Added to YB: 2026-02-20
Pitch date: 2026-02-17
AMD [bullish]
Advanced Micro Devices, Inc.
+10.98%
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
$354.6B
Pitch Price
$198.41
Price Target
288.47 (+31%)
Dividend
N/A
EV/EBITDA
49.25
P/E
83.33
EV/Sales
10.05
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Top Picks 2026: A Map of Opportunities in Transformational Markets | Advanced Micro Devices, Inc. (AMD) — AI Data Center Leadership
AMD: Transitioning from commodity CPUs to high-margin AI accelerators. OpenAI deal: 6GW MI350 GPUs thru 2026. MI450 (Q3 2026) doubles memory vs prev gen, targets Nvidia. Projects 80%+ CAGR in data center AI rev thru 2028, $100B DC rev by 2030 (vs $16B 2025). Price target $288.47 (+14% from $252). Needs MI350 ramp & MI450 launch on schedule.
Read full article (1 min)