Advanced Micro Devices

Gaining Ground on Nvidia

QuanD

Invested

Community Contributor

Published

30 Jul 25

Updated

07 Oct 25

Views

399

n/a

QuanD's Fair Value

n/a

91.2%

6.7%

91.2%

6.7%

You can edit this narrative until Oct 8 4:10 AM. Then, changes will post as Updates.

Author's Valuation

US$274.3122.1% undervalued

QuanD's Fair Value

Narrative

Updates1

Shared on 07 Oct 25

Fair value Increased 34%

AMD surged after a multi-year OpenAI deal, reshaping its AI prospects and growth outlook. A key financial claim from AMD leadership: the OpenAI partnership is expected to deliver “ tens of billions of dollars ” in revenue to AMD and be highly accretive to earnings, with each gigawatt equating to double‑digit billions.

QuanD'sFair Value

US$274.31

22.1% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

22.04%

Semiconductors revenue growth rate

1.18%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

10.45%

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