Advanced Micro Devices (AMD) reported a record Q4 revenue of $10.3 billion, marking a 34% increase year-over-year, driven by strong demand in its Data Center segment, which generated $5.4 billion. Despite this growth, AMD shares experienced selling pressure post-earnings. NVIDIA, which has yet to report its Q4 results, is expected to announce an estimated $58.7 billion in Data Center revenue on February 25, 2026, indicating a 65% year-over-year growth.
NVIDIA’s recent EPS and sales revisions have remained stable and optimistic, reflecting a 3.4% increase in EPS estimates and a 2.5% increase in sales estimates since mid-November. In contrast, AMD’s outlook for the upcoming period anticipates a 32% increase in revenue to $9.7 billion, with a Zacks Consensus EPS estimate of $1.27, indicating a 33% growth compared to the previous year.
