Advanced Micro Devices

Gaining Ground on Nvidia

QuanD

Invested

Community Contributor

Published

30 Jul 25

Updated

14 May 26

Views

424

n/a

QuanD's Fair Value

n/a

262.0%

-6.8%

262.0%

-6.8%

You can edit this narrative until May 15 1:20 PM. Then, changes will post as Updates.

Author's Valuation

US$274.3154.6% overvalued

QuanD's Fair Value

Shared on 14 May 26

AMD: AI Accelerator Momentum Is Real, But Valuation Now Needs Perfect Execution

AMD is emerging as a go-to backup option as big cloud companies try to reduce their reliance on Nvidia for AI chips. But after a big run-up, the stock leaves little room for mistakes—especially with tough competition and potential supply and export roadblocks.

4 views

Shared on 07 Oct 25

Fair value Increased 34%

AMD jumps after signing a long-term deal with OpenAI, with management saying it could bring in massive new AI revenue and lift profits. With new AI chips rolling out, AMD aims to win more business from companies that want a lower-cost option to Nvidia—but it still has to execute and keep investors confident.

161 views

Valuator

Company Info

Notes

QuanD'sFair Value

US$274.31

54.6% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

26.43%

Historical revenue growth rate

16.90%

Semiconductors revenue growth rate

1.39%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

10.96%

Calculation

US$9.75b

Earnings '28

60.00x

PE Ratio '28

US$585.28b

Market Cap '28

US$585.28b

Market Cap '28

1.62b

No. shares '28

US$360.63

Share Price '28

US$360.63 Share Price '28

Discounted to 2025 @ 9.55% p.a.

US$274.31

Fair Value '25