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Added to YB: 2025-07-17

Pitch date: 2025-07-15

AMD [bullish]

Advanced Micro Devices, Inc.

+35.72%

current return

Author Info

No bio for this author

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

$343.2B

Pitch Price

$155.31

Price Target

300.00 (+42%)

Dividend

N/A

EV/EBITDA

53.39

P/E

110.36

EV/Sales

10.61

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
Revisiting Advanced Micro Devices - $AMD

AMD: MI300 GPU series entering China market via export license approval driving 5% pre-market jump. Data center now 50% of rev w/ strong growth (+94% YoY). Chiplet design provides cost/perf edge vs Intel. Zen 5 CPUs launching 2H'24. 27x fwd P/E vs 34x for NVDA. $300 PT by 2027 driven by AI ramp to 10-20% share vs NVDA.

Read full article (35 min)