Added to YB: 2025-05-29
Pitch date: 2025-05-27
AMD [neutral]
Advanced Micro Devices, Inc.
+83.42%
current return
Author Info
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Company Info
Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates in three segments: Data Center, Client and Gaming, and Embedded.
Market Cap
$360.0B
Pitch Price
$114.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.04
P/E
115.77
EV/Sales
11.13
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD: Path Towards 57% Of Gross Margin
AMD (overview): Steady mkt share gains vs Intel across segments (24.7% x86 CPU mkt). MI300X GPU series gaining AI traction w/ Meta, IBM, MSFT. Xilinx acquisition adds FPGA moat. Q1'25: Client segment +68% YoY, but Gaming -30%. Strong FCF ($727M Q1'25), $7.31B cash vs $4.73B debt. New $10B buyback program. Targets 57% GM by 2029.
Read full article (11 min)