Added to YB: 2026-01-16
Pitch date: 2026-01-14
AMD [neutral]
Advanced Micro Devices, Inc.
-12.85%
current return
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
$326.4B
Pitch Price
$227.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.26
P/E
76.71
EV/Sales
9.23
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Notes on AMD
AMD (update): KeyBanc upgrade on 2026 server CPU shortage due to Agentic AI demand requiring more CPU orchestration vs traditional GenAI. AMD/Intel CPUs sold out 2026, AMD server biz may double. Mgmt guides >$20 EPS in 3-5yrs, >60% DC CAGR, trading ~11x forward P/E. ROCm software up 10x YoY.
Read full article (2 min)