AMD Shares Slip After Q4 Beat as Executives Sell $33 Million

Overview

• AMD reported Q4 EPS of $1.53 on revenue of $10.27 billion, topping estimates with 34.1% year‑over‑year growth.
• Management outlined targets for 35% companywide revenue CAGR over three years and 60% CAGR for the data‑center segment.
• AMD signed a deal to supply chips for Meta’s next‑generation AI infrastructure and is developing its MI450 accelerator to challenge Nvidia’s offerings.
• Insiders sold 154,392 shares valued at about $33.1 million over 90 days, including recent sales by EVPs Forrest Norrod and Paul Darren Grasby.
• Eminence Capital increased its stake as Vanguard and State Street remain major holders, while analysts keep a “Moderate Buy” stance even as new rivals like Lisuan Technology and Meta’s in‑house chips raise competitive risks.