Video: AMD Shares Climb Following Analyst Day, IBM Sees Increase from Quantum Chip Progress
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 12 2025
0mins
Should l Buy AMD?
- YouTube Launch: The Fly has expanded its stock market reporting by launching a YouTube channel.
- Market Insights: The channel provides insights on market openings, stock movements, and the reasons behind them.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AMD?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 200.190
Low
200.00
Averages
284.10
High
377.00
Current: 200.190
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.
AMD Stock Plummets 17%, Losing Over $30 Billion in Market Value
- Earnings Highlights: AMD reported a record $10.3 billion in revenue for Q4, yet the market reacted negatively to the quality of the earnings beat and the forward guidance, indicating investor concerns about future growth prospects.
- China Market Impact: Sales from China reached $390 million in Q4, which boosted performance beyond expectations; however, CEO Lisa Su clarified that this surge is not sustainable, highlighting the company's reliance on the Chinese market.
- Disappointing Guidance: AMD's revenue midpoint forecast for Q1 2026 is set at $9.8 billion, which, while above analyst consensus, signals a cooling growth narrative, leading to a significant drop in investor confidence.
- Conservative China Sales Outlook: AMD has adopted a cautious stance on future revenue from China, projecting only an additional $100 million, reflecting a prudent approach to the dynamic market situation and potentially impacting investor sentiment regarding growth potential.
See More
Recent Updates on AMD and Other AI Stocks
- Video Update: Today's video discusses recent updates affecting AMD and other AI stocks, providing an in-depth analysis of market trends to help investors better understand the current investment landscape.
- Market Prices: The stock prices mentioned in the video are the after-market prices from February 3, 2026, reflecting ongoing investor interest and sentiment shifts regarding AI stocks.
- Subscription Suggestion: The video encourages viewers to subscribe for more related information, indicating the content creator's intention to enhance viewer engagement and loyalty through continuous updates.
- Special Offer: The special offer link mentioned in the video may attract viewers to participate further, increasing the content's commercialization potential and viewer interaction.
See More
US Stocks Plunge Sharply, Led by Technology Sector Declines
- Technology Sector Decline: Qualcomm (QCOM) forecasts Q2 revenue between $10.2 billion and $11.0 billion, below the consensus of $11.18 billion, leading to an over 8% drop in its stock and exacerbating the overall decline in the Nasdaq 100 index, heightening market panic.
- Weak Labor Market Signals: Challenger's report shows January job cuts surged 117.8% year-on-year to 108,435, marking the highest level since 2009, indicating fragility in the US labor market and increasing investor concerns about economic outlook.
- Bitcoin Price Crash: Bitcoin (^BTCUSD) is down more than 7% today, hitting a 1.25-year low and falling about 45% from its October record high, reflecting negative sentiment in the cryptocurrency market and a trend of capital outflows.
- Impact of Earnings Season: Despite 150 S&P 500 companies set to report earnings this week and 81% of the 237 companies that have reported exceeding expectations, market concerns over future economic data continue to suppress stock performance, with S&P earnings growth expected to reach 8.4% in Q4.
See More
Cathie Wood Increases Stock Holdings Amid Market Volatility
- AMD Strong Performance: AMD's fourth-quarter revenue surged 34% year-over-year to $10.3 billion, with a 39% increase in data center revenue indicating robust market demand, despite disappointing guidance suggesting challenges ahead.
- Tesla's Transition Challenges: Tesla faces stagnant sales growth, impacted by the end of tax incentives, yet Cathie Wood's decision to increase her stake reflects confidence in the company's long-term potential amid ongoing transformation efforts.
- Tempus AI Rapid Growth: Tempus AI reported an impressive 84% revenue growth over the past nine months, establishing connections with 65% of U.S. academic medical centers and 55% of oncologists, highlighting its significant impact in the healthcare AI sector.
- Investment Opportunities Amid Market Volatility: With AMD, Tesla, and Tempus AI experiencing price corrections, Cathie Wood's active buying strategy underscores her belief in their long-term growth potential, even as market risks remain prevalent.
See More
Alphabet's CapEx Surge Boosts Broadcom Stock
- CapEx Outlook Boost: Alphabet Inc. raised its 2026 capital expenditure forecast to $175 billion to $185 billion, significantly above the $115 billion expected, indicating strong demand for AI infrastructure, which led to Broadcom's stock rising 3.32% to $318.27.
- Growing AI Hardware Demand: As Alphabet increases investments in data centers and cloud infrastructure, Broadcom's role in designing and producing TPUs becomes increasingly vital, likely enhancing the company's market share in the custom AI chip sector.
- Market Optimism: Ben Reitzes from Melius Research noted that Alphabet's capital spending will serve as a positive catalyst for Broadcom and other related companies, reflecting strong market confidence in rising AI and networking demand, potentially driving Broadcom's performance growth.
- Analyst Ratings Remain Bullish: Jefferies reiterated its Buy rating on Broadcom with a price target of $500, emphasizing the company's strong positioning to benefit from AI and networking demand, indicating significant growth potential ahead.
See More
Texas Instruments Acquires Silicon Labs in $7.5B Deal
- Acquisition Agreement: Texas Instruments is set to acquire Silicon Labs for $231 per share in an all-cash transaction valued at $7.5 billion, which not only boosts Silicon Labs' market valuation but also enhances Texas Instruments' competitive edge in the semiconductor sector.
- Positive Market Reaction: Following the acquisition announcement, Silicon Labs' stock surged by 49%, indicating strong investor confidence in the deal and reflecting optimistic expectations for consolidation within the semiconductor industry.
- Strong Earnings Performance: Silicon Labs reported an adjusted EPS of 56 cents for Q4, slightly above the consensus estimate of 55 cents, demonstrating stable financial performance that enhances the attractiveness of the acquisition.
- Industry Consolidation Trend: This acquisition represents a strategic move for Texas Instruments to expand its product line and signifies an acceleration in semiconductor industry consolidation, potentially triggering more similar deals that could reshape the market landscape.
See More
AMD Stock Plummets 17%, Losing Over $30 Billion in Market Value
- Earnings Highlights: AMD reported a record $10.3 billion in revenue for Q4, yet the market reacted negatively to the quality of the earnings beat and the forward guidance, indicating investor concerns about future growth prospects.
- China Market Impact: Sales from China reached $390 million in Q4, which boosted performance beyond expectations; however, CEO Lisa Su clarified that this surge is not sustainable, highlighting the company's reliance on the Chinese market.
- Disappointing Guidance: AMD's revenue midpoint forecast for Q1 2026 is set at $9.8 billion, which, while above analyst consensus, signals a cooling growth narrative, leading to a significant drop in investor confidence.
- Conservative China Sales Outlook: AMD has adopted a cautious stance on future revenue from China, projecting only an additional $100 million, reflecting a prudent approach to the dynamic market situation and potentially impacting investor sentiment regarding growth potential.
See More
Recent Updates on AMD and Other AI Stocks
- Video Update: Today's video discusses recent updates affecting AMD and other AI stocks, providing an in-depth analysis of market trends to help investors better understand the current investment landscape.
- Market Prices: The stock prices mentioned in the video are the after-market prices from February 3, 2026, reflecting ongoing investor interest and sentiment shifts regarding AI stocks.
- Subscription Suggestion: The video encourages viewers to subscribe for more related information, indicating the content creator's intention to enhance viewer engagement and loyalty through continuous updates.
- Special Offer: The special offer link mentioned in the video may attract viewers to participate further, increasing the content's commercialization potential and viewer interaction.
See More
US Stocks Plunge Sharply, Led by Technology Sector Declines
- Technology Sector Decline: Qualcomm (QCOM) forecasts Q2 revenue between $10.2 billion and $11.0 billion, below the consensus of $11.18 billion, leading to an over 8% drop in its stock and exacerbating the overall decline in the Nasdaq 100 index, heightening market panic.
- Weak Labor Market Signals: Challenger's report shows January job cuts surged 117.8% year-on-year to 108,435, marking the highest level since 2009, indicating fragility in the US labor market and increasing investor concerns about economic outlook.
- Bitcoin Price Crash: Bitcoin (^BTCUSD) is down more than 7% today, hitting a 1.25-year low and falling about 45% from its October record high, reflecting negative sentiment in the cryptocurrency market and a trend of capital outflows.
- Impact of Earnings Season: Despite 150 S&P 500 companies set to report earnings this week and 81% of the 237 companies that have reported exceeding expectations, market concerns over future economic data continue to suppress stock performance, with S&P earnings growth expected to reach 8.4% in Q4.
See More
Cathie Wood Increases Stock Holdings Amid Market Volatility
- AMD Strong Performance: AMD's fourth-quarter revenue surged 34% year-over-year to $10.3 billion, with a 39% increase in data center revenue indicating robust market demand, despite disappointing guidance suggesting challenges ahead.
- Tesla's Transition Challenges: Tesla faces stagnant sales growth, impacted by the end of tax incentives, yet Cathie Wood's decision to increase her stake reflects confidence in the company's long-term potential amid ongoing transformation efforts.
- Tempus AI Rapid Growth: Tempus AI reported an impressive 84% revenue growth over the past nine months, establishing connections with 65% of U.S. academic medical centers and 55% of oncologists, highlighting its significant impact in the healthcare AI sector.
- Investment Opportunities Amid Market Volatility: With AMD, Tesla, and Tempus AI experiencing price corrections, Cathie Wood's active buying strategy underscores her belief in their long-term growth potential, even as market risks remain prevalent.
See More
Alphabet's CapEx Surge Boosts Broadcom Stock
- CapEx Outlook Boost: Alphabet Inc. raised its 2026 capital expenditure forecast to $175 billion to $185 billion, significantly above the $115 billion expected, indicating strong demand for AI infrastructure, which led to Broadcom's stock rising 3.32% to $318.27.
- Growing AI Hardware Demand: As Alphabet increases investments in data centers and cloud infrastructure, Broadcom's role in designing and producing TPUs becomes increasingly vital, likely enhancing the company's market share in the custom AI chip sector.
- Market Optimism: Ben Reitzes from Melius Research noted that Alphabet's capital spending will serve as a positive catalyst for Broadcom and other related companies, reflecting strong market confidence in rising AI and networking demand, potentially driving Broadcom's performance growth.
- Analyst Ratings Remain Bullish: Jefferies reiterated its Buy rating on Broadcom with a price target of $500, emphasizing the company's strong positioning to benefit from AI and networking demand, indicating significant growth potential ahead.
See More
Texas Instruments Acquires Silicon Labs in $7.5B Deal
- Acquisition Agreement: Texas Instruments is set to acquire Silicon Labs for $231 per share in an all-cash transaction valued at $7.5 billion, which not only boosts Silicon Labs' market valuation but also enhances Texas Instruments' competitive edge in the semiconductor sector.
- Positive Market Reaction: Following the acquisition announcement, Silicon Labs' stock surged by 49%, indicating strong investor confidence in the deal and reflecting optimistic expectations for consolidation within the semiconductor industry.
- Strong Earnings Performance: Silicon Labs reported an adjusted EPS of 56 cents for Q4, slightly above the consensus estimate of 55 cents, demonstrating stable financial performance that enhances the attractiveness of the acquisition.
- Industry Consolidation Trend: This acquisition represents a strategic move for Texas Instruments to expand its product line and signifies an acceleration in semiconductor industry consolidation, potentially triggering more similar deals that could reshape the market landscape.
See More
