AMD’s 115% Rally Driven by 38% Q1 Revenue and 57% Data Center Growth
AMD has surged 115% YTD after Q1 revenue rose 38% and data center sales jumped 57% on strong EPYC CPU demand. Lisa Su lifted the CPU market growth forecast to 35% through 2030; a 35x 2027 earnings multiple and 0.69 PEG point to undervaluation against 51% expected earnings growth.
1. AMD Outpaces AI Peers
Advanced Micro Devices outpaced Palantir, Nvidia, and Alphabet with a 115% year-to-date rally after delivering 38% revenue growth in Q1 and a 57% jump in its data center segment driven by accelerating EPYC CPU sales. CEO Lisa Su boosted the CPU market growth forecast to over 35% annualized through 2030, and the stock’s 35x 2027 earnings multiple alongside a 0.69 PEG ratio suggests it remains undervalued relative to a projected 51% annualized earnings expansion.
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