AMD
Advanced Micro Devices, Inc.
AMD's fundamentals are strong: revenue grew 42% and its operating margin rose 9 points to 18%. At 127x earnings, it's trading above its usual 113x. Analysts expect that strong growth to continue, though they disagree widely on how much.
POET
POET Technologies Inc.
There isn't enough reported data to score POET yet.
AMD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
AMD's revenue, profitability, cash flow and balance sheet are all currently strong.
POET Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Weak | |
| Unavailable |
POET's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
AMD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 39x | $585 | — |
| Cheap | 40x | $182 | -69% |
| Fair | 112x | $514 | -12% |
| Current | 127x | $585 | — |
| Expensive | 206x | $947 | +62% |
Historical ranges are pointers, not guarantees.
AMD's PE is in its fair range at 127x. If earnings grow as analysts expect, today's price would be 39x next year's earnings, in its cheap range.
POET PE Valuation
POET has no meaningful PE right now: it lost money over the past year.
AMD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Low |
Analysts expect strong earnings and revenue growth for AMD, with profitability improving. However, they disagree widely on these estimates.
POET Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Strong growth | |
| -- | |
| Limited | |
| Low |
Analysts expect POET's revenue to grow, with its earnings and profitability holding steady. However, they disagree widely on these estimates.
AMD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $15.05 | +227% |
| Q3 2026 | $4.60 | +127% |
| Q2 2026 | $3.89 | +122% |
| Q1 2026 | $3.05 | +123% |
| Q4 2025 | $2.65 | +165% |
| Q3 2025 | $2.03 | +81% |
| Q2 2025 | $1.75 | +111% |
| Q1 2025 | $1.37 | +99% |
| Q4 2024 | $1.00 | +89% |
AMD has the edge over POET on earnings quality, reporting a profit while its opponent remains loss making.
POET Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$0.71 | +$0.04 |
| Q1 2026 | -$0.85 | -$0.17 |
| Q4 2025 | -$0.69 | +$0.19 |
| Q3 2025 | -$0.65 | -$0.06 |
| Q2 2025 | -$0.75 | -$0.23 |
| Q1 2025 | -$0.68 | -$0.19 |
| Q4 2024 | -$0.88 | -$0.38 |
| Q3 2024 | -$0.59 | -$0.05 |
POET is still losing money, but less than at its worst: $0.71 per share over the past year, against $0.88 at its worst in late 2024.
AMD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $13.4B | +45% |
| Q2 2026 | $11.5B | +50% |
| Q1 2026 | $10.3B | +38% |
| Q4 2025 | $10.3B | +34% |
| Q3 2025 | $9.2B | +36% |
| Q2 2025 | $7.7B | +32% |
| Q1 2025 | $7.4B | +36% |
| Q4 2024 | $7.7B | +24% |
AMD has the edge over POET on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | +7.4 points |
| Q2 2026 | 17% | +19 points |
| Q1 2026 | 14% | +3.6 points |
| Q4 2025 | 17% | +5.7 points |
| Q3 2025 | 14% | +3.1 points |
| Q2 2025 | -1.7% | -6.4 points |
| Q1 2025 | 11% | +10 points |
| Q4 2024 | 11% | +5.8 points |
AMD has the edge over POET on profitability, with a higher operating margin.
POET Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $569.9K | +112% |
| Q1 2026 | $503.4K | +202% |
| Q4 2025 | $341.2K | +1075% |
| Q3 2025 | $298.4K | +7999% |
| Q1 2025 | $166.8K | +1823% |
| Q4 2024 | $29K | -73% |
| Q1 2024 | $8.7K | -95% |
| Q4 2023 | $107.6K | -46% |
POET's revenue has grown year over year for six quarters in a row: $569,925 last quarter, up 112% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -3543% | -281 points |
| Q1 2026 | -3550% | +2169 points |
| Q4 2025 | -2817% | +36594 points |
| Q3 2025 | -3202% | +179880 points |
| Q2 2025 | -3262% | N/A |
| Q1 2025 | -5719% | +53055 points |
| Q4 2024 | -39411% | N/A |
| Q3 2024 | -183082% | N/A |
POET's operating margin was −3543% last quarter, down 281 points from the same quarter a year ago.
AMD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $554M | -71% |
| Q2 2026 | $1.6B | -9.9% |
| Q1 2026 | $2.6B | +253% |
| Q4 2025 | $2.4B | +118% |
| Q3 2025 | $1.9B | +283% |
| Q2 2025 | $1.7B | +294% |
| Q1 2025 | $727M | +92% |
| Q4 2024 | $1.1B | +351% |
AMD has the edge over POET on cash generation, producing positive trailing cash flow while its opponent burns cash.
POET Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$15.2M | -$5.3M |
| Q1 2026 | -$11.2M | -$1.7M |
| Q4 2025 | -$10.9M | +$1.8M |
| Q3 2025 | -$3.2M | +$3.4M |
| Q2 2025 | -$9.9M | -$3.5M |
| Q1 2025 | -$9.5M | -$4.8M |
| Q4 2024 | -$12.7M | -$9.7M |
| Q3 2024 | -$6.5M | -$1.4M |
POET has burned cash in almost every quarter: −$40M over the past year, against −$39M the year before.
AMD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +2M shares |
| 1 year | +1.2% | +20M shares |
| 3 years | +2% | +32M shares |
| 5 years | +35% | +431M shares |
| Available history | +40% | +473M shares |
AMD has the edge over POET on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $221M |
| Q4 2025 | — |
| Q3 2025 | $89M |
| Q2 2025 | $478M |
| Q1 2025 | $749M |
| Q4 2024 | $256M |
AMD has spent almost nothing on buybacks in the past year.
POET Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +10% | +14.8M shares |
| 1 year | +100% | +81.3M shares |
| 3 years | +301% | +122M shares |
| 5 years | +370% | +128M shares |
| Available history | +463% | +134M shares |
POET has 162M diluted shares, up 100% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
POET hasn't bought back shares in the past year.
AMD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2020 | -1.0x | Net Cash |
| Q1 2020 | -0.8x | Net Cash |
| Q4 2019 | -1.2x | Net Cash |
AMD has more cash than debt.
POET Net Leverage
POET's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
AMD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.3 | Neutral |
| Stochastic | 41.4 | Neutral |
AMD's weekly RSI is 59 (neutral) and its Stochastic is 41 (neutral).
POET Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.0 | Neutral |
| Stochastic | 14.3 | Oversold |
POET's weekly RSI is 39 (neutral) and its Stochastic is 14 (oversold).
AMD PE vs Technology Sector
| Metric | AMD | Sector median | Relative |
|---|---|---|---|
| PE | 127x | 28x | 357% above |
| PE % | 61 | 35 | 26 pts above |
AMD is trading at 127x earnings, a 357% premium to the Technology sector's median of 28x.
POET PE vs Technology Sector
POET has no meaningful PE right now: it lost money over the past year.
AMD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $557.2 | 5.1% above |
| 20 week MA | $525.9 | 11% above |
| 50 week MA | $389.7 | 50% above |
| 100 week MA | $266.9 | 119% above |
| 200 week MA | $199.6 | 193% above |
AMD has the edge over POET on trend strength, trading above more of its moving averages.
POET Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $6.11 | 15% below |
| 20 week MA | $7.26 | 28% below |
| 50 week MA | $7.94 | 34% below |
| 100 week MA | $6.52 | 20% below |
| 200 week MA | $4.77 | 9.2% above |
POET has fallen below most of its moving averages, though it's still 9.2% above its 200-week average.
AMD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $46.2 | $91.8 | +99% |
| 2021 | $91.8 | $146.1 | +59% |
| 2022 | $146.1 | $64.5 | -56% |
| 2023 | $64.5 | $147.4 | +128% |
| 2024 | $147.4 | $125.2 | -15% |
| 2025 | $125.2 | $215.0 | +72% |
| 2026 YTD | $215.0 | $585.3 | +172% |
AMD has the edge over POET on returns for 2026, with the stronger performance.
POET Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $2.70 | $6.10 | +126% |
| 2021 | $6.10 | $6.90 | +13% |
| 2022 | $6.90 | $2.97 | -57% |
| 2023 | $2.97 | $0.94 | -68% |
| 2024 | $0.94 | $6.96 | +640% |
| 2025 | $6.96 | $6.81 | -2.2% |
| 2026 YTD | $6.81 | $5.21 | -23% |
POET's yearly returns have swung widely, from +640% in 2024 to −68% in 2023. It's down 23% so far in 2026.