At CES 2026, AMD CEO Dr. Lisa Su will deliver the opening keynote, positioning the company at the forefront of the AI and chip conversation. During her presentation, Su is expected to unveil significant updates to the Ryzen CPU family, highlight new AI PC offerings, and introduce advancements in datacenter and edge AI solutions. In addition, AMD will host its AMD Connect showcase to reveal developments in gaming processors and its automotive computing strategy at the AMD Advancing Automotive event, underscoring the company’s push into in‐car and autonomous applications.

Wall Street analysts maintain a bullish view on AMD, with a consensus rating of Strong Buy based on 40 Buy and 11 Hold recommendations. This collective outlook implies potential upside of approximately 26.5% over the coming year, driven by growing enterprise adoption of AMD’s AI accelerators, including the MI300 series. Recent reports from leading research firms have reiterated outperformance forecasts, citing AMD’s expanding design wins in cloud datacenters and momentum against key competitors in high-performance computing.

Institutional investors have continued to increase exposure to AMD shares, with one major asset manager boosting its position by 1.7% to just under 712,000 shares during Q3, reflecting ongoing conviction in AMD’s growth trajectory. On the insider front, executives have selectively reduced holdings: the chief executive officer sold 125,000 shares earlier this quarter and the chief technology officer sold just over 17,000 shares. These transactions represent a modest shift in insider allocations but occur against the backdrop of a leadership team that remains heavily invested in the company’s long-term roadmap.