AMD vs Intel

Explore a detailed comparison of AMD (Advanced Micro Devices, Inc.) and Intel (Intel Corporation) shares. This page provides insights into their respective business models, financial performance, and broader market context, enabling a clearer understanding of these leading semiconductor companies. Our goal is to present a neutral and accessible overview for informational purposes. Educational content, not financial advice.

Explore a detailed comparison of AMD (Advanced Micro Devices, Inc.) and Intel (Intel Corporation) shares. This page provides insights into their respective business models, financial performance, and ...

Comparison Snapshot

Key Financial Metrics

AMD

Metric

INTC

$409.14B

Market Cap

$212.24B

6.57%

Potential Profit

-14.97%

Buy

Analyst Rating

Hold

Why It's Moving

AMD Powers Up with Seven-Day Winning Streak as Wall Street Bets Big on AI Momentum Ahead of Earnings.

Wells Fargo reiterated Overweight rating with $345 target, eyeing 55% upside from $223.60 levels due to projected EPS over $20 by 2029 on AI growth.
Stock rallied from $231.92 to $249.80 in recent session with surging volume, signaling robust investor optimism and pivot buy signals since January 9.
Upcoming February 3 earnings loom large, with CEO Lisa Su's vision of 35%+ annual revenue growth underscoring AMD's traction in AI chips for clients like OpenAI and IBM.

Sentiment:

🐃Bullish

Intel's shares surge 27% in 2026 on AI-fueled PC and server momentum.

Panther Lake CPUs on 18A node deliver 120 TOPS AI performance and 25+ hour battery life, reigniting Intel's edge in the exploding AI PC market.
Server CPU demand is outstripping supply even after capacity shifts, with sell-outs expected in H1 2026 to fuel data center profits.
18A foundry advances position Intel to snag external customers in the AI rush, bolstering its IDM 2.0 reinvention.

Sentiment:

🐃Bullish

AMD Powers Up with Seven-Day Winning Streak as Wall Street Bets Big on AI Momentum Ahead of Earnings.

Wells Fargo reiterated Overweight rating with $345 target, eyeing 55% upside from $223.60 levels due to projected EPS over $20 by 2029 on AI growth.
Stock rallied from $231.92 to $249.80 in recent session with surging volume, signaling robust investor optimism and pivot buy signals since January 9.
Upcoming February 3 earnings loom large, with CEO Lisa Su's vision of 35%+ annual revenue growth underscoring AMD's traction in AI chips for clients like OpenAI and IBM.

Sentiment:

🐃Bullish

Intel's shares surge 27% in 2026 on AI-fueled PC and server momentum.

Panther Lake CPUs on 18A node deliver 120 TOPS AI performance and 25+ hour battery life, reigniting Intel's edge in the exploding AI PC market.
Server CPU demand is outstripping supply even after capacity shifts, with sell-outs expected in H1 2026 to fuel data center profits.
18A foundry advances position Intel to snag external customers in the AI rush, bolstering its IDM 2.0 reinvention.

Sentiment:

🐃Bullish

Investment Analysis

AMD

Pros

AMD exhibits stronger historical returns, with 57.52% annualised over 10 years versus Intel's -0.85%.[2]
AMD anticipates double-digit AI segment growth and holds moderate P/E under 40 with EPS potential.[1]
AMD reports positive EPS of $1.37 and superior year-to-date return of 37.82% over Intel's 3.24%.[2]

Considerations

AMD's market cap of $269.91B significantly exceeds Intel's $90.29B, implying higher valuation stretch.[2]
AMD experienced sharp declines, including -96.57% drawdown compared to Intel's -82.25%.[2]
AMD lacks Intel's dependable cash flow profile despite faster growth expectations.[1]

Intel

INTC

Pros

Intel maintains lowest P/E under 20, reflecting lower growth but steady cash flow generation.[1]
Intel generates higher revenue at $53.07B versus AMD's $21.92B, bolstering scale advantages.[2]
Intel pursues fab expansion and Arc GPUs, potentially gaining from U.S. manufacturing incentives.[1]

Considerations

Intel posts negative EPS of -$4.77, contrasting AMD's positive $1.37.[2]
Intel garners hold ratings as analysts await foundry execution milestones.[1]
Intel trails with weaker long-term returns, at -0.85% annualised over 10 years versus AMD's 57.52%.[2]

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