Why did Advanced Micro Devices (AMD) stock move recently?

On 8/25/2026, Advanced Micro Devices moved +4.9% — AMD shares rose on a Strong Buy upgrade from Raymond James (to $641 PT from $565), which highlighted AMD's strong earnings leverage and data center/AI share gains versus Nvidia. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Advanced Micro Devices (AMD) overvalued or fairly valued?

MarketChacha shows Advanced Micro Devices's valuation in context — a trailing P/E of about 147.0, a forward P/E of about 33.1, a price-to-book of about 12.6 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Advanced Micro Devices's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.82×) from reported figures — education, not a rating.

What is Advanced Micro Devices's revenue?

Advanced Micro Devices reported revenue of $34.6B for FY2025, with net profit of $4.3B, per official filings.

What is the share price of Advanced Micro Devices (AMD)?

Advanced Micro Devices last traded at $516.13 (+2.5% on the day), as of 9/11/2026 — a delayed quote shown for education, not investment advice.

Advanced Micro Devices

AMD · NASDAQ · Semiconductors · United States

Snapshot

TickerAMD

ExchangeNASDAQ

SectorSemiconductors

CountryUnited States

Employees31,000

HeadquartersSanta Clara, United States

Websitewww.amd.com

Filings tracked22

About Advanced Micro Devices

Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded. The company offers artificial intelligence (AI) accelerators, microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing units, field programmable gate arrays (FPGA), system on modules, AI network interface cards, and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen AI, AMD Ryzen PRO, AMD Ryzen Threadripper, AMD Ryzen Threadripper PRO, AMD Athlon, and AMD PRO A-Series brands; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; professional graphics under the AMD Radeon Pro graphics brand; and AI and general-purpose compute infrastructure for hyperscale providers. The company offers data center graphics under the AMD Instinct accelerators and Radeon PRO V-series brands; server microprocessors under the AMD EPYC brand; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, and AMD R-Series and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo and Pensando brands. It serves original equipment and design manufacturers, public cloud service providers, system integrators, distributors, and add-in-board manufacturers. The company was incorporated in 1969 and is headquartered in Santa Clara, California.

Who owns it

Insiders0.4%
Institutions75.4%
Public & other24.2%

5,094 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.9.21%
Vanguard Capital Management LLC6.52%
State Street Corporation4.56%
Invesco Ltd.3.26%
JPMORGAN CHASE & CO2.47%
Geode Capital Management, LLC2.42%
Vanguard Portfolio Management LLC2.32%
Price (T.Rowe) Associates Inc2.20%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Latest ROE of 6.9% is on the low side — the business earns a modest return on shareholder capital.

Cash conversion1.82×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend3.8% → 12.5%

Margin has expanded by about 8.7 points — the business is getting more profitable.

Return on equity6.9%

Latest ROE of 6.9% is on the low side — the business earns a modest return on shareholder capital.

Growth qualityrev 24% · PAT 125%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $16.1B · EPS 2.65

Est. earnings growth +73.3%

Next fiscal year

Rev $87.7B · EPS 15.61

Est. earnings growth +106.2%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$34.6B

Net margin

12.5%

ROE

6.9%

Revenue CAGR (2y)

+23.6%

Profit CAGR (2y)

+125.3%

EPS (FY2025)

2.65

Net profit (FY2025)

$4.3B

Ask MarketChacha about AMD

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 25, 2026
AMD shares rose on a Strong Buy upgrade from Raymond James (to $641 PT from $565), which highlighted AMD's strong earnings leverage and data center/AI share gains versus Nvidia.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Aug 14, 2026
AMD rose with a broader bid for AI and data-centre semiconductors, extending optimism after its second-quarter report showed data-centre revenue more than doubling year-on-year and management guided third-quarter revenue near $13 billion. A multibillion-dollar bond sale to fund AI infrastructure also kept attention on the name.
source 1 ↗source 2 ↗· confidence: medium
Aug 5, 2026
AMD fell in a 'sell-the-news' reaction: despite Q2 revenue up ~50% to a record $11.5 billion and a beat on EPS, investors were disappointed the outlook (including for its upcoming Helios AI rack platform) was not a blowout guide.
source 1 ↗source 2 ↗· confidence: high
Aug 4, 2026
AMD shares rose on positive sentiment around its upcoming Q2 results, highlighted by data center revenue more than doubling year-over-year to $6.7B, strong AI momentum, and favorable commentary from Microsoft CEO Satya Nadella.
source 1 ↗source 2 ↗source 3 ↗· confidence: medium
Jul 28, 2026
AMD fell sharply as part of a broad sell-off in non-NVIDIA AI chip stocks, driven by rotation and profit-taking that narrowed the AI trade to NVIDIA leadership amid concerns over overcrowded AI memory plays.
source 1 ↗source 2 ↗· confidence: high
Jul 27, 2026
AMD shares fell sharply with the broader chip sector after reports that a Chinese state-backed firm has begun mass-producing domestic DUV lithography machines, raising concerns over competition for equipment makers like ASML and potential supply-chain impacts.
source 1 ↗source 2 ↗· confidence: high
Jul 24, 2026
AMD fell 3.29% with no clear company-specific catalyst; it moved in line with broader semiconductor and tech sector weakness amid ongoing AI valuation concerns.
· confidence: low
Jul 21, 2026
AMD shares rose sharply after the company announced an expanded strategic partnership with Microsoft under which Azure will deploy AMD's upcoming Helios rackscale AI platform and next-generation EPYC processors for AI and HPC workloads, with shipments starting in the second half of 2026; multiple analysts also raised price targets on the stock.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 16, 2026
AMD shares fell with the broader semiconductor sector after TSMC reported Q2 results and raised its 2026 capex forecast sharply, sparking investor concerns over the scale and sustainability of AI-related spending.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 15, 2026
AMD shares declined with broader semiconductor sector weakness amid profit-taking and no company-specific negative catalyst reported.
· confidence: low
Jul 13, 2026
AMD shares fell about 4% alongside other chip stocks after SK Hynix plunged sharply in Korea on a missed profit estimate, reigniting AI trade concerns, with an oil price spike also weighing on the sector.
source 1 ↗source 2 ↗· confidence: high
Jul 9, 2026
AMD rose with other chip stocks after Fundstrat's Tom Lee told CNBC the recent semiconductor selloff is a buying opportunity, citing a rare Momentum Index signal that has marked every bottom in the past three years; fresh analyst coverage including William Blair initiation also supported sentiment.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 7, 2026
AMD shares gapped down sharply with the broader semiconductor sector amid risk-off sentiment triggered by Samsung's earnings, as investors questioned the sustainability of the AI chip rally; no company-specific negative catalyst was reported.
source 1 ↗source 2 ↗· confidence: high
Jul 6, 2026
AMD shares rose after Goldman Sachs raised its price target to $640 from $450, citing expectations of strong Q2 earnings and robust AI demand; the move also aligned with gains across other semiconductor stocks.
source 1 ↗source 2 ↗· confidence: high
Jul 2, 2026
AMD shares fell with the broader semiconductor sector amid ongoing valuation concerns in AI-related stocks; no company-specific negative catalyst was reported.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$34.6B	$4.3B	2.65	12.5%	6.9%
FY2024	$25.8B	$1.6B	1.00	6.4%	2.9%
FY2023	$22.7B	$854.0M	0.53	3.8%	1.5%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$11.5B	$2.3B	1.38	19.9%
2026Q1	$10.3B	$1.4B	0.84	13.5%
2025Q3	$9.2B	$1.2B	0.75	13.4%
2025Q2	$7.7B	$872.0M	0.54	11.3%
2025Q1	$7.4B	$709.0M	0.44	9.5%
2024Q3	$6.8B	$771.0M	0.47	11.3%
2024Q2	$5.8B	$265.0M	0.16	4.5%
2024Q1	$5.5B	$123.0M	0.07	2.2%
2023Q3	$5.8B	$299.0M	0.18	5.2%
2023Q2	$5.4B	$-139.0M	-0.09	-2.6%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Executive/director change, Exhibits
SEC8/19/2026material
8-K — Material agreement, Material financial obligation, Exhibits
SEC8/17/2026material
10-Q filing
SEC8/5/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC8/4/2026material
8-K — Executive/director change
SEC7/1/2026material
8-K — Material agreement, Termination of agreement, Material financial obligation, Executive/director change, Shareholder vote results, Exhibits
SEC5/15/2026material
10-Q filing
SEC5/6/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC5/5/2026material
8-K — Material agreement, Unregistered equity sale, Reg FD disclosure, Exhibits
SEC2/24/2026material
8-K — Executive/director change
SEC2/17/2026material
10-K filing
SEC2/4/2026
10-K/A filing
SEC2/4/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC2/3/2026material
8-K — Executive/director change, Exhibits
SEC1/20/2026material

2025

8-K — Executive/director change, Exhibits
SEC12/15/2025material
10-Q filing
SEC11/5/2025
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC11/4/2025material
8-K — Completion of acquisition/disposition, Reg FD disclosure, Exhibits
SEC10/27/2025material
8-K — Material agreement, Unregistered equity sale, Reg FD disclosure, Exhibits
SEC10/6/2025material
8-K — Executive/director change
SEC8/25/2025material
10-Q filing
SEC8/6/2025
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC8/5/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.