AMD Gains Market Share Amid CPU Demand Surge
Advanced Micro Devices (AMD) is increasing its market share in the CPU sector, currently holding 30%. The company's revenue reached $10.3 billion in Q4 FY 2025, marking a 34% year-over-year growth, driven by strong performance across its segments.
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AMD's revenue for Q4 FY 2025 reached $10.3 billion, reflecting 34% year-over-year growth, fueled by its Data Center and Client segments. The company anticipates Q1 FY 2026 revenue to be approximately $9.8 billion, representing 32% year-over-year growth at the midpoint.
AMD currently holds a 30% market share, with increasing traction among hyperscalers, while Intel maintains 70%. DA Davidson upgraded AMD from 'Neutral' to 'Buy' and raised its price target from $220 to $375, citing increased CPU demand.
The stock carries a consensus 'Strong Buy' rating, bolstered by analyst support, despite a recent 70% increase in value. The company expects a long-term revenue CAGR exceeding 35% over the next three to five years.
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