AMD Up 115% YTD After Q1 Revenue Jumps 38% and Data Center Grows 57%
AMD's stock has surged 115% YTD from $214.16 at end-2025 to $460.43 by May 13 after Q1 revenue jumped 38% and data center growth hit 57%. CEO Lisa Su raised the CPU market growth forecast to over 35% annualized through 2030 as shares rallied in an AI chip rebound.
1. Q1 Financial Performance
AMD reported a 38% year-over-year increase in Q1 revenue, with its data center segment expanding 57% driven by accelerating demand for EPYC CPUs employed in AI inference and agentic systems.
2. Strategic Guidance Update
CEO Lisa Su doubled the CPU market growth forecast to more than 35% annualized through 2030, signaling confidence in sustained high-growth opportunities in server and AI markets.
3. Stock Price Rally
Shares climbed from $214.16 at the end of 2025 to $460.43 by May 13, marking a 115% year-to-date gain as AMD participated in a broader AI chip rebound alongside industry peers.
4. Valuation Considerations
Trading at approximately 35x 2027 earnings with a PEG ratio of 0.69, AMD appears undervalued relative to its projected 51% annualized earnings growth, suggesting further upside potential.