INVC News & Analysis

AMD (AMD) Q4 2025 Revenue Hits $10.27B, Beats Estimates by $550M

AMD (AMD) reported Q4 2025 revenue of $10.27B, surpassing estimates by $550M, with record data center revenue of $5.38B, up 39% year-over-year. Free cash flow surged to $2.08B, a 90.83% increase. A partnership with OpenAI for a 6-gigawatt GPU deployment is set to begin in H2 2026, while Oracle’s supercluster will utilize 50,000 AMD GPUs by Q3 2026. The stock price is currently $245.04, with a 12-month price target of $284.67, indicating a potential 16.17% upside.