Market Lens

AMD Earnings: Wall Street's Outlook

Kavout

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This episode provides an overview of Wall Street's generally optimistic outlook on Advanced Micro Devices' (AMD) upcoming Q3 2025 earnings report, scheduled for early November. Analysts anticipate earnings per share of $1.17 and revenue of $8.76 billion, reflecting significant year-over-year growth, contributing to a consensus "Strong Buy" rating. The key positive drivers include strong momentum in the AI Data Center segment, particularly with the MI350/355X GPU product ramps and future roadmap commentary. Conversely, some analysts express caution, noting that market expectations are currently high following AMD's rapid stock appreciation, while concerns persist regarding potential China export issues and CPU mix pressures on gross margins.

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