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AMD Stock Just Got Crushed 26% in a Month — Here's What Investors Need From Lisa Su on Tuesday As Q3 Earnings Loom

Reviewed by ClearTape · Source: Benzinga

Key takeaways

AMD’s upcoming earnings will test whether its data center sales are truly accelerating, a key factor that could either lift or further weigh its stock after a recent 26% decline.
AMD shares fell 26% over the past month
Q2 data center sales rose 107% to $6.7 billion
Q3 2025 data center sales were $4.3 billion

What happened

Advanced Micro Devices Inc. (AMD) shares have dropped more than 26% in the last month as investors await its third‑quarter earnings. The company is expected to report record revenue, with analysts forecasting about $13 billion, up from $9.25 billion a year earlier. Data center sales, a key growth driver, are projected to accelerate, with expectations that the segment will top $8 billion this quarter. CEO Lisa Su highlighted strong momentum and rising demand for AMD’s EPYC processors. Intel’s…

Why it matters

The earnings release will confirm whether AMD’s data center business is truly accelerating, which could validate the company’s

guidance

What a company says it expects for future sales or profits — a forecast from the company, not a guarantee.

and support its high valuation. A strong result could lift the stock and reinforce confidence in AMD’s competitive position against Intel. Conversely, a miss would likely deepen the…

Short-term and longer-term

Short-term. Over the next few days, watch for AMD’s earnings call and the actual data center revenue figure.

Longer-term. For the coming months, AMD’s

guidance

What a company says it expects for future sales or profits — a forecast from the company, not a guarantee.

suggests continued strength in data center demand, which could support long‑term growth prospects.

Words on this card

Data center: A facility that houses computer systems and associated components, such as telecommunications and storage systems.
EPYC: AMD’s line of server processors designed for data center workloads.
PC demand: The market demand for personal computers, which can influence semiconductor sales.
Earnings per share (EPS): A company's profit divided by its number of outstanding shares.
Guidance: What a company says it expects for future sales or profits — a forecast from the company, not a guarantee.
Revenue: Sales — money the company took in before costs.

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