Semiconductors
Price
$517.82
-4.26%Market Cap
$844.36B
Day High
$547.65
Day Low
$506.00
AMD delivered a standout Q1 2026 with revenue surging 37.8% YoY to $10.25B and net income nearly doubling to $1.38B, driven by strong data center demand and significant operating leverage.
Key risk: Elevated Operating Expense Growth
SG&A expenses grew 41.4% YoY to $1.25B and R&D expenses grew 38.7% YoY to $2.40B, both outpacing or matching revenue growth. If revenue growth decelerates, this cost structure could compress margins materially.
Other Semiconductors companies