NVIDIA Vs. AMD: Buy The Dominant Leader At A Discount [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
Company Research
Source: Seeking Alpha
AMD offers a compelling alternative for hyperscalers seeking supply diversification, but its higher valuation and lower margins warrant only a 'Hold' rating. NVDA's vertical integration, software lock-in, and government/robotics exposure drive robust, diversified growth and resilience against macroeconomic cycles. AMD's aggressive expansion, open ecosystem, and cloud partnerships support growth, but execution, margin, and valuation risks limit near-term upside. Robert Way/iStock Editorial via Getty Images Investment Thesis Currently, semiconductors are in a unique "golden shortage" phase, enhancing the business models of Nvidia ( NVDA ) and Advanced Micro Devices ( AMD ) for shareholders. Assessing the scale of the AI This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving co
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AMD
News
- Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started? [Yahoo! Finance]Yahoo! Finance
- Data center demand drives upside for range of semis ahead of earnings: Susquehanna [Seeking Alpha]Seeking Alpha
- The CPU shortage is 'more acute' than the memory shortage, report claims [Yahoo! Finance]Yahoo! Finance
- AMD, Intel, Lattice get price target boosts at Stifel ahead of earnings [Seeking Alpha]Seeking Alpha
- Advanced Micro Devices (AMD) had its price target raised by Stifel Nicolaus from $280.00 to $320.00. They now have a "buy" rating on the stock.MarketBeat
AMD
Earnings
- 2/3/26 - Beat
AMD
Sec Filings
- 4/17/26 - Form 4
- 4/16/26 - Form 144
- 4/15/26 - Form 144
- AMD's page on the SEC website