AMD vs Intel: Why Wall Street Rates One a Buy and One a Reduce

TLDR

• AMD posted $34.6B in 2025 revenue with strong data center and AI growth
• Intel reported $52.9B in revenue but saw a 4% Q4 decline year-over-year
• AMD holds a “Moderate Buy” Wall Street consensus; Intel sits at “Reduce”
• AMD’s data center revenue hit $16.6B, driven by EPYC processors and AI demand
• Intel’s turnaround is still unproven, with flat revenue and cautious analyst sentiment

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AMD and Intel are two of the biggest names in chips. But in 2025, they are telling very different stories to investors. One is growing. The other is still trying to recover.

AMD: A Clean Growth Story

AMD had a strong 2025. The company brought in $34.6 billion in revenue, posted a 50% gross margin, and earned $4.3 billion in net income.

Advanced Micro Devices, Inc., AMD

Data center was the standout. That segment brought in $16.6 billion, fueled by demand for EPYC server processors and AMD’s growing AI accelerator business.

Client and Gaming added $14.6 billion. Embedded brought in another $3.5 billion. That mix gives AMD multiple ways to grow, not just one big bet.

AMD has been winning share in the parts of the semiconductor market that matter most — server CPUs, high-end PCs, and AI hardware.

The company does not need to dominate every category. It just needs to keep taking profitable share in computing’s most valuable segments.

There are risks. AMD disclosed charges tied to U.S. export controls on its MI308 AI products in 2025. Geopolitics remain a real factor for its AI business.

The stock is also not cheap on current earnings. Expectations are high, and AMD has to keep delivering to justify its valuation.

Intel: Still Waiting on the Turnaround

Intel is a bigger company by revenue. It posted $52.9 billion for full-year 2025. But its fourth-quarter revenue fell 4% year-over-year to $13.7 billion.

Intel Corporation, INTC

Intel Products brought in $49.1 billion for the year. Its client business alone accounted for $27.6 billion. These are large numbers, but growth is not there yet.

The bull case for Intel is about potential. It has a massive installed base, deep PC and server relationships, and real value in its manufacturing capabilities.

If Intel can stabilize its core CPU business and rebuild in data centers, the upside could be real. That is why the stock still has backers despite years of uneven results.

But proof has been slow to arrive. Revenue was flat in 2025, and Wall Street is cautious.

MarketBeat shows Intel with a “Reduce” consensus — 5 buys, 26 holds, and 6 sells. AMD carries a “Moderate Buy” with 29 buys and 10 holds.

That gap in analyst sentiment reflects where execution currently stands between the two companies.

Intel’s Q4 revenue of $13.7 billion, down 4% year-over-year, is the most recent data point on record for the company’s recovery progress.

Final Thoughts

Both companies still matter in semiconductors. But right now, AMD has the numbers to back up its story. Intel has the potential, but investors are still waiting for it to show up in the results.

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