163,878-339N/A-124N/A
3/26/20163,793-589N/A-96N/A
12/26/20153,991-660N/A-226N/A
9/26/20154,272-922N/A-169N/A

アナリストによる今後の成長予測

収入対貯蓄率: AMDの予測収益成長率 (年間38.5% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: AMDの収益 ( 38.5% ) はUS市場 ( 17.2% ) よりも速いペースで成長すると予測されています。

高成長収益: AMDの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: AMDの収益 ( 32% ) US市場 ( 13.4% ) よりも速いペースで成長すると予測されています。

高い収益成長: AMDの収益 ( 32% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AMDの 自己資本利益率 は、3年後には高くなると予測されています ( 31.4 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/13 02:45
終値2026/09/11 00:00
収益2026/06/27
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 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. 52 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 ChangAletheia Analyst Network Limited
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP