Added to YB: 2025-03-26
Pitch date: 2025-03-25
AMD [bullish]
Advanced Micro Devices, Inc.
+73.61%
current return
Author Info
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Company Info
Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates in three segments: Data Center, Client and Gaming, and Embedded.
Market Cap
$343.2B
Pitch Price
$114.11
Price Target
228.00 (+9%)
Dividend
N/A
EV/EBITDA
53.39
P/E
110.36
EV/Sales
10.61
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Is AMD the Next Big AI Play? Revenue, Market Share & Valuation Outlook
AMD: Bullish breakout potential, mirroring past 3x surge from $90. Data center revenue +69% YoY, Q4 3x Q3. MI300x outperforms NVDA H200 in inference at lower cost. META using 100% AMD for inference. NVDA data center GPU share down to 94%, AMD up to 4.2%. 23x fwd P/E; 5yr 25% CAGR to $85B rev, 30% margin = $510B mkt cap (2x current).
Read full article (2 min)