Professional
Added to YB: 2026-07-20
Pitch date: 2026-06-11
AMD [neutral]
Advanced Micro Devices, Inc.
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
$816.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
104.07
P/E
167.05
EV/Sales
21.58
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Guinness Global Innovators Fund Portfolio Holding: Advanced Micro Devices, Inc.
AMD (holding update): Fabless AI/high-perf chip designer closing gap w/ Nvidia. EPYC CPUs taking Intel share; agentic AI could push CPU-to-GPU ratio toward parity (4-8x uplift). Helios rack-scale platform (ZT Systems) key driver from 2027. Lisa Su transformation. 45x fwd P/E vs 50% annualized EPS growth to 2030. Edge AI/FPGA optionality.
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