AMD & Arm Rally While Intel (INTC) Falls on a New UBS Server Processor Report

Advanced Micro Devices (AMD) stock was up on Thursday alongside a new UBS report concerning the server processor market. According to this report, AMD increased its market share of server processors to 27.4% from the 24.1% reported in Q1 2025.

The latest report from UBS also highlighted the performance of Arm (ARM) and Intel (INTC) in the server processor market. It noted that Arm increased its server market share to 17.7% from 11.5% year-over-year. On the other hand, Intel saw its server market share drop to 54.9% from 64.4%.

UBS analyst Timothy Arcuri said, “While all CPU architectures will benefit from increasing AI demand near-term, we see strong hyperscaler adoption of ARM for head nodes and other applications in light of its power-efficient architecture, while AMD is well positioned with industry-leading core count combined with multithreading capabilities allowing to serve agentic workloads with multiple sub-agents on one device.”

AMD, ARM, and INTC Stock Movements Today

AMD, Arm, and Intel saw mixed stock movements following the UBS report.

• AMD stock was up nearly half a percent on Thursday, extending a 109.3% year-to-date gain. The shares have also rallied 287.42% over the past 12 months.
• ARM stock was up 0.78% today, building on a 103.94% year-to-date rally. The shares have also increased 66.24% over the past 12 months.
• Intel stock fell 2.78% today, but was still up 216.94% year-to-date and 458.19% over the past 12 months.

AMD vs. ARM vs. INTC: Which Chip Stock Do Analysts Favor?

Turning to the TipRanks stock comparison tool, traders can see which of these stocks analysts have the most faith in. AMD and ARM both have consensus Strong Buy ratings, compared to a Hold rating for INTC. Arm has the highest upside potential at 13.61%, compared to a 0.25% upside for AMD, and a 29.63% downside for Intel.