Added to YB: 2026-08-07
Pitch date: 2026-08-05
AMD [neutral]
Advanced Micro Devices, Inc.
+18.67%
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
$805.5B
Pitch Price
$471.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
80.36
P/E
125.94
EV/Sales
19.29
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMD Q2 2026 Earnings Snapshot
AMD (earnings): Q2 rev +50.1% YoY (up from +37.8% Q1), driven by Data Center +107% (31% op margin, EPYC +70%, Instinct doubled). Adj EPS $1.66 vs $1.62 est. Q3 guide $12.7-13.3B beats $12.5B est. Stock -8.25% on rich valuation (18.5x EV/Sales, 63.4x fwd P/E) & capex $808M vs $298M est pressuring EPS. Mgmt sees DC doubling in 2027 via Helios/MI450 ramp + MSFT, Anthropic, Meta, OpenAI deals.
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