Advanced Micro Devices

Intense Competition Will Force AMD to Sacrifice Margins In Favor of R&D Spend

Richard_Bowman

Not Invested

Equity Analyst and Writer

Published

26 Sep 23

Updated

14 Oct 24

n/a

Richard_Bowman's Fair Value

n/a

51.3%

-7.8%

51.3%

-7.8%

You can edit this narrative until May 14 2:40 AM. Then, changes will post as Updates.

Author's Valuation

US$103.1699.8% overvalued

Richard_Bowman's Fair Value

Narrative

Updates1

Shared on 14 Oct 24

Fair value Increased 6.72%

AMD Datacenter Segment takes the Lead as Gaming and Embedded Remain in a Slump ____ AMD continues to execute well and reported impressive second-quarter results, despite two segments once again doing all the heavy lifting. The datacenter segment reported quarterly revenue of $2.8 billion, up 115% over 12 months.

Richard_Bowman'sFair Value

US$103.16

99.8% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

24.21%

Semiconductors revenue growth rate

0.93%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

10.46%

Calculation

US$8.67b

Earnings '29

30.00x

PE Ratio '29

US$260.24b

Market Cap '29

US$260.24b

Market Cap '29

1.66b

No. shares '29

US$156.79

Share Price '29

US$156.79 Share Price '29

Discounted to 2024 @ 8.60% p.a.

US$103.79

Fair Value '24