Advanced Micro Devices

US Export Restrictions And Manufacturing Bottlenecks Will Undermine Future Prospects

AnalystLowTarget

Not Invested

Community Contributor

Published

08 Apr 25

Updated

07 May 25

Views

640

n/a

AnalystLowTarget's Fair Value

n/a

63.2%

-10.5%

63.2%

-10.5%

You can edit this narrative until May 12 5:58 AM. Then, changes will post as Updates.

Author's Valuation

US$136.6844.9% overvalued

AnalystLowTarget Fair Value

Narrative

Updates5

Shared on 07 May 25

Fair value Increased 30%

Shared on 30 Apr 25

Fair value Decreased 2.07%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 5.08%

AnalystLowTarget has decreased profit margin from 15.2% to 13.0% and increased future PE multiple from 45.4x to 50.4x.

Shared on 16 Apr 25

Fair value Decreased 3.11%

AnalystLowTarget has increased revenue growth from 9.1% to 10.2%.

Shared on 10 Apr 25

Fair value Increased 17%

AnalystLowTarget made no meaningful changes to valuation assumptions.

AnalystLowTarget Fair Value

US$136.68

44.9% overvalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

24.68%

Semiconductors revenue growth rate

1.02%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.50%

Calculation

US$7.18b

Earnings '28

41.10x

PE Ratio '28

US$295.26b

Market Cap '28

US$295.26b

Market Cap '28

1.62b

No. shares '28

US$181.93

Share Price '28

US$181.93 Share Price '28

Discounted to 2025 @ 10.02% p.a.

US$136.60

Fair Value '25