Advanced Micro Devices Inc is expected to report fourth-quarter revenue of $9.67 billion and adjusted earnings per share of $1.32, with the current stock price of $236.96 trading below the average analyst target of $285.90.
Investors are primarily focused on the company's 2026 AI accelerator revenue guidance, specifically looking for an upward revision following the production ramp of the Instinct MI350 series GPUs.
Recent performance has been bolstered by record Data Center sales and hyperscale adoption of EPYC processors, signaling continued market share gains against major competitors. Analysts are now looking for confirmation that AMD can maintain its projected 35% compound annual growth rate while managing cyclical pressures in the gaming and embedded segments.