Added to YB: 2025-07-14
Pitch date: 2025-07-10
AMD [bullish]
Advanced Micro Devices, Inc.
+47.81%
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
$142.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.04
P/E
115.77
EV/Sales
11.13
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Deep Dive: Advanced Micro Devices ($AMD)
AMD (overview): Latest MI350 chips aim to outperform NVDA with 60% more memory & 40% better token/$. Q1 rev +36% YoY, data center +57%. Cyclical gaming slump reversing. Strong financials w/$3B net cash & buybacks. Solid 50% margins but below NVDA's 70%. Key risk: R&D at 25% of sales. Success hinges on AI chip performance vs NVDA.
Read full article (6 min)