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AMD vs QCOM
Which Stock Would AI Choose? Advanced Micro Devices (AMD) vs. Qualcomm (QCOM) Stock Comparison
Key Takeaways
- AMD shares have shown robust long-term gains with nearly 100% return over the past year, driven by AI data center deals like the recent Meta agreement for up to 6 GW of Instinct GPUs.
- QCOM offers a more attractive valuation with a trailing P/E of 28.4 versus AMD's 76.4, alongside a 2.5% dividend yield and lower beta of 1.27.
- Recent market activity has pressured both stocks, with AMD down in recent weeks post-earnings guidance and QCOM facing supply chain issues in handsets, though AI and 6G initiatives provide offsets.
- AMD leads in data center AI momentum, while QCOM diversifies across mobile, automotive, and emerging robotics with stronger recent quarterly revenue of $12.3B.
- Analyst price targets suggest upside for both, with AMD at around $274 and QCOM at $150, reflecting relative positioning in semiconductors.
Introduction
Advanced Micro Devices (AMD) and Qualcomm (QCOM) represent key players in the semiconductor sector, particularly amid surging demand for AI accelerators, data center chips, and mobile processors. This stock comparison analyzes their business models, recent performance, and market positioning to aid traders seeking momentum plays and investors eyeing long-term growth in AI and connectivity. With both companies navigating supply dynamics and competitive pressures, understanding their relative strengths in recent market activity helps inform decisions on sector exposure and portfolio diversification.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD) designs high-performance computing solutions, including CPUs, GPUs, and AI accelerators like the Instinct series, targeting data centers, PCs, gaming, and embedded systems. In recent quarters, AMD reported Q4 2025 revenue of $10.27 billion, up 34% year-over-year, with non-GAAP EPS of $1.53 beating estimates, fueled by data center growth. Sentiment shifted positively with a major Meta deal for up to 6 GW of MI450 GPUs, potentially worth $100 billion, underscoring AI traction. However, shares pulled back in recent weeks amid modest Q1 guidance and broader sector volatility, trading around $199 with a market cap over $320 billion. Expansions in Ryzen AI 400 series for PCs bolster client recovery, though high beta (2.02) amplifies market swings.
QCOM Overview and Recent Performance
Qualcomm (QCOM) specializes in wireless technologies, including Snapdragon processors for smartphones, PCs, automotive, IoT, and AI inference chips, supported by a vast IP licensing portfolio. Recent Q1 FY26 results showed record revenue near $12.3 billion, driven by IoT and automotive strength, though handset demand faced memory shortages. Shares, around $141 with a $150 billion market cap, have underperformed recently due to weak Q2 guidance, but upgrades highlight AI data center potential up to $7 billion annually by 2027. Initiatives in 6G with Ericsson and robotics via Dragonwing processors signal diversification, with lower beta (1.27) offering relative stability amid connectivity trends.
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Head-to-Head Comparison
AMD and QCOM both capitalize on AI but diverge in focus: AMD emphasizes data center GPUs and server CPUs for hyperscale AI training, while QCOM excels in edge AI inference, mobile modems, and automotive/IoT diversification. Growth drivers contrast with AMD's explosive data center revenue (up 34% recently) versus QCOM's steady licensing and handset recovery. Recent momentum favors AMD on AI deals but exposes higher volatility (beta 2.02 vs. 1.27); QCOM counters with dividends and lower forward P/E (12.6 vs. 29.7). Risks include competition from Nvidia for AMD and supply constraints for QCOM. Sentiment leans bullish on AMD's catalysts amid broader semis exposure.
Tickeron AI Verdict
Tickeron’s AI currently favors AMD due to superior trend consistency in data center AI, evidenced by major customer wins like Meta and accelerating revenue growth outpacing QCOM's handset challenges. While QCOM offers stability and valuation appeal, AMD's catalysts and relative momentum suggest higher probability of near-term outperformance in the AI-driven market.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMD is a Buy and QCOM is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMD’s FA Score shows that 3 FA rating(s) are green whileQCOM’s FA Score has 2 green FA rating(s).
- AMD’s FA Score: 3 green, 2 red.
- QCOM’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMD’s TA Score shows that 3 TA indicator(s) are bullish while QCOM’s TA Score has 5 bullish TA indicator(s).
- AMD’s TA Score: 3 bullish, 5 bearish.
- QCOM’s TA Score: 5 bullish, 5 bearish.
Price Growth
AMD (@Semiconductors) experienced а -2.94% price change this week, while QCOM (@Semiconductors) price change was -16.24% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -10.58%. For the same industry, the average monthly price growth was -10.31%, and the average quarterly price growth was +83.46%.
Reported Earning Dates
AMD is expected to report earnings on Aug 04, 2026.
QCOM is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Semiconductors (-10.58% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| AMD | QCOM | AMD / QCOM | |
| Capitalization | 850B | 200B | 425% |
| EBITDA | 8.09B | 14B | 58% |
| Gain YTD | 143.547 | 11.844 | 1,212% |
| P/E Ratio | 183.88 | 23.86 | 771% |
| Revenue | 37.5B | 44.5B | 84% |
| Total Cash | 12.3B | 9.8B | 126% |
| Total Debt | 3.87B | 15.3B | 25% |
AMD | QCOM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 48 Fair valued | |
PROFIT vs RISK RATING 1..100 | 9 | 59 | |
SMR RATING 1..100 | 78 | 27 | |
PRICE GROWTH RATING 1..100 | 2 | 48 | |
P/E GROWTH RATING 1..100 | 11 | 18 | |
SEASONALITY SCORE 1..100 | n/a | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
QCOM's Valuation (48) in the Telecommunications Equipment industry is somewhat better than the same rating for AMD (83) in the Semiconductors industry. This means that QCOM’s stock grew somewhat faster than AMD’s over the last 12 months.
AMD's Profit vs Risk Rating (9) in the Semiconductors industry is somewhat better than the same rating for QCOM (59) in the Telecommunications Equipment industry. This means that AMD’s stock grew somewhat faster than QCOM’s over the last 12 months.
QCOM's SMR Rating (27) in the Telecommunications Equipment industry is somewhat better than the same rating for AMD (78) in the Semiconductors industry. This means that QCOM’s stock grew somewhat faster than AMD’s over the last 12 months.
AMD's Price Growth Rating (2) in the Semiconductors industry is somewhat better than the same rating for QCOM (48) in the Telecommunications Equipment industry. This means that AMD’s stock grew somewhat faster than QCOM’s over the last 12 months.
AMD's P/E Growth Rating (11) in the Semiconductors industry is in the same range as QCOM (18) in the Telecommunications Equipment industry. This means that AMD’s stock grew similarly to QCOM’s over the last 12 months.
| AMD | QCOM | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 74% | 3 days ago 89% |
| Stochastic ODDS (%) | 3 days ago 76% | 3 days ago 72% |
| Momentum ODDS (%) | 3 days ago 84% | 3 days ago 74% |
| MACD ODDS (%) | 3 days ago 79% | 3 days ago 79% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 69% |
| TrendMonth ODDS (%) | 3 days ago 77% | 3 days ago 70% |
| Advances ODDS (%) | 7 days ago 78% | 14 days ago 65% |
| Declines ODDS (%) | 5 days ago 75% | 5 days ago 72% |
| BollingerBands ODDS (%) | 3 days ago 72% | 3 days ago 70% |
| Aroon ODDS (%) | 3 days ago 80% | 3 days ago 61% |
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AMD and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMD has been closely correlated with LRCX. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMD jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To AMD | 1D Price Change % | ||
|---|---|---|---|---|
| AMD | 100% | -2.06% | ||
| LRCX - AMD | 75% Closely correlated | -5.66% | ||
| KLAC - AMD | 71% Closely correlated | -3.93% | ||
| FORM - AMD | 71% Closely correlated | -12.11% | ||
| ENTG - AMD | 71% Closely correlated | -8.42% | ||
| AMAT - AMD | 70% Closely correlated | -6.16% | ||
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