Added to YB: 2026-02-09
Pitch date: 2026-02-05
AMD [neutral]
Advanced Micro Devices, Inc.
+3.17%
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
$197.13
Price Target
260.00 (+28%)
Dividend
N/A
EV/EBITDA
45.24
P/E
76.67
EV/Sales
9.23
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD | Q4 2025 Financial Report Highlights
AMD (earnings): Q4 rev $10.27B (+34% YoY) beat $9.65B est; EPS $1.53 vs $1.32 est; 57% gross margin from MI308 inventory reversal ($360M) + sales ($390M); data center $5.4B (+39%); guidance $9.5-10.1B vs $9.4B est. Stock down despite beats on China volatility concerns & inflated margins. Fair value $195-210 per DCF.
Read full article (7 min)