Chipmaker Advanced Micro Devices (AMD) recently revealed its second-quarter results for 2025, which fell short of investor expectations. Although AMD’s Q2 revenue exceeded estimates, concerns arose about the decline in its artificial intelligence (AI) business revenue. As of 2025-08-11 00:06:00, many analysts remain optimistic about AMD’s potential, but some caution against rising expenses and uncertain growth in the AI sector.
- AMD's Q2 revenue exceeded estimates, earnings met.
- Concerns over declining AI business revenue.
- Analysts maintain bullish stance on AMD stock.
- Goldman Sachs raises price target to $150.
- Morgan Stanley lowers price target to $168.
- Moderate Buy consensus rating on AMD stock.
The buzz surrounding AMD’s AI capabilities peaked after its Advancing AI event, where new GPUs were showcased. However, the disappointing Q2 results, particularly in the data center business, have led to skepticism among investors. The company attributed the downturn in AI revenue to U.S. export restrictions affecting sales to China and the transition to next-generation chips.
As AMD navigates a competitive landscape, the question arises: how will it sustain growth amid rising operational costs? Analysts are divided, reflecting varied global perspectives on AMD’s future.
- AMD’s stock has rallied 43% this year, indicating strong market interest.
- Concerns about AI revenue may affect investor confidence in Asia-Pacific markets.
- Analysts in Europe express cautious optimism about AMD’s data center growth.
- In the Americas, mixed signals from earnings reports create uncertainty for long-term investors.
Looking ahead, investors should stay informed about AMD’s strategic moves and market conditions, as these factors will shape the company’s trajectory in the global tech landscape.
