AMD to Report Q2 25 Earnings on August 5, 2025

AMD will host a conference call on August 5, 2025, at 5:00 PM ET to discuss Q2 2025 earnings results. The call will be available to access live on the company's website at ir.amd.com/news-events/ir-calendar/detail/20250805-amd-fiscal-second-quarter-2025-financial-results. The call will discuss the company's Q2 2025 earnings results.

Advanced Micro Devices (AMD) will host a conference call on August 5, 2025, at 5:00 PM ET to discuss its Q2 2025 earnings results. The call will be available to access live on the company's website at ir.amd.com/news-events/ir-calendar/detail/20250805-amd-fiscal-second-quarter-2025-financial-results. The company is expected to report revenue of $7.43 billion, up 27% year-over-year, with adjusted net income falling to $796.6 million, or 48 cents per share [1].

Analysts are generally optimistic about AMD's prospects. Six out of ten analysts tracked by Visible Alpha have "buy" or equivalent ratings, with price targets ranging from $111 to $210 [1]. UBS has raised its price target to $210, citing optimism about AMD's ability to restart exports of its MI308 chips to China [1]. Bank of America also raised its price target to $200, noting AMD's potential to capture a more significant share of the CPU market by 2026 [1].

However, AMD's stock valuation is stretched, with a 14-week RSI value of nearly 75, suggesting a potential pullback [2]. The stock price has more than doubled since April, reaching around $179.51 [2]. Management will need to report a strong earnings beat and raise guidance to sustain the current valuation.

Challenges include the impact of export controls on MI308 shipments to China, which could reduce revenues by $700 million in the second quarter [1]. Additionally, rising ARM penetration in the server CPU market could decelerate AMD's share gains [2]. Conversely, the lifting of the AI chip export ban to China reopens opportunities for MI308 shipments [2].

Investors will closely monitor AMD's earnings report and analyst reactions to assess the stock's potential for a pullback or continued growth. The conference call on August 5, 2025, will provide crucial insights into the company's performance and future prospects.

References:
[1] https://www.investopedia.com/what-analysts-think-of-amd-stock-ahead-of-earnings-q2-fy2025-update-11783465
[2] https://finance.yahoo.com/news/expect-amd-q2-earnings-155712662.html