CluenexAdvanced Micro Devices Inc AMD
Advanced Micro Devices Inc scores good on business quality (7.2 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Advanced Micro Devices Inc does
AMD designs high-performance processors and accelerators, selling chips to enterprise data centers, PC makers, and gamers to power computing workloads. The company is scaling its artificial intelligence chip lineup to challenge dominant rivals in accelerated computing.
- What it does best
AMD captures high growth in data center silicon through competitive processors, posting 34.3% revenue growth. Its gross margin of 53.2% trails competitor NVDA at 74.6%, reflecting a fierce battle for high-end accelerator pricing power.
- The main risk
Aggressive capital deployment into AI chips risks margin compression if enterprise demand slows before returns materialize, exposing billions in annual capital investments to lower utilization rates.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 15.7% with an FCF margin of 20.3%, supported by expanding revenue. The business converts higher volumes into rising cash generation as scale improves.
The moat relies on enterprise design wins and x86 ecosystem lock-in, placing its revenue growth in the top decile of its sector at the 91st percentile, though low gross margins relative to peers limit competitive insulation.
Revenue growth surged 34.3% over the latest period, accelerating past historical figures as the data center segment scales up rapidly.
Debt-to-equity sits at 0.05, backed by $10.6B in cash and interest coverage of 44x. Free cash flow reached $8.4B, pointing to a steadily strengthening balance sheet.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 sold $7.7M outside pre-planned sales.
Our sealed record on AMD
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Advanced Micro Devices Inc scores good on the Cluenex quality check (7.2 of 10), measured against its own industry. Profitability is fair, moat fair, growth fast and financial health strong.
In the last 90 days of SEC Form 4 filings: 1 sold $7.7M outside pre-planned sales.
Nov 3, 2026, after the close.
See AMD today
- Today's verdict on AMD, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Advanced Micro Devices Inc (AMD)”, https://cluenex.com/stocks/amd/, data as of Oct 10, 2026.