AMD Stock: Inside the Company’s Plan to Capture Half the Server Market
TLDR
- AMD’s 2027 server revenue outlook is roughly 20% larger than the entire server market was in 2025
- Server revenue grew over 70% in Q2 2026, with growth expected to exceed 80% in H2 2026
- AMD has secured 1-gigawatt commitments from OpenAI, Meta, and Anthropic for its Helios AI rack systems
- AMD reported Q2 EPS of $1.66 on revenue of $11.54 billion, beating estimates, up 50.1% year over year
- Analysts hold a consensus “Moderate Buy” with an average price target of $546.87
AMD stock edged lower to $480.80 in premarket trading Thursday, down 0.44%, as investors digested a wave of data center and AI growth announcements from the company’s Technology Leadership Forum 2026.
Advanced Micro Devices, Inc., AMD
The numbers being thrown around are genuinely eye-catching. AMD’s Corporate VP of Financial Strategy Matt Ramsay said the company’s early 2027 server revenue outlook is roughly 20% larger than the entire server market in 2025. That’s not a typo.
Server revenue grew more than 50% in Q1 and more than 70% in Q2. Both cloud and enterprise revenue rose more than 70% in the same period. AMD now expects server revenue growth to exceed 80% in the second half of 2026.
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