AMD Share Price Performance
US$203.78
65.43 (47.29%)
26.4% undervalued intrinsic discount
US$276.76
Fair Value
Price US$203.78
AnalystConsensusTarget US$276.76
oscargarcia US$270.00
QuanD US$274.31
Fair ValueUS$276.76
Share Pricen/a
Advanced Micro Devices, Inc. Stock Price
- 13 Narratives written by author
- 17 Comments on narratives written by author
- 2525 Fair Values set on narratives written by author
AMD Community Narratives
AN
Fair Value US$276.76 26.4% undervalued intrinsic discount
Analysts Lift AMD Price Targets as AI Deals and Valuation Projections Fuel Optimism
15users have liked this narrative
1users have commented on this narrative
544users have followed this narrative
OS
Fair Value US$270 24.5% undervalued intrinsic discount
A formidable player in AI and enterprise computing.
13users have liked this narrative
6users have commented on this narrative
82users have followed this narrative
QU
Fair Value US$274.31 25.7% undervalued intrinsic discount
Gaining Ground on Nvidia
2users have liked this narrative
1users have commented on this narrative
44users have followed this narrative
A formidable player in AI and enterprise computing.
1. Growth Engines in AI & Data Center AMD reported 36% YoY revenue growth in Q1 2025 , reaching $7.44B , with non‑GAAP EPS of $0.96 , a 55% YoY jump.Read more
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OS
US$270
24.5% undervalued intrinsic discount
oscargarcia Fair Value
Revenue growth
19.11% p.a.
Profit Margin
8.03%
Future PE
114.31x
Share price in 2030
US$425.72
Gaining Ground on Nvidia
Catalysts AI GPU Ramp-Up: AMD’s MI350 series is launching with strong momentum, offering competitive performance and higher ASPs. The upcoming MI400 is expected to push performance even further. Market Positioning: AMD is becoming a cost-effective alternative to Nvidia, appealing to enterprise buyers seeking value.Read more
2users have liked this narrative
1users have commented on this narrative
44users have followed this narrative
QU
US$274.31
25.7% undervalued intrinsic discount
QuanD Fair Value
Revenue growth
30% p.a.
Profit Margin
15%
Future PE
60x
Share price in 2028
US$360.63
Scenario: 20% Yearly Revenue Growth, 9% Margin and 15% risk discount rate
Conservatively assumes: 20% yearly Revenue Growth Rate (currently 22.55% as of 2025-11-12), assuming demand for AI products slightly tapers off. 9% Net Profit Margin due to increased competition for Market Share, Compensation, R&D, etc (currently 9.78% as of 2025-11-12).Read more
0users have liked this narrative
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4users have followed this narrative
KA
US$273.44
25.5% undervalued intrinsic discount
Kafka Fair Value
Revenue growth
20% p.a.
Profit Margin
9%
Future PE
126.86x
Share price in 2030
US$549.98
AMD's Future Looks Promising with a 31% Revenue Growth
Price: $138.52 (7/2/25) Willing To Pay: <= $195 As of right now I am incredibly bullish; AMD is actually my largest position in my portfolio right now so take that into consideration. Now when you look at AMD in value not considering its growth potential you would probably find its value to land between $130-$100 with its intrinsic value roughly coming to $101.87.Read more
8users have liked this narrative
1users have commented on this narrative
42users have followed this narrative
ZW
US$290.64
29.9% undervalued intrinsic discount
Zwfis Fair Value
Revenue growth
31% p.a.
Profit Margin
8.03%
Future PE
34.27x
Share price in 2035
US$688.05
Hardware Efficiency And Pricing Strategies To Bolster Revenue Growth
Key Takeaways AMD's focus on thermal efficiency and new node advancements will see them overtake Intel in desktop CPU sales. AMD pricing strategy to undercut Nvidia in the Low-Mid end GPU markets will be a huge growth driver in the gaming segment.Read more
45users have liked this narrative
3users have commented on this narrative
47users have followed this narrative
BA
US$180.1
13.1% overvalued intrinsic discount
Bailey Fair Value
Revenue growth
16.5% p.a.
Profit Margin
18%
Future PE
50x
Share price in 2029
US$282.95
AMD will achieve a robust 23.16% revenue growth showing promising prospects
Advanced Micro Devices (AMD), currently trading at $115.95 per share, is positioned for significant growth due to its focus on high-performance computing, AI, and data center markets. Despite a revenue dip to $22.68 billion in 2023, AMD has increased its AI chip revenue guidance to over $5 billion for 2024, indicating a strategic push into this booming sector.Read more
1users have liked this narrative
0users have commented on this narrative
22users have followed this narrative
M_
US$224.09
9.1% undervalued intrinsic discount
M_Kabesh Fair Value
Revenue growth
23% p.a.
Profit Margin
7.52%
Future PE
105.63x
Share price in 2029
US$327.45
Q3/4 Price Decline, 2025 Projections
Advanced Micro Devices (AMD) has demonstrated significant growth in the semiconductor industry, particularly in data centers, artificial intelligence (AI), and central processing units (CPUs). Analysts project continued expansion over the next 1-3 years, suggesting AMD could be a compelling investment opportunity.Read more
5users have liked this narrative
0users have commented on this narrative
24users have followed this narrative
NA
US$193.68
5.2% overvalued intrinsic discount
NateF Fair Value
Revenue growth
18.84% p.a.
Profit Margin
7.52%
Future PE
108.82x
Share price in 2029
US$283.75
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.Read more
8users have liked this narrative
1users have commented on this narrative
19users have followed this narrative
YI
US$200
1.9% overvalued intrinsic discount
yiannisz Fair Value
Revenue growth
15.01% p.a.
Profit Margin
7.52%
Future PE
133.15x
Share price in 2029
US$294.74
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.Read more
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
YI
US$200
1.9% overvalued intrinsic discount
yiannisz Fair Value
Revenue growth
15.01% p.a.
Profit Margin
7.52%
Future PE
133.15x
Share price in 2029
US$294.74
Recently Updated Narratives
OS
A formidable player in AI and enterprise computing.
Fair Value: US$270 24.5% undervalued intrinsic discount
82 followersusers have followed this narrative
6 commentsusers have commented on this narrative
1 likeusers have liked this narrative
KA
Scenario: 20% Yearly Revenue Growth, 9% Margin and 15% risk discount rate
Fair Value: US$273.44 25.5% undervalued intrinsic discount
4 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
QU
Gaining Ground on Nvidia
Fair Value: US$274.31 25.7% undervalued intrinsic discount
44 followersusers have followed this narrative
1 commentusers have commented on this narrative
2 likesusers have liked this narrative
Snowflake Analysis
Advanced Micro Devices, Inc. Key Details
About AMD
- Founded
- 1969
- Employees
- 28000
- CEO
- WebsiteView website
Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates in three segments: Data Center, Client and Gaming, and Embedded. The company offers artificial intelligence (AI) accelerators, x86 microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing units, field programmable gate arrays (FPGA), system on modules, smart network interface cards, and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen AI, AMD Ryzen PRO, AMD Ryzen Threadripper, AMD Ryzen Threadripper PRO, AMD Athlon, and AMD PRO A-Series brands; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; professional graphics under the AMD Radeon Pro graphics brand; and AI and general-purpose compute infrastructure for hyperscale providers. The company offers data center graphics under the AMD Instinct accelerators and Radeon PRO V-series brands; server microprocessors under the AMD EPYC brand; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, and AMD R-Series and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo and Pensando brands. It serves original equipment and design manufacturers, public cloud service providers, system integrators, distributors, and add-in-board manufacturers. The company was incorporated in 1969 and is headquartered in Santa Clara, California.
