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AMD's Profit Is Expected to Grow 501% in Four Years. Tuesday's Report Starts the Test

Bloomberg's average analyst estimates project AMD's net income growing 501% over four years, ahead of Broadcom (306%) and Nvidia (168%). AMD reports third-quarter results on November 3, after the stock fell 11% on Friday following Intel's warning that its PC slowdown could last at least through the first half of 2027. Most of the projected growth falls in 2027, when normalized EPS is estimated to rise to $15.93 on AI data center sales, while Client was 27% of second-quarter sales and Data Center 58%. At 45x forward earnings, the stock depends on delivering on schedule, so the article points to fourth-quarter revenue guidance of about $16.2 billion and the timing of the Helios rollout as the key tests.

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Original headline: AMD’s Profit Is Expected to Grow 501% in Four Years. Tuesday’s Report Starts the Test

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