Advanced Micro Devices Inc

AMD: XNAS (USA)

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AMD Earnings: Server CPU Demand Is Skyrocketing; Raising Fair Value to $450 From $300

Brian Colello

May 6, 2026

AMD reported first-quarter revenue of $10.25 billion, up 38% year over year and above the high end of guidance. AMD expects June-quarter revenue to be $11.2 billion at the midpoint, up 45% year over year and above the FactSet consensus estimate of $10.5 billion.

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Advanced Micro Devices Inc

AMD Earnings: Server CPU Demand Is Skyrocketing; Raising Fair Value to $450 From $300

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