AMD: Multiple Tailwinds But Higher Uncertainty (Rating Upgrade) [Seeking Alpha]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
Check Earnings Report
US:NYSE Investor Relations:
ir.amd.com/investor-overview
Company Research
Source: Seeking Alpha
AMD projects robust growth, and I model 31% revenue CAGR through 2030, with market share gains in Data Center and robust growth in Client & Gaming. A base-case fair value estimate for AMD is ~$269.4, making it a Buy under ~$211, though high uncertainty persists due to long-term forecasts. Risks include aggressive AI investment assumptions and potential competition, but even slightly conservative scenarios support a favorable long-term outlook for AMD. JHVEPhoto/iStock Editorial via Getty Images Article Thesis My position in Advanced Micro Devices, Inc. ( AMD dates from the beginning of March. With the stock at $99, I saw it undervalued. Combined with an interesting growth ahead, fueled especially by their Data Center This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving comp
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News
- Is Advanced Micro Devices, Inc. (AMD) One of the Best Augmented Reality Stocks to Buy Right Now? [Yahoo! Finance]Yahoo! Finance
- AI Bubble Or Supercycle? AMD CEO Says Quiet Part Out Loud [Seeking Alpha]Seeking Alpha
- Advanced Micro Devices, Inc. (AMD) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]Seeking Alpha
- Nvidia servers speed up AI models from China's Moonshoot AI and others tenfold [Yahoo! Finance Canada]Yahoo! Finance Canada
- Nvidia servers speed up AI models from China's Moonshoot AI and others tenfold [Yahoo! Finance]Yahoo! Finance
AMD
Earnings
- 11/4/25 - Beat
AMD
Sec Filings
- 12/4/25 - Form 144
- 12/4/25 - Form 4
- 11/28/25 - Form 4
- AMD's page on the SEC website