AMD Set to Reveal Q3 Earnings: What Investors Should Know
Advanced Micro Devices (AMD) is preparing to announce its Q3 2025 earnings on November 4, shortly after the market closes. So far this year, AMD’s stock has surged by 112%. This growth is largely attributed to robust performance in the data center sector and consistent expansion across key markets.
Key Highlights Before AMD’s Q3 Earnings
AMD has secured significant new partnerships with industry leaders OpenAI and Oracle, indicating a high demand for its semiconductors among major players in the artificial intelligence landscape.
Expected Financial Performance
- Revenue: Analysts forecast revenue to reach $8.76 billion for Q3, marking a 28% increase compared to the same quarter last year.
- Earnings Per Share: Expected to jump by approximately 27.2% year-over-year to $1.17.
AMD has shown a consistent ability to surprise analysts positively, with only two misses in its earnings predictions over the past nine quarters.
Analyst Insights and Ratings
Leading analysts have expressed bullish sentiments regarding AMD ahead of its earnings report. Christopher Rolland of Susquehanna raised the price target for the stock from $210 to $300, maintaining a Buy rating due to anticipated strong demand for data center and PC units. Rolland also highlighted a significant increase in production of the MI350 data center chips expected in the latter half of the year.
Kevin Cassidy from Rosenblatt Securities echoed a similar outlook, affirming a Buy rating with a price target of $250. Cassidy expects a “modest beat-and-raise quarter,” driven by heightened demand for both PC and server chips.
Additionally, AI analyst Aria Wafelle on the TipRanks platform increased the target price from $261 to $295, while keeping an Outperform rating, based on AMD’s favorable financial indicators and technical performance.
Market Predictions Post-Earnings Report
Options traders are forecasting a notable market movement after AMD’s earnings announcement. Based on current data, a move of approximately 9.12% in either direction is anticipated, reflecting traders’ expectations of volatility.
Overall Market Sentiment
The consensus rating for AMD stock on Wall Street is classified as a Moderate Buy, with 29 analysts recommending Buys and 10 advising Holds. The average price target for AMD shares stands at $252.42, suggesting a potential downside of about 1.44% from current trading levels.
As AMD approaches its Q3 earnings call, all eyes will be on the company’s financial performance and the implications it has for future market strategies.
