Akcje Advanced Micro Devices, Inc. (AMD) — czy to dobra firma?

Akcje Advanced Micro Devices, Inc. (AMD) — czy to dobra firma? — InspectStocks

Just reported

Q3 2026 results

From Advanced Micro Devices's results release of 3 listopada 2026; its quarterly report has since been filed.

Revenue
Actual
13,38B USD
+45% y/y
+16% q/q
Guided
13B USD
midpoint
Above guide+2,9%
EPS, GAAP
Actual
1,46 USD
+95% y/y
+5,8% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
2,83B USD
+123% y/y
+42% q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue16,49B USD – 17,51B USD+66% y/y First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Jak zarabia

Data Center: server processors, AI accelerators, graphics chips, and networking products58%
Client and Gaming: PC processors and graphics, plus chips designed for game consoles33%
Embedded: processors and programmable chips for specialized equipment9%

Udziały w przychodach to szacunki za Q2 FY2026, quarter ended June 27, 2026, a nie dane z raportu złożonego do regulatora.

Konkuruje z

Co sprzedaje6

EPYC processors
Processors for servers used in cloud computing, business systems, and scientific computing.
Instinct accelerators and Helios
Instinct chips perform calculations used to train and run AI systems. Helios is a rack-sized data-center system combining processors, graphics chips, networking equipment, and software.
Ryzen processors and accelerated processing units (APUs)
Chips for desktop and notebook computers; some combine a processor and graphics functions on one chip. Ryzen PRO versions are designed for business computers.

Pokaż 3 więcej

Radeon graphics and custom console chips
Radeon graphics chips are used in computers and workstations. AMD also designs custom chips for game consoles, including Sony PlayStation 5 and Microsoft Xbox Series S and X.
Programmable and embedded chips
Field-programmable gate arrays (FPGAs), adaptive chips, and embedded processors used in equipment that may need specialized control, connectivity, or computing.
Pensando networking products
Data processing units (DPUs) and network interface cards that handle data-center networking tasks and connect groups of computing chips.

Kto to kupuje6

Large cloud companies and private data centers buy server processors, AI accelerators, and networking products directly or through server makers and manufacturers.
Server makers and original design manufacturers (ODMs), which design or build systems for branded companies and data centers, incorporate AMD chips into servers and other equipment.
Personal computer makers buy processors and graphics products for desktop and notebook computers; distributors also resell AMD products.

Pokaż 3 więcej

Game-console makers and their manufacturing partners use AMD-designed chips in console systems.
Equipment makers and distributors buy embedded processors and programmable chips for products in areas such as automotive, industrial systems, communications, aerospace, and healthcare.
AI companies including OpenAI, Meta, and Anthropic have announced arrangements involving planned deployments of AMD data-center GPUs.

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

1AMD relies on outside manufacturers for chip production. It uses Taiwan Semiconductor Manufacturing Company for many products, and also names GLOBALFOUNDRIES, United Microelectronics Corporation, and Samsung for certain production.
2Outside companies in the Asia-Pacific region package and test AMD chips, including its assembly, test, mark, and packaging joint ventures and other partners.
3A small number of customers account for a substantial part of AMD's revenue and receivables, according to the company.
4AMD products depend in part on other companies making compatible computer components and software, including software that runs on AMD chips.

Co może pójść nie tak

1AMD competes in fast-changing chip markets where Intel, NVIDIA, and other companies introduce competing products; delays or products that do not meet customer needs could affect sales.
2AMD depends on outside companies for chip manufacturing, materials, packaging, and testing. Shortages, production delays, or lower manufacturing yields could limit the products it can supply.
3U.S. export restrictions can limit sales of certain chips to customers in some countries. The company reported that restrictions on MI308 data-center GPU shipments to China led to inventory and related charges in the prior-year quarter.

Pełne sprawozdania finansowe →

O spółce Advanced Micro Devices, Inc.

AMD designs chips that process computer instructions, including central processing units (CPUs), and chips that handle graphics and other intensive calculations, including graphics processing units (GPUs). Its products are used in servers and artificial intelligence (AI) systems, personal computers, game consoles, and equipment for industries such as communications, automotive, and healthcare. AMD also provides software and networking chips that help customers use its processors and accelerators.

Siedziba: Santa Clara, California, United States
Rok założenia: 1969
Zatrudnienie: 31,000 (December 27, 2025, high)
Notowana na: NASDAQ Global Select Market
Koniec roku obrotowego: The last Saturday in December; AMD uses a 52- or 53-week fiscal year.

Zbudowane z własnych raportów spółki Advanced Micro Devices, Inc. składanych do amerykańskiej Komisji Papierów Wartościowych i Giełd (SEC). Liczby są takie, jak zaraportowano, a historia na akcję przeliczona na dzisiejszą bazę akcji. To opisuje firmę — nie jest poradą inwestycyjną ani rekomendacją kupna lub sprzedaży.

Just reported

Q3 2026 results

From Advanced Micro Devices's results release of 3 listopada 2026; its quarterly report has since been filed.

Revenue
Actual
13,38B USD
+45% y/y
+16% q/q
Guided
13B USD
midpoint
Above guide+2,9%
EPS, GAAP
Actual
1,46 USD
+95% y/y
+5,8% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
2,83B USD
+123% y/y
+42% q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue16,49B USD – 17,51B USD+66% y/y First given

Keep exploring

The themes Advanced Micro Devices is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Semiconductors

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Jak zarabia

Data Center: server processors, AI accelerators, graphics chips, and networking products58%
Client and Gaming: PC processors and graphics, plus chips designed for game consoles33%
Embedded: processors and programmable chips for specialized equipment9%

Udziały w przychodach to szacunki za Q2 FY2026, quarter ended June 27, 2026, a nie dane z raportu złożonego do regulatora.

Konkuruje z

Co sprzedaje6

EPYC processors
Processors for servers used in cloud computing, business systems, and scientific computing.
Instinct accelerators and Helios
Instinct chips perform calculations used to train and run AI systems. Helios is a rack-sized data-center system combining processors, graphics chips, networking equipment, and software.
Ryzen processors and accelerated processing units (APUs)
Chips for desktop and notebook computers; some combine a processor and graphics functions on one chip. Ryzen PRO versions are designed for business computers.

Pokaż 3 więcej

Radeon graphics and custom console chips
Radeon graphics chips are used in computers and workstations. AMD also designs custom chips for game consoles, including Sony PlayStation 5 and Microsoft Xbox Series S and X.
Programmable and embedded chips
Field-programmable gate arrays (FPGAs), adaptive chips, and embedded processors used in equipment that may need specialized control, connectivity, or computing.
Pensando networking products
Data processing units (DPUs) and network interface cards that handle data-center networking tasks and connect groups of computing chips.

Kto to kupuje6

Large cloud companies and private data centers buy server processors, AI accelerators, and networking products directly or through server makers and manufacturers.
Server makers and original design manufacturers (ODMs), which design or build systems for branded companies and data centers, incorporate AMD chips into servers and other equipment.
Personal computer makers buy processors and graphics products for desktop and notebook computers; distributors also resell AMD products.

Pokaż 3 więcej

Game-console makers and their manufacturing partners use AMD-designed chips in console systems.
Equipment makers and distributors buy embedded processors and programmable chips for products in areas such as automotive, industrial systems, communications, aerospace, and healthcare.
AI companies including OpenAI, Meta, and Anthropic have announced arrangements involving planned deployments of AMD data-center GPUs.

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

1AMD relies on outside manufacturers for chip production. It uses Taiwan Semiconductor Manufacturing Company for many products, and also names GLOBALFOUNDRIES, United Microelectronics Corporation, and Samsung for certain production.
2Outside companies in the Asia-Pacific region package and test AMD chips, including its assembly, test, mark, and packaging joint ventures and other partners.
3A small number of customers account for a substantial part of AMD's revenue and receivables, according to the company.
4AMD products depend in part on other companies making compatible computer components and software, including software that runs on AMD chips.

Co może pójść nie tak

1AMD competes in fast-changing chip markets where Intel, NVIDIA, and other companies introduce competing products; delays or products that do not meet customer needs could affect sales.
2AMD depends on outside companies for chip manufacturing, materials, packaging, and testing. Shortages, production delays, or lower manufacturing yields could limit the products it can supply.
3U.S. export restrictions can limit sales of certain chips to customers in some countries. The company reported that restrictions on MI308 data-center GPU shipments to China led to inventory and related charges in the prior-year quarter.

Pełne sprawozdania finansowe →

O spółce Advanced Micro Devices, Inc.

Siedziba: Santa Clara, California, United States
Rok założenia: 1969
Zatrudnienie: 31,000 (December 27, 2025, high)
Notowana na: NASDAQ Global Select Market
Koniec roku obrotowego: The last Saturday in December; AMD uses a 52- or 53-week fiscal year.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje6

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Advanced Micro Devices, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje6

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Advanced Micro Devices, Inc.

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI chips & accelerators

Advanced Micro Devices, Inc.

Wzrost i gotówka — 5 z 5

Trend biznesu

Cena akcji i ocena w czasie

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje6

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Advanced Micro Devices, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje6

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Advanced Micro Devices, Inc.

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI chips & accelerators

Advanced Micro Devices, Inc.

Wyniki historyczne

Wzrost i gotówka — 5 z 5

Trend biznesu

Cena akcji i ocena w czasie