Added to YB: 2026-02-24
Pitch date: 2026-02-20
AMD [neutral]
Advanced Micro Devices, Inc.
-0.75%
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
$198.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.25
P/E
76.69
EV/Sales
9.23
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Is AMD at Its Peak? From Challenger to Leader
AMD (earnings): Q4 rev $10.3B (+34% YOY), FY25 $34.6B. Non-GAAP EPS $1.53 (+40% YOY), 55% adj gross margin (ex-China items). Data Center $5.4B (+39%), 50%+ of rev. EPYC gains share, Instinct in 8 of top 10 AI cos. Q1 guide $9.8B (+32% YOY). Key catalyst: MI450/Helios launch H2'26, targeting 'tens of billions' AI rev by 2027. Risks: China exposure uncertainty, margin pressure on new GPU ramp, fierce competition.
Read full article (6 min)