$AMD (Advanced Micro Devices Inc) Q4 FY25:
- Price action: AMD shares fell ~7% recently, reacting negatively despite strong quarterly results.
- Earnings context: The company beat earnings and revenue expectations for Q4 2025 and gave a slightly above-consensus revenue forecast for Q1 2026.
- Market reaction: The sell-off was driven largely by investor profit-taking after a strong run in 2025, and concerns about the sustainability of its AI chip momentum vs competitors (notably Nvidia).
- Broader sentiment: A tech sector downturn tied to shifting AI narratives and rotation out of high-beta names also weighed on the stock.
- High-level fundamentals still solid: record revenues and sizable year-over-year growth in key segments (data center and PCs).
Revenue +34% Y/Y to $10.3B ($0.6B beat).
• Operating margin 17% (+6pp Y/Y).
• Non-GAAP EPS $1.53 ($0.21 beat).
• Q1 FY26 rev guide ~$9.8B ($0.4B beat).... Show More
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Tue Mar 10 2026 02:29:07 GMT+0000 (Coordinated Universal Time)
