Intel's Weak Quarterly Results vs. AMD's Promising Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: NASDAQ.COM
- Intel's Revenue Decline: Intel reported a 4% year-over-year revenue drop in Q4 2025, despite a 9% growth in its data center and AI segment, leading to a significant stock price decline as overall performance fell short of market expectations.
- Poor Earnings Guidance: Intel's management forecasted break-even earnings per share for Q2, lower than last year's $0.13, with analysts also downgrading earnings growth expectations for the next three years, raising concerns about its high valuation.
- AMD's Growth Potential: In stark contrast, AMD is projected to achieve a 32% revenue increase in 2025, with analysts raising earnings expectations, highlighting its strong competitive position in the data center market.
- Market Share Gains: AMD's server CPU market share increased by 3.5 percentage points year-over-year to 27.8% in Q3 2025, and it is expected that the server CPU market could generate over $60 billion in revenue by 2030, with AMD likely capturing half of that market share.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMD is 284.10 USD with a low forecast of 200.00 USD and a high forecast of 377.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
36 Analyst Rating
27 Buy
9 Hold
0 Sell
Strong Buy
Current: 252.740
Low
200.00
Averages
284.10
High
377.00
Current: 252.740
Low
200.00
Averages
284.10
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing, graphics and visualization technologies. Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes artificial intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), smart network interface Cards (SmartNICs) and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, GPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Intel's Stock Volatility vs AMD's Growth Prospects
- Intel's Revenue Decline: Intel reported a 4% year-over-year revenue drop in Q4 2025, despite a 9% growth in its data center and AI segment, with management indicating that supply constraints will limit profitability in the coming quarters.
- Earnings Guidance Downgrade: Intel's management forecasted break-even earnings per share for Q2, lower than last year's $0.13, raising concerns among investors about its high valuation at 88 times earnings, leading to a stock price decline.
- AMD's Growth Potential: In stark contrast, AMD is projected to achieve a 32% revenue increase in 2025, with analysts raising earnings expectations, highlighting its strong competitive position in the data center market.
- Market Share Gains: AMD's server CPU market share increased by 3.5 percentage points year-over-year to 27.8% in Q3 2025, with projections indicating that the server CPU market could reach $60 billion by 2030, positioning AMD to capture significant revenue growth.
Continue Reading
Intel's Weak Quarterly Results vs. AMD's Promising Outlook
- Intel's Revenue Decline: Intel reported a 4% year-over-year revenue drop in Q4 2025, despite a 9% growth in its data center and AI segment, leading to a significant stock price decline as overall performance fell short of market expectations.
- Poor Earnings Guidance: Intel's management forecasted break-even earnings per share for Q2, lower than last year's $0.13, with analysts also downgrading earnings growth expectations for the next three years, raising concerns about its high valuation.
- AMD's Growth Potential: In stark contrast, AMD is projected to achieve a 32% revenue increase in 2025, with analysts raising earnings expectations, highlighting its strong competitive position in the data center market.
- Market Share Gains: AMD's server CPU market share increased by 3.5 percentage points year-over-year to 27.8% in Q3 2025, and it is expected that the server CPU market could generate over $60 billion in revenue by 2030, with AMD likely capturing half of that market share.
Continue Reading