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AMD Reports Strong Q4, Shares Plunge on Weak Guidance

2/7/2026

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Summary

Story summary

Advanced Micro Devices (AMD) reported strong fourth-quarter results with adjusted EPS of $1.53 and revenue near $10.3 billion.
Shares fell over 20% as first-quarter guidance was weaker than expected, despite 32% projected revenue growth.
Analysts cited data center and CPU growth, noting record server CPU sales, market share gains, and AI infrastructure demand.
Despite a high valuation, AMD's growth prospects remain attractive for long-term holders.

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Story summary

Advanced Micro Devices (AMD) reported strong fourth-quarter results with adjusted EPS of $1.53 and revenue near $10.3 billion.
Shares fell over 20% as first-quarter guidance was weaker than expected, despite 32% projected revenue growth.
Analysts cited data center and CPU growth, noting record server CPU sales, market share gains, and AI infrastructure demand.
Despite a high valuation, AMD's growth prospects remain attractive for long-term holders.