AMD (AMD)
Designs CPUs, GPUs, adaptive chips, and AI systems for data centers, PCs, gaming, and embedded markets.
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Designs EPYC server CPUs, Instinct AI accelerators, Ryzen PC processors, Radeon graphics, and adaptive chips for data centers, client and gaming devices, and embedded systems. Revenue comes from products and development services across three segments, while all wafer fabrication is outsourced.
Designs high-performance and adaptive computing products across three segments. Data Center includes EPYC server CPUs, Instinct AI accelerators, Pensando networking, FPGAs, and adaptive SoCs. Client and Gaming supplies Ryzen processors, Radeon graphics, and semi-custom console chips; Embedded serves industrial, automotive, communications, aerospace, and other edge applications.
Combines CPU and GPU roadmaps with adaptive-computing, networking, and rack-scale systems expertise. Sales are global, with most billed outside the United States to cloud operators, computer and server makers, game-console partners, and embedded-equipment vendors.
Relies on outside foundries for every wafer and Asian partners for most assembly and testing. TSMC supplies all advanced-node microprocessor and GPU wafers; export controls restrict some data-center accelerators, and a small customer group accounts for a substantial share of business.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | Piper Sandler | Initiate | Rating: —Target: $300 | Target: $600 |
| Sep 9, 2026 | CLSA | Reiterate | Rating: —Target: — | Target: $710 |
| Aug 28, 2026 | Jefferies | Downgrade | ||
| Aug 28, 2026 | UBS | Upgrade | ||
| Aug 28, 2026 | Wells Fargo | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $13.11B · Total debt $4.28B · Total assets $84.46B · Shareholders' equity $67.22B
- Revenue
- $11.54B
- Operating income
- $1.99B
- Net income
- $2.30B
No dividends on record.
| Institutions | 72.56% | 1.18B shares | |
|---|---|---|---|
| 4,215 holders · as of Jun 30, 2026 | |||
| Insiders | 0.37% | 6.02M shares | |
| 15 holders · as of Sep 17, 2026 | |||
| Other | 27.07% | 441.93M shares | |
| remainder | |||
1.63B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.21% | 150.30M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.52% | 106.50M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.56% | 74.36M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 3.26% | 53.17M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 2.47% | 40.31M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Forrest Eugene Norrod | officer: EVP & GM DSG | −17,261 | $503.05 |
| Sep 10, 2026 | Lisa T. Su | director, officer: Chair, President & CEO | −95,000 | $506.80 |
| Aug 25, 2026 | Jean X. Hu | officer: EVP, CFO and Treasurer | −15,000 | $474.08 |
| Aug 24, 2026 | Forrest Eugene Norrod | officer: EVP & GM DSG | −17,261 | $459.95 |
| Aug 20, 2026 | Mark D. Papermaster | officer: Chief Technology Officer & EVP | −28,811 | $471.87 |
- Nvidia
Dominant AI accelerator vendor; defines AMD Instinct competitive ceiling.
- Intel
Primary x86 rival across every segment — CPUs, FPGAs, GPUs, and AI accelerators.
- Arm (ADR)
Licenses CPU architecture powering all Arm-based alternatives to AMD.
- Broadcom
Custom AI ASIC market leader; datacenter networking and AMD 10-K named rival.
- Marvell Technology
DPU and custom AI ASIC rival for hyperscaler datacenter budgets; AMD 10-K named.
- Qualcomm
Arm-based Windows PC SoC rival to Ryzen; named competitor in AMD 10-K.
- Lattice Semiconductor
Pure-play FPGA rival in low-power and mid-range segments; named in AMD's 10-K.
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AMD | $608.17 | −1.25% | $1.00T | 157.8 | 55.0 | 24.3 | +50.1% |
| Nvidia | $226.16 | −0.53% | $5.51T | 28.7 | 19.0 | 18.2 | +105.9% |
| Intel | $120.34 | −1.31% | $614.26B | — | 71.7 | 10.8 | +25.4% |
| Arm (ADR) | $319.37 | −1.16% | $344.86B | 332.9 | 135.2 | 66.9 | +22.4% |
| Broadcom | $361.85 | −0.28% | $1.73T | 46.3 | 20.9 | 19.4 | +85.5% |
| Marvell Technology | $253.29 | −1.63% | $225.40B | 85.3 | 47.1 | 23.9 | +36.6% |
| Qualcomm | $191.93 | −1.29% | $203.94B | 22.2 | 21.0 | 4.6 | −4.0% |
| Lattice Semiconductor | $118.00 | +0.56% | $16.06B | 461.0 | 44.1 | 24.7 | +62.2% |
| Median | 65.8 | 44.1 | 19.4 | +36.6% |