Professional
Added to YB: 2026-01-26
Pitch date: 2026-01-21
AMD [neutral]
Advanced Micro Devices, Inc.
-19.22%
current return
Author Info
White Falcon Capital is a value-investing fund that aspires to buy and hold a collection of wonderful publicly listed businesses run by aligned and like-minded managers and owners. Follow on Twitter/X.
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
$251.75
Price Target
400.00 (+97%)
Dividend
N/A
EV/EBITDA
45.24
P/E
76.67
EV/Sales
9.23
Sector
Semiconductors and Semiconductor Equipment
Category
growth
White Falcon Capital Management Portfolio Holding: Advanced Micro Devices, Inc.
AMD (holding update): Semiconductor leader under CEO Lisa Su, gained share vs Intel & emerged as #2 GPU behind Nvidia. Mgmt guides ~$10 EPS by 2027E, >$20 EPS by 2030E. If targets hit, stock could reach $400+ (~75% upside from current levels). Serves PCs, gaming, data centers & expanding AI market.
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