Professional
Added to YB: 2025-01-17
Pitch date: 2025-01-16
AMD [neutral]
Advanced Micro Devices, Inc.
+74.52%
current return
Author Info
No bio for this author
Company Info
Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates in three segments: Data Center, Client and Gaming, and Embedded.
Market Cap
$360.0B
Pitch Price
$120.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.04
P/E
115.77
EV/Sales
11.13
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Wolfe Research Downgrades AMD to Peerperform, Cuts Datacenter GPU Forecast
AMD downgraded: Wolfe lowers datacenter GPU rev forecast to $7B in CY25 (37% YoY), vs prev $10B+. No CY25 guidance expected on Q4 call. Trading 28x CY25 EPS est. $4.19, below 5yr avg. LTM perf -18% vs INTC -58%, NVDA +149%. Chris Caso cites lower expectations for key segment.
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