How is AMD performing?
about 7 hours ago
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Price Snapshot (as of 2026-07-02): ~$132.96 - 1W: –4.1% • 1M: +14.5% • 3M: +35.6% • 6M: +13.2% - YTD: +10.7% • 1Y: +33.9% • 2Y: +67.0% • 3Y: +113.9% • 5Y: +42.5%
Key Takeaways - Stock had a strong 12-month run with a notable pullback in the most recent week. - Fundamentals are inflecting sharply higher after the FY23 trough — revenue, profitability, and margins all expanded in FY25. - Gross margin recovered to ~49.5% in FY25, a meaningful step up from the 2022–2023 cycle lows.
Annual Operating Performance (FY21–FY25)
| FY | Revenue ($B) | Rev YoY % | Gross Profit ($B) | GM % | Op Income ($B) | OpM % | Net Income ($B) | NM % | EBITDA ($B) |
|---|---|---|---|---|---|---|---|---|---|
| 21 | 16.43 | — | 7.93 | 48.3% | 3.64 | 22.2% | 3.16 | 19.2% | 4.00 |
| 22 | 23.60 | +43.6% | 10.60 | 44.9% | 1.26 | 5.3% | 1.32 | 5.6% | 1.32 |
| 23 | 22.68 | –3.9% | 10.46 | 46.1% | 0.40 | 1.8% | 0.85 | 3.7% | 0.40 |
| 24 | 25.79 | +13.7% | 12.72 | 49.3% | 1.90 | 7.4% | 1.64 | 6.4% | 5.26 |
| 25 | 34.64 | +34.4% | 17.15 | 49.5% | 3.69 | 10.7% | 4.34 | 12.5% | 7.28 |
Trend Read - Revenue grew at a ~21% CAGR over the 5-year window despite the FY23 dip. - Net income troughed at $0.85B in FY23, then doubled twice over ($1.64B → $4.34B) on margin expansion. - Op income margin moved from a low of 1.8% (FY23) to 10.7% (FY25), suggesting operating leverage is starting to materialize.
about 7 hours ago