AMD's EPYC processors adopted by Google Cloud and Oracle, boosting revenues and outlook.

From Nasdaq: 2025-04-10 12:49:00

AMD is benefiting from the adoption of its EPYC processors by Google Cloud and Oracle. The new processors power virtual machines and cloud infrastructure. AMD expanded its gaming offering with Radeon RX 9070 XT and RX 9070 graphics cards. Competition from NVIDIA and concerns over market share persist.

AMD shares have underperformed the sector and industry, relying on EPYC processors to compete with NVIDIA. Data Center revenues surged in 2024. Rich partner base and acquisitions like Silo AI and ZT Systems are boosting AMD’s prospects.

Earnings estimates for AMD in 2025 are positive, with growth expected. The Zacks Consensus Estimate for earnings and revenues indicate significant year-over-year growth. AMD has beaten the Zacks Consensus Estimate in the past four quarters on average.

AMD has a Zacks Rank #3. Experts have identified 7 elite stocks, including AMD, as most likely for early price pops. The list has outperformed the market significantly since 1988. Access the full list for potential gains.

For more information on AMD and its competitors, access free stock analysis reports on the Zacks Investment Research website. The author’s views and opinions may differ from those of Nasdaq, Inc.



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