Key pointers for AMD
$10 Billion Stock Buyback Program
On May 14, 2025, AMD announced a new $6 billion share repurchase program. This is in addition to the $4 billion remaining from a previous buyback plan. That brings the total potential buyback amount to a whopping $10 billion.
Buybacks are generally seen as a bullish signal—they reduce the number of outstanding shares, which can increase earnings per share and show that the company believes its stock is undervalued.
If AMD were to use the full $10 billion at today’s prices, it could buy back about 5% of its total shares. While there’s no guarantee all the money will be spent, just the announcement shows confidence in the company’s future.
It’s important to note that the program has no set end date and can be paused or discontinued at any time.
Clarification on Amazon Involvement
There was also buzz around Amazon’s stake in AMD after AMD’s acquisition of a company called ZT Systems. Some investors speculated this meant Amazon was planning to buy AMD’s AI chips.
However, after reaching out to Amazon’s PR team, Jose Najarro clarified that the stake is not a strategic investment. Amazon received AMD shares simply because it held equity in ZT Systems before the acquisition.
Still, this doesn’t take away from AMD’s AI momentum.
Big AI Investment from the UAE
In other exciting news, AMD has partnered with Humain, an AI company backed by Saudi Arabia, in a $10 billion deal. The goal? To build one of the world’s most open, scalable, and cost-efficient AI infrastructures.
This deal could massively boost AMD’s sales of its Instinct AI chips. According to AMD’s latest earnings report, multiple hyperscalers are already increasing their use of these chips for generative AI workloads. New enterprise customers—including one of the largest frontier model users—are now relying on AMD’s Instinct GPUs to handle a significant chunk of daily traffic.
With an AI-focused event planned later in 2025, many expect AMD to announce even more partnerships and product updates.
AMD Stock Prediction 2025,2030,2035
***All revenue, Net income and market cap are in Millions***Year | Revenue | Net Income | EPS | Stock Price($) | Free Cash Flow |
---|---|---|---|---|---|
2024 | 25,110 | 3,402 | 2.07 | 80-160 | 2,009 |
2025 | 31,388 | 4,253 | 2.59 | 80-161 | 2,511 |
2026 | 39,234 | 5,316 | 3.24 | 80-162 | 3,139 |
2027 | 49,043 | 6,645 | 4.05 | 80-163 | 3,923 |
2028 | 61,304 | 8,307 | 5.07 | 203 | 4,904 |
2029 | 76,630 | 10,383 | 6.33 | 253 | 6,130 |
2030 | 95,787 | 12,979 | 7.91 | 317 | 7,663 |
2031 | 119,734 | 16,224 | 9.89 | 396 | 9,579 |
2032 | 149,667 | 20,280 | 12.37 | 495 | 11,973 |
2033 | 187,084 | 25,350 | 15.46 | 618 | 14,967 |
2034 | 233,855 | 31,687 | 19.32 | 773 | 18,708 |
2035 | 292,319 | 39,609 | 24.15 | 966 | 23,386 |
Conclusion - Our thoughts
AMD has demonstrated a strong presence in the AI race, with revenue expected to grow at more than 25% CAGR .
Net income is anticipated to be in the range of 15%, which will directly contribute to EPS growth.
Our recommendation is to accumulate this stock within the $80-$125 range for better returns in the future.