Advanced Micro Devices (AMD) 주식 개요
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가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$467.51 |
| 52주 최고가 | US$481.41 |
| 52주 최저가 | US$107.67 |
| 베타 | 2.4 |
| 1개월 변동 | 54.06% |
| 3개월 변동 | 133.58% |
| 1년 변동 | 323.81% |
| 3년 변동 | 268.03% |
| 5년 변동 | 483.80% |
| IPO 이후 변동 | 16,102.51% |
최근 뉴스 및 업데이트
Seeking Alpha • May 18
Forget Nvidia - AMD's Moment Is Finally Here
Summary AMD's stock is up ~100% YTD, driven by blowout Q1 earnings with 38% revenue growth and 57% Data Center surge — and the real catalyst may still be ahead. Agentic AI is flipping the hardware narrative — the GPU-to-CPU ratio is shifting from 1:6 toward 1:1, and AMD's EPYC CPUs are best-positioned to capture the demand wave. Lisa Su doubled the server CPU TAM outlook — from 18% to 35%+ annual growth, targeting a $120B market by 2030, with AMD's server CPU revenue expected to grow 70%+. Valuation is steep at 80x blended P/E, but if EPS growth of 75%+ materializes in 2026-27, AMD doesn't need multiple expansion to deliver 15-35% annual returns. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.Recent updates
Seeking Alpha • May 18
Forget Nvidia - AMD's Moment Is Finally Here
Summary AMD's stock is up ~100% YTD, driven by blowout Q1 earnings with 38% revenue growth and 57% Data Center surge — and the real catalyst may still be ahead. Agentic AI is flipping the hardware narrative — the GPU-to-CPU ratio is shifting from 1:6 toward 1:1, and AMD's EPYC CPUs are best-positioned to capture the demand wave. Lisa Su doubled the server CPU TAM outlook — from 18% to 35%+ annual growth, targeting a $120B market by 2030, with AMD's server CPU revenue expected to grow 70%+. Valuation is steep at 80x blended P/E, but if EPS growth of 75%+ materializes in 2026-27, AMD doesn't need multiple expansion to deliver 15-35% annual returns. Read the full article on Seeking Alpha내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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 growth내러티브 업데이트 • 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.새로운 내러티브 • Oct 06
A formidable player in AI and enterprise computing.
1. Growth Engines in AI & Data Center AMD reported 36% YoY revenue growth in Q1 2025 , reaching $7.44B , with non‑GAAP EPS of $0.96 , a 55% YoY jump.내러티브 업데이트 • Aug 27
AI And Data Centers Will Face Risks Yet Unlock Potential
Buoyed by accelerating AI server demand, renewed access to the Chinese AI chip market, and strong quarterly execution, analysts have raised Advanced Micro Devices’ consensus price target from $178.78 to $184.67. Analyst Commentary Bullish analysts cite a significant ramp in AI server demand from hyperscalers, with accelerating momentum in AMD's MI350 GPU series and expectations for the future launch of the MI400 architecture to drive revenue outperformance and market share gains through 2026.내러티브 업데이트 • Aug 08
AI And Data Centers Will Face Risks Yet Unlock Potential
Advanced Micro Devices’ fair value estimate has increased, primarily reflecting modest improvements in net profit margin and revenue growth forecasts, resulting in a higher consensus analyst price target rising from $155.96 to $178.78. What's in the News AMD guided Q3 2025 revenue to ~$8.7B, implying ~28% YoY and ~13% sequential growth.내러티브 업데이트 • Aug 06
A formidable player in AI and enterprise computing.
AMD delivered solid top-line growth and forward guidance that exceeded expectations. However, investors were let down by slimmer margins and the export controls drama, especially impacting the high-value MI308 AI GPU business.새로운 내러티브 • Jul 08
AMD's Future Looks Promising with a 31% Revenue Growth
Price: $138.52 (7/2/25)Willing To Pay: <= $195As of right now I am incredibly bullish; AMD is actually my largest position in my portfolio right now so take that into consideration. Now when you분석 기사 • Jul 01
What Advanced Micro Devices, Inc.'s (NASDAQ:AMD) 28% Share Price Gain Is Not Telling You
Advanced Micro Devices, Inc. ( NASDAQ:AMD ) shares have continued their recent momentum with a 28% gain in the last...주주 수익률
| AMD | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | 10.2% | -3.6% | -0.8% |
| 1Y | 323.8% | 106.1% | 27.1% |
수익률 대 산업: AMD은 지난 1년 동안 106.1%의 수익을 기록한 US Semiconductor 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: AMD은 지난 1년 동안 27.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| AMD volatility | |
|---|---|
| AMD Average Weekly Movement | 10.3% |
| Semiconductor Industry Average Movement | 11.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: AMD는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: AMD의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1969 | 31,000 | Lisa Su | www.amd.com |
는 국제적으로 반도체 회사로 운영되고 있습니다. 이 회사는 세 가지 부문으로 운영됩니다: 데이터 센터, 클라이언트 및 게임, 임베디드입니다. 이 회사는 독립형 장치 또는 가속 처리 장치, 칩셋, 데이터 센터 및 전문가용 GPU에 통합된 인공 지능(AI) 가속기, 마이크로 프로세서 및 그래픽 처리 장치(GPU)와 임베디드 프로세서 및 반주문형 시스템 온 칩(SoC) 제품, 마이크로 프로세서 및 SoC 개발 서비스 및 기술, 데이터 처리 장치, 필드 프로그래머블 게이트 어레이(FPGA), 시스템 온 모듈, AI 네트워크 인터페이스 카드 및 적응형 SoC 제품을 제공합니다.
Advanced Micro Devices, Inc. 기초 지표 요약
| AMD 기초 통계 | |
|---|---|
| 시가총액 | US$762.32b |
| 순이익 (TTM) | US$4.93b |
| 매출 (TTM) | US$37.45b |
154.6x
주가수익비율(P/E)20.4x
주가매출비율(P/S)AMD는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| AMD 손익계산서 (TTM) | |
|---|---|
| 매출 | US$37.45b |
| 매출원가 | US$17.58b |
| 총이익 | US$19.87b |
| 기타 비용 | US$14.94b |
| 순이익 | US$4.93b |
최근 보고된 실적
Mar 28, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 3.02 |
| 총이익률 | 53.06% |
| 순이익률 | 13.17% |
| 부채/자본 비율 | 5.0% |
AMD의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 23:57 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/28 |
| 연간 수익 | 2025/12/27 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Advanced Micro Devices, Inc.는 80명의 분석가가 다루고 있습니다. 이 중 47명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Janco Venter | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |