The chipmaker is “entering a new era of growth,” chief executive Lisa Su said.
Nov 12, 2025, 12:11pm EST AMD ’s stock jumped by more than 9% on Wednesday after CEO Lisa Su said revenue could grow 35% annually over the next five years, as Su anticipates a “new era of growth” for the chipmaker while it positions itself in what she said could become a $1 trillion market.
Key Facts Shares of AMD soared 9.5% to around $260 as of noon Wednesday, rebounding from a 2% slump in the previous trading session.during AMD’s financial analyst day event in New York on Tuesday that the market for the company’s data center chips could rise to $1 trillion by 2030, largely driven by “insatiable” demand for AI chips, and that AMD could achieve a “double-digit” share in the data center market over the next three to five years. AMD’s overall revenue growth could expand to roughly 35% annually over the same period, finance chief Jean Hu said, with earnings projected to rise to $20 a share. Goldman Sachs analysts wrote they believed Su’s projections for AMD’s growth are possible, but only if the chipmaker grows in scale, keeps costs from increasing too quickly and makes more profit from each sale. Bernstein analyst Stacy Rasgon called AMD’s targets “somewhat aggressive,” however, and questioned whether AMD could compete for a larger market share as “the jury remains out on that, but management is clearly going on the offense with the narrative.”Su, who holds roughly 4.7 million AMD shares, had her net worth increase by $123 million to $1.7 billion on the chipmaker’s stock jump.
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