AMD: Compute-For-Equity Looks Dilutive, But It's Actually A Strategic Masterstroke [Seeking Alpha]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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US:NYSE Investor Relations:
ir.amd.com/investor-overview
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Source: Seeking Alpha
The compute-for-equity deals with Meta and OpenAI could dilute shares by up to 16.5% but preserve AMD's pricing power and enable significant follow-up orders. Even factoring in warrant vesting, AMD maintains 64% upside potential to a $569.28 2027 price target, driven by 36% sales and 63% EBITDA growth rates. Rising margins, strong free cash flow, and potential share repurchases position AMD to offset dilution and capitalize on hyperscaler partnerships. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » Olemedia/E+ via Getty Images Advanced Micro Devices, Inc. ( AMD ) has gained 62% since my last report and now exceeds my bullish price target of $304.20. In my prior report, I received comments on AMD giving out shares to hyperscalers. While this More on my IG service If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace
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AMD
News
- The 1 Number That Shows Why Nvidia Is Not Done Growing [Yahoo! Finance]Yahoo! Finance
- AMD slips as Northland Capital downgrades after massive run [Seeking Alpha]Seeking Alpha
- Jim Cramer Shares Why You Should Buy Advanced Micro Devices (AMD) [Yahoo! Finance]Yahoo! Finance
- Intel's CPU Comeback Lifts All Boats — Can AMD and ARM Ride the Same AI Wave? [Yahoo! Finance]Yahoo! Finance
- The Best Artificial Intelligence (AI) Growth Stocks to Buy on the Nasdaq as the Rally Heats Up [Yahoo! Finance]Yahoo! Finance
AMD
Earnings
- 2/3/26 - Beat
AMD
Sec Filings
- 4/24/26 - Form 144
- 4/17/26 - Form 4
- 4/16/26 - Form 144
- AMD's page on the SEC website