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Trending News:SiTime confirms discussions with Renesas regarding the timing of the commercial agreementRights groups say China has detained two journalists over corruption reportingVerizon EVP Russo sold $429k in stockThe Betfred brothers have been named the UK’s biggest taxpayers for the first timeMohsin Naqvi links Bangladesh elections to India boycott in U-turn, determined to wipe out Pakistan cricketChihiro Sawada Keeps It Simple After Defeating Natalie Salcedo’s Perfect Streak at ONE Fight Night 39India says US trade deal ‘best in region’, but silent on Russian oilVoters concerned about the affordability of home ownership, a new survey showsBus collision in Alagoas state, Brazil, killing at least 16 people Traffic NewsGrowth in the UAE’s non-oil private sector was boosted by a jump in demand in January, the PMI showedHow much do VPNs cost?“Absolutely shocking!” | England U19 star made a wonderful diving catch!Doberman Penny wins the 150th Westminster Kennel Club Dog ShowKevin Warsh’s Fed will end the war on high street and trucksLions fans name DK Metcalf, Steelers, Ford Field in $100M defamation lawsuitBoeing expects to begin delivering the upgraded 787 Dreamliners in the first half‘Fallout’ Season 2 Finale Explained: Dissecting the Biggest Moments From the FinaleConnor Benn tells Shakur Stevenson to pay weight clauseONE Championship: “Chasing that Belt”The US military shot down an Iranian drone near an aircraft carrierTianqi lithium miner opens door to full divestment of SQMBig Oil Companies Face Struggling Earnings, Shareholder Returns at RiskAsia FX steady as dollar rebound stalls; the yen weakened with the election in focusSpain to Ban Under-16s on Social Media as World Goes All in on Age VerificationFrom winner to leading wicket-scorer: Glenn McGrath’s bold predictions for T20 World Cup 2026Kingsley Ibeh: ‘Jarrell Miller’s hair fell out, that’s a big let down too! ‘I’m shocked’ | Boxing NewsThe crisis in Greenland made the Danes laugh, in their own wayCostco Tillamook Cheese Bargain Makes Membership Worth It For Shoppers: ReportChappell Roan says showing off Grammys outfit wasn’t ‘that outrageous’Exclusive-South Korea is looking at issuing a dollar bond for the pension fund this yearRising Temperature Harms Sleep HealthTexans QB Heading into Offseason, NFL Fans React to C.J. Stroud’s New Hairstyle‘A huge honor’: Top takeaways from Trump’s meeting with Petroleum Colombia | Donald Trump NewsSupporters of Maduro gathered in Caracas a month after the US-led ousterMichael Saylor’s strategy is now underwater in Bitcoin. Is the outlet open?Asian stocks mixed as tech rally cools Wall St losses; The KOSPI hit a record highSkyryse lands another $300M to make flying simple and safe, even helicoptersIND vs AFG, 2026 U19 World Cup Semi-final 2: Harare pitch report, weather forecast and dew factorWarrington captain George Williams to leave Wolves for NRL at end of 2026 Super League season | Rugby League NewsWhite House approves award of Medal of Honor to Army Chief of Staff Gen. Michael OllisBrothers of Renee Good, woman fatally shot by ICE, tell public forum ‘what a beautiful American woman we lost’EGain sets FY2026 revenue target of $90.5M to $92M as AI knowledge ARR rises 27%The US urges its citizens in Cuba to prepare for protests, destruction, fuel shortagesReferrals to problem gambling have doubled in Northern Ireland, with an increase in requests from womenDana White’s Boxing Mount Rushmore Is Good for Star PowerAI developers use diffusion management to generate 3D Minecraft builds in real timeNintendo shares fall 10% as gaming giant faces memory shortage concernsA 13-year-old boy swam for hours to save a family that was washed away by the sea off the coast of AustraliaRussia has burdened Ukrainian energy with a diplomatic snub, Zelenskiy saidFrench police raid Elon Musk’s X Paris offices amid algorithm probeThe best gifts for coffee lovers in 2026Restored angel mural resembles Italian PM Meloni sparks investigationThe son of the future queen of Norway is going to trialDown Arrow Button iconShould you buy, sell or hold?Live commentary – St Mirren vs HeartsDyson’s Thinnest and Lightest Cordless Vacuum is Finally Available for Purchase in the USPalestinian woman recounts ‘horror trip’ to Gaza Sarafa crossing Gaza NewsDigital sovereignty: ‘an opportunity for technology to serve society’Saif al-Islam Gaddafi, son of the late Libyan leader, was killed, sources saidColumbia Sportswear outlines net sales growth of 1% to 3% and operating margin of 6.2% to 6.9% for 2026 amid tariff headwinds and emerging brand momentumScripts for David Lynch’s Unmade Netflix Pitch May Be Published SoonShedeur Sanders makes it clear Todd Monken marks Browns QB1 role as ‘TBD’First Asian elephant baby born at Smithsonian’s National Zoo after 25 yearsC3.ai executive chairman Siebel sold $298k of sharesHow Data Brokers Increase Violence Against Public Servants2/3: CBS Evening NewsMcDonald’s is offering McNugget caviar kits with a free Valentine’s Day giftIND vs AFG, 2026 U19 World Cup Semi-final 2, Match Prediction: Who will win today’s match between India and Afghanistan?St Mirren 1 – 0 HeartsNvidia denies feud with OpenAI, software and asset management stocks plungeDollar steady, yen wobbles ahead of Japan’s electionHomeland Security is trying to force tech companies to hand over data about Trump criticsNepal arrests 6 officials, accusing them of fake Everest rescueIs Wall Street Bullish or Bearish?Old probation case reaffirms control over Gervonta DavisFans mock NFL security chief Cathy Lanier for bold claim of ICE presence at Super BowlReport says 7 million cases of cancer are preventable every yearChubb’s earnings beat by $0.80, earnings topped estimatesEssex County accountant accused of stealing $1.6M to allegedly fund sports betting habitPoland will investigate possible links between Epstein and Russia, Prime Minister Tusk saysGlencore halts $300 million plan to cut emissions at Quebec smelter“The ultimate climax!” | Havertz scored the winning goal in the last moment of Arsenal’s game against ChelseaRussia-Ukraine War: List of Key Events, Day 1,441 | Russia-Ukraine War NewsServices activity in China rose in January, hiring at a 6-month high, the survey showedTake-Two hit pause on the Switch 2 port of Borderlands 4China will ban electronic car door handles from 2027 for safety reasonsCarl Edwards reveals how he went from almost breaking up to marrying wife Kate while trying out NASCARAnalysts say Iran’s internet outage costs economy $1.56 million an hourClient ChallengeIf You’re Attending A Protest, Here’s How To Be Smart With Your PhoneParis court deals blow to family in fight for rent from French embassy in IraqIs Wall Street Bullish or Bearish?Arsenal 1 – 0 ChelseaAsian markets mostly lower, tracking losses on Wall Street after tech-led pullbackNew York, New Jersey is suing the Trump administration for stopping tunnel fundingThat Lenient Monopoly Ruling from Last Year Was AppealedTrump signs $1.2 trillion funding bill, shutting down governmentSuper Micro Computer Aims for $40M in Annual Revenue as DBBBS Boosts Margin OutlookWWE Universal Title Clash Called ‘Absolutely Cinematic’ Heading into WrestleMania
Advanced Micro Devices (AMD) will report fiscal fourth quarter financial results tomorrow, Tuesday, February 3rd. The company has delivered strong revenue performance through the first three quarters of 2025, and the next quarter could continue that trend.
AMD’s fourth-quarter top line is expected to benefit from solid momentum in its data center business, which remains a big driver of growth as demand for high-performance computing and AI-related infrastructure accelerates. At the same time, the embedded segment appears to be regaining strength, supporting AMD’s global expansion.
That said, investors should also keep an eye on profitability. AMD has invested heavily to capitalize on long-term opportunities in artificial intelligence (AI), and those costs could pressure margins in the near term. However, a better product mix and the benefits of operating leverage can help soften the impact and maintain a resilient earnings performance.
On the earnings side, AMD’s 14-day RSI is at 59, below the 70 level typically associated with overbought conditions. This suggests that the stock may still have room to move higher despite last year’s significant rally.
At the same time, options traders are pricing in a post-earnings move of about 7.5% in either direction for contracts expiring on February 6. That’s higher than AMD’s average move of about 4.6% after last year’s earnings. Investors should also be aware of a recent pattern. AMD stock has declined following earnings reports in each of the past four quarters, despite solid top-line growth.
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AMD could impress with its Q4 performance. The company could deliver strong top-line growth driven by continued expansion of its data center AI business. The large total addressable market and accelerating adoption of its Instinct AI platforms will drive its AI business. At the same time, increased server demand and steady market share gains for EPYC and Ryzen CPUs will support its revenue in the fourth quarter.
For the fourth quarter of 2025, management has guided for revenue of $9.6 billion, up 25% year-over-year (year-over-year). This growth is expected to be primarily driven by strong double-digit expansion in the company’s data center segment, along with continued strength in its client and gaming operations. Additionally, AMD expects its embedded business to return to growth after recent softness.
On a sequential basis, AMD’s revenue is expected to improve, supported by double-digit gains in the data center segment. Server demand remains robust and the company is also benefiting from the continued ramp of its new MI350 series GPUs.
During the third-quarter earnings call, management emphasized that its AI business is entering a new phase of expansion, with the potential to generate billions in annual revenue by 2027. Growth is likely to be supported by AMD’s leadership in rack-scale AI solutions, increased customer adoption and an increasing number of large global deployments.
Several major deployments of the MI350 series are already underway with major cloud and AI providers, and additional large-scale rollouts are expected to increase in the coming quarters. These deployments could become a major growth driver as demand for AI computing continues to increase.
Server CPU performance could once again be a bright spot. Server processor revenue is expected to remain strong, reflecting high adoption of AMD’s 5th generation EPYC Turin chips. Enterprise adoption is accelerating and sales of EPYC servers could increase significantly. In the cloud market, AMD expects hyperscalers to significantly increase general-purpose compute capacity as AI workloads increase.
With solid revenue growth expected in its core segments, analysts expect AMD to post earnings of $1.11 per share, representing 26.1% year-over-year growth. Overall, AMD’s Q4 financials are likely to remain strong.
AMD could once again deliver strong quarterly financials. With accelerating data center demand, increased MI350 deployments, and continued EPYC share gains, AMD’s revenue outlook remains compelling towards earnings. At the same time, margin pressure from strong AI investment and the stock’s recent history of post-earnings pullbacks suggest investors should approach the report with some caution.
In addition, market sentiment is already elevated after a strong rally over the past year. Therefore, new buyers should expect a better entry point.
AMD stock has a consensus rating of “Moderate Buy” from Wall Street analysts ahead of fourth-quarter earnings.
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As of the date of publication, Amit Singh had no positions (either directly or indirectly) in any of the securities mentioned in this article. All information and data in this article is for informational purposes only. This article was originally published on Barchart.com
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