● IndustryNov 4, 2026 · 05:368 sources

AMD Forecasts Over 80% Revenue Growth in 2027 as Data Centers Top 80% of Sales

From marketbrief.now

AI;DR

AMD CEO Lisa Su projected on the company's third quarter earnings call that total revenue will grow more than 80% in 2027, with data centers expanding to over 80% of company sales from 64% in the third quarter.

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  1. SUPPORT@wallstengine““We now expect revenue to grow more than 80% in 2027,” more than twice the company's long-term growth target outlined last November.”x.com
  2. SUPPORT@trendspider“Adj EPS: $2.09 vs $1.95 est ✅ Sales: $13.38B vs $13.09B est ✅”x.com
  3. SUPPORT@stocksavvyshay“It took $AMD all of 2023 to generate $6.5B in data center revenue and it just did $8.5B in a single quarter”x.com
  4. SUPPORT@wolf_financial“AMD guided Q4 adjusted gross margin to about 55%, down from 56% in Q3, as lower-margin AI racks become a bigger part of sales.”x.com
  5. SUPPORT@wallstengine“Buried in AMD's Q3 earnings reconciliation is a $1.097B change in the fair value of customer warrants, reducing GAAP EPS by $0.66.”x.com
  6. SUPPORT@couch_investor“The street wants ~$16B+, roughly +24% in one quarter.”x.com
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