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Advanced Micro Devices
NasdaqGS:AMD Community
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Advanced Micro Devices
Popular
Undervalued
Overvalued
Advanced Micro Devices
AS
AscendedInvestor
Community Contributor
AMD Investment opportunity of the year for 2025?
AMD is continuing to steal market share from Intel while lagging behind Nvidia. They had stagnated revenues for the past 2 years and seem to be entering a stage in which their data center side of the business is starting to flourish.
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US$100.32
FV
12.7% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set as Fair Value
11
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
11 days ago
author updated this narrative
Advanced Micro Devices
M_
M_Kabesh
Community Contributor
AMD will achieve a robust 23.16% revenue growth showing promising prospects
Advanced Micro Devices (AMD), currently trading at $115.95 per share, is positioned for significant growth due to its focus on high-performance computing, AI, and data center markets. Despite a revenue dip to $22.68 billion in 2023, AMD has increased its AI chip revenue guidance to over $5 billion for 2024, indicating a strategic push into this booming sector.
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US$224.09
FV
49.5% undervalued
intrinsic discount
23.00%
Revenue growth p.a.
Set as Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
16 days ago
author updated this narrative
Advanced Micro Devices
NA
NateF
Community Contributor
Q3/4 Price Decline, 2025 Projections
Advanced Micro Devices (AMD) has demonstrated significant growth in the semiconductor industry, particularly in data centers, artificial intelligence (AI), and central processing units (CPUs). Analysts project continued expansion over the next 1-3 years, suggesting AMD could be a compelling investment opportunity.
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US$193.68
FV
41.6% undervalued
intrinsic discount
18.84%
Revenue growth p.a.
Set as Fair Value
4
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
about 1 month ago
author updated this narrative
Advanced Micro Devices
BA
Bailey
Equity Analyst
Hardware Efficiency And Pricing Strategies To Bolster Revenue Growth
Key Takeaways AMD's focus on thermal efficiency and new node advancements will see them overtake Intel in desktop CPU sales. AMD pricing strategy to undercut Nvidia in the Low-Mid end GPU markets will be a huge growth driver in the gaming segment.
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US$180.10
FV
37.2% undervalued
intrinsic discount
16.50%
Revenue growth p.a.
Set as Fair Value
45
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
3 months ago
author updated this narrative
Advanced Micro Devices
YI
yiannisz
Community Contributor
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.
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US$200.00
FV
43.5% undervalued
intrinsic discount
15.01%
Revenue growth p.a.
Set as Fair Value
8
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
3 months ago
author updated this narrative
Advanced Micro Devices
YI
yiannisz
Community Contributor
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.
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US$200.00
FV
43.5% undervalued
intrinsic discount
15.01%
Revenue growth p.a.
Set as Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Advanced Micro Devices
RI
Richard_Bowman
Equity Analyst and Writer
Intense Competition Will Force AMD to Sacrifice Margins In Favor of R&D Spend
Key Takeaways Revenue growth will improve and then slow due to cyclical nature of chip demand There will be an inevitable plateau in AI investment Competition between CPU and GPU producers will intensify due massive long term potential This will result in very high R&D spend by all three, particularly AMD AMD’s revenue growth accelerates then falls into single digits by 2028 Catalysts Industry Catalysts CPU Demand Will Accelerate in 2024 and 2025, but Decelerate Again by 2028 CPU sales for the client segment is likely to accelerate rapidly as inventories have fallen and a new replacement cycle is overdue. Within the datacenter segment growth will be more measured.
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US$103.16
FV
9.6% overvalued
intrinsic discount
16.00%
Revenue growth p.a.
Set as Fair Value
31
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 months ago
author updated this narrative
Advanced Micro Devices
WA
Analyst Price Target
Consensus Narrative from 43 Analysts
EPYC CPUs And MI300X GPUs To Fuel Data Center Expansion And Boost Profitability
Key Takeaways Strong enterprise adoption and cloud provider wins in CPUs and GPUs indicate potential future revenue growth and increased market share in the data center sector. Strategic moves in AI and acquisitions suggest enhanced capabilities, operational efficiency, and growth opportunities, boosting AMD's revenue and profitability outlook.
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US$170.63
FV
33.7% undervalued
intrinsic discount
22.14%
Revenue growth p.a.
Set as Fair Value
9
users have liked this narrative
0
users have commented on this narrative
262
users have followed this narrative
20 days ago
author updated this narrative
Your Valuation for
AMD
Advanced Micro Devices
Your Fair Value
US$
Current Price
US$113.10
25.3% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-658m
52b
2015
2018
2021
2024
2025
2027
2030
Revenue US$52.1b
Earnings US$3.3b
Advanced
Set as Fair Value