AMD vs Intel: Which Chip Stock Offers a Better Buy Today?

TLDR

• AMD achieved record 2025 revenue of $34.6 billion, fueled by robust data center growth, whereas Intel reached $52.9 billion with year-over-year figures remaining flat.
• AMD’s Data Center segment generated $16.6 billion in 2025, propelled by demand for EPYC server processors and AI-focused products.
• Intel’s Q1 2026 revenue increased 7% to $13.6 billion, but its GAAP earnings per share remained in negative territory at $(0.73).
• Wall Street assigns AMD a Moderate Buy rating with a $296.44 average price target, while Intel carries a consensus Hold rating at $72.98.
• AMD is viewed as the stronger execution narrative; Intel continues to be seen as a turnaround bet with greater uncertainty.

(SeaPRwire) –   While Intel and AMD have historically vied for the same customer base, the market perceived them quite distinctly in 2025. One appears to be a growth narrative. The other seems to be a recovery underway.

The financial results illustrate this divergence.

AMD’s Data Center Push

AMD delivered a powerful performance in 2025. The firm announced record annual revenue of $34.6 billion, boasting a 50% gross margin and $4.3 billion in net income. Non-GAAP operating income reached $7.8 billion.

Advanced Micro Devices, Inc., AMD

The primary growth engine was the data center division. This segment accounted for $16.6 billion of AMD’s 2025 revenue, driven by increasing adoption of EPYC server processors and the company’s portfolio of AI products.

AMD’s business is also well-diversified. Client and Gaming revenue totaled $14.6 billion, and the Embedded segment added $3.5 billion. This breadth across several markets provides AMD with greater stability compared to a firm dependent on a single line of business.

Analysts have acknowledged this strength. Among 40 analysts monitored by MarketBeat, 31 assign a Buy rating and 1 gives a Strong Buy. The consensus 12-month price target is $296.44.

Intel’s Ongoing Turnaround

Intel remains the larger company in terms of revenue. Its full-year 2025 revenue was $52.9 billion, unchanged from the prior year. Revenue in the fourth quarter declined 4% to $13.7 billion.

Intel Corporation, INTC

The first quarter of 2026 indicated modest progress. Revenue grew 7% year-over-year to $13.6 billion. However, Intel’s GAAP earnings per share for the quarter stayed negative at $(0.73).

This persistent lack of profitability is what maintains Intel’s status as a “turnaround” prospect rather than a “growth” story for many investors.

Intel retains advantages in scale, a broad customer network, and aspirations in semiconductor manufacturing via its foundry operations. Yet the market awaits evidence that these ambitions will lead to sustained profitability before reassessing the company’s outlook.

Wall Street’s sentiment mirrors this caution. Of the 40 analysts covering Intel, 25 rate it a Hold, 11 rate it a Buy, and 4 rate it a Sell. The average price target stands at $72.98.

Intel’s latest reported results are still the Q1 2026 figures: $13.6 billion in revenue and a GAAP loss of $(0.73) per share.

Final Thoughts

Both firms operate in overlapping markets but are at markedly different phases. AMD currently possesses the momentum. Intel has the scale. An investor’s choice between them hinges on whether they seek demonstrated growth or the potential of a successful turnaround.