Added to YB: 2026-02-09
Pitch date: 2026-02-05
AMD [neutral]
Advanced Micro Devices, Inc.
+3.17%
current return
Author Info
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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
$197.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.24
P/E
76.67
EV/Sales
9.23
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD Q4'25: Is the AI Thesis Intact?
AMD (earnings): Record Q4 rev $10.3B (+34% YoY) beat consensus $9.67B; Data Center $5.4B (+39% YoY) driving growth with EPYC gains & MI308 China sales; guided Q1 $9.8B (+32% YoY); stock fell 17% as market doubts ambitious >35% CAGR target; MI450/Helios H2'26 key catalyst.
Read full article (4 min)