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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Joshua Buchalter | TD Cowen | 12 | 0% |
| Vivek Arya | Bank of America | 11 | 9% |
| Aaron Rakers | Wells Fargo | 11 | 0% |
| Stacy Rasgon | Bernstein | 10 | 40% |
| Tim Arcuri | UBS | 10 | 10% |
| Ross Seymore | Deutsche Bank | 10 | 10% |
| Tom O'Malley | Barclays | 8 | 13% |
| CJ Muse | Cantor Fitzgerald | 8 | 0% |
| Joe Moore | Morgan Stanley | 6 | 0% |
| Ben Reitzes | Melius Research | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| TD Cowen | 1 | 12 | 0% |
| Bank of America | 1 | 11 | 9% |
| Wells Fargo | 1 | 11 | 0% |
| Cantor Fitzgerald | 2 |
| 10 |
| 0% |
| Deutsche Bank | 1 | 10 | 10% |
| UBS | 1 | 10 | 10% |
| Bernstein | 1 | 10 | 40% |
| Barclays | 1 | 8 | 13% |
AMD grew revenue 38% year-over-year to $10.3 billion with EPS of $1.37 up 43% as data center AI demand inflected higher driven by agentic AI use cases and strategic partnerships across hyperscalers. EPYC server CPU market share accelerated as the Turin architecture gained traction, while server CPU TAM expanded driven by AI inference workloads requiring more CPU compute alongside GPUs. Management guided Q2 to $11.2 billion reflecting continued acceleration.
Cloud & AI | Revenue Growth | Demand | Competitive Dynamics | Innovation & R&D | Product Launch | Guidance Reliability | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 9 | 3 | 3 | 1 | 1 | 6 | 1 |
| 2025Q1 | 5 | 7 | 7 | 4 | 3 | 1 | 2 | 1 |
| 2025Q2 | 7 | 5 | 2 | 1 | 2 | 2 | 2 | 2 |
| 2025Q3 | 8 | 5 | 2 | 6 | 3 | 3 | 1 | 1 |
| 2025Q4 | 4 | 3 | 3 | 2 | 1 | 4 | 1 | 3 |
| 2026Q1 | 11 | 4 | 6 | 6 | 3 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 4 | 5 | 7 | 8 | 4 | 11 |
| Revenue Growth | 9 | 7 | 5 | 5 | 3 | 4 |
| Demand | 3 | 7 | 2 | 2 | 3 | 6 |
| Competitive Dynamics | 3 | 4 | 1 | 6 | 2 | 6 |
| Innovation & R&D | 1 | 3 | 2 | 3 | 1 | 3 |
| Product Launch | 1 | 1 | 2 | 3 | 4 | 2 |
| Guidance Reliability | 6 | 2 | 2 | 1 | 1 | |
| Margin | 1 | 1 | 2 | 1 | 3 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ADI Analog Devices | 9 | +37.3% | |
| AMAT Applied Materials | 9 | +11.4% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |