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AMD Sets the Bar High for 2027, Analysts Say It Can Clear It

Reviewed by ClearTape · Source: Benzinga

Key takeaways

AMD’s earnings beat and upbeat 2027 outlook are driving higher analyst estimates and a modest stock lift, positioning the company for a strong Data Center‑centric growth trajectory.
Q3 revenue $13.38 billion
Q3 adjusted
EPS
Earnings per share — profit for one share of the company, in dollars.
Learn more →
$2.09
Q4 revenue
guidance
What a company says it expects for future sales or profits — a forecast from the company, not a guarantee.
$16.49‑$17.51 billion

What happened

Advanced Micro Devices Inc. (AMD) reported third‑quarter revenue of $13.38 billion, up 45%

YoY

Year over year — compared with the same period last year.

and ahead of the $13.09 billion consensus, and adjusted earnings of $2.09 per share, beating the $1.95 estimate. Data Center sales surged 97% to $8.55 billion, while Gaming revenue fell 40% to $773 million. AMD forecast fourth‑quarter revenue of $16.49‑$17.51 billion versus a $16.2 billion consensus and projected 2027 revenue growth above 80%, with server CPU sales roughly doubling and Data Center…

Why it matters

The earnings beat and strong

guidance

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

lift AMD’s valuation expectations, prompting five analysts to raise estimates and most to issue Buy or Overweight ratings. The company’s focus on high‑margin Data Center and server CPU growth signals a shift away from the cyclical Gaming segment, potentially reshaping its revenue…

Short-term and longer-term

Short-term. Over the next few days, AMD’s fourth‑quarter results will be key.

Longer-term. For investors looking ahead, AMD’s 2027

guidance

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

—projecting >80% revenue from Data Center and a doubling of server CPU sales—suggests a solid long‑term growth engine.

Words on this card

Adjusted earnings: Profit per share after removing non‑cash items like customer warrants
Data Center: Business segment selling servers and related infrastructure
Gaming: Business segment selling gaming consoles and related products
Venice: AMD’s sixth‑generation EPYC server processor
OEM: Original Equipment Manufacturer
ODM: Original Design Manufacturer

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