AMD Shares Fall Over 7% Despite Record Results Amid Weak Q1 Guidance

• The tech company beat analyst expectations for Q4 revenues, which came in at $10.3 billion, up 34% year-on-year and 11% sequentially.
• AMD also posted earnings per share of $1.53 versus an expectation of $1.32.
• The company said it expects semi-custom SOC annual revenue to decline by a significant double-digit percentage in 2026.

Advanced Micro Devices Inc. (AMD) posted record fourth-quarter (Q4) 2025 results on Tuesday, bolstered by strong demand for high-performance computing and AI products.

Despite record results, AMD shares slid over 7% in the after-market trading session. The company also provided guidance for the upcoming quarter, with revenues expected to decline sequentially.

Q4 Results

The tech company announced record revenues for Q4 at $10.3 billion, up 34% year-on-year and 11% sequentially, and well above analyst expectations of $9.67 billion, as per Stocktwits data. The company also posted earnings per share of $1.53 versus an expectation of $1.32, representing a 40% growth year-on-year.

Advanced Micro Devices posted a net income increase of 42% to $2.5 billion, while the company’s free cash flow nearly doubled from the same period last year to $2.1 billion.

“2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad-based demand for our high-performance and AI platforms,” said Dr. Lisa Su, chair and CEO at AMD.

Q1 Outlook

For the first quarter of 2026, AMD said it expects revenue of about $9.8 billion, plus or minus $300 million, representing a sequential decline of about 5%. While analyst estimates were $9.37 billion, according to data from Fiscal.ai, the high-end estimates were forecast at $10.23 billion in quarterly revenues.

The company added that it expects semi-custom System-On-A-Chip (SOC) annual revenue to decline by a significant double-digit percentage in 2026.

“We are entering a multiyear demand super cycle for high-performance and AI computing that is creating significant growth opportunities across each of our businesses,” Su said.

“AMD is well positioned to capture that growth with highly differentiated products, proven execution engine, deep customer partnerships, and significant operational scale,” she added.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around AMD shares jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes rose from ‘normal’ to ‘extremely high’ levels.

One bullish user called the stock slump an ‘over-reaction to phenomenal numbers.’

Another bullish user advised investors to ‘buy the dip’ since all tech stocks were sold off after-hours today.

However, one bearish user warned that the company’s 2027 projections were a fantasy and that AI spending would likely decrease over the next few years.

Shares of AMD have risen more than 111% in the past year.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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