DiscoverNorbert’s Wealth DomeAMD Earnings Deep Dive & Stock Analysis (Q2 2025)
AMD Earnings Deep Dive & Stock Analysis (Q2 2025)

AMD Earnings Deep Dive & Stock Analysis (Q2 2025)

Update: 2025-08-06
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Welcome to this detailed AMD (NASDAQ: AMD) earnings report analysis and stock price prediction. This report covers the recent earnings release, key financial figures, chart analysis, and forecasts for short, medium, and long-term stock movements.

AMD just dropped its Q2 2025 earnings! 🚀 In this detailed analysis, we cover AMD’s financials, key growth drivers like AI, and potential impact from China export restrictions. Plus, we dive into a detailed technical analysis to forecast AMD’s stock price in the short, medium, and long term.

📈 AMD Earnings Highlights

* Revenue: $7.7 billion (+32% YoY)

* GAAP Net Income: $872 million

* Non-GAAP Net Income: $781 million

* Diluted Earnings Per Share (EPS):

* Q2 2024: $0.16

* Q2 2025: $0.54 (significant growth)

📌 Revenue Breakdown

* Gaming & Client Segments: Up 69% YoY, 23% QoQ

* Data Center Segment: Growing, yet impacted by export restrictions

🔍 Key Stock Drivers

* AI and Data Center Expansion: Growth driven by AI infrastructure (MI350 & MI355X processors)

* China Export Restrictions: Exports of the Instinct MI308 to China remain uncertain, impacting guidance and stock sentiment

* Potential Catalyst: A favorable U.S.-China trade deal could significantly boost AMD

📊 Technical Chart Analysis

* Current pullback landed on Fibonacci retracement level of 23.6%

* Key Moving Averages:

* 20-day: Resistance

* 50-day: Critical resistance around $140

* 100-day recently crossed above the 200-day moving average (bullish indicator)

🎯 Short-Term Outlook (1-4 weeks)

* Likely pullback to support zones around $123-$138

🚦 Medium-Term Outlook (1-3 months)

* Stabilization and potential recovery

* Target range: $160-$180 (approaching previous all-time highs)

🌟 Long-Term Outlook (6-12 months)

* Potential new all-time highs

* Price targets: $210-$260 range



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
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AMD Earnings Deep Dive & Stock Analysis (Q2 2025)

AMD Earnings Deep Dive & Stock Analysis (Q2 2025)

Norbert B.M.