Added to YB: 2026-04-28
Pitch date: 2026-04-26
AMD [bullish]
Advanced Micro Devices, Inc.
-3.38%
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
$346.32
Price Target
600.00 (+73%)
Dividend
N/A
EV/EBITDA
79.31
P/E
133.26
EV/Sales
16.18
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD: Mile 6 of the Marathon
AMD: At $340 all-time high after Intel CPU shortage signaling structural demand surge. FY26 consensus $47B rev (+36% YoY), $6.48 EPS; FY27 $70B (+48%), $11.76 EPS driven by MI450/Helios ramp Q3-Q4'26. Meta $60B/6GW, OpenAI 6GW, Oracle 50K GPU deals = $15-20B rev/GW floor. Above-avg scenario: $82B FY27 rev at 12x P/S = $600 (+75%). Bear case: 320M share dilution from Meta/OpenAI warrants (~20% count). Q1 ER May 5 key for MI450 timeline confirmation.
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