Advanced Micro Devices (AMD) Down 16% Since FQ4 2025 Earnings, Here’s Why

Advanced Micro Devices, Inc. (NASDAQ:AMD) is 1 of the Best IT Stocks to Buy According to Wall Street Analysts. Advanced Micro Devices, Inc. (NASDAQ:AMD) has fallen much than 16% since its fiscal Q4 2025 net reported connected February 3. The Street remains bullish connected the banal with analysts 12-month terms people suggesting much than 48% upside from the existent levels and 80% of the 55 analysts covering the banal maintaining a Buy rating.

Recently, connected March 2, Timothy Arcuri from UBS reiterated a Buy standing connected the banal but lowered the terms people from $330 to $310. Earlier, connected February 25, Gil Luria from D.A. Davidson reiterated a Hold standing connected the banal with a terms people of $220.

Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered 34.11% year-over-year gross maturation during the 4th to scope $10.27 cardinal and topped the estimates by $599.73 million. The EPS of $1.53 besides exceeded estimates by $0.21. Management attributed gross maturation to beryllium driven by beardown show successful the information center, client, and gaming segments.

It noted that it expects “semi-custom SoC yearly gross to diminution by a important double-digit percent arsenic we participate the seventh twelvemonth of what has been a precise beardown console cycle.” As a result, the fiscal Q1 2026 gross is expected astir $9.8 billion, reflecting a 5% sequential diminution and 32% maturation year-over-year.

Pixabay/Public Domain

Advanced Micro Devices, Inc. (NASDAQ:AMD) is simply a planetary semiconductor institution that manufactures GPUs, microprocessors, and high-performance computing solutions and serves a fig of high-growth industries similar gaming, information centers, and AI.

While we admit the imaginable of AMD arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. Follow Insider Monkey connected Google News.