Added to YB: 2024-02-13
Pitch date: 2024-02-11
AMD [bullish]
Advanced Micro Devices, Inc.
+17.77%
current return
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
$326.3B
Pitch Price
$172.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.24
P/E
76.67
EV/Sales
9.23
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD: Progress Over Perfection
$AMD Q4 beat but Q1 guide misses est $5.4B vs $5.57B expected. MI300 AI chips: 400-600K units in '24 at $15K each = $6-9B. Data Center GPU rev >$3.5B in '24. Analysts '25 rev $32.5B low vs Data Center ramp. $35B rev, $6.54 EPS in '25 vs UBS $8 2H25. Cheaper than $NVDA, strong buy.
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