AMD Up 155% YTD on Record Revenue, AI Demand

AMD makes and sells semiconductors, including processors, accelerators, graphics chips, and more, as well as related software and services, much of which is aimed at handling the current intense AI demand. The company’s second-quarter fiscal 2026 report showed record revenue of $11.5 billion (a 50% year-over-year gain), $6.7 billion in data center revenue (more than doubled), per-share earnings of $1.66 (a 82% rise), and called for up to $13.3 billion in third-quarter revenue. No wonder AMD shares are up 155% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.

Institutional volumes reveal plenty. In the last year, AMD has enjoyed strong investor demand, which we believe to be institutional support. Each green bar signals unusually large volumes in AMD shares. They reflect our proprietary inflow signal, pushing the stock higher: Bursts of institutional inflows from October to May have AMD shares up over 242% in a year. Source: www.moneyflows.com Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with AMD. AMD Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, AMD has had strong sales and earnings growth: 3-year sales growth rate (+14.7%) 3-year EPS growth rate (+72.5%) Source: FactSet Also, EPS is estimated to ramp higher this year by +108.1%. Now it makes sense why the stock has been generating Big Money interest. AMD has a track record of strong financial performance. Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term. AMD has been a top-rated stock at MoneyFlows for years. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis. It’s had 90 institutional outlier inflow signals overall and is up 5,093% since the first one in 1992. The blue bars below show when AMD was a top pick in the last year…Big Money loves the stock: Eight outlier inflow signals in the last year, and 90 overall, show how AMD shares have been under heavy institutional demand. Source: www.moneyflows.com Tracking unusual volumes reveals the power of money flows. This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward. AMD Price Prediction The AMD action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in AMD at the time of publication. If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level. MoneyFlows created 11 Frontiers indexes to help serious investors capture AI-driven themes and learn the leading stocks in each Frontier. Get started here .