Added to YB: 2025-07-17
Pitch date: 2025-07-15
AMD [bullish]
Advanced Micro Devices, Inc.
+41.77%
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
$354.6B
Pitch Price
$155.31
Price Target
300.00 (+36%)
Dividend
N/A
EV/EBITDA
49.25
P/E
83.33
EV/Sales
10.05
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Revisiting Advanced Micro Devices - $AMD
AMD: MI300 GPU series entering China market via export license approval driving 5% pre-market jump. Data center now 50% of rev w/ strong growth (+94% YoY). Chiplet design provides cost/perf edge vs Intel. Zen 5 CPUs launching 2H'24. 27x fwd P/E vs 34x for NVDA. $300 PT by 2027 driven by AI ramp to 10-20% share vs NVDA.
Read full article (35 min)