Added to YB: 2025-06-19
Pitch date: 2025-06-16
AMD [bullish]
Advanced Micro Devices, Inc.
+64.76%
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
$127.93
Price Target
148.00 (-30%)
Dividend
N/A
EV/EBITDA
56.04
P/E
115.77
EV/Sales
11.13
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD ($AMD): Strongly positioned for the next era of AI computing
AMD: Advancing in AI infrastructure with MI355X competitive to Nvidia's B200 & MI400 'Helios' launching 2026. Strong Q1 2025 revenue +36% YOY to $7.4B, 54% gross margin. Expanding via sovereign AI/hyperscale customers & Neocloud ecosystem. PT $148 by 2026 (26x $5.69 EPS), revenue 2x by 2029.
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