From Nasdaq: 2025-06-11 12:11:00

Advanced Micro Devices (AMD) sees a 57.2% surge in data center revenues to $3.674 billion in Q1 2025, driven by EPYC processors. Hyperscalers like AWS and Google adopt EPYC, doubling enterprise adoption. AMD’s EPYC processors are now deployed by all top 10 telecom, aerospace, and semiconductor companies.

AMD faces competition from Intel and NVIDIA in the data center market. Intel introduces Xeon 5 processor to compete with AMD’s EPYC. NVIDIA benefits from demand for GPUs, with data center revenues jumping 73.3% year over year to $39.1 billion.

AMD stock has gained 1.4% YTD but trades at a premium. Forward P/S ratio is 5.86X compared to the industry’s 3.59X. Q2 2025 earnings estimate at 56 cents per share, down 13.6% over 30 days. Consensus for 2025 earnings at $3.97 per share, down 2.9% over 30 days.

Zacks Research highlights a little-known satellite-based communications firm as a top stock with potential to double. Analysts forecast a major revenue breakout in 2025. Get more insights on the top stock and other potential winners from Zacks Investment Research.



Read more at Nasdaq: Can Advanced Micro Devices EPYC Drive Data Center Revenue Growth?