Intel’s earnings report disappointed investors, leading to a selloff. However, the data within the 10-K filing indicates potential benefits for AMD due to Intel’s struggles in the server CPU market. Analysts point to a growing opportunity for AMD as Intel faces manufacturing challenges and supply constraints in the AI-driven server market.

Specifically, Intel’s disclosure of external foundry revenue sheds light on server processor demand and supply issues. Intel’s struggles to meet customer needs may result in a shift in market share to AMD. This dynamic could create a buying opportunity in AMD stock following Intel’s post-earnings selloff.

AMD, a leading semiconductor firm, offers high-performance computing products such as AI accelerators, x86 microprocessors, and GPUs. With a market cap of $410.3 billion, AMD has seen its stock climb 16% year-to-date as optimism around its business outlook grows.

Intel’s 10-K filing hints at a potential upside for AMD, as Intel’s server CPU shipment growth lags behind the overall market growth. Analysts note that Intel’s server CPU volume rose 9% in 2025, but its average selling price declined 4%, indicating a potential opportunity for AMD to capture a larger share of the market.

AMD’s upcoming fourth-quarter results are highly anticipated, with analysts expecting strong revenue growth of 26.25% year-over-year. The company’s Data Center segment is expected to drive growth, fueled by demand for Instinct accelerators and EPYC CPUs. AMD’s Client segment is also poised for growth, supported by AI-enabled Ryzen processors.

Wall Street analysts remain optimistic about AMD, with a consensus “Moderate Buy” rating. The stock has a mean price target of $286.49, implying a 13.4% upside potential. Investors will closely watch AMD’s performance in the AI chip market and its guidance for Q1 2026.

Read more at Yahoo Finance: Intel’s Post-Earnings Selloff Just Created a Buying Opportunity in AMD Stock