Advanced Micro Devices

AI And Cloud Computing Will Revolutionize Digital Infrastructure

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

08 Apr 25

Updated

19 Dec 25

Views

1.1k

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

115.4%

7D

1.2%

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1Y

115.4%

7D

1.2%

You can edit this narrative until Dec 20 2:05 AM. Then, changes will post as Updates.

Author's Valuation

US$362.1530.2% undervalued

AnalystHighTarget Fair Value

Shared on 19 Dec 25

Fair value Increased 57%

AMD: OpenAI Data Center Pact Will Drive Long-Term AI Upside

The analyst fair value estimate for Advanced Micro Devices has risen sharply from $230.00 to approximately $362.15, as analysts increase long-term revenue growth and margin assumptions based on large multiyear AI accelerator and rack-scale system opportunities highlighted in recent Street research. Analyst Commentary Bullish analysts are broadly constructive on AMD's positioning in the accelerating AI infrastructure cycle, with recent notes emphasizing both the magnitude and duration of the company’s growth runway.

Shared on 07 May 25

Fair value Increased 20%

Shared on 30 Apr 25

Fair value Decreased 2.71%

AnalystHighTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 15%

AnalystHighTarget has increased future PE multiple from 32.1x to 38.8x.

Shared on 16 Apr 25

Fair value Decreased 6.19%

AnalystHighTarget made no meaningful changes to valuation assumptions.

AnalystHighTarget Fair Value

US$362.15

30.2% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

22.31%

Semiconductors revenue growth rate

1.11%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

10.55%

Calculation

US$23.71b

Earnings '28

x

34.00x

PE Ratio '28

=

US$806.29b

Market Cap '28

US$806.29b

Market Cap '28

/

1.65b

No. shares '28

=

US$488.38

Share Price '28

US$488.38 Share Price '28

Discounted to 2025 @ 10.50% p.a.

=

US$361.95

Fair Value '25