Added to YB: 2025-07-17
Pitch date: 2025-07-15
AMD [bullish]
Advanced Micro Devices, Inc.
+30.94%
current return
Author Info
No bio for this author
Company Info
Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded.
Market Cap
$326.3B
Pitch Price
$155.31
Price Target
300.00 (+48%)
Dividend
N/A
EV/EBITDA
45.24
P/E
76.67
EV/Sales
9.23
Sector
Semiconductors and Semiconductor Equipment
Category
growth
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.
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