AMD Surges Ahead of Q4 as AI Demand Lifts Data-Center Gear

TL;DR Summary
AMD stock climbed about 4.5% on Monday ahead of its Q4 2025 earnings report, buoyed by strong AI demand that boosts data-center components like the EPYC CPUs and AI GPUs (Radeon AI PRO, MI400/MI500). Analysts expect adjusted EPS of $1.32 on $9.67 billion in revenue, with AMD historically beating estimates in recent quarters. The stock is up roughly 15.5% year-to-date and about 107% over the past year. The consensus view is Strong Buy with an average target near $286.66, implying around 16% upside.
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- AMD’s stock rises ahead of earnings. Why investors are feeling upbeat. MarketWatch
- Why AMD Is A Crucial Nvidia Pairing Ahead Of The Q4 Print Seeking Alpha
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