Added to YB: 2025-11-26
Pitch date: 2025-11-24
AMD [bullish]
Advanced Micro Devices, Inc.
+4.62%
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
$360.0B
Pitch Price
$201.47
Price Target
250.00 (+19%)
Dividend
N/A
EV/EBITDA
56.04
P/E
115.77
EV/Sales
11.13
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD: Powering the Compute Supercycle
AMD: Positioned to capture compute supercycle w/ leading performance/watt across CPUs, GPUs, FPGAs. Rev +30% YoY, targeting 50% gross/35% op margins. Helios platform w/ 72 MI450 GPUs challenges NVIDIA via full-stack approach. Analysts see 30% EPS growth. Risk: CUDA dominance. Gap fill to $170s before $250+ breakout.
Read full article (5 min)