Added to YB: 2026-04-27
Pitch date: 2026-04-23
AMD [neutral]
Advanced Micro Devices, Inc.
+3.28%
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
$567.0B
Pitch Price
$336.75
Price Target
400.00 (+15%)
Dividend
N/A
EV/EBITDA
79.31
P/E
133.26
EV/Sales
16.18
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Deep Dive: Advanced Micro Devices ($AMD)
AMD (holding update): Re-entered Feb at $210 after 25% drop post-OpenAI deal (prev exit Oct w/ 61% gain). Now $300 (+47% in 3mo). Mgmt guided >$20 EPS in 3-5yr (60% DC CAGR, 80% AI CAGR). Market priced 11x fwd PE; intrinsic $400+. Meta confirmed anchor customer, hyperscaler capex flowing to CPUs+GPUs. Agentic AI driving CPU shortage (KeyBanc: AMD/Intel sold out 2026). Thesis validated on valuation, pipeline, execution.
Read full article (4 min)