Advanced Micro Devices (AMD) is building on a robust fourth-quarter performance with decisive strategic actions, including a major executive appointment and a significant cloud partnership. Investor confidence was reflected in a 3.6% share price increase on Monday, February 10, as the market responded to advancements in the company’s data center segment and expanded market reach.
AMD’s stock continues to regain ground following a notable dip after its February 3 earnings release. The initial decline occurred despite the company surpassing market expectations, with analysts attributing the sell-off to hopes for an even stronger first-quarter outlook amid the artificial intelligence boom.
Key Q4 2025 Financial Highlights:
* Record Revenue: $10.27 billion, representing a 34% year-over-year increase.
* Adjusted Earnings Per Share: $1.53.
* GAAP Gross Margin: 54%, a 3-percentage-point improvement from the prior year.
* Data Center Revenue: $5.4 billion, surging 39% compared to the previous year.
Looking ahead, the company’s next quarterly results are anticipated on May 5. Current analyst sentiment remains broadly positive. According to MarketBeat data, 29 analysts rate the shares as a “Buy,” while nine recommend “Hold.” In a recent adjustment, Morgan Stanley reaffirmed its “Equal Weight” stance, slightly modifying its price target from $260 to $255.
In a parallel development underscoring the competitiveness of AMD’s data center portfolio, European cloud provider OVHcloud announced its new Bare Metal 2026 server generation on Sunday. The entire lineup will be powered by the latest AMD Ryzen and EPYC processors.
Should investors sell immediately? Or is it worth buying AMD?
Yaniv Fdida, Chief Product & Technology Officer at OVHcloud, emphasized that the servers deliver enhanced performance, stability, and predictability without compromising energy efficiency.
The new server portfolio includes:
* Rise 2026: Versatile servers for intensive workloads, web environments, and light virtualization, utilizing AMD Ryzen or EPYC processors with Zen 5 microarchitecture.
* Game 2026: Online gaming servers equipped with AMD Ryzen 9000 X3D processors and expanded Level 3 cache.
* Advance 2026: Featuring AMD EPYC 4005 processors with up to 16 cores and 32 threads, targeting blockchain, database, and container applications.
* Scale 2026: Powered by the AMD EPYC 9005 series, offering up to 384 cores and 768 threads (dual-socket) and supporting up to 3 TB of DDR5-ECC memory for big data and high-performance computing.
AMD is bolstering its executive team to capitalize on the expanding AI infrastructure market. The chipmaker announced on Sunday the appointment of Ariel Kelman as its new Chief Marketing Officer. In this role as Senior Vice President, he will oversee all global marketing functions, including brand leadership, communications, events, developer relations, and go-to-market strategy.
Kelman brings over two decades of experience from leading technology firms. He most recently served as President and Chief Marketing Officer at Salesforce. Prior to that, he held senior positions at Amazon Web Services and Oracle, where he played a pivotal role in building and modernizing global marketing teams during periods of rapid growth.
Ruth Cotter, AMD’s Chief Administrative Officer, highlighted the strategic importance of the hire, stating that Kelman’s expertise is expected to advance the marketing organization and accelerate growth as AMD continues to expand its portfolio of high-performance and AI solutions.
