AMD's AI Momentum Fuels Bold $20 EPS Outlook [Yahoo! Finance]
BNP PARIBAS SPONS ADR (BNPQY)
NASDAQ:AMEX Investor Relations:
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Source: Yahoo! Finance
AMD ( NASDAQ:AMD ) laid out an upbeat multi-year roadmap at its analyst day, and BNP Paribas walked away even more confident about the company's AI trajectory. The firm now thinks AMD could hit $20 in annual earnings within the next three to five years, driven by what it calls a bigger, broader, deeper AI opportunity that's expanding faster than expected. Warning! GuruFocus has detected 9 Warning Signs with AMD. Is AMD fairly valued? Test your thesis with our free DCF calculator. Analyst David O'Connor said AMD is positioning itself inside a massive wave of datacenter spending. The company now sees the silicon market for CPUs, GPUs, HBM memory and networking growing at a 40% CAGR and reaching a huge $1 trillion TAM by 2030. He added that AMD's momentum in server CPUs and AI accelerators, along with stronger engagement from big customers makes the earnings path feel more realistic than it did even a year ago. O'Connor said getting to $20 EPS would require roughly 35% reven
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