Advanced Micro Devices (AMD) vs Intel (INTC): Top Chip Stock for 2025

Key Takeaways

• AMD achieved record-breaking 2025 revenue totaling $34.6 billion featuring impressive data center expansion, whereas Intel reported $52.9 billion with no year-over-year movement
• The Data Center division at AMD generated $16.6 billion throughout 2025, propelled by EPYC server chip sales and AI-focused technologies
• Intel’s fiscal Q1 2026 revenue climbed 7% reaching $13.6 billion, though GAAP loss per share remained in negative territory at $(0.73)
• Analyst consensus positions AMD as a Moderate Buy with $296.44 average target price, whereas Intel carries a Hold rating at $72.98
• AMD represents the more reliable execution narrative; Intel remains positioned as a restructuring opportunity carrying greater risk

The semiconductor rivalry between Intel and AMD continues, yet 2025 market sentiment reveals starkly contrasting investor outlooks. One company demonstrates clear expansion momentum. The other represents a work-in-progress revival effort.

Let’s examine what the financial data reveals.

AMD’s Data Center Dominance

AMD delivered an exceptional 2025 performance. The semiconductor manufacturer announced all-time high annual revenue totaling $34.6 billion, achieving a 50% gross margin alongside $4.3 billion in net income. When measured on a non-GAAP basis, operating income reached $7.8 billion.

Advanced Micro Devices, Inc., AMD

The data center division emerged as the primary revenue catalyst. AMD’s Data Center operations generated $16.6 billion throughout 2025. This performance stemmed from accelerating demand for EPYC-branded server processors combined with the company’s artificial intelligence product portfolio.

AMD maintains diversified revenue streams beyond data centers. The Client and Gaming divisions contributed $14.6 billion combined, while Embedded products added another $3.5 billion. This multi-segment approach provides AMD with greater revenue stability compared to competitors dependent on narrower product categories.

Wall Street analysts have responded favorably. Among 40 analysts monitored by MarketBeat, 31 assign AMD a Buy recommendation and 1 rates it Strong Buy. The consensus 12-month price target stands at $296.44.

Intel’s Restructuring Journey

Intel maintains larger absolute revenue figures. The company’s full-year 2025 revenue totaled $52.9 billion, though this represented zero growth versus the prior year. Fourth-quarter revenue declined 4% to $13.7 billion.

Intel Corporation, INTC

The opening quarter of fiscal 2026 displayed modest progress. Revenue increased 7% year-over-year to $13.6 billion. However, Intel’s GAAP earnings per share remained in loss territory at $(0.73) for the period.

This persistent negative earnings position explains why Intel continues to be categorized as a “turnaround” opportunity rather than a “growth” investment by most market participants.

Intel retains significant advantages including operational scale, an established customer ecosystem, and strategic ambitions in contract chip manufacturing via its foundry operations. Yet investors are demanding these strategic initiatives deliver sustainable profitability before reassessing their outlook.

Analyst sentiment mirrors this cautious stance. Among 40 analysts tracking Intel, 25 assign a Hold rating, 11 recommend Buy, and 4 rate it Sell. The average price target stands at $72.98.

Intel’s latest quarterly results confirmed Q1 2026 performance: $13.6 billion revenue accompanied by a GAAP loss of $(0.73) per share.

Final Thoughts

These semiconductor competitors operate in overlapping markets while occupying dramatically different business trajectories. AMD currently demonstrates execution momentum. Intel leverages operational scale. Portfolio inclusion depends on whether investors prioritize demonstrated growth or restructuring upside potential.

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