Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
AMD [bullish]
Advanced Micro Devices, Inc.
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
$805.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
80.36
P/E
125.94
EV/Sales
19.29
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Aristotle Core Equity Fund New Position: Advanced Micro Devices, Inc.
AMD: Advanced Micro Devices’ roadmap and rack-scale system capability position it as a credible second source in data-center CPUs and accelerated computing, representing a structural shift in historically single-vendor markets. EPYC share gains, MI300 momentum, the future MI400/MI500 roadmap and a strengthening Radeon Open Compute ecosystem support a credible path to sustained revenue, margin and earnings growth. A premium valuation is viewed as justified by multi-year acceleration from AI hyperscalers and other areas of the AI infrastructure buildout.
Read full article (2 min)