AMD Q3 Preview: Can the AI Rally Keep Its Power?

GuruFocus
2025.11.03 11:34
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Advanced Micro Devices, Inc. will report its Q3 2025 results on November 4, with estimates of $1.17 EPS and $8.8 billion revenue, reflecting a 28% YoY increase. AMD's shares have doubled this year, driven by AI growth. Key focus areas include the performance of the MI350 AI accelerator, recovery in PC and gaming demand, and overall margin trajectory. With shares at 41x forward earnings, high expectations are set, and any signs of demand slowdown or weaker guidance could impact stock momentum.